Collection types are useful for organizing recurring groups of Participants. For example, you may have a Collection Type for each school that you work with, and a Collection for each class in that school. In order to create a Collection, you must first create a Collection Type. The steps for creating Collection Types are very similar to that of creating a new TouchPoint.
To create a Collection Type:
On the Navigation Bar, click "Site Administration".
Select "Manage Collection Types".
Click the "New Collection Type" button at the top of the page.
Once at the Collection Type Wizard:
Give a clear and descriptive name to your Collection type.
Add tags to make it easier to search and report on Collection types.
Optional: Check the "Section Quick Links" box to enable section quick links on each page.
Optional: Check the "Question Numbering" box if you wish to have each question numbered.
Once your Collection Type is saved, you have the option to add Form Elements similar to a TouchPoint. If you choose to add anything to the Form, you'll want them to be general information about the Collection (ex. which days they meet, who leads/supervises the group). Specific data such as date of class, time spent, attendance, and notes should be recorded using Collection TouchPoints.
When making a Collection Type, don't use the same name as an existing Subject Type, such as Participant or Family. Instead, use something a little more specific that will help your users, like Biweekly Family Meetup, or Math Class Participants.