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collect-settings.rst

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Collect Menus, Settings and Security

Main Menu

ODK Collect's main menu contains the following options:

Main menu of ODK Collect

General Settings

General Settings are accessible from the :guilabel:`⋮` menu on the top-right corner.

General settings

It allows us to configure the following:

Server Settings

Server settings

:menuselection:`Server` settings manage the connection to an ODK Aggregate server or Google Drive account for form management.

See :ref:`connecting-to-server` for more details.

User Interface Settings

User Interface settings

:menuselection:`User Interface` settings allow us to customize the way our app looks and behaves. It includes settings for:

:menuselection:`User Interface` settings page also consists of the Mapping Settings.

Mapping

Map settings are included on the :menuselection:`User Interface` settings page.

Form Management Settings

Form Management settings

:menuselection:`Form Management` settings handle default behavior when editing, finalizing, and importing forms.

Form submission

  • :guilabel:`Auto send` When enabled, forms are sent immediately when finalized if the device can connect to the internet. You can specify whether to send over WiFi, cellular data, or both.
  • :guilabel:`Delete after send` When checked, form instances are deleted once they are sent.

Form filling

Form import

User and Device Identity Settings

User and Device Identity Settings

Form Metadata Settings

:menuselection:`User and Device Identity -> Form Metadata` sets identity values which are added to the metadata of forms completed on the device.

User-defined

You can edit the following:

  • Username
  • Phone number
  • Email address

Device-defined

You cannot edit these:

  • Device ID
  • Subscriber ID
  • SIM serial number

Usage data

When enabled, ODK Collect sends usage and error data back to the ODK development team, which helps us improve the application.

Usage data is anonymized.

Admin Settings

Note

Admin settings can be password protected. If you set an :guilabel:`Admin Password` in the Admin settings screen, you will need to re-enter that password to access Admin settings in the future.

Admin settings menu

Admin Security

Admin settings allow you to :ref:`restrict which General Settings are seen by users <user-access-control-settings>`. To access those settings as an Admin (and see all of them), :gesture:`tap` :guilabel:`General Settings` from the Admin settings page.

Import/Export settings

:guilabel:`Import/Export Settings` lets you configure other devices identical to your current device simply by scanning the QR code. The QR image presented contains all of your current General and Admin settings, including admin and server passwords. When scanned by the ODK Collect app with another device, these settings are imported.

You can also import settings from a QR code saved to the device, by selecting :guilabel:`Select Code from SD Card`

Warning

The QR code used for settings import contains the admin and server passwords in plain text. To remove them from the code, :gesture:`tap` the warning on the QR code screen.

User Access Control Settings

This section allows the admin to hide menu items and settings from the user. It contains the following options: