Within a project, you'll have the option to add sites and assign different groups and teams of collectors to these sites. While it’s not mandatory, this allows you to disaggregate your results so you can get a clearer understanding of your data. It also lets you track the activity of your collectors in more detail. (For more information on staff tracking, see the Tracking Staff Performance article.)
Sites are simply locations from which you will be collecting your data. For example, you might be organizing workshops in different cities, or tracking hospitals in a range of countries. By setting up sites, you can filter the results later and analyze them on a more granular level.
Beginning at a project's home page, you can either select Project Settings on the left sidebar or click within the Project Site box located to the right to add sites to a project.
You'll then arrive at this page:
Within the Add New Site box, fill in the 4 requirements: site name, icon, icon color, and location. Finally, click Save.
Let's repeat the process of creating a new site again. Now we have two saved sites, Pawnee High School and Eagleton High School!
Once we've created our two sites, we can assign collectors to them.
Select Users > Field Staff Grouping. Here we can see the two sites we’ve created. There are also some unassigned collectors - field staff we’ve added without assigning them to a site. (You may notice that these are the collectors we added on the Assigning Collectors page!) They’re listed under Unassigned Staff.
If we select the arrow icon to the left of the site Pawnee High School, options will open. Let's click Add Collector. We'll assign Ron Swanson to Pawnee High School and press Save. (Notice that it said, "Add Collector to Pawnee High School Default Group Default Team." Again, sites, groups, and teams are all optional; if you don’t assign them, they’ll simply be put in a “default” group for each.)
You'll see Ron Swanson has now been successfully assigned to Pawnee High School.
Now we’ll click on Add Group. Just like it sounds, a group is a set of staff that are assigned to a specific site.
Let's title the group name Classroom 7 and click Add.
Classroom 7 is now listed under the site Pawnee High School. If we click on Classroom 7, options will open underneath it.
Now within the group Classroom 7, let's add a few teams labeled Honors teachers and Non Honors Teachers. Just as groups can be created under sites, several teams can be created under groups. Teams are a smaller subset within groups.
Teams Honors Teachers and Non Honors Teachers have now been created. Let's expand these teams and add collectors to them!
Click Add Collector immediately underneath Honors Teachers. Let's add April Ludgate and select Save. We can repeat the process and place Ann Perkins on Honors Teachers as well.
This time, let's add Tom Haverford to Non Honors Teachers.
We've now created sites and assigned different groups and teams to these sites!