organization home - the first page you will be brought to after logging into the Dharma platform. From this page you can create new projects, access past projects, and move to user or organizational settings. 

User Settings
user settings - allows you to update user profile such as profile photo, name, email as well as change password. More info

Organization Settings
organization setting -
allows you to control organizational settings such as adding/deleting/editing organization staff, project users for each project, and billing information. More info

Types of organization staff:

  • organization owner - An organization owner is a superuser to all the projects, can create/modify/delete projects,can add/edit/remove organization users and can add/modify/remove billing details. 
  • projects admin - A project admin can create/modify/delete projects and assign/remove project users. 
  • user admin - A user admin can add/edit/remove users.
  • billing admin -  A billing admin can add/modify/remove billing details.


Single point project - The most simple data structure that you can assign to your project. Most simple surveys follow a single point data collection, where data is collected only once on a given subject or item of interest.

hierarchical project - a type of project in which data will be collected in multiple hierarchies/levels, where smaller lower-level units can be organized into a hierarchy of successively higher level units. For example, you may want to collect data at a hierarchy of countries, states, cities, and districts. Where each "child" record is nested to its "parent" record. More info.

longitudinal project - a type of project in which there are repeated observations of a subject (i.e person, facility). Data will be split into two levels, the initial enrollment form and the longitudinal form that will be collected several times. More info. 

In other words, longitudinal collection is data collection where data is collected more than once on the same subject (or item of interest). The resulting data can thus be used to track changes over time.

For example:

  • Medical vital signs collected hourly for each patient.
  • Structural condition collected annually for each building.

Resident data collected occasionally for each household.

time series project - a type of project in which you simply track data over a specified period of time. More info.

Project Home

project home
- the first page you will see when entering a project. It will summarize and show visuals for certain details such as project site, duration, staff member, and more. 

Project Settings

project settings - allows you add or make changes to certain project settings such as adding a new site, setting project duration, changing parameters to fit project type, and manage users. 

Units of grouping staff:

  • sites - locations you will be collecting your data from (ex. Hospital A, Hospital B)
  • groups - a set of staff assigned to as specific site (ex. cardiology, emergency department under Hospital A)
  • teams - a smaller subunit of staff under groups (ex. several teams of doctors and nurses in cardiology)

More info on sites, groups, and teams.

User roles within a project:

  1. Project Administrators - A project administrator has access to everything within the project, from modifying the form, seeing results, and adding/deleting user roles. 
  2. Collaborators - only have access to the Form Builder feature of the project and can edit/add/delete questions in the form, create categories, and etc. 
  3. Researchers - only have access to the results and export feature of the project.
  4. Staff Managers - can add/delete staff, change staff grouping, and manage staff tracking.
  5. Collectors - are field staff that will be collecting data once the forms are complete. Once the form is pushed to mobile, collectors will have access to the forms on their mobile platforms. 
  6. Guests - similar to researchers only have access to the results feature of a project. However, a point of differentiation is that guests are assigned to specific sites and will only be able to view results for the site they are assigned to. 

More info on user roles.

Form Builder
form builder - the sub-section within projects that allows you to build the form that you will be using for data collection.  More info on adding content to forms.

  • category - a sub-unit of questions within the forms. Categories can be used to group together questions for specific themes. For example, within a form gathering patient information one category can ask about patient demographics, while another category asks about immunization history.
  • question - simply a question asked on the form. A question is made up of three components: question, question label, and response type. Question label is the name of the question's column when it is exported. You can also choose from a variety of response type such as yes/no, multiple choice, open response, number, data, country, and current location. 
  • group - a way in which you can group questions together based on a condition, a certain response to a question. By grouping question you can create a skip-logic flow where some questions are only asked to a certain audience of people.
  • instruction - allows you to write out instructions to explain how to collect responses for certain types of questions.
  • pivot button - a horizontal three dot icons that appears within longitudinal and hierarchical forms. We can navigate to different levels of the form with this button. 
  • results language(web) - the language that will be displayed while you are accessing the dharma platform on the web.
  • display language(mobile) - the language that will be displayed while on Dharma's mobile platform. It will automatically be the same language as the results language(web), unless specifically changed.

results - a sub-section within projects where you can go view the results of data collected. We'll be able to see project summary of total responses collected, visuals specific to each question, as well as many other features. More info. 

  • filter - the ability to filter viewing results only for a specific sub-population of survey respondent. We can filter by those who had certain responses for a question, and can add multiple filters as well. More info.
  • comparison - under results, you have the option to compare results from one question with another question. More info
  • export - the ability to move all collected data out in a single document ranging from excel sheet, coded csv, named csv. More info

Staff Tracking
staff tracking - a sub-section within projects that allows you to track collector's progress in collecting data. 

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