1. Module 2: Mission Set-up & User Management
ELMO Coordinator Training

2. Welcome to ELMO Training for Mission Set-up & User Management
Contents
Creating a Mission (Admin Only)
User Permission Levels
Creating a New User
Creating Multiple Users
Exporting VCards
ADD INTRO – IN THIS MODULE, WE WILL…

3. Activity for Mission Set-up & User Management Module
Country X is holding elections in a few months, and its government has invited your organization to observe them. To do this, you must create a mission with checklist forms for the election, and several users that can access the forms within ELMO.

4. Activities for Mission Set-up & User Management
This module consists of four activities. Please follow the instructions and complete the following four activities: Activity 1. Creating a mission (admin mode) Activity 2. Creating a user Activity 3. Creating multiple users Activity 4. Exporting user information via VCard

5. Creating a Mission
Select Admin Mode

6. Creating a Mission
Select the Missions menu
Select Create New Mission

7. Creating a Mission
A Mission is a data collection project typically bounded by a specific purpose. For example: “Mozambique observations” versus “Mynamar observations” or “Tunisia ” This decision is made by the data collection team.
Enter a name for the mission. Use only letters, numbers, and spaces

8. Creating a Mission To lock a mission, mark the box labeled Locked?
When a mission is locked, it makes the data “read-only.” Responses and Forms cannot be created or edited, and users cannot be added or deleted.
An administrator typically does this at the end of an election observation mission, after the data is all in.
Select Save

9. Questions? Before we continue,
Pause here to ask if anyone has any questions

10. Activity for Building Reports Module
Activity 1. Creating a mission - Create a new mission titled “Country X 2016” Activity 2. Creating a user Activity 3. Creating multiple users Activity 4. Exporting user information via VCard

11. User Permission Levels
Before creating users, it is a good idea to learn the different user roles or levels. They are, from lowest to highest:
Observer
Staffer
Reviewer (coming in 2016)
Coordinator
Administrator
“Higher” users get all the access and privileges of those “lower,” with Administrators having the most access and privileges in the system.

12. Observer An observer collects and submits data from the field
Observers may:
Complete responses to published forms via tablet, via SMS, or via the ELMO online platform
Edit personal user information
Generate reports (only based off their own submitted data)

13. Staffer A staffer: In addition to observer privileges, staffers may:
Performs data analysis on reports
Communicates with observers deployed to the field
In addition to observer privileges, staffers may:
Generate reports from data submitted by any and all users in the mission
Broadcast SMS messages to mission users

14. Coordinator A coordinator:
Designs forms and reports
Manages observers and staffers for a specific mission
In addition to staffer privileges, coordinators may:
Create option sets, questions, and forms for the mission
Create, edit, and delete users within a mission

15. Administrator An administrator:
Designs standard forms (in other words: form templates)
Sees and manages across several missions
In addition to coordinator privileges, administrators may:
Create new missions
Create standard option sets, standard questions, and standard forms to be shared/imported across all missions

16. Pop Quiz!
Can observers create missions?

17. Pop Quiz!
Can observers edit their own personal information?

18. Pop Quiz!
Can coordinators create standard forms?

19. Pop Quiz!
Can staffers create forms, questions, and option sets?

20. Pop Quiz!
Can administrators design standard forms?

21. User Permission Levels
Don’t worry if you got some of the questions wrong! As long as you understand the basics of user permissions, you will be able to use ELMO just fine.
Give students time to study the chart and answer any questions they may have.

22. Creating a New User
Now you’re ready to learn how to create a new user. Users are created within missions, but administrators can also create them in Admin Mode.
These instructions are designed for creating users within a mission, but the process for creating them in admin mode is very similar.

23. Creating a New User
Select the Users menu
Select Create New User

24. Creating a New User Enter the user’s full name
Enter a username for the user

25. Creating a New User Enter the user’s email
Enter the user’s phone number and an alternate phone number if they have one

26. Creating a New User
If the user is going to actively use ELMO, mark the box next to Active; else you can keep the checkbox marked “off” as an added measure to prevent data submission until ready
Select a role for the user

27. Creating a New User Select a preferred language for the user
If necessary, add any notes about the user in the box next to Notes

28. Creating a New User
If you want the user to receive instructions to create a password via , mark the box next to Send instructions
If you prefer to print out instructions and give them to the user, mark the box next to Show printable instructions
Select Save when finished

29. Sample Reset Password Email Instructions

30. Sample Reset Password Printable Instructions

31. Questions? Before we continue,
Pause here to ask if anyone has any questions

32. Activity for Building Reports Module
Activity 1. Creating a mission Activity 2. Creating a user - Create two new users - After creation, edit one of the user’s information and delete the other account; the instructor can assist if you need some extra help Activity 3. Creating multiple users Activity 4. Exporting user information via VCard

33. Creating Multiple Users
A large ELMO mission can have hundreds of users. Creating each account one-by-one can be very time-consuming.
For this reason, ELMO allows the creation of multiple users at once. However, this is not done within ELMO itself, but rather in spreadsheet software that can create XLSX or CSV files (such as Microsoft Excel).

34. Creating Multiple Users
Open your spreadsheet software to create the user file
In the first row, create the following columns:
Username | Full Name | Main Phone | Alternate Phone | | Notes
Fill in the relevant information for each user in the rows below, one row per user (username is required)
Save the file when finished as either XLSX or CSV

35. Creating Multiple Users
Return to the Users menu in ELMO
Select Create Multiple Users

36. Creating Multiple Users
Select Choose File and choose the file you created
Select Import

37. Questions? Before we continue,
Pause here to ask if anyone has any questions

38. Activity for Building Reports Module
Activity 1. Creating a mission Activity 2. Creating a user Activity 3. Creating multiple users - Create 15 new users in a spreadsheet and import them into your mission Activity 4. Exporting user information via VCard

39. Exporting VCards
A VCard is a package of information about a user that is readable in Microsoft Outlook. This makes it easier to add user contact information to Outlook.

40. Exporting VCards Go to the Users menu
Mark the box next to the name of each user whose information you wish to export
Click Export as VCard

41. Questions? Before we continue,
Pause here to ask if anyone has any questions

42. Activity for Building Reports Module
Activity 1. Creating a mission Activity 2. Creating a user Activity 3. Creating multiple users Activity 4. Exporting user information via Vcard - Export Vcards for 5 different users

43. Questions?
Module 2: Mission Set-up & User Management Training is concluded! Please direct any questions or needs for clarification to the trainer for this program.