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Capture Settings - Access

Capture Settings allows you to control the status and workflow of a data capture as well as managing your team membership.

Select the Capture Settings tab and Access, see below: 

Capture settings access tab

Status Explained

status bar highlighted

Draft

Data capture is only available in GoReport Creator and cannot be seen or used by any user on iOS application or the web portal

Test

Data capture is only available to users that have been added to a team and can still be fully configured.

Live

Data capture is available to any user and cannot be configured or put back into Test or Draft

Archived

Data capture is unavailable to all users on IOS application and the web portal and cannot be put back into Test or Draft

Note: When a data capture is Live, it CANNOT be edited. In the design screen of this data capture you will see a locked icon indicating, “This data capture has been marked as live and cannot be structurally changed”.

data capture marked as live box highlighted

Team Membership

  • You can choose which Teams have access to this data capture. 
  • To select a Team, click on it once.

team membership highlighted

  • To unselect the team, click on it and the green highlight will disappear.

selected team indicated with an arrow

    • Click View Permissions to see which users have access to this data capture.

    view permissions box highlighted

    data capture permissions example

    • Click on Edit Teams to add a new team or to edit existing teams.

     edit teams button highlighted

    🔗 Further information on how to use Teams can be found in the How to use GoReport Teams article