{"id":156001,"date":"2018-04-03T17:31:52","date_gmt":"2018-04-03T17:31:52","guid":{"rendered":"http:\/\/www.esri.com\/arcgis-blog\/?post_type=blog&p=156001"},"modified":"2018-04-18T20:29:12","modified_gmt":"2018-04-18T20:29:12","slug":"collector-help-template","status":"publish","type":"blog","link":"https:\/\/www.esri.com\/arcgis-blog\/products\/collector\/field-mobility\/collector-help-template","title":{"rendered":"Collector help template"},"author":5701,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_searchwp_excluded":""},"categories":[23261],"tags":[39831,39841,23711,39851],"industry":[],"product":[36591,36641],"class_list":["post-156001","blog","type-blog","status-publish","format-standard","hentry","category-field-mobility","tag-data-collection","tag-field-work","tag-mobile","tag-user-help","product-apps","product-collector"],"acf":{"short_description":"Download and customize this help template to easily create documentation for your Collector users, covering your workflows.","flexible_content":[{"acf_fc_layout":"content","content":"

I recently shared a template for a Collector cheat sheet<\/a> that could be taken, customized, and distributed to your users. It is a light-weight, single sheet of paper option. It is not enough for some organizations: some want a bit more detail, images, and setup included. This longer template speaks to those organizations.<\/p>\n

This help template focuses on the basic workflow of collecting data with the internal GPS while online with optional sections that can be inserted for more advanced workflows. Like the cheat sheet, it is for you to customize. Unlike the cheat sheet, there is more to customize here based on your organization\u2019s workflows. This template uses Word\u2019s Quick Parts to provide a collection of sections you can insert to support more advanced workflows, including using external or high accuracy GPS and working offline.<\/p>\n

To use the template:<\/p>\n

    \n
  1. Download the Word template, a .dotx file, from this post on GeoNet<\/a>.<\/li>\n
  2. Save it to your Documents > Custom Office Templates folder.<\/li>\n
  3. Open Word and pick the Collector Mobile Worker Help template as the basis for a new document.<\/li>\n
  4. Follow the instructions in the template for updating. This includes inserting some sections saved as Quick Parts. For example, use the Quick Part to insert the sign in section appropriate for your users. If you use external GPS, work offline, do GPS averaging, or have data with related records, there are additional Quick Parts you\u2019ll want to insert. To use a Quick Part, put your cursor where you need the text inserted, go to Word\u2019s Insert tab, and in the Text section of the tab click Quick Parts. Click AutoText and choose the Quick Part to insert.\n