Projects & Records Overview

Projects

Projects are central to your fieldwork, containing a set of records that represent the specific observational data gathered on the field.

In the Codifi app, whenever observations and events are recorded in the field, they're stored within a Project. This is how your fieldwork is organized. Each project contains all the data collected in the field in the form of Records, making it easier for you to manage and access information.

Project Dashboard

Upon logging in to the Codifi app, you’re immediately taken to the home page, also known as your Dashboard. The Project Dashboard is your central workspace, where all your assigned Projects are easily accessible.

Records

A single Record can encompass data such as text, photos, GPS coordinates, and more, depending on your specific needs. Each Record can be defined by an Archetype, which represents the data type.  

Archetypes and Fields

Archetypes are what categorize the type of Record created. Some archetype examples include ‘Area of Potential Effect’, ‘Artifact’, ‘Isolate’, etc, based on your Project's requirements. 

Fields are located within each Record and are predetermined by your company's Composer. There are a number of ways to log values into a field, such as drop-downs, text fields, and checkboxes. This appears as a simple form on the screen, yet it's a tailored data structure with built-in guidance. This ensures accurate data capture at every entry and supports downstream reporting.

Media

Depending on your Project's Media Subtype settings, Records allow capturing of all types of media, including photos, videos, documents, and audio.

Location

In the ‘Location’ tab, you have the ability to record the geographical location of a Record using the integrated map feature or by manually inputting coordinates. This ensures each piece of data is anchored to a precise location.

Child Records

At times, a single Record may need to encompass multiple sub-categories, known as child Records. This feature enables you to categorize related data points within the main, or parent, Record. These child Records exist as subgroups, directly linked to the overarching parent Record. The Record↔Child Record relationship hierarchy is Codifi's solution to organizing your data within a project. 

For example, an “Area” Parent Record can contain different Child Records associated with that specific Area, like a “Resource.” That Resource Record can contain other Child Records associated with it, like a ‘Feature.’ These relationships are connected within Codifi like a map and reflect the organizational data model of a Project.

To create a child Record, navigate to the Record you want to designate as the parent. Locate the three dots at the top right corner of this Record and select "Add child Record." From here, you can proceed with the same steps you would for creating a standalone Record.

As always, thank you for letting Codifi help you do good work. We’re on a mission to help you capture the right data the first time, every time.