Merge pull request #2061 from hotosm/manjitapandey-patch-4

Added project management guidelines

docs/about/FMTM Field Mapping Guidelines.md

@@ -0,0 +1,128 @@
+# Guidelines for project manager
+
+## **During Project creation**
+
+### **Defining the Project Boundary**
+
+- Confirm the exact area for the survey before creating
+  the project, as the project boundary cannot be
+  edited once the project is created.
+
+### **Preparing Map Features**
+
+- Ensure you have the map features ready for the area
+  you plan to survey before starting project creation.
+- The files should be in GeoJSON format, use the WGS coordinate
+  system with EPSG 4326, and must not include
+  a Z-coordinate. The map feature file should follow the
+  osm tags structure.
+- Below is a sample of the required file structure:
+
+```json
+{
+   "type": "Feature",
+   "properties": { "full_id": "r9517874",
+      "osm_id": "9517874",
+      "osm_type": "relation"
+      "tags": {"building": "yes"},
+      "type": "multipolygon",
+      "name": "",
+      "building:levels": "" },
+   "geometry": { "type": "MultiPolygon", "coordinates": [ [ [
+      [ -3.9618848, 5.3041323 ],
+      [ -3.9615121, 5.3041457 ],
+      [ -3.9615028, 5.3038906 ],
+      [ -3.9618755, 5.3038772 ],
+      [ -3.9618848, 5.3041323 ]
+   ],
+   [
+      [ -3.9620167, 5.3042236 ],
+      [ -3.9620143, 5.3041258 ],
+      [ -3.9619839, 5.3041266 ],
+      [ -3.9619757, 5.3037882 ],
+      [ -3.9614038, 5.3038019 ],
+      [ -3.9614144, 5.3042381 ],
+      [ -3.9620167, 5.3042236 ]
+   ] ] ] }
+},
+```
+
+- You may download features from OpenStreetMap (OSM)
+  by clicking on Fetch data from osm with FMTM project  
+  creation; however, note that FMTM is not responsible  
+  for the data quality of features extracted from OSM.
+- Currently, available types of survey features are Buildings
+  and Healthcare only. We plan to add more types of features moving ahead.
+- Project managers can also upload supporting map features.
+  Note that these secondary features can’t be surveyed but  
+  selected for respective primary features.
+
+### **XLS Form Preparation**
+
+- Be prepared with the XLS form for the project.
+- If updates are required to the form, you can edit the  
+  XLS form even after the project is created.
+- Note that a few fields in the beginning and end of  
+  the form will be injected to ask for some feature verification.
+- So project managers are requested to fill up the  
+  form through odk or download the form after the project  
+  is created to know about the field injected. You can also  
+  get the fields injected from our documentation  
+  [Here](https://docs.fmtm.dev/manuals/xlsform-design/#3-from-code-api)
+
+Also read carefully the overview in the left section of
+each step to understand the details of the functionalities.
+
+### **Uploading Custom Imagery**
+
+If you have custom imagery that you want to use as basemap
+during field mapping activity, then you have to add the  
+TMS link of that imagery during the first step of project creation.
+
+- Click on _I would like to include my own imagery layer  
+  for reference_ in the first step to add TMS URL. You can  
+  get the URL by uploading it in openaerialmap.
+
+### **ODK Central Credentials**
+
+To store your submissions in ODK Central, you need to  
+have valid ODK Central credentials. You can obtain these  
+by hosting your own ODK Central server. If you don’t have  
+access to a personal ODK Central server, you can use HOT’s  
+server by selecting HOT as your organization.
+
+### **During Mapper Training**
+
+1. Make sure mapper has downloaded custom odk collect from  
+   FMTM website. You can also share the apk file if mappers
+   find it difficult to download by themselves.
+2. Share the link of the project for the mapper to reach  
+   to the project easily. The URL be:
+   [https://fmtm.hotosm.org/mapnow/project_id](https://fmtm.hotosm.org/mapnow/project_id)
+3. **Updating Metadata**  
+   If you need mappers to include their email  
+   and phone number along with their username, guide them  
+   to update their ODK Collect settings:
+   - Navigate to **Settings** for the project.
+   - Click on **User and Device Identity** to update the  
+     metadata fields.
+4. **Test Submissions**  
+   Encourage mappers to submit a few test entries to  
+   familiarize themselves with the workflow and address  
+   any issues during training.
+
+## **After Training**
+
+1. Collect regular ongoing feedback from mappers to ensure
+   they face no difficulties during fieldwork.
+2. Prepare clear and detailed instructions for mappers and  
+   validators, specific to the project requirements.
+3. Prepare the checklist for validation. The things to  
+   check may depend on the type of project.
+4. Connect the odk central to powerBI or any other data  
+   visualisation tool via Odata link to customise the charts and  
+   graphs as per your need.  
+   ![odk_image](image.png)
+
+To get more info about project management in odk collect  
+follow the guide [Here](https://docs.getodk.org/collect-using/)