Assign Groups to PCS Field Data Collector Users

The Groups pane can be used to assign groups to PCS Field Data Collector users. Survey data in assigned groups is transferred over the cloud and will appear in the assignee's Survey List in the PCS Field Data Collector app.

PCS Field Data Collector users must be connected to the internet for survey data to appear on their devices.

Complete the following steps to assign a group to a PCS Field Data Collector user.

  1. To assign a Group to a user, click the name of the Group and then .

    Saved Groups Pane

  2. In the Assignmentwindow, select a user from the internal users list or search for a user in the Search field. You can only select one user. Surveys can also be assigned to external organizations in the External Organizations tab:

    Assignment Window

    Assign to External Organization

    After assignment, the external organization imports the survey in their Survey Hub, creates their own groups, and assigns those groups to their Field Data Collector users. See Exchange Surveys with External Organizations for further details.

  3. Click the Create Assignment button.

  4. Once assigned, the group status is automatically updated.

    Group Status Updated to Assigned

Refer to Periodic Survey for details about working with survey data in the PCS Field Data Collector app.