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Tips and checklists

Before you start

  • Make a copy of the template spreadsheet.
  • Plan categories and fields before editing.
  • Decide which languages you need.
  • Understand the difference between observations and tracks.

During configuration

  • Start with Categories and Details, add icons and translations later.
  • Run linting after every major change.
  • Use consistent, descriptive names.
  • Keep the dataset small at first; expand later.

Before generating

  • Run linting and fix all errors (especially bright red).
  • Verify all icons are accessible.
  • Make sure at least one category includes track.
  • Test with a small language subset first.

After generating

  • Test the config in CoMapeo immediately.
  • Create a test observation for each category.
  • Test a track if you have track categories.
  • Verify translations and icons display correctly.

Collaboration

  • Share the spreadsheet with the right access level.
  • Communicate major changes.
  • Use File → Version history for rollback.
  • Track versions in the Metadata sheet.