In data collection projects, enumerators often need to transport themselves to the location of the respondents, assess their availability, and conduct the interviews. A common example of this process is household surveys. Enumerators need to locate the households, assess whether the eligible household member(s) are available and whether they consent to the interview. In these workflows, it can be helpful to gather metadata about the visits, such as the number of visits to that household, the number of visits done by each enumerator, the outcome of the last visit, respondent disposition, and more. This information is useful for the enumerators to track their progress, and for field managers to track the progress of their sample.
Sample management is particularly challenging when working offline, but with SurveyCTO advanced offline features your enumerators will be able to track the status of respondents without any internet connection.
This use case covers the following sections:
- Deploy the workflow now!
- Understanding the workflow
- Workflow Components
- Customization and improvements
In this workflow, you will be able to
|Track the number of visits to each household.|
|Track the number of visits by each enumerator.|
|Track the number of households completed by each enumerator.|
|Track the number of interviews completed by each enumerator.|
|Display and use previously collected data related to households and visits.|
|Close cases as they are completed, so households no longer appear in the list of cases that need to be completed.|
2. Deploy the workflow now!
Click below to view this workflow in the Hub and install it on your server.
|Note: This is a case management workflow. To test it, follow these steps after deploying the workflow. The cases dataset name is "Sample cases".|
|Advanced users can find the sample workflow files in this folder. For help with manual deployment, check out our support article Deploying form definitions and server datasets.|
3. Understanding the workflow
For an overview of the workflow, take a look at this flowchart:
Click image to enlarge
To be able to effectively test this workflow you can follow these outlined tasks:
4. Workflow components
This workflow has one form and one cases dataset. Below, you can find a non-comprehensive list of all components, the corresponding files, and their main purposes. If you would like to learn more about how each component works, its structure, and its technical characteristics, take a look here.
|Workflow Component Files
Click on the section to access the files.
5. Customization and improvements
SurveyCTO has endless possibilities, so this workflow is only the beginning. Feel free to modify and expand this workflow to fit your own needs. Here are some tips on what you could add:
- Publish your cases dataset to Google Sheets so that you can aggregate collected data and monitor your project using a spreadsheet dashboard. Google Sheets can also be used to integrate with Power BI.
- Update the form and cases dataset publishing so an enumerator can assign a case to a different enumerator.
- Add a column to the cases dataset that says if the household was interviewed or not (and the case was not just closed without an interview).
- Use the create-google-event field plug-in to reschedule household visits, so they are not only published to the 'reschedule' column of the cases dataset, but they are also in a Google Calendar. You can learn more about field plug-ins in our Guide to field plug-ins.
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