Guides
Guides are comprehensive addendums to our existing product documentation that will help you explore a SurveyCTO feature, concept or form design method from the basics, including specific examples.
- How to test field plug-ins
- Collecting informed consent
- Guide to case management part 1: Introduction
- Guide to case management part 2: Creating cases
- Guide to case management part 3: Collecting data using case management
- Guide to case management part 4: Case management workflows
- Guide to case management part 5: Multiple cases datasets
- Guide to case management part 6: Tips, tricks, and troubleshooting
- Guide to case management part 7: Example - Publishing to a case, and retrieving from that case
- Working with server dataset XML files
- Using the phone-call-log() function
- Guide to Go To Prompt
- How to set up your Android devices for fieldwork
- What Android device should you buy?
- Initiating phone calls in SurveyCTO
- Guide to creating field plug-ins
- Best Practices for sharing field plug-ins
- Guide to phone survey data quality control
- Starting with CATI - what do you need?
- Training enumerators remotely for CATI
- Guide to remote accompaniment: survey supervisors listening in on live interviews
- Guide to unique links for web forms
- Creating automated systems with Zapier
- A quick-start guide to sensor-powered quality control
- Integration with Power BI, part 1: Introduction
- Integration with Power BI, part 2: Using SurveyCTO API
- Integration with Power BI, part 3: Using Google Sheets
- Integration with Power BI, part 4: Using Microsoft Excel
- Integration with Power BI, part 5: Using an R script
- Integration with Power BI, part 6: Using Microsoft Azure