Module 5: Data Cleaning and Management ELMO Coordinator training

Welcome to ELMO Training for Data Cleaning and Management Contents The ELMO Dashboard Reviewing & Cleaning Responses The Search Feature 

In this module, we will learn useful shortcuts in dashboard and search functions in different tabs to clean and manage the data efficiently.

Activity for Data Cleaning and Management The elections in country X have been completed, but you want to clean and manage the data collected throughput the mission in country X.

Activity for Data Cleaning and Management This activity consists of three sub- activities. Please follow the instructions and complete the following three sub- activities: Activity 1. Accessing responses Activity 2. Reviewing responses Activity 3. Searching responses

The ELMO Dashboard

The ELMO Dashboard The Dashboard serves as the “home” view of the ELMO interface Access the Dashboard from any location in ELMO by selecting the ELMO logo

The ELMO Dashboard The Dashboard is comprised of four features Latest Responses Summary of Activity Response Locations Dashboard Reports

The ELMO Dashboard Latest Responses This section allows you to view incoming responses in real-time Clicking on any row’s data will take you to view all the answers for that submission of the form

The ELMO Dashboard Summary of Activity Summary displays the number of responses submitted in the past week, in total, and which have not been reviewed Top Forms will indicate which forms have the most associated responses Low Activity will indicate which observers have submitted relatively few responses This is a convenient quick view of people who might need a little extra help! Only observers are represented.

The ELMO Dashboard Response Locations This feature will map the locations of responses based on answers to Location type questions A icon is displayed for each form submission with valid coordinates

The ELMO Dashboard Response Locations Zoom in and out or move the map center by using the controls on the right side of the map feature

The ELMO Dashboard Response Locations Select a point on the map to see its relevant form information. Response #, Form, User/Team, and Submission Time Review the contents of any location’s response by selecting a point on the map and then clicking View Response

The ELMO Dashboard Dashboard Reports The Dashboard Reports feature allows to review reports alongside other Dashboard features Reports are updated in real-time as data is submitted by observers Tip: You can build reports in advance of collecting any data, and watch them change dynamically!

The ELMO Dashboard Dashboard Reports Quickly navigate between previously created reports by selecting Choose a Report and then selecting one from the dropdown menu

Questions? Before we continue, Pause here to ask if anyone has any questions

Activity for Data Cleaning and Management Activity 1. Accessing responses - Access recent responses through Latest Responses in the dashboard - Access responses through Response Location in the dashboard - Access responses through Responses menu Activity 2. Reviewing responses Activity 3. Searching responses

Reviewing & Cleaning Responses There are two ways to review a response: From the Dashboard (for recently submitted responses) From the Responses menu (for all responses)

Reviewing & Cleaning Responses Review a response from the Dashboard (recent responses) Select the response from Latest Responses Select a response by clicking on its row, not the links for form or user (which will take you there). For example, click around either the Submission Time or the status for Reviewed?

Reviewing & Cleaning Responses Review a response from the Dashboard (recent responses) Next, select Edit this Response This will make all answer fields in the response editable

Reviewing & Cleaning Responses Review a response from the Responses menu (for all responses) Click Responses to view the list of responses submitted by observers Then select the icon on the response row to edit

Reviewing & Cleaning Responses Under Edit Response Change or clean any erroneous answers as appropriate Learning how to identify irregularities or errors may require some communication and agreement among the observer team

Reviewing & Cleaning Responses Once the review is complete, leave the name of reviewer in the Reviewer Notes if applicable, mark the box next to Reviewed? and save it OR Select Save and Mark as Reviewed

Questions? Before we continue, Pause here to ask if anyone has any questions

Activity for Data Cleaning and Management Activity 1. Accessing responses Activity 2. Reviewing responses - After editing any response, check the “Reviewed?” box Save this. Activity 3. Searching responses

The search feature When searching for data, operators and qualifiers can be useful tools for locating specific information within Responses, Questions, Users and SMS views

The search feature Example Operators AND operator: default operator, Matches when both of its arguments match OR operator | : Marches when any of its two arguments match NOT operator != : Matches when the first argument matches, but second does not* Example voters ballots stations : voters AND ballots AND stations voters | ballots | stations : voters OR ballots OR stations voters ballots != stations : voters AND ballots NOT stations

The search feature: NOT operator When using the NOT operator, != will be used most of the time. However, when searching for text or long text responses in the Responses tab, the symbol - can be used as well. ‘!= ballot boxes’ means NOT ballot boxes, but ‘- ballot boxes’ means NOT ballot AND boxes (so, results that have boxes but not ballots)

The search feature Operators Grouping operator (): denotes the argument boundaries Phrase operator “ ”: matches when argument keywords match an exact phrase Example (voters | ballots) stations : first, search for all the results with ‘voters OR ballots’, then search within those matches ‘AND stations’ “voters ballots stations” : search for any results where ‘voters’, ‘ballots’, and ‘stations’ all appear in that order and appear right next to each other.

The search feature Qualifiers Menu Qualifiers Responses form, submitter, submit-date, reviewed, source, text Questions code, title, type, tag Users name, login, email, phone SMS content, type, username, name, number, date, datetime

The search feature Need more help or reminders? The Search Help feature provides information on the qualifiers, operators, and combinations that can be used to search for specific information within the current area.

Questions? Before we continue, Pause here to ask if anyone has any questions

Activity for Data Cleaning and Management Activity 1. Accessing responses Activity 2. Reviewing responses Activity 3. Searching responses - Use the search function within the different menus using qualifiers and operators 10 different ways.

Questions? Module 5: Data Cleaning and Management Training is concluded! Please direct any questions to the trainer for this program.