Module 3: Form Design Part.1 ELMO Administrator Training

Contents What Are Forms, Questions, and Option Sets? Part I Creating New Forms Creating and Adding Questions to Forms Creating and Adding Option Sets Importing Standard Forms, Questions, & Option Sets Managing Forms Part I Part II

What are forms, questions, and option sets? Survey 1. What is your name? _____________ 2. What is your favorite music genre? Jazz Rock R&B Country Hip-hop 3. Choose all the continents you have visited.  Africa  America  Antarctica  Asia  Europe  Oceania Just like a survey form… Questions Forms are a list of questions that users in the field complete. Once submitted, we call them form responses. So, a form is in essence a collection of questions In case of single or multiple choice style questions, option sets are needed for users to select from. Option Sets

What are forms, questions, and option sets? This Form Design module covers Creating a new form Building the form by creating new questions or adding existing questions Associating option sets, when needed, by creating new option sets or importing existing option sets

Creating new forms To create a new form, first select Forms Then select Create Form

Creating new forms Give the form a logical name Name of the form shouldn't include special character. (ex.#@%) Select More settings Choose whether the form will allow for SMS, or texts, as form responses

Creating new forms Choose whether the form will allow observers to submit incomplete responses (missing answers for required questions) Select Save to create the form and save changes

Before we continue, Questions?

Creating and adding questions to forms After a new form is created, we need to add questions to it. There are two ways of doing this: Create a new question and add it to the form OR Add an existing question to the form

Creating and adding questions to forms To create or add a question Select Forms Then select a form to edit or create a new one

Creating and adding questions to forms Next, select Add Questions

Creating and adding questions to forms Click Create Question to create a new question to add Or Mark the boxes next to existing questions and click Add Selected Questions to Form

Creating questions to forms To create a new question to the form, enter the following information: Code: Provide a 2-20-character codename for the question. This code saves space when reports are generated on ELMO. It can also serve as a codebook glossary item (for researchable datasets) Type: Choose one of question types. This will be covered in detail in the next section.

Creating questions to forms Title: type the text of the question itself. Hint: type any instructions the field user may need to answer the question.

Creating questions to forms Is Key Question?: If this box is marked, it will add a column showing these answers when viewing all the Responses in the Reponses view. Condition: The question will only appear if a certain answer is given (or condition is met) on an earlier question in the form.

Creating questions to forms Hidden: If this box is marked, the question will not appear at all when submitting a response to the form. This allows the easy reuse of master templates when not all questions apply to the situation Required: If this box is marked, the question must be answered before an observer can submit a response, unless the observer enters a special override code. Select Save to create the question and save changes

Changing the order of questions Once questions are added, the order of questions in the form can be adjusted by selecting, dragging, and dropping the question.

16 types of questions SMSable Not SMSable Text Integer Decimal Select One Select Multiple Date + Time Date Time Long Text Location Image Annotated Image Signature Sketch Audio Video

16 Types of questions The next slides will provide an overview to each of the 16 question types Each slide provides: a description of the question type alongside an image of how the question appears to an observer while completing a form via ODK Collect

1. Text questions SMS Compatible For Text questions, the user enters a single line of text SMS Compatible

2. Integer questions SMS Compatible For Integer questions, the user enters a whole number This example has been set to restrict answers to values between 0 and 10 with an accompanying hint to describe the restriction SMS Compatible

3. Decimal questions SMS Compatible For Decimal questions, the user enters a number containing decimals This example has been set to restrict answers to values between 0 and 1 with an accompanying hint to describe the restriction SMS Compatible

Setting restrictions on integer/decimal questions Integer and Decimal questions allow for minimum/maximum restrictions Marking Strictly greater/less than will prevent the form from accepting values equal to or greater than/less than the value entered

4. “Select one” questions For Select One questions, the user selects one option from a list of given options Options for Select One questions are displayed as radio boxes in ODK Collect SMS Compatible

5. “Select multiple” questions For Select Multiple questions, the user can select one or more options from a list of given options The options for Select Multiple questions are displayed as checkboxes in ODK Collect SMS Compatible

6. Date + Time 7. Date 8. Time SMS Compatible For Date + Time questions, the user selects a date using the calendar feature and a time using the clock feature Date questions include only the calendar for selection Time questions include only the clock SMS Compatible

9. Long text questions NOT SMS Compatible Long Text questions look the same as text questions, but are intended for paragraph-length answers NOT SMS Compatible

10. Location questions NOT SMS Compatible For Location questions, the user taps Record Location to use GPS software to obtain the user’s current coordinates Tip 1: retrieve GPS coordinates while outside (a good hint to add for this kind of ELMO question!) Tip 2: if it doesn’t automatically resolve in a couple of minutes, just record. It will make its best guess! NOT SMS Compatible

11. Image NOT SMS Compatible For Image questions, the user takes a picture or chooses a jpg or png image NOT SMS Compatible

12. Annotated Image NOT SMS Compatible For Annotated Image questions, the user takes or chooses a picture and annotate it NOT SMS Compatible

13. Signature NOT SMS Compatible For Signature questions, the user writes one’s signature NOT SMS Compatible

14. Sketch NOT SMS Compatible For Sketch questions, the user sketches an image NOT SMS Compatible

15. Audio NOT SMS Compatible For Audio questions, the user records or chooses a audio file NOT SMS Compatible

16. Video NOT SMS Compatible For Video questions, the user records or chooses a video file As for image, video, or audio submission, please be reminded of that submitting a big size of file may cost a lot of data. NOT SMS Compatible

Conditional Questions For example, conditional question If ‘other’, please describe will only appear when the answer for the previous question includes Other Conditional questions will appear in the form with the image of chain and number of the question it is conditioned

Adding a Question Group Click Add Group to make a set of questions appear on the same page when viewing on the table. Once it is clicked, new fields under Add Group will appear.

Adding a Question Group Name: In this space, type the question itself. Hint: In this space, type any instructions the field user may need to answer the question.

Adding a Question Group Check Repeatable? box, to enable multiple instances of the same response for this group of questions (ex. When an observer need to interview multiple interviewees for the same questions) Select Save to create the group and save changes

Adding a Question Group Once a group is added, it will appear with the folder image in front of the name of group.

Adding a Question Group Questions can be grouped by clicking, dragging, and dropping the question into the group Questions put into the same group will look like this

Making a Question Grid You can present a group of similar questions together as a “grid”

Making a Question Grid Grids can be created when Questions are in the same group Questions are ‘Select One’ questions Questions have the same option set. For example, question Chopstick, Fork, Knife, Spoon and Others: -belongs to the same group -are ‘Select one’ questions -share same option sets, ‘Yes/ No’

Making a Question Grid Name Hint Select One Questions Same option sets selected for each question On the tablet, grouped questions will appear like this. Remember, for all question groups, observers don’t have to swipe to answer each question, but ”scroll down” to view all questions in the group on the same page.

Before we continue, Questions?

Questions? Module 3: Form Design Part.1 Training is concluded! Please direct any questions to the trainer for this program.