1. Administration

2. Session Objective Become familiar with: – Managing a mobile phone based assessment – Managing Phones (c) Smap Consulting Pty Ltd2

3. THE ADMINISTRATION PAGES IN SMAP SURVEY (c) Smap Consulting Pty Ltd3

4. Templates Download a blank template Upload a new template Delete Templates and Surveys – Soft Delete – Hard Delete (Erase) Restore Soft Deleted Surveys Download – the template for a survey – A PDF of the template Change the template name Add media to questions and options Change your own profile and password Logout (c) Smap Consulting Pty Ltd4

5. Templates – Blocking Surveys Surveys can be blocked or unblocked by checking the checkbox in the column labeled “Block” next to the templates name Once blocked a surveys name will be shown in grey Blocked Surveys – Will not be shown as available for download – Results cannot be uploaded for blocked surveys (c) Smap Consulting Pty Ltd5 Advanced

6. © Smap Consulting Pty Ltd6 Demonstration Blocking Surveys Blocking a survey, attempting to download a blocked survey, attemoting to upload results to a blocked survey http://youtu.be/kJv5DK7b29A http://youtu.be/kJv5DK7b29A (2.36 Minutes) Demonstration Blocking Surveys Blocking a survey, attempting to download a blocked survey, attemoting to upload results to a blocked survey http://youtu.be/kJv5DK7b29A http://youtu.be/kJv5DK7b29A (2.36 Minutes)

7. Users and projects Create a new user Create a new project Delete users and projects Change a users details including password Change a project name Set a users role – Admin Create and modify projects and users – Analyst Upload survey templates and view results – Enumerator Download surveys to the phone and upload results (c) Smap Consulting Pty Ltd7

8. Exercise: Users Add yourself as a user of Smap Set your security groups Set the projects you can access Logout and log back in as this new user © Smap Consulting Pty Ltd8

9. Exercise: Projects Create your own project and give yourself access © Smap Consulting Pty Ltd9

10. Monitoring Check for errors on upload Shows the last 200 submissions Filter by project and survey Show on a map or table Create and delete hexagonal grids for grouping by regions (c) Smap Consulting Pty Ltd10

11. Assign Assign users to to conduct surveys – As follow ups to previous surveys – Or brand new surveys – Can replace existing results with a follow up survey Monitor progress of assignments (c) Smap Consulting Pty Ltd11 Advanced

12. OTHER MANAGEMENT TASKS (c) Smap Consulting Pty Ltd12

13. Testing Complex Surveys lots of skip rules (relevance) some questions or sections may be rarely asked Define a set of test cases that ensure all combinations of questions get validated prior to the survey For example: – Households with no children – Households where head of household is less than 18 – …. (c) Smap Consulting Pty Ltd13

14. Phone Register Useful for – Quality Assurance – Trouble-shooting (c) Smap Consulting Pty Ltd14

15. MOBILE PHONES (c) Smap Consulting Pty Ltd15

16. Connecting to the Network Wi-Fi – Press home > Menu > Settings > Wireless and Networks > Wi-Fi Settings – Check the WiFi checkbox – If necessary: Select the network you want to connect to and enter password GSM Hot Spot

17. Phone Care Fully charge new phones 6 hours before first use Provide a pouch or protective case (c) Smap Consulting Pty Ltd17

18. Trouble Shooting Can you get a network connection? – Use browser on phone – Go to Google – Enter a search Phone is broken!!!! – All data is on the sdk card – Put it into another phone and send it from there (c) Smap Consulting Pty Ltd18

19. Cleaning up phones Remove the old tasks – From fieldTask Menu > “Refresh Task List” Delete results /data from the phone after they have been uploaded – From fieldTask Menu > “Delete Forms” (c) Smap Consulting Pty Ltd19

20. Exercise: Cleaning up the phone Removing old tasks from task list Deleting old surveys and their data Delete photos / media © Smap Consulting Pty Ltd20

21. SUBMITTING PARTIAL SURVEYS Advanced (c) Smap Consulting Pty Ltd21 Advanced

22. Submitting Incomplete Surveys By default the phone will only show completed surveys when you select menu | submit finished data However you can change the view on the submit finished data screen by selecting – Menu | Change View – Show complete and incomplete forms This will show forms that have been saved but not marked as complete You can then submit these forms to the server Incomplete forms will be marked as “bad” with ta reason of “incomplete” and hence will not be included in exports. It will be up to the analyst to mark the surveys as good (c) Smap Consulting Pty Ltd22

23. © Smap Consulting Pty Ltd23 Demonstration Incomplete Surveys Starting to complete a survey, saving it part way, submitting and viewing result http://youtu.be/kp0SUW65JO8 (2.30 Minutes) Demonstration Incomplete Surveys Starting to complete a survey, saving it part way, submitting and viewing result http://youtu.be/kp0SUW65JO8 (2.30 Minutes)

24. SECURITY (c) Smap Consulting Pty Ltd24 Advanced

25. Locations where data is stored or transits (c) Smap Consulting Pty Ltd25 Network Phone Server Laptop

26. Phone Threats and vulnerabilities – Data stays until it is manually deleted – Phones get lost, stolen, confiscated – However no phone has a complete picture of the data – Data is accessible to anyone who has the phone Assessment Manager Mitigation – Delete surveys after they have been uploaded – Ensure enumerator user ids do not have access to the Analysis module (c) Smap Consulting Pty Ltd26

27. Server Threats and vulnerabilities – Accessible over the Internet – Potentially vulnerable to catastrophic failure at the data centre Assessment Manager Mitigation – Choose good passwords for any account with Analysis access – Prevent sharing of passwords or creation of dummy access accounts (c) Smap Consulting Pty Ltd27

28. Laptop Threats and vulnerabilities – Data stays until it is manually deleted – Laptops get lost, stolen, confiscated – Potentially a complete picture of the data (c) Smap Consulting Pty Ltd28

29. Available Security Controls Passwords – Encrypted – Protect all access points to the data on the server Groups – Enumerator can only download forms and submit results – Administrator Can only load new forms, monitor activity, delete empty forms – Analyst Can view data Encryption – Network Traffic is encrypted, but Currently connections from phone can be set to un-encrypted (http vs https), reason being some old android phones do not have the required certificates for encryption – Encrypt hard drives and sdcards on phones Android or third party feature (c) Smap Consulting Pty Ltd29

30. DATA LOSS (c) Smap Consulting Pty Ltd30 Advanced

31. From the Phone From the Server – Accidental deletion – Loss of database – Loss of Server – Loss of database Mitigation – The server is backed up once per day – Upload results as soon as possible – Export to laptop as soon as possible (c) Smap Consulting Pty Ltd31