Administration

Session Objective
Become familiar with:
Managing a mobile phone based assessment
Managing Phones

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YOUR PROFILE

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Your profile
At the top right of most pages you should
see a button with your name followed by
an @ character and the name of the
organisation you are in

Click in the button to show your profile

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User Profile
A dialog is shown
that allows you to
Change your
displayed name
(not the identifier
you logon with)
Change the
language you want
the server to use
Reset your
password
Logout
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Selecting your current project

Screens that
show project
dependent
information have
a project select
button at the top
left of the screen
The selected
project is
remembered for
your next
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session

TEMPLATE MANAGEMENT

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Templates
Download a blank template
Upload a new form
Delete Forms and survey results
Soft Delete
Hard Delete (Erase)

Restore Soft Deleted Surveys

Download
the form for a survey
A PDF of the form

Change the form name

Add media to questions and options
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MANAGING PROJECTS

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Projects
Forms are stored in projects
Users can be given access to a project which
gives them access to the forms in that project
Use projects to:
Simplify the work environment
Enumerators would generally only have access to the project
they are working on so they are not distracted by other surveys
Analysts may have access to several projects but only in the
area they are working on
Keep the number of forms per project small

Security
Users who do not have the admin role will not be able to look
at forms in projects they have not been assigned
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Manage a project
You can Create, Delete and Rename projects on the
User management page
To create a project click on the Add Project button
To rename a project click on the button with the projects
name
To delete a project click on the check box next to the
projects you want to delete then press the Delete button
under the list of projects

When you create a project you are automatically

added as a user of that project
Add or remove users of a project by clicking on the
users id and select the projects they have access to

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MANAGING USERS

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Users

Create a new user

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 form templates and view results

Enumerator
Download forms to the phone and upload results
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Exercise: Users
Create a project (that includes your name)
Add yourself to that project
Go to template management and select
the project

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Exercise: Projects
Create your own project and give yourself
access

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OTHER MANAGEMENT
TASKS
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Testing
Complex Forms 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
.
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Phone Register

Useful for
Quality Assurance
Trouble-shooting

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MOBILE PHONES

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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

Phone Care
Fully charge new phones 6 hours before
first use
Provide a pouch or protective case

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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 sd card
Put it into another phone and send it from
there

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 Does the form reflect the intention of the

word document
Are there mistakes, spelling etc
Are there questions asked that shouldnt
be - relevant

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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

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Exercise: Cleaning up the phone

Removing old tasks from task list
Deleting old forms and their data
Delete photos / media

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