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Overview

The Background Details module is where users provide initial information about their data collection project. It is the first step when creating a new survey on SurveyStream. This step is mandatory.

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Prerequisites

You can complete this step as soon as your data collection details like surveying method, tentative survey dates, and field team structure are finalized.

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Configuration

The module consists of two tabs, Basic Information and Module Questionnaire.

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Basic Information

On this tab, provide inputs for some basic information about your survey.

InputDescription
Survey nameName of the survey. This will be used as the display name on the web app and for labelling dashboards, emails etc. E.g., ADP 2.0 Agriculture.
Survey IDUnique identifier for the survey. The naming convention is survey name + round name e.g., adp_ag_r2. Spaces are not allowed.
Project name(Optional) Can be used for grouping multiple rounds of data collection for a single project e.g., ADP.
Survey description(Optional) Brief description to provide more context about your survey e.g., “ADP 2.0 Agriculture is a survey being conducted in 8 states of India for collecting data from agriculture extension agents about supply of fertilizers to farmers”.
Survey methodWhether the survey is an in-person, phone, or mixed mode (in-person + phone) survey.
Survey start dateThe start date from which your team will start using SurveyStream after configuration. From this date until your Survey end date the SurveyStream back end will be Active, meaning that it will regularly pull in your data from SurveyCTO and perform other actions you’ve configured like sending messages or updating your monitoring dashboards. Set this field to a couple of days ahead of the data collection start date for the purpose of testing the systems. This field can be edited.
Survey end dateThe date until which the SurveyStream back end will be Active. This field can be edited during the survey as per changing survey requirements. The end date must be chronologically after the Survey start date.

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Module Questionnaire

On this tab, you will be asked for information that will help set up checks on the input datasets you will upload in the later configuration steps.

  • Mapping Criteria inputs

    Within SurveyStream, a user with a field supervisor role is responsible for a group of surveyors and targets. SurveyStream needs this mapping of field supervisors to surveyors and field supervisors to targets for functionalities like determining which targets can be assigned by a specific supervisor on the Assignments module or which supervisor is CC’ed on an email to a surveyor sent via the Emails module. If the mapping is based on criteria like location, gender, language etc. specifying that condition here helps SurveyStream to:

    1. Ensure the fields used for mapping are included in the surveyor/target and supervisor data loaded on SurveyStream
    2. Automatically do the mapping once these datasets are uploaded

    There are two questions on mapping criteria:

    • Supervisor-Surveyor Mapping Criteria

      Question: What criteria will be used to map supervisors to surveyors?

      Available options are:

      • Location: Geographic area matching e.g., district-based matching, county-based matching, etc. All surveyors in the district Y are supervised by field supervisors in the district Y.
      • Gender: Gender-based matching e.g., all female surveyors are supervised by female field supervisors.
      • Language: Language matching e.g., all Telugu speaking enumerators are supervised by Telugu speaking field supervisors.
      • Manual mapping: Custom matching. If the surveyor to supervisor mapping doesn’t follow any location/language/gender-based mapping, you can select this option and manually match each surveyor to a supervisor in the Supervisor Mapping module later.

      Note that this is a multi-select question. For example, you can select Location and Gender if all female surveyors in the district Y are supervised by female field supervisors in the district Y.

    • Supervisor-Target Mapping Criteria

      Question: What criteria will be used to map supervisors to targets?

      Available options are:

      • Location: Geographic area matching
      • Gender: Gender-based matching
      • Language: Language matching
      • Manual mapping: Custom matching

      Similar to supervisor-surveyor mapping, this is also a multi-select question.

The responses to these questions can be edited later. If the mapping criteria is edited after completing some of the downstream configuration steps, such as uploading targets or enumerators, errors may occur if the updated criteria is not available in the required datasets and you will be asked to redo those steps.