Case study / Survey123 & field systems
A connected digital workflow for household listing, disability screening, sampling, field assignments and detailed interviews across Cross River State.
The challenge
Teams first listed structures and households, then returned for detailed interviews with selected households. The system needed to preserve those connections across sampling, assignments and field collection, including work with limited connectivity.
My contribution
I designed both survey instruments and the workflow connecting them. My work covered Survey123/XLSForm development, workflow configuration, testing and field deployment support, with ArcGIS Notebooks and Python supporting automated sampling and assignments.
How the system connects
Four stages from the full workflow. The downloadable case study includes the implementation details and anonymized examples.
Record structures, households, GPS and functional or disability screening during the first visit.
Check completed enumeration-area listings, then apply the agreed household-sampling rules.
Deliver team-specific assignment files with links that open the main survey with household details prefilled.
Collect detailed interviews using household-member repeats and conditional questions; synchronize and monitor field activity.
What was delivered
Listing and interview instruments, automated sampling and assignments, prefilled main-survey links, conditional interview sections and a regional monitoring view.
The workflow supported coordinated handovers and reduced repeat entry. The full PDF explains the approach, tools and field process.
Have a Survey123 form or field-data workflow in mind?
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