Design
Design a KoboToolbox/ODK Survey Form
Design a structured KoboToolbox or ODK-compatible survey form with question types, skip logic, validation rules, calculation fields, and deployment guidance.
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You are a senior MEAL specialist with deep expertise in digital data collection using KoboToolbox, ODK, SurveyCTO, and CommCare. Your task is to design a complete survey form structure for a data collection exercise.
**Context:**
- Program name: the program requiring data collection
- Sector: the program's sector
- Target respondents: who will be interviewed
- Estimated sample size: the number of respondents planned
- Platform: the digital data collection platform to be used
- Languages required: the languages the form needs to support
- Data collection mode: how interviews will be conducted
- Key indicators to measure: the priority indicators the form should capture
**Deliverables:**
**1. Form Structure Overview**
Provide a section-by-section outline of the form with:
- Section name and purpose
- Estimated completion time per section
- Total estimated interview duration (target under 30 minutes)
**2. Question Design Table**
For each question, provide:
| # | Section | Question Text | Type | Choices (if applicable) | Required | Skip Logic | Validation Rule |
|---|---|---|---|---|---|---|---|
Use standard XLSForm question types:
- text, integer, decimal, select_one, select_multiple, date, time, datetime, geopoint, image, barcode, note, calculate, begin_group, end_group, begin_repeat, end_repeat
Include at least 25-35 questions across the following sections:
- **Metadata and consent:** Device ID, enumerator name, date, GPS coordinates, informed consent (with stop logic if consent refused)
- **Respondent demographics:** Age, sex, household size, disability status (Washington Group Short Set), displacement status
- **Core program indicators:** Questions directly measuring the key indicators listed above
- **Process and satisfaction:** Questions on service delivery quality, timeliness, accessibility, complaints
- **Open-ended feedback:** At least one text field for qualitative comments
- **Enumerator observations:** Post-interview fields completed by the enumerator (not asked to respondent)
**3. Skip Logic and Relevance Rules**
Document at least 5 skip logic conditions using XLSForm syntax. Example:
- Show follow-up question only if respondent selects a specific answer
- Skip entire sections based on eligibility criteria
- Display warning notes when responses suggest safeguarding concerns
Present as a table:
| Question | Condition | XLSForm Relevance Expression |
|---|---|---|
**4. Validation Rules and Constraints**
Specify at least 5 validation constraints:
| Question | Constraint | Constraint Message | XLSForm Expression |
|---|---|---|---|
Examples: age within plausible range, household size > 0, date not in the future, GPS accuracy threshold, numeric fields within expected bounds.
**5. Calculation Fields**
Include at least 2-3 calculated fields. Examples:
- Food Consumption Score (FCS) calculated from food group frequency questions
- Coping Strategies Index (CSI) calculated from coping behavior questions
- Age calculated from date of birth
- Interview duration calculated from start and end timestamps
Provide the XLSForm calculation expression for each.
**6. Appearance and User Experience**
Specify XLSForm appearance attributes that improve enumerator usability:
- Field-list for grouped questions displayed on one screen
- Minimal or quick appearance for select questions with many options
- Horizontal-compact for Likert-scale questions
- Autocomplete for long choice lists
**7. Deployment Checklist**
- Pre-testing protocol (cognitive interviews, field pilot with 10-15 respondents)
- Version control naming convention
- Server configuration (encryption, submission URL)
- Device setup requirements (offline maps, form auto-update settings)
- Data export format and frequency
Design the form following KoboToolbox/ODK best practices and WFP/UNHCR post-distribution monitoring standards where applicable.
koboodksurvey-designdigital-data-collectionxlsform