KoboToolbox for Humanitarian Data Training Course

Participants can convert a humanitarian scenario into a structured data-collection specification.

• Assessment objectives framed through decisions, users, populations and timing
• Key informant, household, facility and observation data-collection units compared
• Indicator reference sheets defining numerators, denominators, disaggregation and frequency
• Questionnaire flow aligned with respondent burden and interview sequence
• Response options designed for mutually exclusive and collectively exhaustive categories
• Data dictionary fields for names, labels, definitions, formats and ownership

Participants can apply responsible data practices to a KoboToolbox collection design.

• Data minimisation applied to beneficiary records and assessment questionnaires
• Informed consent scripts covering purpose, voluntary participation and data use
• Protection-sensitive questions sequenced to reduce disclosure and distress risks
• Personally identifiable information classified by sensitivity and operational necessity
• Role-based access principles for forms, submissions, exports and shared projects
• Retention and deletion schedules documented before collection begins

Participants can create and configure a KoboToolbox project for controlled collection.

• KoboToolbox project types selected for surveys, registration and monitoring
• Project names, descriptions and version controls established before form publication
• Collection settings configured for submission editing and validation behaviour
• User permissions assigned for project administration, collection and data access
• Deployment status managed across draft, testing, active and closed forms
• Shared project procedures documented for partner and enumerator access

Participants can construct a valid XLSForm using core survey, choices and settings sheets.

• Survey, choices and settings worksheets structured using XLSForm conventions
• Text, integer, decimal, date and select question types configured
• Required fields applied only where missing responses prevent valid decisions
• Question labels written in clear, respondent-centred and translatable language
• Choice lists coded with stable values and readable labels
• Form settings specify title, identifier, language and submission metadata

Participants can prevent common entry errors using KoboToolbox validation features.

• Constraint expressions restrict impossible ages, quantities, dates and coordinates
• Constraint messages explain acceptable entries in enumerator-friendly language
• Required logic differentiated from relevant questions and optional observations
• Range checks set plausible limits using programme and assessment parameters
• Regular expressions validate structured codes, phone numbers and identification formats
• Metadata fields capture submission time, device identifiers and enumerator usernames

Participants can build relevance logic that presents appropriate questions to each respondent.

• Relevance expressions control conditional questions using prior response values
• Household screening questions determine eligibility and subsequent interview pathways
• Boolean operators combine multiple conditions without contradictory question displays
• Select-one values referenced using stored codes rather than labels
• Nested conditions tested for protection, disability and referral questions
• Logic maps document each pathway before XLSForm implementation

Participants can model repeated records and organised form sections for complex response data.

• Field-list groups organise short interviews into logical screen-based sections
• Repeat groups capture multiple household members, items or service visits
• Household roster structures link individual records to shared household identifiers
• Repeat count expressions control expected records while allowing justified exceptions
• Group relevance hides entire sections when criteria are unmet
• Repeat exports interpreted as related parent and child datasets

Participants can create calculated fields for operational classification and quality checks.

• Calculate questions derive totals, ratios, ages and eligibility classifications
• Date arithmetic estimates age and follow-up deadlines from recorded dates
• Scoring rules classify household vulnerability using documented indicator thresholds
• Hidden calculation fields retain operational codes without respondent display
• Conditional notes present referral messages and enumerator decision prompts
• Derived variables documented to support transparent downstream analysis

Participants can configure geographic and media fields with appropriate safeguards.

• Geopoint questions capture locations with stated accuracy and consent conditions
• Geotrace and geoshape fields support route, boundary and site mapping
• Photo capture configured for damage assessment and asset verification
• Audio notes restricted to justified cases with defined access controls
• Barcode and QR code scanning support item and case identification
• Media file naming conventions link evidence to submissions securely

Participants can prepare KoboToolbox forms for multilingual field teams and respondents.

• XLSForm language columns organise translated labels, hints and messages
• Translation glossaries preserve technical terms, location names and response categories
• Back-translation checks identify meaning changes in sensitive questions
• Enumerator instructions separated clearly from respondent-facing question wording
• Accessible language avoids jargon, double negatives and culturally loaded assumptions
• Language selection tested across devices before field deployment

Participants can test, correct and release KoboToolbox forms using controlled procedures.

• Desk testing checks labels, constraints, relevance and calculations systematically
• Test cases cover positive, negative, boundary and missing-value responses
• Pilot feedback distinguishes form defects from enumerator training needs
• Version logs record changes, rationale, approval and deployment dates
• Published forms protected from unplanned edits during active collection
• Retesting confirms corrections without introducing regression errors

Participants can prepare field teams and devices for accountable KoboToolbox collection.

• Enumerator briefing plans cover purpose, consent, referrals and escalation routes
• Device readiness checks verify batteries, storage, dates and application access
• Offline collection procedures define synchronisation points and submission responsibilities
• Unique enumerator identifiers support supervision, coaching and audit trails
• Daily fieldwork plans assign locations, targets, transport and communication channels
• Incident logs capture lost devices, coercion concerns and technical failures

Participants can monitor incoming submissions and manage data-quality exceptions.

• Submission dashboards reviewed for volumes, timing, locations and enumerator patterns
• Completeness checks identify missing mandatory, expected and repeat-record values
• Duplicate detection compares identifiers, timestamps, households and geolocations
• Outlier rules flag improbable quantities, durations, ages and coordinates
• Supervisor correction workflows preserve original values and documented reasons
• Daily quality reports assign actions, owners, deadlines and closure status

Participants can export KoboToolbox data and prepare documented analysis-ready datasets.

• XLS, CSV and media exports selected for analysis and archiving purposes
• Column names interpreted from XLSForm field names and repeat structures
• Cleaning logs record corrections, exclusions, recodes and responsible reviewers
• Codebooks document variables, values, labels, units and missing-data rules
• Unique identifiers maintained across exports, correction files and reports
• Secure file structures separate raw, cleaned, restricted and published data

Participants can prepare data outputs and close KoboToolbox projects responsibly.

• Indicator tables link cleaned data to assessment and monitoring questions
• Disaggregation plans examine sex, age, disability, location and population groups
• Data-quality statements describe limitations, exclusions and collection conditions
• Community feedback processes communicate findings and response actions appropriately
• Project closure procedures revoke access, archive records and apply retention rules
• Lessons logs capture reusable form improvements and fieldwork recommendations

Participants can build, review and present a complete KoboToolbox project package for a humanitarian response scenario.

• Response scenario translated into decisions, indicators, respondents and collection methods
• XLSForm built with constraints, relevance, repeats, calculations and translations
• Consent wording and protection controls reviewed against documented data risks
• Test submissions assessed using predefined completeness, validity and duplication checks
• Deployment plan specifies enumerators, devices, supervision, synchronisation and incident reporting
• Project package presented with data dictionary, quality checklist and retention schedule