Tips and Best Practices

• Data Collector Workflows
  • Single encounters (cross-sectional)
  • Encounters with known entities
    • Assigning entities to data collectors
  • Multiple encounters with the same entity (longitudinal)
    • Multiple encounters in a single submission
    • Multiple encounters across different submissions
      • Using barcodes to link encounters
      • Using data from previous encounters
  • Multiple observations with the same data
  • Location-centric workflows
  • Using Collect settings for workflow support
    • Before form entry
    • During form entry
    • After form entry
• Testing your forms
  • Why test?
  • Four ways to test forms
  • 1. Using Drafts
    • What is a Draft?
    • Why / When to use this method
    • How to create and test a Draft
  • 2. Creating an App User for Testing
    • What is an App User for testing?
    • Why / When to use this method
    • How to create an App User for testing
  • 3. Adding a practice/real question
    • How to add a practice/real question
  • 4. Creating a test Project
    • What is a test Project?
    • Why / When to use this method
    • How to create a test Project
  • Summary
• Repeat Recipes and Tips
  • Referencing repeated questions from inside the repeat
  • Referencing repeated questions from outside the repeat
  • Counting repeats and answers
    • Counting the total number of repeat instances
    • Counting the number of times a particular answer was given
  • Using additional repeats to follow up on repeated questions
  • Setting a max limit on repetitions
    • Using a constraint to limit repetitions
    • Using relevants to limit repetitions
• Using regular expressions
  • Regular Expressions
  • Tips on using regular expressions