Glossary: Understanding Collect

Forms, audience, responses, and more — learn what different words mean on Collect. Check out this complete list.

Collect uses different words and terms to talk to you. These include terms like "audience", "publish", and "overview". This article shares a list of these words that you will find on Collect and what they mean.

Terms used on Collect web:

Form: A form is a questionnaire or survey that has some questions and is used to collect data.

Template: A template is a ready-made form that can be used with or without editing.

About questions:

  • Title: It is the name or header of a question. Ex: What is your name?
  • Help content: It is additional information about the question to help the person filling in the form. Ex: In case of a question asking for name, help content can be "Please mention both first name and last name."
  • Keywords: Keywords are aliases or second names for the questions. These can be used as header of the data report and make the data analysis simpler when the forms are in multiple languages or have very long titles. Ex: For the same example as above, the keyword can simply be "name".
  • Option codes: Options codes are also aliases like keywords. These are used for the options of a multiple choice question. Ex: For a question asking gender, the options would be Male, Female, and Other, the option codes could simply be M, F, O.
  • Child question: Collect lets you group a set of questions like health details in a household survey. In such group questions, the dependent questions are called child questions.

Manage rules: You can add skip-logic or conditions to your survey forms using the manage rules on Collect. It lets you customize the questions shown based on someone's answers. Ex: If someone is less than 18 years old, you can create a rule to skip the questions about profession.

Publish: Once you have created a form and added questions to it, you can make it live or usable by publishing it. Only a published form can be seen or filled up.

Response: A response is one completed full submission with answers to all the questions in it.

Device: To share your forms with someone, you need to add their mobile number to the form. Every mobile number added to a form is called a mobile device.

Audience: All the mobile devices who have been added to a form and can see it on their Collect app are called audience. To share your form with someone, you need to add their mobile number in the "Audience" tab.

Invite: Once you have added someone's mobile number in the audience tab, you confirm sharing the form with them by hitting the "Invite" button. This sends an SMS to them telling them that the form has been shared with them.

Auditor: An auditor is someone from your organization or team who does the data collection. In case of a household survey, an auditor will be the person who will be in the field going to different houses and surveying people. An auditor is also called a data collector or field agent.

Teams: Collect lets you organize your data collectors into smaller units called team. Using teams, you can share forms, manage access, and monitor performance easily. In general, teams are used to group people surveying in a particular location or project together.

Collaborator: Many data collection projects involve external or internal consultants who do specific tasks like designing forms, monitoring performance, analyzing data, etc. Collaborators lets you collaborate with people on your projects. You can add these consultants as collaborators and decide what you want to allow them to do. You can allow them to access forms, data, or projects — as you want.

Member: A member is a data collector who has the right to add or remove another data collector from a team and view their performance.

Manager: A manager is a data collector who does not have the right to add or remove another data collector from a team. They can only collect data.

Flagging and Resurveying: In case your data collectors submit incorrect or incomplete responses, you can choose to get them resurveyed by flagging. Flagging means sending the response back to a data collector. They then have to fill that data again. This complete process is called resurveying.

Tags:

  • Verified: A response that has been seen and is thought to be correct by you can be tagged verified.
  • Archived: A response that has been seen and is discarded because it is incorrect can be tagged archived.

These tags help you keep a note of the quality of different responses.

Push Notification: A push notification is a message sent to your data collectors' Collect app as soon as you publish a new version of a form. You can choose to disable or enable it.

Audio Audit: An audio audit is audio recorded in the background of a data collection. It is used to check the quality of the data collection process and audit it.

Integrations: You can connect Collect with other platforms that you already use — using integrations. This lets you simplify your work by automating things and reducing the systems you use daily. One of these is Google Sheets integration which simplifies making real-time reports for you.

Terms used on the Collect app:

Submit: Once you have filled in a form and collected a response, you need to submit it. Submit sends the response from your mobil device to Collect web dashboard as soon as it is connected to Internet.

Online: All responses filled by a mobile device that have been sent successfully to the Collect web dashboard are called online responses.

Offline: All responses filled by a mobile device that have not been sent to the Collect web dashboard are called offline responses. These responses are stored safely and get sent to Collect web as soon as the device is connected to Internet.

Draft: You can save a partially completed response as a draft on your mobile device. Whenever you want, you can go to the drafts, complete it, and then submit it.

Refresh Forms: To make sure that you are seeing the latest versions of the forms on your mobile device, you can click on "Refresh Forms." It updates all the forms so that you can view the latest changes.