Topics

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Getting Started

• Welcome to KoBoToolbox
  • What is KoBoToolbox?
  • What languages are supported?
  • Who is behind KoBoToolbox?
  • Who is KoBoToolbox for?
  • How much does KoBoToolbox cost?
• Quick Start Overview
  • Sign up and Login
  • Create your first form
• Which Server Should I Use?
• Is My Data Safe on Your Server?
• Didn’t Receive Activation Link After Signing Up
• Resetting Passwords
• General Data Protection Regulation (GDPR)
  • What is GDPR?
  • Security and Privacy at KoBoToolbox
  • Requesting to be Forgotten
• KoBoToolbox Training Materials in Arabic
• KoBoToolbox Training Materials in French

Creating Forms

• Creating a New Form
• Editing Forms in Excel using XLSForm
• Importing a XLSForm via URL
  • Google Sheets
  • Dropbox
• Overview of All Formbuilder Functions
  • Adding a Question
  • Deleting a Question
  • Changing the Order of Your Questions
  • Changing Question Settings
  • Adding Questions to the Library
• List of Question Types
• Using the Question Options
  • Data Column Name
  • Guidance Hint (optional)
  • Mandatory Response
  • Default Response (optional)
  • Appearance (optional)
• Adding Skip Logic
• Limiting Responses with Validation Criteria
  • Add validation criteria in Formbuilder
  • Add validation criteria in XLSForm
  • Example Validation Criteria
• Rating vs Ranking Question Types
  • Difference between rating and ranking questions?
  • When should you use ranking or rating questions?
  • How to add a ranking question in the FormBuilder
  • How to add a Rating Question
• Calculate Question Type
  • List of available functions
  • List of available calculation operators
• Advanced Calculate Question Type
  • Approaches towards adding calculate questions:
  • Rules when working with calculate questions:
• Video Question Type
• Question Matrix Response Type
  • Create a Question Matrix in the Formbuilder
  • Create a Question Matrix in XLSForm
• Including Responses Inside Another Question
• Limits on Number and Text Responses
• User-Specified “Other” Responses for Multiple-Choice Questions
• Adding Various Types of Media
• Adding a Custom Logo
  • Tips:
• Adding Cascading Select Questions
  • Importing cascading question sets in the formbuilder
  • Adding cascading question sets in XLS Form (Option 1)
  • Adding cascading question sets in XLS Form (Option 2)
• Grouping Questions and Repeating Groups
  • Grouping a set of questions
  • Alternative way of creating a group
  • Adding questions within a group
  • Removing question(s) from a group
  • Re-ordering a question within a group
  • Displaying the grouped questions on the same screen
  • Un-grouping a set of questions
  • Skipping a group of questions
  • Creating a roster (repeating group of questions)
  • Controlling the loop of repetition in a roster
  • Using information to a roster from a preceding roster
  • Nested Repeat (roster within a roster)
• Restricting Text Responses With Regular Expressions
  • How do I build the regex that I need?
  • Some commonly used regex formula examples:
  • Examples related to use of alphabets letters
  • Examples related to use of a combination of alphabets letters and numbers
  • Considerations when using regex
• Including P-Codes in the Output Data
• Creating Unique Serial Numbers in Forms
  • Creating Sequential Unique Serial Numbers Based on Date and Time:
  • Creating Unique Serial Numbers from Selected Variables
• Pull Data Functionality in KoBoToolbox
• Audit Logging Meta Question Type
• Signature Question Type
  • KoboCollect
  • Enketo
  • Create a Signature question type in the Formbuilder
• Adding Another Language in the Project Dashboard
• Adding Another Language to your XLSForm
  • Translating to Tamil, Nepali, Hindi, etc. scripts
  • Translating right-to-left scripts
• Form Settings and Meta Questions
• Encrypting Forms
  • How it Works
  • How to encrypt XLS forms
  • How to decrypt forms
  • Generating RSA Encryption Keys
• Custom Formatting in Web Forms
  • Combining text and media by ‘combining’ subsequent notes
• What Are Enketo Web Forms?
  • What Ecosystem does Enketo use?
  • What are the general features?
  • How can I access Enketo when on KoBoToolbox?
  • How do I troubleshoot Enketo?
• Using Alternative Enketo Web Form Styles
  • List of available styles in XLSForm:
• Using HXL Tags
  • What exactly is HXL?
  • How to use the HXL feature in the Formbuilder
  • How to use HXL in an XLSForm
• Lowering the File Size of Collected Media
  • Instructions
  • KoBoCollect
  • Open Camera
• Deploying a Form to Start a New Data Collection Project
  • Redeploying your form
  • Using KoBoCollect
• Using the Question Library
  • Adding Questions to your Library
  • Managing Questions in your Library
  • Importing Collections
• Select One or Many From External File Question Type

Collecting Data

• Overview on Data Collection Tools
  • A quick rundown on the differences between the two options
• Recording Entire Interviews
• Collecting Data through Web Forms
  • What are web forms?
  • Why do I need web forms instead of KoBoCollect Android App?
  • How do I use web forms for data collection?
  • How do I save an offline web form on a mobile device?
  • Forwarding upon submission
  • Troubleshooting Web Forms
• Collecting Data Offline
  • What do I do if I have NO access to the internet?
• Collecting Data with KoBoCollect on Android
  • Additional Tips:
• Recommended Devices for Data Collection
  • Phones vs. Tablets
  • Pricing
• HIPAA Compliance
• Troubleshooting KoBoCollect Android Application
• Troubleshooting Enketo Web Forms
  • Known issues with offline forms on iOS
• Manually Uploading Submissions
  • Exporting data from Web Forms
  • Exporting data from KoBoCollect
  • Importing a data ZIP file to KoBoToolbox
• Collecting GPS Locations
  • Creating the Different Types of GPS Questions
  • Collecting Data Using the GPS Questions
  • Collecting Data Using Enketo Webforms
  • Collecting Data Using KoBoCollect
  • Accuracy of the Collected GPS Coordinates
  • Troubleshooting

Managing Projects and Data

• Project Summary
• Record Validation
  • What are the statuses that you can assign to a record?
  • Functionality Overview
• Deleting a Project
  • Deleting Projects From Your Project Dashboard
  • Deleting Projects From The Project Settings Page
• Exports Stuck in Pending State
• Exporting and Downloading Your Data
  • Available download formats
  • Process of downloading your data
  • Solving exports stuck in pending state
• Archiving and Unarchiving Projects
  • Purpose of archiving
  • Process of archiving
  • Process of unarchiving
• REST Services
• Managing Permissions
  • Requiring passwords for accessing forms
  • Setting project-specific user permissions
  • Assigning ‘Add Submissions’ rights for specific users
  • Advanced View Submissions permission settings
• Viewing and Creating Custom Reports
  • Learn how to navigate and manage the data in the Reports page.
• Mapping, Sharing, and Exporting GPS Data
  • Viewing your GPS points
  • How to share map data
• Pulling Data Into Excel Power Query
  • KoBo API
  • Microsoft Excel
  • Updating Data in Microsoft Excel
• Editing or Deleting a Single Submission
• Downloading Photos and Other Media
  • Adding direct hyperlinks to collected media in Excel
• Recovering Data From Previous Form Versions
• Converting Data into SPSS and/or Stata
  • Converting to SPSS
  • Getting STATA file
• Excel Analyzer User Guide
• Pulling Data Into PowerBI
  • KoBoToolbox
  • PowerBI
• Exporting and Uploading Data to GIS Software
• Row-Level Permissions
• Using the API
• Data Storage

KoBoToolbox on Your Computer or Server

• Software Architecture
  • High-level server-side overview
• Installing KoBoToolbox on a Local Computer
• Installing KoBoToolbox on Your Own Servers