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Once you have finished your preparations, the first step of the data collection is designing your form. This is worth spending some extra time on to ensure it fulfills your needs.

  1. Always ensure that you have done your assessment plan and know which information you need and how to use the information before starting to designing your form
  2. If several partners are involved, try getting all partners in the same room and create the form directly in KoBo, rather than mailing around paper forms and then “translating” them into KoBo – it will give a much better results and is a faster way of designing the form
  3. Try keeping your form as simple as possible, step by step instructions on how to use the different functionalities of the KoBo formbuilder can be found here
  4. Use naming conventions, see link for general recommendations here, although there may be country specific differences 
  5. Don’t forget using the Question Library functionality, if applicable. You can download a 100 questions library sample or a more complete Question Library
  6. If you need more complex functionality than what is available in the interface of the KoBo formbuilder, remember that you can always export your form and add the additional functionality in the Excel sheet (KoBo is totally synched with ODK), but do this only after you have finished the rest of your form. See here for links to XLSForm, Open Data Kit, how to create questions for scoring, ranking, P-codes and cascading lists)
  7. If you need your form in multiple languages, follow instructions here
  8. Don’t forget to preview your form before saving and exiting to check for any spelling errors, errors in added logic, etc.

Once the form is created you are ready to deploy it and start collecting the data.