# Assigning respondent to enumerator

**URL:** <https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644>\
**Category:** Support\
**Created:** [October 21, 2013, 6:03pm UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644 "2013-10-21T18:03:01Z")\
**Posts on this page:** 8\
**Page:** 1

<div class="post-metadata">

**Author:** ![Fandy\_Santoso](https://getodk.b-cdn.net/letter_avatar_proxy/v4/letter/f/47e85d/32.png) [@Fandy\_Santoso](https://forum.getodk.org/u/Fandy_Santoso)\
**Post date:** [October 21, 2013, 6:03pm UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/1 "2013-10-21T18:03:01Z")

</div>

Hi All,

I have a project whereby I need to survey 15,000 respondents (predefined list of household in a city) and have 100 enumerators to perform such survey.

Anyone here have any idea on:

1. How we can preload the survey with the basic information of each respondent (name, address, phone number), and
2. Assign certain numbers of respondent to each enumerator?

For example: as I have 15,000 respondents and 100 enumerator, then I would fairly split the load to 150 respondents for each enumerator.

Many thanks for all the kind help.

Fandy

---

<div class="post-metadata">

**Author:** ![yanokwa](https://getodk.b-cdn.net/user_avatar/forum.getodk.org/yanokwa/32/1695_2.png) [@yanokwa](https://forum.getodk.org/u/yanokwa)\
**Post date:** [October 22, 2013, 12:33am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/2 "2013-10-22T00:33:54Z")

</div>

Hi Fandy,

ODK Tables and ODK Survey were designed for these use cases.  
Unfortunately, both apps are in alpha and are not field ready.

Your alternative is to hire a developer  
([http://opendatakit.org/help/help-for-hire/](http://opendatakit.org/help/help-for-hire/)) to build an Android app  
that does the preloading and assignment.

Yaw

> **···**
>
> -- Need ODK services? http://nafundi.com provides form design, professional support, custom reporting, and software development for ODK.
> 
> On Mon, Oct 21, 2013 at 11:03 AM, [fandy.santoso86@gmail.com](mailto:fandy.santoso86@gmail.com) wrote:
> 
> > Hi All,
> > 
> > I have a project whereby I need to survey 15,000 respondents (predefined list of household in a city) and have 100 enumerators to perform such survey.
> > 
> > Anyone here have any idea on:
> > 
> > 1. How we can preload the survey with the basic information of each respondent (name, address, phone number), and
> > 2. Assign certain numbers of respondent to each enumerator?
> > 
> > For example: as I have 15,000 respondents and 100 enumerator, then I would fairly split the load to 150 respondents for each enumerator.
> > 
> > Many thanks for all the kind help.
> > 
> > Fandy
> > 
> > ## --
> > 
> > Post: [opendatakit@googlegroups.com](mailto:opendatakit@googlegroups.com)  
> > Unsubscribe: [opendatakit+unsubscribe@googlegroups.com](mailto:opendatakit+unsubscribe@googlegroups.com)  
> > Options: [http://groups.google.com/group/opendatakit?hl=en](http://groups.google.com/group/opendatakit?hl=en)
> > 
> > * * *
> > 
> > You received this message because you are subscribed to the Google Groups "ODK Community" group.  
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---

<div class="post-metadata">

**Author:** ![crobert](https://getodk.b-cdn.net/user_avatar/forum.getodk.org/crobert/32/1613_2.png) [@crobert](https://forum.getodk.org/u/crobert)\
**Post date:** [October 22, 2013, 12:47am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/3 "2013-10-22T00:47:37Z")

</div>

Hi Fandy,

SurveyCTO ([www.SurveyCTO.com](http://www.SurveyCTO.com)) supports pre-loading data.

However, it has no built-in support for enumerator management. For  
assigning specific surveys to specific enumerators, we generally use a  
combination of Excel and mail merge in Word. And, much in the way of  
balancing work-loads in the field ends up being handled by field  
supervisors. So one approach, for example, is to assign surveys to teams by  
geography, then let teams sort out who does which interviews. There's  
obviously a lot to field management, though, so I'm dramatically  
oversimplifying.

Best,

Chris

> **···**
>
> On Oct 21, 2013 2:16 PM, wrote:
> 
> > Hi All,
> > 
> > I have a project whereby I need to survey 15,000 respondents (predefined  
> > list of household in a city) and have 100 enumerators to perform such  
> > survey.
> > 
> > Anyone here have any idea on:
> > 
> > 1. How we can preload the survey with the basic information of each  
> > respondent (name, address, phone number), and
> > 2. Assign certain numbers of respondent to each enumerator?
> > 
> > For example: as I have 15,000 respondents and 100 enumerator, then I would  
> > fairly split the load to 150 respondents for each enumerator.
> > 
> > Many thanks for all the kind help.
> > 
> > Fandy
> > 
> > ## --
> > 
> > Post: [opendatakit@googlegroups.com](mailto:opendatakit@googlegroups.com)  
> > Unsubscribe: [opendatakit+unsubscribe@googlegroups.com](mailto:opendatakit+unsubscribe@googlegroups.com)  
> > Options: [http://groups.google.com/group/opendatakit?hl=en](http://groups.google.com/group/opendatakit?hl=en)
> > 
> > * * *
> > 
> > You received this message because you are subscribed to the Google Groups  
> > "ODK Community" group.  
> > To unsubscribe from this group and stop receiving emails from it, send an  
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> > For more options, visit [https://groups.google.com/groups/opt\_out](https://groups.google.com/groups/opt_out).

---

<div class="post-metadata">

**Author:** ![Fandy\_Santoso](https://getodk.b-cdn.net/letter_avatar_proxy/v4/letter/f/47e85d/32.png) [@Fandy\_Santoso](https://forum.getodk.org/u/Fandy_Santoso)\
**Post date:** [October 22, 2013, 12:56am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/4 "2013-10-22T00:56:07Z")

</div>

Hi Yaw,

Thanks for the prompt response. Do you know approximately when will ODK  
Tables and Survey be released?

Please do correct if me if I'm wrong, but assuming from your answer, the  
only part where it needs modification is the Android apps isn't it?

Again, many thanks for your assistance.

Fandy

---

<div class="post-metadata">

**Author:** ![Fandy\_Santoso](https://getodk.b-cdn.net/letter_avatar_proxy/v4/letter/f/47e85d/32.png) [@Fandy\_Santoso](https://forum.getodk.org/u/Fandy_Santoso)\
**Post date:** [October 22, 2013, 7:09am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/5 "2013-10-22T07:09:18Z")

</div>

Hi Chris,

Thanks for your response.

Several quick questions about SurveyCTO:

1. Even by using Excel and mail merge function of Word, how do we appoint  
specific respondent (pre-loaded form) to each enumerator? Does SurveyCTO  
support credential login process into SurveyCTO Collect? Otherwise when we  
are downloading the survey from the server, the system cannot determine  
which enumerator is downloading which survey right?
2. Since we are performing the survey for our client, is it possible if we  
can do white labeling and host SurveyCTO in our own server?
3. Lastly, is it possible for us to modify the language used in the  
SurveyCTO Server, Collect and Client? I understand that we can use  
different languages in the XML (forms), but I also need to localize the  
other products as such my local enumerator and system administrator can use  
the system to its fullest capability.

Greatly appreciate your help and many thanks!

Fandy

> **···**
>
> On Tuesday, October 22, 2013 7:47:37 AM UTC+7, Christopher Robert wrote: \> \> Hi Fandy, \> \> SurveyCTO (www.SurveyCTO.com) supports pre-loading data. \> \> However, it has no built-in support for enumerator management. For \> assigning specific surveys to specific enumerators, we generally use a \> combination of Excel and mail merge in Word. And, much in the way of \> balancing work-loads in the field ends up being handled by field \> supervisors. So one approach, for example, is to assign surveys to teams by \> geography, then let teams sort out who does which interviews. There's \> obviously a lot to field management, though, so I'm dramatically \> oversimplifying. \> \> Best, \> \> Chris \> On Oct 21, 2013 2:16 PM, \<fandy.s...@gmail.com \> wrote: \> \>\> Hi All, \>\> \>\> I have a project whereby I need to survey 15,000 respondents (predefined \>\> list of household in a city) and have 100 enumerators to perform such \>\> survey. \>\> \>\> Anyone here have any idea on: \>\> 1. How we can preload the survey with the basic information of each \>\> respondent (name, address, phone number), and \>\> 2. Assign certain numbers of respondent to each enumerator? \>\> \>\> For example: as I have 15,000 respondents and 100 enumerator, then I \>\> would fairly split the load to 150 respondents for each enumerator. \>\> \>\> Many thanks for all the kind help. \>\> \>\> Fandy \>\> \>\> -- \>\> -- \>\> Post: opend...@googlegroups.com \>\> Unsubscribe: opendatakit...@googlegroups.com \>\> Options: http://groups.google.com/group/opendatakit?hl=en \>\> \>\> --- \>\> You received this message because you are subscribed to the Google Groups \>\> "ODK Community" group. \>\> To unsubscribe from this group and stop receiving emails from it, send an \>\> email to opendatakit...@googlegroups.com . \>\> For more options, visit https://groups.google.com/groups/opt\_out. \>\> \>

---

<div class="post-metadata">

**Author:** ![crobert](https://getodk.b-cdn.net/user_avatar/forum.getodk.org/crobert/32/1613_2.png) [@crobert](https://forum.getodk.org/u/crobert)\
**Post date:** [October 22, 2013, 11:05am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/6 "2013-10-22T11:05:14Z")

</div>

Hi Fandy,

As I said, SurveyCTO doesn't have any features for fieldwork management.  
But by pre-loading data and programming logic into your survey form, you  
can do some things to support your own fieldwork management.

For example, your enumerators might start each form by entering and/or  
scanning their enumerator ID (from a barcode). When it comes time to  
identify the respondent, you can offer a multiple-choice list that only  
shows those respondents assigned to that enumerator. If the list is too  
long (150 is too long), you could start by asking about the region, then  
the district, then the village, then only show their respondents in the  
selected village -- or however it is most natural to narrow down that list.

It would be slightly radical, but in the pre-loaded data you could even  
specify a device ID for each respondent, and then the form could  
automatically filter the list of possible respondents by that device ID.  
Thus, each device would show a different list. This would uniquely assign  
respondents to devices, but it probably wouldn't be a great system because  
of its lack of flexibility; it would be hard to re-assign respondents, for  
example, if a device failed or an enumerator took the day off.

In general, fieldwork management is a complex thing. It's essentially  
outside the scope of what ODK (and most ODK variations) try to directly  
facilitate. But you can definitely conduct a survey of 15,000 households.  
You just need to work out your own field-management practices.

As for a white-label server, we haven't offered such an option to-date. We  
would consider it for the right price, but it would be expensive. If you  
want to discuss it, you can email me offline.

As for other languages, the only product localized to many other languages  
is Collect -- which is the only product used by field supervisors,  
enumerators, etc. (You simply change the language in Android's settings.)  
For the moment, the SurveyCTO Server and Client are in English only, but  
then a much smaller range of people use those interfaces. We are also open  
to localizing those, also for the right price.

Best,

Chris

> **···**
>
> On Tue, Oct 22, 2013 at 3:09 AM, Fandy Santoso wrote:
> 
> > Hi Chris,
> > 
> > Thanks for your response.
> > 
> > Several quick questions about SurveyCTO:
> > 
> > 1. Even by using Excel and mail merge function of Word, how do we appoint  
> > specific respondent (pre-loaded form) to each enumerator? Does SurveyCTO  
> > support credential login process into SurveyCTO Collect? Otherwise when we  
> > are downloading the survey from the server, the system cannot determine  
> > which enumerator is downloading which survey right?
> > 2. Since we are performing the survey for our client, is it possible if we  
> > can do white labeling and host SurveyCTO in our own server?
> > 3. Lastly, is it possible for us to modify the language used in the  
> > SurveyCTO Server, Collect and Client? I understand that we can use  
> > different languages in the XML (forms), but I also need to localize the  
> > other products as such my local enumerator and system administrator can use  
> > the system to its fullest capability.
> > 
> > * * *
> > 
> > Greatly appreciate your help and many thanks!
> > 
> > Fandy
> > 
> > On Tuesday, October 22, 2013 7:47:37 AM UTC+7, Christopher Robert wrote:
> > 
> > > Hi Fandy,
> > > 
> > > SurveyCTO ([www.SurveyCTO.com](http://www.SurveyCTO.com)) supports pre-loading data.
> > > 
> > > However, it has no built-in support for enumerator management. For  
> > > assigning specific surveys to specific enumerators, we generally use a  
> > > combination of Excel and mail merge in Word. And, much in the way of  
> > > balancing work-loads in the field ends up being handled by field  
> > > supervisors. So one approach, for example, is to assign surveys to teams by  
> > > geography, then let teams sort out who does which interviews. There's  
> > > obviously a lot to field management, though, so I'm dramatically  
> > > oversimplifying.
> > > 
> > > Best,
> > > 
> > > Chris  
> > > On Oct 21, 2013 2:16 PM, [fandy.s...@gmail.com](mailto:fandy.s...@gmail.com) wrote:
> > > 
> > > > Hi All,
> > > > 
> > > > I have a project whereby I need to survey 15,000 respondents (predefined  
> > > > list of household in a city) and have 100 enumerators to perform such  
> > > > survey.
> > > > 
> > > > Anyone here have any idea on:
> > > > 
> > > > 1. How we can preload the survey with the basic information of each  
> > > > respondent (name, address, phone number), and
> > > > 2. Assign certain numbers of respondent to each enumerator?
> > > > 
> > > > For example: as I have 15,000 respondents and 100 enumerator, then I  
> > > > would fairly split the load to 150 respondents for each enumerator.
> > > > 
> > > > Many thanks for all the kind help.
> > > > 
> > > > Fandy
> > > > 
> > > > ## --
> > > > 
> > > > Post: [opend...@googlegroups.com](mailto:opend...@googlegroups.com)  
> > > > Unsubscribe: opendatakit...@\*\*[googlegroups.com](http://googlegroups.com)
> > > > 
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> > > > 
> > > > * * *
> > > > 
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> > > > To unsubscribe from this group and stop receiving emails from it, send  
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> > > > .
> > > 
> > > --  
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---

<div class="post-metadata">

**Author:** ![Fandy\_Santoso](https://getodk.b-cdn.net/letter_avatar_proxy/v4/letter/f/47e85d/32.png) [@Fandy\_Santoso](https://forum.getodk.org/u/Fandy_Santoso)\
**Post date:** [October 23, 2013, 3:43am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/7 "2013-10-23T03:43:07Z")

</div>

Dear Chris,

Your idea is wonderful to get around ODK limitations but yes it does  
require a heavy load on the fieldwork management side.

Nevertheless many thanks for your kind input and information!

Fandy

---

<div class="post-metadata">

**Author:** ![Neil\_Penman](https://getodk.b-cdn.net/user_avatar/forum.getodk.org/neil_penman/32/1774_2.png) [@Neil\_Penman](https://forum.getodk.org/u/Neil_Penman)\
**Post date:** [October 23, 2013, 11:14am UTC](https://forum.getodk.org/t/assigning-respondent-to-enumerator/2644/8 "2013-10-23T11:14:56Z")

</div>

Hi Fandy,

I provide a server, plus extensions to odk, that allows you to assign a  
task to a user. Tasks include addressing information; latitude, longitude  
and arbitrary data such as physical addresses. This allows the task to be  
shown on a map on the phone and the address information shows up in a list  
of tasks. The task also includes the form that needs to be completed, this  
is downloaded onto the phone automatically if not already installed.

The system seems to have some of the features you are asking for, however  
it will probably need some customisation in order to manage the 15,000  
addresses and their assignment to users. Though thinking about it this  
could be done with batch loading as all the task information is stored in a  
relational database.

There is some more general information on the server in the organisational  
blog: [http://blog.smap.com.au/](http://blog.smap.com.au/). The following You Tube video shows  
assignment of tasks. [http://www.youtube.com/watch?v=zuJlWIoSEhA](http://www.youtube.com/watch?v=zuJlWIoSEhA)

regards

Neil

> **···**
>
> On Wed, Oct 23, 2013 at 2:43 PM, Fandy Santoso wrote:
> 
> > Dear Chris,
> > 
> > Your idea is wonderful to get around ODK limitations but yes it does  
> > require a heavy load on the fieldwork management side.
> > 
> > Nevertheless many thanks for your kind input and information!
> > 
> > Fandy
> > 
> > ## --
> > 
> > Post: [opendatakit@googlegroups.com](mailto:opendatakit@googlegroups.com)  
> > Unsubscribe: [opendatakit+unsubscribe@googlegroups.com](mailto:opendatakit+unsubscribe@googlegroups.com)  
> > Options: [http://groups.google.com/group/opendatakit?hl=en](http://groups.google.com/group/opendatakit?hl=en)
> > 
> > * * *
> > 
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> 
> --
> 
> Smap Consulting [http://smap.com.au/](http://smap.com.au/)| Mobile Data Collection Solutions  
> Application Developer - [neilpenman@gmail.com](mailto:neilpenman@gmail.com) [minqiang.huang@gmail.com](mailto:minqiang.huang@gmail.com)  
> Twitter: @dgmsot  
> Skype: ianaf4you  
> Phone: +61 402 975 959  
> Blog: [http://blog.smap.com.au](http://blog.smap.com.au) [http://smap.com.au/blog](http://smap.com.au/blog)
