Structuring and Navigation for Survey app (XLSForms based) - HH Roster, Individual Questionnaire, etc

Dear ODK experts,

1. What is the problem? Be very detailed.
Planning a detailed survey in refugee camps, we need your advice for the following requirements. We would highly appreciate if we can get a clearer picture with your help and a really advanced XLSForms example and recommendations how to realise at least part of these features.

  1. Enumerator (enum) does household roster with basic variables, like sex, age, relationship, marital status.

  2. It would be great, if the roster can separately be “validated”., saved (and even uploaded for back-up safety).
    So far, we only see the (confusing) enum option to go “to the end” to validate. and then back … , not comfortable via the top menu.

  3. The enum can pause here or continue. The enum can choose how to continue, esp. depending on presence of respondents… She can e.g. continue with the head/main person for housing questions or with a female for food security questions (both on HH level).

  4. The enum can then choose (e.g. by name) with which person to start/do the individual questions part. Great would be, to select from a dynamically created list of HH members. And then “open” this person block.

  5. The enum will do the individual questions with this person (partly or full).

  6. Great, if after (even between) the enum could “validate” for this person.

  7. The enum will choose the next person (available) for interview (individual questions), until all from the roster are covered.

    At the whole end, final validation, save and transmission will be done.

So, more general requirements are touched:

  • Something similar to a questionnaire parts navigation menu (Roster, HH questionnaire, Individual questionnaires per person …)
  • Dynamic selection of person to be interviewed
  • IDs (permantly) linking persons to a household, esp. for export
  • IDs for persons linking same person over different repeats (esp. HH Roster & Individua questions)
  • Same Unique HH-ID over multiple submissions, Using once(uuid()) as HH-ID may satisfy this.
  • Cascading delete of a person (in roster with automatic deletion in related links) should be able, without mixing-up exisitng references indexes).
  • Also adding a person. in the roster, after having startet with individual questions, should be able without mismapping existing links (indexes).

We could realise those things in other CAPI projects. We already passed several days scannning through documentation, support and community forum of ODK, without getting condensed info what and how those requirements are feasible with XLSForms (and ODK or KoBoCollect) here.

Sorry, for lengthy msg. Thank in advance - and to the whole ODK team in general…
2. What app or server are you using and on what device and operating system? Include version numbers.
Android smartphones in the field and Windows 10 laptops (for development).
3. What you have you tried to fix the problem?
We tried our best scanning a lot of community topics.
4. What steps can we take to reproduce the problem?
We think these are typical requests when designing user-friendly CAPI surveys.
5. Anything else we should know or have? If you have a test form or screenshots or logs, attach below.