Publishing a Questionnaire

Once all relevant questions and eligibility criteria have been added to the questionnaire, you can publish the finalized version to make it accessible to all app users. Publishing ensures that field workers receive the updated version seamlessly, allowing them to collect data effectively.

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How Publishing Works

• Automatic Updates : Once published, all field workers with an internet connection will automatically receive the new version.

• Sync Frequency : The mobile app checks for a new version every 4 hours. Additionally, field workers can receive updates immediately by reopening the app on their device.

• Minimize Changes : To ensure a smooth user experience, it is recommended to group changes and publish them together or use the draft functionality to avoid frequent iterations of the survey.

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Steps to Publish the Questionnaire

1. Navigate to the "Questionnaire" tab in the top menu bar.

2. Review the questionnaire version to confirm all updates.

3. Click on the "Publish" button.

4. A confirmation box will appear, displaying the current version and the new version of the questionnaire.

1. Confirm by clicking "Publish."

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Reverting Changes or Re-Publishing a Previous Version

If you need to revert changes or go back to a previous version of the questionnaire:

1. Navigate to the "Questionnaire" tab.

2. Locate the version you want to restore.

1. Select the version and click "Publish" this will create a new version of the previously created one and publish it.

Tips for Efficient Publishing:

• Always double-check for errors or omissions before publishing a new version.

• Test the changes in a controlled environment, if possible, to ensure smooth functionality for field workers.

• Notify field workers in advance of significant updates to ensure they are prepared for any changes in the workflow.