Field Monitoring
1.0.1
1.0.1
  • Field Monitoring Module Documentation
  • INTRODUCTION
    • Project Background
    • Opportunities
    • Objectives
    • Scope of the Field Monitoring Module
    • Glossary / Terminology
    • FAQ
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
    • User Groups
    • User roles and permissions
    • Field Monitoring Module Navigation
    • Overall User Interface
    • Settings
      • Adding and Editing Questions
      • Sites Management
    • Plan
      • Building the Rationale For the Monitoring Activity
      • Logging Known Issues
      • Templating Checklists for Field Monitoring Activities
    • Collect
      • Activities Overview
      • Drafting a Monitoring Activity
      • Checklist / Questionnaire Setup
      • Checklist Review
      • Assigning / Accepting / Rejecting a Visit
      • Data Collection
      • Report Finalization
      • Submission / Completing a Monitoring Activity
    • Analyze section
      • Monitoring Activity
      • Country Overview
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Data Model
    • Fixtures and Management Commands
    • Integration with permissions framework
    • API Documentation
      • Error Handling
    • Frontend
      • Module Structure
      • Build Process
    • Offline Collection module
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  1. PRODUCT / END-USER DOCUMENTATION

Collect

PreviousTemplating Checklists for Field Monitoring ActivitiesNextActivities Overview

Last updated 5 years ago

The Collect section has the following purposes:

  • Supporting structured offline qualitative and quantitative data collection and analysis of field monitoring visits. It includes analysis of findings across multiple data collection methods and linking findings to specific CP Outputs and partners’ expected contributions;

  • Capturing, tasking, categorization, and management of action points, including automatic notification of follow-up actions to UNICEF staff members.

The overall UI of the Collect section is presented below:

The Collect Phase in the FM Module has eight Statuses:

  1. Completed allows confirming that FM activity and report are finalized and accepted as complete.

The current status of the Activity is presented at the top of the Collection section when you add new Activities or edit the existing ones:

The Collect area of the FM Module provides both online data collection capabilities. Here, users (UNICEF or TPM) can set up the monitoring visit, accept, perform data collection, and finalize the report. Users can add or change the questions available for their visit using the of the FM module.

allows developing the particulars of an FM activity;

is the stage during which the UNICEF User can select what questions to ask regarding each entity previously selected for monitoring;

is the stage when the UNICEF user can review the details and format of the collection checklist before assigning for approval;

is where an FM Activity assigned to UNICEF or TPM staff members can be accepted or rejected; (In the case of UNICEF performed collection, the assigned state is auto-transitioned through, the system assuming acceptance by the UNICEF officers)

reflects the data collection phase after the assignee accepted the FM Activity. During this stage, all information is collected, and each method (e.g., interview, observation, discussion) is recorded in the system;

. After all the data is collected and synchronized, it's available online. During the Report Finalization stage, users can summarize findings for all entities and questions asked. Also, there's the possibility to cross-check collected reports and edit them if necessary;

is where UNICEF Staff members with appropriate permissions can review activities and check them for completeness and correctness. Then, activities can be approved or sent back to data collection status for additional corrections or input;

Settings section
Draft
Checklist
Review
Assigned
Data Collection
Report Finalization
Submitted
The overall UI for the Collect section