Collect
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 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 Settings section of the FM module.
The Collect Phase in the FM Module has eight Statuses:
Draft allows developing the particulars of an FM activity;
Checklist is the stage during which the UNICEF User can select what questions to ask regarding each entity previously selected for monitoring;
Review is the stage when the UNICEF user can review the details and format of the collection checklist before assigning for approval;
Assigned 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)
Data Collection 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;
Report Finalization. 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;
Submitted 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;
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:
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