Assigning a Survey to Farmers

Assigning a survey to farmers will make it available for them to take on the mobile phone app.

Context

After creating and uploading a survey, the next step is to assign it to farmers. You will decide which survey to assign, which farmers to assign it to, the time frame during which they should take it, and who (field agents/Lead Farmers) should administer the survey.

Procedure

  1. Click on the Survey tab on the left side of the screen.
  2. Click on the Survey List page.
  3. In the Survey List, select the survey that you want to assign.
  4. Click Assign on the top right part of the page.
  5. Click Add the top left of the pop-up screen.
  6. On the next screen that displays, choose to whom to assign the survey. Click on the circle next to one of the following:
    • Specific Individuals - select this if you want to assign the survey to just a few, specific farmers that you choose individually.
    • Random Individuals - select this if you want to assign the survey to a few, random individuals in a particular group or organization of your choosing.
    • Groups & Organizations - select this if you want to assign the survey to ALL of the farmers in groups or organizations of your choosing.
  7. Click Step 2.
  8. On the next screen that displays, enter the time frame during which the chosen farmers should take the survey.
    • Start Date - The Start Date is the first date that the survey will be available to take in the mobile phone app.
    • End Date - The End Date is the last date that the survey will be available to take in the mobile phone app.
  9. Click Step 3.
  10. On the next screen that displays, choose which users will be allowed to access the survey and administer it to the selected farmers.
    • Type in the name(s) of the role(s) that users must have in order to administer the survey to farmers.
  11. Click Step 4.
  12. On the next screen that displays, choose which farmers will take the survey.
    • If you selected Specific Individuals to take the survey, choose exactly who you want to take the survey. You can filter to find the individuals within a certain organization or you can type in the names of the individuals in the search bar. Select the individuals you want to take the survey by checking the box next to their name(s).
    • If you selected Random Individuals to the take the survey, type in the number of farmers you want to take the survey in each selected organization. Then select the organization(s)/group(s) those random individuals should belong to by checking the box next to the organization/group names. You can also search for the name of the organization/group you want in the search bar.
    • If you selected Groups & Organizations to take the survey, choose which organization(s)/group(s) you want to take the survey by checking the box next to the organization/group names. You can also search for the name of the organization/group you want in the search bar.
  13. Click Submit.

Task overview: Managing Surveys
Related Information