Geography and demographic cascade to beneficiary search

User Support Form Building
,
1

Dear community,

I am trying to build a survey to follow up with a set of beneficiaries that we haven’t reached in around one year. To reach them once more, I was hoping to provide our enumerators with a survey that draws from an underlying csv file and follows these questions:

(1) select the cooperative from which the beneficiary is registered (list of 13 cooperatives);
(2) select the gender of the beneficiary;
(3) search for the name of the beneficiary based on the two previous questions (each cooperative has around 30-40 beneficiaries)
(4) after selecting the beneficiary, the government ID and other demographic information appears to allow the enumerator to confirm the identity

Can anyone guide me on how I should go about creating this question structure? Your support would be greatly appreciated, thank you so much!

@Kal_Lam – I’m sure you have some ideas!

2

Welcome back to the community, @jhm07216! If you have all these details stored on a CSV file, then why not use the pull data function as outlined in this support article Pull Data Functionality in KoboToolbox.

3

Thanks @Kal_Lam. We have a few hundred people who we hope to be reaching and we’re trying to reduce the risk of selecting the wrong person. Therefore, we were hoping to narrow the available list of beneficiaries by first having the enumerator select the geography covered and the sex of the respondent they’re speaking with – this will leave something like 20 respondents to select from rather than 400

4

I’m trying to finalize the survey this week, if anyone has suggestions on the above. Thank you again to the community!