How to share survey with new surveyors?

User Support Data Management
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Hi There,
I have developed several forms to distribute to multiple surveyors for survey activity.

It feels like the most important part - doesn’t have instructions ?

How do I set up users to share?
What does the user need to do?

I noticed there was an update in collection tools - thus, we will have a mix of iphone / ipad / android devices undertake survey - in web form and kobo collect app - will this affect the format of final survey?

Is there an app for iphone - ie a main screen button to click to bring up Kobo Survey?

Cheers
John

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Hi John,

To share forms with multiple surveyors, follow these steps:

  1. Set up users:

    • Go to your project on KoboToolBox.
    • Click “Settings” and then “Sharing”.
    • Add the username of your surveyors and assign appropriate permissions.

  2. Instructions for users:

    • Users should install the KoboCollect app (available on Android) or use a web browser for iPhone/iPad.
    • For iPhone/iPad users, save the survey URL as a bookmark or add it to the home screen for easy access.

Using different devices (iPhone, iPad, Android) and collection methods (web form, KoboCollect app) will not affect the final survey data format.

Currently, there isn’t a dedicated KoboCollect app for iPhone, but using the web form is a solid alternative.

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Please confirm if surveyors need to set up accounts to have username?

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Yes, account need to be set up for username.

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Great I’ll get them to set up accounts.

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@John.steiner, here are some support articles that may help you manage your sharing permissions:

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This discussion might help solve my problem. After creating accounts for my enumerators, add their usernames, they will collect the blank form, is this correct? I only wish to have the blank form accessed by the enumerators, carry out data collection and send the filled forms to my URL. Is this possible. Which URL will i collect the filled forms?
When i go to my project on Kobo toolbox, do i click on the title of the project as the first step above to share the form.

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Hi John! To share your forms with surveyors, go to your project in Kobo, click “Share”, and add users by their Kobo usernames or emails. You can then assign roles like “Data Collector” to let them view and submit data. Each user should log into their Kobo account on either the KoboCollect app (Android) or the web browser (Safari/Chrome) on iPhones/iPads to access the form.

Currently, there’s no KoboCollect app for iOS, but surveyors can use Enketo web forms (Kobo automatically opens these in the browser). You can save the survey link as a home screen shortcut on an iPhone/iPad for easy access - just open the survey link in Safari, tap the share button, then “Add to Home Screen.”

The mix of devices won’t affect your data format - Kobo standardizes submissions across platforms. Just be sure everyone uses the same version of the form.