Creating (simple) assignments

Roadmap

On paper

In Interviewer

In Designer

In Headquarters

In practice

On paper

Have

TODO: Cover page, without annotations

Have

TODO: Cover page with annotations to identify identifying variables

Need (for finding household)

TODO: Cover page with further annotations to identify ID vars needed for finding a household (potentially subset of all ID vars)

In Interviewer

List of cases

TODO: List of cases. Image showing list of cases in Create New tab

  • Each case is a card
  • Card contains case
    • Details
    • Interview

Details for each case

TODO: Video showing how details shown (hidden) when card tapped to expand (collapse) details.

  • Tap card to view more details
  • Tap OPEN to start interview

Details to identify a case

TODO: Show two processes for finding a case: - Manual tap to expand - Search, which demonstrably operates across tabs (with target case in Started) tab

  • Spot based on visible info
  • Search across all info

In Designer

In CSPro

  • Provided by user (and/or lookup file)
  • Must be unique when field concatenated

In Survey Solutions

SuSo creates IDs

  • Unique
  • -readable IDs

TODO: sketch table of with interview__id, interview__key, and some practical identifiers

User provides IDs

  • Practical
  • -readable

TODO: Show cover page in Designer.

In Headquarters

One-by-one

TODO: Short video showing the process of creating an assignment one-by-one. Could be same as in “whole game” slides. See intent here. Maybe edit down the content from server overview create assignments.mp4.

  • Variables on the cover page
  • User responsible
  • Audio recording

Batch

TODO: Short video of process for creating and uploading assignments in bulk. See intent here.

  • Variables on the cover page
  • _responsible
  • _record_audio

In practice

Process

  • Obtain the list of ID variables
  • Create a tab-delimited assignment file
    • Use an existing data set
    • Keep the ID variables
    • Create other columns, such as
      • _responsible
      • _record_audio

Obtain the list of ID variables

TODO: video of steps outlined in right-hand column of this slide

  • Click on Survey Setup
  • Select Questionnaires
  • Click on a questionnaire
  • Select Upload assignments
  • Click on View list of preloaded values
  • Get tab-delimited template (optionally)

Create a tab-delimited assignment file

Compare inputs with desired outputs

Modify inputs

Export tab-delimited output

Compare inputs with desired outputs

TODO: image of comparison, potentially with annotations:

  1. SuSo variables on cover page with one opened to see type and codes
  2. SuSo template (i.e., tab-delimited file downloaded in earlier step)
  3. Raw (fake) data whose values are in a different format than desired by Survey Solutions (e.g., in raw data, categorical quesiton stored as string variable corresponding to value labels)

If with annotations, perhaps let the image occupy the full slide, rather than limited to the 70% on the left.

Designer

  • Contains: all variables
  • Confirm
    • Data type expected
    • Values allowed

.tab template

  • What: list of ID variables
  • Confirm:
    • Variables expected
    • Variable names

Raw data

  • What: data values
  • Confirm modifications needed

Modify inputs

Objectives 🎯

TODO: list requirements for raw -> assignment

For ZiHBS example:

  • Load raw data
  • Transform character provience to categorical

TODO: adapt code to example created for slides


* =============================================================================
* Set paths
* =============================================================================

* !!! WARNING !!! Put your paths here before executing
local dir_in "C:/your/path"
local dir_out "`dir_in'"

* =============================================================================
* Data preparation
* =============================================================================

* -----------------------------------------------------------------------------
* Import the sample to be assigned
* -----------------------------------------------------------------------------

import delimited using "`dir_in'/example_sample.tsv", ///
    varnames(1) /// treat first line as variable names
    clear

* -----------------------------------------------------------------------------
* Transform columns into those expected by SuSo
* -----------------------------------------------------------------------------

* convert from numeric to string
rename province province_old
gen province = 
gen days_preferred = .

replace province = 1 if province_old == "Bulawayo
replace province = 2 if province_old == "Harare
replace province = 3 if province_old == "Manicaland
replace province = 4 if province_old == "Mashonaland Central
replace province = 5 if province_old == "Mashonaland East
replace province = 6 if province_old == "Mashonaland West
replace province = 7 if province_old == "Masvingo
replace province = 8 if province_old == "Matabeleland North
replace province = 9 if province_old == "Matabeleland South
replace province = 10 if province_old == "Midlands

* rename variables to match expected name

Check matches SuSo

Objectives 🎯

  1. Check that required columns are present
  2. Confirm that columns contain right type of data

TODO: adapt to Capturing What Matters Example


* ==============================================================================
* Check matches SuSo
* ==============================================================================

* -----------------------------------------------------------------------------
* Confirm that data contain desired columns
* -----------------------------------------------------------------------------

#delim ;
local vars "
province
ea
hh_num
hh_head
";
#delim cr

foreach var of local vars {
    confirm variable `var'
}

* -----------------------------------------------------------------------------
* Check that columns contain desired data format
* -----------------------------------------------------------------------------

* TODO

Export tab-delimited output

Objectives 🎯

  1. Export to tab-delimited format
  2. Save where expected

* =============================================================================
* Export to a tab-delimited file
* =============================================================================

export delimited using 
    "`dir_out'/assignments_to_import.tab", /// where to write the file
    delimiter(tab)  /// tab-delimited format
    nolabel         /// how to handle labelled data: write numbers; not labels
    replace