Introduction
The Mobile Data Collection and Management using KoBoToolbox Course is designed to provide participants with the knowledge and practical skills needed to plan, execute, and manage digital data collection using KoBoToolbox a free, open-source platform widely used in humanitarian, development, research, and monitoring & evaluation settings.
The course begins by introducing the fundamental concepts of mobile data collection and digital form design. Participants will learn how to build user-friendly and dynamic survey forms using XLSForm, integrate features such as skip logic, constraints, GPS coordinates, multimedia, and multiple languages, and deploy them on KoBoToolbox. Emphasis is placed on designing robust data collection tools that minimize error and improve the quality and consistency of field data.
Participants will gain hands-on experience in managing data collection workflows, including configuring KoBoToolbox servers, collecting data online and offline using mobile devices, monitoring incoming submissions in real-time, and exporting and cleaning datasets for analysis. The course also explores best practices in data management, team coordination, and data security to ensure that sensitive field information is handled appropriately.
By the end of the course, participants will be able to independently develop, manage, and oversee digital data collection projects using KoBoToolbox. They will have the confidence to train data collectors, troubleshoot field issues, and ensure data integrity for effective analysis and reporting. This training is ideal for M&E professionals, researchers, program managers, humanitarian workers, and anyone involved in survey implementation or field data collection.
Duration
5 days
Course Objectives
By the end of this course the learners should be able to:
· To introduce participants to the principles and benefits of mobile-based data collection using KoBoToolbox.
· To equip learners with practical skills in designing and deploying digital survey forms using XLSForm and the KoBoToolbox platform.
· To enable participants to configure KoBoToolbox accounts, manage users, and set up data collection projects effectively.
· To train participants in collecting data using mobile devices both online and offline with KoBoCollect and Enketo web forms.
· To develop participants’ ability to monitor data submissions, manage form versions, and ensure real-time quality control during data collection.
· To enhance skills in exporting, cleaning, and preparing data for analysis in common formats (Excel, CSV, SPSS, etc.).
· To promote best practices in data management, privacy, and security throughout the data lifecycle.
· To empower participants to manage end-to-end digital data collection workflows for use in research, monitoring and evaluation, and field operations.
Who should Attend?
This course is ideal for
· Monitoring and Evaluation (M&E) officers responsible for designing and managing surveys and assessments.
· Program and project managers involved in data-driven decision-making and field operations.
· Researchers and data analysts conducting household, community, or institutional surveys.
· Humanitarian and development professionals working in health, education, agriculture, WASH, and related sectors.
· Field officers and enumerators tasked with collecting and submitting data from remote locations.
· ICT staff supporting mobile technology and data collection tools in organizations.
· Consultants and freelancers working on evaluations, needs assessments, and baseline studies.
· Anyone interested in learning efficient and modern methods for digital data collection and field survey management.
Course Outline
Module 1: Introduction to Mobile Data Collection
- Overview of mobile-based data collection: advantages and challenges
- Comparison of popular mobile data collection tools (e.g., KoBoToolbox, ODK, SurveyCTO, CommCare)
- Digital survey workflow: from design to analysis
- Understanding data flow: aggregation, storage, access, and dissemination
- Basics of designing effective digital questionnaires and data quality considerations
Module 2: Introduction to KoBoToolbox Platform
- Overview and components of KoBoToolbox
- KoBoToolbox Form Builder (web-based)
- Introduction to KoBoCollect and Enketo web forms
- Structure and roles of the KoBoToolbox server (hosted vs. local)
- Key use cases in humanitarian, development, and research fields
Module 3: Setting Up KoBoToolbox and KoBoCollect
- Installing KoBoCollect from Google Play and via APK (manual installation)
- Configuring device settings and form security in KoBoCollect
- Best practices for managing devices and surveyors in the field
- Setting up and accessing the KoBoToolbox server (hosted and local options)
- Uploading, deploying, and managing forms on the server
- Reviewing submissions, user roles, and form version control
- Server administration and data security essentials
Module 4: Designing Forms Using Form Builder
- Creating forms using the KoBoToolbox visual form builder
- Using question types: single select, multiple select, GPS, image, ranking, etc.
- Managing form properties, metadata, and submission settings
- Adding skip logic and relevance conditions
- Previewing and testing forms before deployment
Module 5: Designing Advanced Forms with XLSForm
- Introduction to XLSForm structure and syntax
- Overview of key XLSForm components (survey, choices, settings)
- Advanced question types and complex form logic
- Applying constraints, calculations, default values, and hints
- Multilingual forms and translations
- Using operators, functions, and validation expressions
- Uploading and troubleshooting XLSForm files on the KoBoToolbox server
Module 6: Mobile Data Collection in the Field
- Downloading and filling forms in KoBoCollect
- Managing and editing saved or incomplete forms
- Collecting multimedia data: images, audio, GPS, and barcodes
- Submitting data online and offline: connectivity options
- Tips for successful field deployments and enumerator training
- Troubleshooting common field issues
Module 7: Data Management and Export
- Monitoring submissions in real time from the server
- Exporting datasets in CSV, Excel, SPSS, and other formats
- Linking KoBoToolbox with Google Sheets for auto-sync
- Preparing and cleaning data for analysis
- Organizing data for import into statistical tools (e.g., Stata, R, Excel)
- Version control and archiving survey data
Module 8: Mapping and GIS Integration
- Introduction to spatial data and GPS collection in KoBo
- Exporting geolocation data for visualization
- Mapping field data in Google Maps and Google Earth
- Importing GPS data into QGIS for geospatial analysis
- Creating basic thematic maps and spatial visualizations
- Overlaying collected data with external GIS layers (e.g., shapefiles, basemaps)
Module 9: Ethics, Data Security, and Best Practices
- Data privacy and informed consent in digital surveys
- Ethical considerations in humanitarian and research contexts
- Ensuring data security in mobile collection environments
- Backup strategies, user management, and secure sharing
- Lessons learned from real-world deployments
Training Approach
This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.
Tailor-Made Course
This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: training@upskilldevelopment.com Tel: +254 721 331 808
Training Venue
The training will be held at our Upskill Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.
Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant
Certification
Participants will be issued with Upskill certificate upon completion of this course.
Airport Pickup and Accommodation
Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: training@upskilldevelopment.com, +254 721 331 808
Terms of Payment
Unless otherwise agreed between the two parties payment of the course fee should be done 3 working days before commencement of the training so as to enable us to prepare better.
