Research guide

Field survey planning guide

Fieldwork turns a questionnaire into an operational system. The plan must cover who visits where, which device and survey version they use, how consent works, what happens without connectivity, and how supervisors detect problems.

Prepare the field operation

Define assignments, routes or clusters, respondent selection, substitutions, training, device readiness, consent scripts, language support, escalation, and daily review before collection starts.

  • Freeze the approved questionnaire
  • Test real devices offline
  • Document substitution rules

Monitor without overclaiming

Review daily totals, duration, missingness, source, and optional location as quality signals rather than proof. Investigate patterns with supervisors and preserve an audit trail for corrections.

  • Review synchronisation daily
  • Investigate unusual patterns
  • Protect respondent safety

Frequently asked questions

Can I customise this guide?

Yes. Surveyor templates and question structures are starting points. You can edit wording, answer options, required fields, logic, branding, and collection settings before publishing.

Can I collect responses on mobile devices?

Yes. Published Surveyor forms are designed for phones, tablets, and desktop browsers. Eligible plans also support offline queues for previously loaded surveys.

Field survey planning guide | Surveyor