Field research template

Field incident report

Document the details, impact and next action for an incident that occurred during fieldwork.

4 minute estimate5 fully editable questionsNo account needed to preview

Full question preview

What this template asks

1

Your name or reporting identifier

Provides a structured answer that is straightforward to compare and segment. It is optional so respondents can continue when it does not apply.

2

Date of the issue or observation

Required

Standardises timing for filtering and follow-up. It is required in this starting template, but you can change that in the builder.

3

How serious is the issue involving an incident that occurred during fieldwork?

Required

Provides a structured answer that is straightforward to compare and segment. It is required in this starting template, but you can change that in the builder.

LowModerateHighCriticalNot sure
4

Which follow-up actions may be needed?

Required

Allows more than one applicable factor without forcing a false single choice. It is required in this starting template, but you can change that in the builder.

No actionContact reporterInvestigateProvide supportEscalate urgently
5

Describe what happened and include relevant details.

Required

Captures context, examples, and ideas that fixed options may miss. It is required in this starting template, but you can change that in the builder.

Sample-size considerations

Define sites, clusters, routes, or households before fieldwork. Document substitutions and missed visits so coverage bias can be assessed.

Best practices

Pilot on the devices used in the fieldMake identifiers unambiguousUse location only with a clear need and consent

Common mistakes

Changing instruments mid-fieldwork without versioningUsing free text where a coded option is neededTreating GPS as proof of response quality

Frequently asked questions

Can I edit the field incident report template?

Yes. Every question, answer option, required setting, section, theme, and eligible logic rule can be changed in Surveyor before you publish.

Can I preview the questionnaire before signing up?

Yes. The respondent preview is available without an account. An account is required only when you want to create and save an editable survey in a protected workspace.

Last reviewed 2 August 2026

Field incident report template | Surveyor