1
Location, site or record identifier
RequiredProvides 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.
Field research template
Retail field audit
Standardise observations and verification of conditions and product availability at this outlet.
4 minute estimate5 fully editable questionsNo account needed to preview
Full question preview
What this template asks
2
Date of observation
RequiredStandardises timing for filtering and follow-up. It is required in this starting template, but you can change that in the builder.
3
What is the current status of conditions and product availability at this outlet?
RequiredProvides 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.
Meets standardMinor issueMajor issueNot applicableCould not verify
4
Which issues or actions apply?
RequiredAllows 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 issue foundFollow-up neededRepair neededDocumentation missingEscalation required
5
Add observations, evidence or recommended action.
Captures context, examples, and ideas that fixed options may miss. It is optional so respondents can continue when it does not apply.
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 retail field audit 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
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