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Compyle Design: Implementing a New Data Collection Process

What are best practices when adding a new program, department, or agency to Compyle?

Steps for Implementing a New Data Collection Process

We recommend the following steps:

 

  • 💬Talk to internal stakeholders (staff/volunteers) about what they need for
    • day-to-day service/support
    • performance management/reporting
    • program planning/resource management

  • 📋Apply that information to set up
    • Household form: standard field options and custom fields
    • Supporting forms: Survey forms & Note Type forms for household tracking
    • Public form: customized Household profile(s) to use with surveys/notes
    • Household groups for managing households

  • 📖Show the new forms to internal stakeholders and get their feedback
    • Ask why - how the changes will benefit them
    • Ask when - get the context for when different info is relevant

  • 🧾Listen to their feedback and edit the forms:
    • Maintaining the balance between reporting needs and ease of data entry
    • Avoiding duplicate data entry

  • 💻Train your users on the new forms and data collection process.
    • Schedule a follow up session for user feedback/questions 1-2 weeks later
    • Refine the forms further as needed

  • 📊Develop compylations and Scorecard feeds using the new forms
    • Schedule the feeds to transfer data periodically