SurveyCTO Presentation Series: Office Hours: Case management

Office Hours provide high-level demos on key SurveyCTO features to help you get better and faster at successfully creating the workflows and surveys you and your team need. These events include a live question-and-answer session to let you interact directly with hosts! 

In this Office Hours, join members of Team SurveyCTO to learn how to organize and streamline complex data collection projects with our case management functionality.

Case management is a powerful solution for long-term studies, or any other data collection project that requires multiple forms for the same respondent, location, facility, or program. 

With case management, you track the entities you’re gathering data on as cases. Then, you can easily organize all your cases’ forms and data using unique IDs and specific cases datasets. 

In this webinar, you’ll learn how to say good-bye to duplications, misattributed surveys, tedious data aggregation, and many other problems with one powerful feature. Case management has helped countless SurveyCTO users transform their data collection processes for the better–come see how you can do the same!

SurveyCTO experts Najin Kim and Mofya Phiri will present the case management demo and run the following Q&A session by demonstrating how to set up a case management workflow and then taking your questions.

As part of our Customer Support team, Najin and Mofya have helped thousands of users like you resolve critical issues in their fieldwork and form design. They are also the authors of many SurveyCTO Support Center articles that empower users to get the most out of their data collection tool. Make sure you’re signed up to learn case management LIVE from these SurveyCTO experts—save your seat today.