Introduction to SurveyCTO

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Adapting to COVID-19: Overview of data collection and phone surveying

In this video, we walk you through an overview of the SurveyCTO platform and the CATI starter kit, which presents an automated and scalable approach to transitioning to CATI.

SurveyCTO Overview: Collect your best data

SurveyCTO is a premium, field-tested digital data collection platform for the most demanding projects—even offline. Learn more about its cutting edge features that will ensure that no one collects more secure or higher quality data than you.

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Our story

SurveyCTO is the most reliable, secure, and scalable mobile data collection platform for researchers and professionals working in offline settings.

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SurveyCTO Platform Tutorial

Welcome to SurveyCTO! SurveyCTO is a digital data collection platform that helps you to collect high quality data. In this video, you’ll learn about the SurveyCTO platform and take a tour of the major components of the interface called Design, Collect, Monitor and Export.

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Form Designer: Intro to Form Design

SurveyCTO includes powerful tools for building forms that people fill out either online or offline. This video shows how to get started building forms in SurveyCTO, using the online form designer.

Form testing interface: Better surveys in less time

You can’t collect good data without a good survey form. And you can’t deploy a good survey form without rigorously testing it. SurveyCTO's form testing interface allows you to test your forms faster, easier, and more thoroughly

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Android App: Getting Started with SurveyCTO Collect

Learn how to set up SurveyCTO Collect, an Android app that data-collectors use to fill out SurveyCTO forms on their Android phones or tablets

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Online Support Center: Accessing Support

All SurveyCTO users have access to the online Support Center, and all users with paid subscriptions have access to professional support. This video shows how to access the online Support Center, open requests for professional support, and manage who on an account has access to professional support.

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Data Explorer: Intro to Monitoring

SurveyCTO’s 2.20 release includes a new Data Explorer tool that helps you to monitor and learn from incoming data faster than ever.

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Paper to Digital: Tables

How do you translate a table, from a paper form, into a digital format? This video shows how “repeat groups” work in SurveyCTO, using a simple household roster as an example.

New features

New SurveyCTO Collect call management features for phone surveys

SurveyCTO Collect for Android now offers wide-reaching call management capabilities to more seamlessly manage calls and protect respondent privacy while conducting computer-assisted telephone interviewing (CATI).

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SurveyCTO Desktop: Scale easily to manage multiple projects

SurveyCTO Desktop is the most powerful and flexible way to export your data, work offline, and manage one or multiple projects. Watch this and our other 3 brief videos (90 seconds or less) to see how.

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SurveyCTO Desktop: No WiFi? No problem! Use powerful tools to work offline

SurveyCTO Desktop is the most powerful and flexible way to export your data, work offline, and manage one or multiple projects. Watch this and our other 3 brief videos (90 seconds or less) to see how.

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SurveyCTO Desktop: Export your data with more power and flexibility

SurveyCTO Desktop is the most powerful and flexible way to export your data, work offline, and manage one or multiple projects. Watch this and our other 3 brief videos (90 seconds or less) to see how.

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SurveyCTO Desktop: Create your own workspace

SurveyCTO Desktop is the most powerful and flexible way to export your data, work offline, and manage one or multiple projects. Watch this and our other 3 brief videos (90 seconds or less) to see how.

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Form testing interface: Better surveys in less time

You can’t collect good data without a good survey form. And you can’t deploy a good survey form without rigorously testing it. SurveyCTO's form testing interface allows you to test your forms faster, easier, and more thoroughly

Webinar and How-to Series

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Improve how you administer EGRA with insights from Room to Read and new SurveyCTO features

Learn how to improve how you administer the Early Grade Reading Assessment (EGRA) from Room to Read and explore new SurveyCTO functionality.

Using SurveyCTO to determine COVID-19 health outcomes: Discover Jaber Al-Ahmad Al-Sabah Hospital’s approach

Using SurveyCTO to determine COVID-19 health outcomes: Discover Jaber Al-Ahmad Al-Sabah Hospital’s approach

Watch this recording to learn how Jaber Al-Ahmad Al-Sabah Hospital used SurveyCTO to conduct a retrospective COVID-19 study and follow-up phone surveys.

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Safety first: Collecting data and protecting people in a global pandemic [Panel discussion]

Watch the recording of our panel discussion for insights on safer data collection from leading experts at the World Bank, USAID, J-PAL, IPA, and GPSDD.

Pivoting to remote teaching: How Young 1ove provides education during COVID-19

Leadership at Young 1ove share valuable lessons on using new tools and retraining staff to maintain service delivery during closures and lockdowns.

WEBINAR SERIES: learn how to decentralize data collection with SurveyCTO

Learn how to decentralize data collection with SurveyCTO

In this webinar, we demonstrate how to use SurveyCTO for decentralized data collection, including remote onboarding, training, and accompaniment of enumerators.

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Discover how J-PAL and IPA use SurveyCTO plug-ins for phone surveys and more

In this webinar, we introduce a sample of field plug-ins for transitioning to CATI, as well as those that address popular feature requests. Presenters from J-PAL and IPA also share plug-ins they’ve created for SurveyCTO forms.

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Learn how to use the CATI starter kit to shift to telephone interviewing

Learn how to transition your projects from in-person to telephone interviewing using SurveyCTO's CATI starter kit.

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Build smarter forms with server dataset workflows

Learn how to set up server dataset workflows, including creating server datasets, linking them to forms, and updating them with data from form submissions.

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Discover how fieldwork experts at IPA and Komaza take on data quality with SurveyCTO

Data quality innovators and SurveyCTO super users from Innovations for Poverty Action (IPA) and Komaza share their own best practices in using SurveyCTO and other tools to enhance data quality.

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Detect data quality issues with device sensor meta-data

Learn how to use sensor meta-data as a powerful indicator of data quality.

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Learn how to optimize your survey form with pre-loaded choice lists

Do you need to include lists of possible answers in your survey? In this webinar, you’ll learn how to save time by loading multiple choices from pre-loaded data into your SurveyCTO form.

Learn how to save time and enhance data quality by pre-loading data

In this webinar, you’ll learn the basics of pre-loading data in a SurveyCTO form design. You’ll see how to pre-populate a form with descriptive information to help enumerators confirm that they’re talking to the same respondents from a baseline interview.

Learn how to efficiently export data and manage projects with SurveyCTO Desktop

Get introduced to SurveyCTO Desktop, the most flexible and powerful way to centralize your work, export your data, manage projects, and work offline.

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SurveyCTO Webinar Series: Update your household rosters over time

In this second installment of SurveyCTO’s webinar series, we show you how to update your household rosters by combining baseline and endline household rosters into one list in the SurveyCTO platform.

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SurveyCTO Webinar Series: Repeat group relationships

In this webinar, we walk through a household survey example where we first create a roster of household members, followed by two rosters that match spouses to each other and children to parents. Lastly, we store those connections.

Release videos

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SurveyCTO 2.60: New look meets smarter functionality

SurveyCTO 2.60 introduces new features and key improvements that enhance the look, functionality, and accessibility of your SurveyCTO experience, no matter how you use the platform.

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2.51: Higher-quality surveys in less time

2.51 introduces features for faster survey form testing; simple, yet powerful, choice-order randomization; expanded functionality for more thorough on-device survey review; and many more features for better surveys and data

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SurveyCTO 2.50: Using teams for easy and secure project management

In this video, you’ll learn how to seamlessly add a team to your subscription. The team-based model introduced in SurveyCTO 2.50 adds flexibility and scalability to your subscription.

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SurveyCTO 2.40 Release – Improved Case Lists for Case Management

Welcome to SurveyCTO 2.40! In this video, you'll learn about our improved case lists for case management including new filtered table views.

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SurveyCTO 2.40 Release – Enhanced GPS Data Collection

Welcome to SurveyCTO 2.40! In this video, you'll learn about our improved support for GPS data, including shapes, traces, and offline maps.

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SurveyCTO 2.40 Release – Review and Correction Workflow

Welcome to SurveyCTO 2.40! In this video, you'll learn about our secure new "review and correction" workflow for correcting incoming data.

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SurveyCTO 2.40 Release Highlights!

Welcome to SurveyCTO 2.40! In this video, you'll get highlights from our newest SurveyCTO release.

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SurveyCTO 2.40 Release – Server Console Improvements

Welcome to SurveyCTO 2.40! In this video, you'll learn how our server console improvements make it easier to organize your forms and datasets and search for forms, datasets, and users throughout the server console.

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What’s new in 2.40?

Welcome to SurveyCTO 2.40! In this video, you'll learn about our secure new "review and correction" workflow for correcting incoming data, improved support for GPS data (including shapes, traces, and offline maps), new filtered table views for case management, and much more.

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What’s new in 2.30?

Welcome to 2.30, which is all about integrations, permissions, and ease of use.

Platform components

Automated Quality Checks: Monitoring IV

SurveyCTO includes powerful, built-in support for automated quality checks, which can supplement manual monitoring efforts and help assure that potential problems don't go unnoticed. This fourth video in the series introduces these automated quality checks and shows how they integrate with the Data Explorer.

Data Explorer: Monitoring III (2.21 additions)

SurveyCTO’s 2.20 release included a new Data Explorer tool that helps you to monitor and learn from incoming data faster than ever. This third video in the series introduces new features added in the 2.21 release, including new trend and map views, as well as more convenient ways to review auditing data and share links with colleagues.

Data Explorer: Monitoring II (Advanced)

SurveyCTO's 2.20 release includes a new Data Explorer tool that helps you to monitor and learn from incoming data faster than ever. This second video in the series introduces the filtering and exclusion features, for flexible data exploration.

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Data Explorer: Intro to Monitoring

SurveyCTO’s 2.20 release includes a new Data Explorer tool that helps you to monitor and learn from incoming data faster than ever.

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