📱 Digital Data Collection Masterclass: Advanced KoboToolbox Training Course

Module 1: Fundamentals of KoboToolbox and Account Setup

ü  Understanding the role of KoboToolbox in digital data collection

ü  Navigating the Kobo interface (Design, Deploy, Collect, Data tabs)

ü  Setting up and managing user accounts and permissions

ü  Overview of form formats (online builder vs. XLSForm)

ü  Ethical considerations in field data collection

ü  Practical Session: Setting up a Kobo Account and Creating the First Project

 

Module 2: Basic Form Design and Question Types

ü  Utilizing standard question types (text, number, select_one, select_multiple)

ü  Designing clear, unambiguous, and culturally appropriate questions

ü  Setting mandatory responses and labels

ü  Introduction to XLSForm structure (basics of the three core sheets)

ü  Best practices for question naming and grouping

ü  Practical Session: Converting a Paper Survey to a Basic Digital Form

 

Module 3: Advanced Form Logic, Validation, and Constraint Use

ü  Implementing Skip Logic (relevant) to customize question flow

ü  Using Constraint Validation to enforce data quality (e.g., age limits)

ü  Mastering simple calculation fields

ü  Applying complex combination logic using boolean operators (and, or)

ü  Creating calculated fields for automated scoring

ü  Practical Session: Applying Constraint Logic to Reject Invalid Data Entries

 

Module 4: Data Collection using KoBoCollect and Enketo (Web Forms)

ü  Installing and configuring the KoBoCollect mobile application

ü  Downloading forms and synchronizing data securely

ü  Understanding the use case for Enketo web forms

ü  Managing multiple form versions and updates in the field

ü  Data collection best practices in low-resource settings (offline data)

ü  Practical Session: Deploying and Testing a Complete Multi-Section Form

 

Module 5: Media, GPS, and Geodata Integration

ü  Incorporating images, audio, and video questions

ü  Capturing GPS coordinates and understanding precision levels

ü  Utilizing geopoint, geotrace, and geoshape question types

ü  Displaying collected data on maps within Kobo

ü  Practical tips for managing large media files

ü  Practical Session: Capturing GPS Coordinates and Photos During a Simulated Field Visit

 

Module 6: Managing Data Submissions and Quality Control

ü  Monitoring real-time data flow in the Data Table

ü  Flagging, editing, and validating submitted data

ü  Techniques for identifying and correcting outlier data

ü  Establishing an effective Data Quality Control protocol

ü  Using the audit log feature for accountability

ü  Practical Session: Cleaning and Validating a Sample Dataset in Kobo

 

Module 7: Working with Repeat Groups and Complex Structures

ü  Understanding the function and necessity of Repeat Groups

ü  Designing forms to collect data on multiple entities (e.g., household members)

ü  Calculating summary statistics from repeat group entries

ü  Introduction to pull data and dynamic data entry

ü  Nested repeat groups and complex data hierarchies

ü  Practical Session: Building a Form with a Nested Repeat Group (Household Roster)

 

Module 8: Data Analysis Tools within Kobo and Reporting

ü  Utilizing the built-in Data Summary reports

ü  Creating simple custom reports and charts

ü  Filtering and aggregating data directly in the Kobo interface

ü  Visualizing responses on the map view

ü  Limitations of internal Kobo analysis tools

ü  Practical Session: Generating and Customizing a Kobo Summary Report

 

Module 9: Data Export, Cleaning, and Preparation for External Analysis

ü  Exporting data to common formats (CSV, Excel, SPSS)

ü  Addressing the structure of data exported from repeat groups

ü  Re-labeling variables and value codes post-export

ü  Data manipulation and reshaping techniques in Excel or other tools

ü  Dealing with missing values and 'Not Applicable' codes

ü  Practical Session: Exporting Data and Preparing it for Statistical Software

 

Module 10: Project Management, Security, and Troubleshooting

ü  Developing a complete Digital Data Collection Workflow

ü  User roles, permissions, and data security best practices

ü  Common technical challenges (connectivity, device issues) and solutions

ü  Advanced troubleshooting using the Kobo community forums

ü  Final Capstone: Review and critique of a complete project design

ü  Practical Session: Final Capstone: Deploying and Managing a Full Simulated Field Project

About Our Trainers

 

Our trainers are certified M&E specialists and experienced data managers who have deployed KoboToolbox training for large-scale projects with international NGOs, UN agencies, and research institutions globally. They possess a minimum of 8 years of practical experience using Kobo in complex, low-resource environments and specialize in XLSForm, data quality assurance, and GIS integration.

 

Quality Statement

 

Phoenix Training Center is committed to delivering a superior KoboToolbox training course that ensures every participant achieves expert-level competence in digital data collection. We guarantee a rigorous, 95% hands-on curriculum, expert-led instruction, and a focus on immediate, practical application in real-world field settings.

 

Tailor-Made Courses

We offer customized Kobo training solutions tailored to your organization's specific sector (e.g., Health, Education, Agriculture) or data requirements (e.g., specialized XLSForm scripting, integration with specific APIs). We can integrate your existing survey instruments and organizational data standards into the training exercises for direct, relevant application. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

ü  Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

ü  What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

ü  Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

ü  The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

ü  Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training. Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

ü  Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.

ü  Invoice: We can send a bill directly to you or your company.

ü  Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

ü  Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

ü  Participants may cancel attendance 14 days or more prior to the training commencement date.

ü  No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Accommodation and Airport Transfer

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202