Purpose: Adding, Editing and Filtering Questions
Who: FM and PME Users
When: A user wants to add questions that can be used as part of the Field Monitoring visit
The Questions area of Settings is a repository of all monitoring questions, each of which has related information included as part of the question. Specific questions that will be asked during the monitoring visit must first be added in the Questions tab.
- Access the Field Monitoring module in eTools and go to the Setting section.
- The Settings section allows users to configure the country office workspace in regards to Field Monitoring. This section consists of two main parts:
- The Questions area provides access to the repository of all permissible monitoring questions;
- The Sites area allows defining locations as the place for Field Monitoring visits.
Make sure you are on the Questions Tab
- The To add a new question, users can click the "+" button at the top right corner of the question list:
- The Add Question dialogue box will appear on the screen. The dialogue box contains the following characteristics to be completed by the user:
- Question text is where users will enter the text of the question to be asked
- Sections enable accessing a filtered list of questions for each entity selected for monitoring. The list of options includes the sections configured in the eTools workspace such as Child Protection, Education, Health, and others. Users can choose as many sections as the particular question applies to. If a Section is not selected for a particular question, the question will appear in all monitoring activities, regardless which sections are performing them; This functionality of associating questions to sections allows for custom templating (if desired), giving the ability for Chief of section or PME to customize which questions show up for which monitoring activities. (eg: If Question editing button Health section is performing a field monitoring visit, the section can set up custom questions that will only be available if the Health section is selected in the Field Monitoring Activity, therefore sparing other sections the effort of removing health questions from their checklists)
- Collection Methods include Key Informant Interview, Focus Group Discussion, Observation. Group reflects MoRE’s Framework groups and allows choosing from the following options: Supply, Demand, Do No Harm, Enabling Environment, Quality, and Community Engagement;
- Question Target Level allows FM to produce lists of questions organized by Partner, Output, and PD/SSFA. Each question in field monitoring has to relate to only one "level".
- Counts towards HACT defines whether the question, when implemented as monitoring activity, is in support of HACT compliance. There is only one question in the whole system, which has to always relate to the "Partner" level, that can be selected as "Counts toward HACT". This question will drive the automatic HACT compliance calculation, and will increase the number of programmatic visits with one for each Monitoring Activity associated with the Partner Organization in question, that has completed status and a summary finding for this question.
- Is Active allows users to define whether a question will appear as an option while preparing an FM activity. Notice that inactive questions still remain in the question bank;
- Answer Type includes such options as Text, Number, Boolean, and Likert Scale. To add a new question to the question bank, a user can click the Add button
Once completed click on Add to include the question to the FM question bank. Questions can be edited if needed
- To edit a question that has been added, click on the pencil icon next to the question
This will open the Question Dialogue box (as seen in step for to edit the question) click on the Save icon when you have completed editing the question.
- To filter the list of questions in the Field Monitoring module, users can apply one or more filters by clicking the Filters button at the top right corner of the Questions area
In the drop-down list of available filters, users can select as many options as needed. Selected filters will appear on the filtering toolbar, as shown below: