Forms will be available to fieldworkers via the Mobenzi Gateway mobile app once the forms have been assigned to them and published. Only published (or republished) changes will be sent to the assigned fieldworker's handset, and no Draft forms or unpublished changes will be available to them. Fieldworkers must have at least one handset assigned to them to be able to receive and complete a form.
Accessing the forms
To access the form, the fieldworker selects the project module (1). This module has the name of the project that is currently in context (e.g. "Demo project"). If the fieldworker is assigned to more than one project, they can view the list of these projects from the My Profile module (2) and select the relevant one from the list under My projects (3).
Tapping on the project module (1) opens an alphabetical list of all forms in the project that are assigned to the fieldworker. The fieldworker launches a form by tapping on it.
If the form is available in more than one language, the fieldworker chooses the language they want to launch the form in. They will have this choice every time they launch a new form but will not be able to switch languages mid-way through a form. If a form is only available in one language, the form will automatically launch in that language without asking the fieldworker to select it.
Once launched, the name of the form will appear at the top of the screen (1). The fieldworker can capture responses for each field that is displayed. An asterisk (2) indicates that a response is required. If no asterisk is shown for a question, the fieldworker can continue the form without capturing a response for that question.
Note: Read about the different types of fields you might encounter.
Depending on how the form was designed, there might be multiple pages that the fieldworker must step through by tapping 'Next' at the bottom of each page (4). To edit responses they can return to a previous page by tapping 'Back' (5). At the end of the form, the fieldworker selects 'Submit' (6) to finish the form. Once they have data connectivity, the form will then automatically sync to the server and be visible from the Analytics tab on the web console.
Quit and resume form
A fieldworker can quit the form at any point selecting the 'Options' icon (1) in the top right corner and then 'Exit' (2). You can edit the form completion behaviour settings to specify what should happen after quitting a form. The default form completion behaviour is shown below.
In the form listing, there will be an indication that a form is in progress (3).
Upon launching the in-progress form, the fieldworker can choose to resume the form or discard this instance and start a new one.
If a new version of the form was published while the fieldworker had forms in progress, they will be asked whether they want to discard the old form and start from scratch with the new version of the form (note: all the responses already captured will be lost), or if they would like to continue with the current version (4). Assuming data connectivity, all new forms launched will be the latest version by default.