Survey Solutions

The Survey Solutions page allows you to configure the connection to the Survey Solutions server and import household and complaint questionnaires.

Access

Menu: Collection → Survey Solutions

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Overview

Main Page (Sync)

The page displays:

1. Statistics: Questionnaire and import counters
2. Quick actions: Direct import buttons
3. Questionnaire list: Configured questionnaires

Displayed Statistics

Indicator	Description
Questionnaires	Total number of configured questionnaires
Households	Questionnaires of "household" type
Complaints	Questionnaires of "complaint" type
Status	Server connection status

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Quick Actions

Import Households

Click Import Households to:

1. Access the household questionnaire import page
2. Select the questionnaire to import
3. Preview the data
4. Launch import

Import Complaints

Click Import Complaints to:

1. Access the complaints import page
2. Select the complaints questionnaire
3. Preview the data
4. Launch import

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Configuration

Access

Menu: Collection → Survey Solutions → Configuration

Or click the Settings icon from the main page.

Connection Parameters

Field	Type	Description
Server URL	Text	Survey Solutions server address
Workspace	Text	Workspace name to use
API User	Text	Username for the API
API Password	Password	API user password

Configuration Example

Server URL: https://demo.mysurvey.solutions
Workspace: pch_guinee
API User: api_user
API Password: ********

Synchronization Parameters

Parameter	Options	Description
Sync interval	1h, 3h, 6h, 12h, 24h	Automatic check frequency
Import only approved	Yes/No	Filters non-validated questionnaires

Important

It is strongly recommended to enable Import only approved to ensure data quality.

Test Connection

1. Fill in connection parameters
2. Click Test connection
3. Check the confirmation message
4. Click Save if test succeeds

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Questionnaire Management

Questionnaire List

Column	Description
Name	Survey Solutions questionnaire name
Type	Household or Complaint
Active	Questionnaire enabled for import
Actions	Edit, Delete

Add a Questionnaire

1. Click Add a questionnaire
2. Select the questionnaire from Survey Solutions
3. Choose the type:

Type	Description
Household	Household survey questionnaire
Complaint	Complaint collection questionnaire

4. Enable or disable as needed
5. Click Save

Edit a Questionnaire

1. Click the Edit icon (pencil)
2. Modify type or active status
3. Click Save

Delete a Questionnaire

1. Click the Delete icon (trash)
2. Confirm deletion

Note

Deleting a questionnaire does not delete already imported data.

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Data Import

Household Import

Access

Menu: Collection → Survey Solutions → Import Households

Process

1. Selection: Choose the questionnaire to import
2. Preview:
   • Number of available interviews
   • Already imported interviews
   • New interviews
3. Options:
   • Force re-import (to update)
4. Import: Click Launch import

Field Mapping

The system automatically maps Survey Solutions fields to Bemba entities:

Survey Solutions Field	Bemba Entity
Household information	Menage
Head of household	ChefMenage
Members	Membre
Housing	Logement
GPS location	GPS Coordinates

Complaint Import

Access

Menu: Collection → Survey Solutions → Import Complaints

Process

1. Selection: Choose the complaints questionnaire
2. Preview:
   • Available complaints
   • Already imported complaints
   • New complaints
3. Import: Click Launch import

Field Mapping

Survey Solutions Field	Bemba Entity
Description	Plainte.description
Complainant	Plainte.plaignant
Contact	Plainte.telephone
Category	Plainte.categorie
Date	Plainte.dateCreation

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Interview Statuses

Survey Solutions uses specific statuses:

Status	Code	Importable
Supervisor Assigned	SupervisorAssigned	No
Rejected by Supervisor	RejectedBySupervisor	No
Approved by Supervisor	ApprovedBySupervisor	Yes (if option active)
Rejected by QA	RejectedByHeadquarters	No
Approved by QA	ApprovedByHeadquarters	Yes

Tip

With the Import only approved option, only "ApprovedBySupervisor" and "ApprovedByHeadquarters" statuses are imported.

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Automatic Synchronization

Configuration

1. Access Configuration
2. Set the Synchronization interval:

Interval	Use
1 hour	Near real-time monitoring
3 hours	Standard use
6 hours	Moderate use
12 hours	Twice-daily check
24 hours	Daily check

3. Save parameters

Operation

• The system automatically checks for new interviews
• Approved interviews are automatically imported
• A notification is sent in case of error

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Use Cases

Initial Configuration

1. Access Survey Solutions → Configuration
2. Fill in connection parameters
3. Test the connection
4. Save
5. Add questionnaires to import
6. Set each questionnaire's type
7. Enable automatic synchronization

Daily Manual Import

1. Access Survey Solutions
2. Check statistics
3. Click Import Households or Import Complaints
4. Preview data
5. Launch import
6. Verify imported data

Re-import After Correction

If data was corrected in Survey Solutions:

1. Access the corresponding import page
2. Check Force re-import
3. Select interviews to re-import
4. Launch import

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Troubleshooting

Connection Error

Error	Cause	Solution
Connection refused	Incorrect URL	Check server URL
Not authorized	Incorrect credentials	Check username/password
Workspace not found	Incorrect name	Check workspace name

No Questionnaires Found

• Verify questionnaires are deployed
• Check API user permissions
• Verify selected workspace

Missing Data After Import

Problem	Cause	Solution
Empty fields	Not filled in SS	Check source data
Household not created	Interview not approved	Approve the interview
Mapping error	Unrecognized field	Check configuration

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Best Practices

Configuration

• Use a dedicated API account
• Enable import of approved only
• Test connection regularly

Import

• Always preview before importing
• Check post-import statistics
• Document errors encountered

Maintenance

• Monitor synchronization logs
• Update questionnaires if needed
• Archive completed imports

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Permissions

Action	Required Permission
View Survey Solutions	collecte.survey_solutions_view
Configure	collecte.survey_solutions_edit
Import	collecte.survey_solutions_import