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Pre-Collection Workflow

The pre-collection workflow validates field-collected data before integration into the official social registry.

Overview​

Pre-Collection Workflow

Access​

Side menu: Social Registry > Pre-Collection

Workflow statuses​

StatusBadgeDescriptionAvailable actions
importedGrayData imported from Kobo/Survey SolutionsValidate, Reject
in_validationOrangeBeing validated by supervisorValidate, Reject
validatedGreenCollection validatedIntegrate
rejectedRedCollection rejectedModify and resubmit
integratedBlueIntegrated into official social registry-

Transition flow​

Pre-Collection Statuses

Pre-Collection list​

Displayed columns​

ColumnDescription
CodeProvisional household code
Head of householdHead's name
CampaignCollection campaign
EnumeratorCollecting agent
Region/LocalityGeographic area
Collection dateRecording date
Quality ScoreData quality score (0-100)
StatusCurrent workflow status

Available filters​

  • Campaign: Filter by collection campaign
  • Enumerator: Filter by collecting agent
  • Region: Filter by region (cascade to sector)
  • Sector: Filter by sector
  • Status: imported, in_validation, validated, rejected
  • Quality Score: Minimum/Maximum

Validating a household​

Steps​

  1. Click on a household to see details
  2. Verify the information:
    • Head of household data
    • Household composition
    • Housing information
    • GPS coordinates
  3. Check the Quality Score and any detected issues
  4. Click Validate or Reject

Validation criteria​

  • Complete data: All required fields filled
  • Consistency: Household size = sum of members
  • Valid GPS: Coordinates within expected area
  • No duplicate: Duplicate score < threshold

In case of rejection​

  1. Select a rejection reason:
    • Incomplete data
    • Inconsistent data
    • Invalid GPS
    • Duplicate detected
    • Other
  2. Add an explanatory comment
  3. The household will be sent back to the enumerator for correction

Bulk validation​

To validate multiple households simultaneously:

  1. Check the households to validate
  2. Click Actions > Validate selection
  3. Confirm the action
  4. Add a comment (optional)

:::tip Advice Use filters to select homogeneous batches (same campaign, same enumerator) before bulk validation. :::

Integration into the registry​

Once validated, a household can be integrated into the official registry:

  1. Select validated households
  2. Click Actions > Integrate into registry
  3. The system:
    • Generates the definitive household code
    • Calculates the PMT score
    • Determines eligibility
    • Archives collection data

Quality indicators​

Quality Score​

The quality score (0-100) evaluates data reliability:

ScoreLevelDescription
90-100ExcellentComplete and consistent data
70-89GoodSome minor missing fields
50-69AverageIssues to verify
< 50LowIncomplete or inconsistent data

Detected issues​

The system automatically detects:

  • Missing fields: Required data not filled
  • Inconsistencies: Household size ≠ sum of members
  • Suspicious GPS: Coordinates outside area or imprecise
  • Potential duplicates: Similarity with existing households

Pre-Collection statistics​

The dashboard displays clickable cards for quick filtering:

CardDescription
ImportedFreshly imported households (gray)
In validationHouseholds under review (orange)
ValidatedValidated households, ready for integration (green)
RejectedRejected households, to be corrected (red)

Click on a card to filter the list by that status.

Best practices​

:::tip Recommendations

  1. Validate regularly: Don't let pending households accumulate
  2. Verify GPS: Use the map to validate location
  3. Comment rejections: Clearly explain the reason to facilitate correction
  4. Train enumerators: Analyze recurring errors to improve collection :::