KoboToolbox XLSForm Fundamentals
Learn how to build complex survey forms using XLSForm and collect more accurate, detailed data with KoboToolbox.
The XLSForm Fundamentals Course is designed for anyone interested in learning advanced form building techniques using XLSForm. New and experienced data collection practitioners will benefit from this hands-on introduction to XLSForm.
Developed by our team of experts, the course covers a range of skills including creating an XLSForm from scratch, using form logic and calculations, and testing and deploying forms for data collection with KoboToolbox.
Through this comprehensive foundational course, you’ll gain knowledge and experience to help you build complex forms with XLSForm, enabling you to collect more accurate, detailed data.
The course includes 10 modules of learning content with video instruction, practical exercises, and quizzes that provide you with real-time results to help reinforce your learning. The course is self-paced, so you can complete it on your own schedule.
Upon completing the course, you’ll receive the KoboToolbox XLSForm Fundamentals certificate in recognition of your achievement.
1.1 Course overview
Course Navigation Guide
Pre-Training Questionnaire
1.2 Introduction to KoboToolbox
1.3 Introduction to XLSForm
Knowledge Check
1.4 Resources and documentation
Module 1. Summary
Module 1. Quiz
Practice Exercises
Form Building Glossary
2.1 Basic structure of an XLSForm
2.2 Creating an XLSForm from scratch
2.3 Understanding names and labels in XLSForm
Knowledge Check
2.4 Testing and validating an XLSForm
2.5 Best practices for form building with XLSForm
Knowledge Check
Module 2. Summary
Module 2. Quiz
Module 2. Practice Exercise Solutions
3.1 Introduction to question types
3.2 Select questions
3.3 Select from file questions
Knowledge Check
3.4 Text and note questions
3.5 Integer, decimal, and range questions
3.6 Date and time questions
Knowledge Check
Module 3. Summary
Module 3. Quiz
Module 3. Practice Exercise Solutions
4.1 GPS questions
4.2 Media questions
Knowledge Check
4.3 Introduction to calculate and hidden questions
4.4 Metadata
Knowledge Check
Module 4. Summary
Module 4. Quiz
Module 4. Practice Exercise Solutions
5.1 Introduction to question options, groups, and repeat groups
5.2 Regular hints and guidance hints
5.3 Setting questions as required
5.4 Setting default responses
Knowledge Check
5.5 Question referencing
5.6 Grouping questions
5.7 Creating repeat groups
Knowledge Check
Module 5. Summary
Module 5. Quiz
Module 5. Practice Exercise Solutions
6.1 Introduction to appearances
6.2 Appearances for select questions
6.3 Appearances for integer and decimal questions
6.4 Appearances for range questions
Knowledge Check
6.5 Appearances for text questions
6.6 Appearances for date questions
Knowledge Check
Module 6. Summary
Module 6. Quiz
Module 6. Practice Exercise Solutions
This course is perfect for anyone who wants to learn about advanced form building techniques using XLSForm and KoboToolbox. Although there are no prerequisites for this course, if you are new to KoboToolbox or form building, we recommend that you start with the KoboToolbox Essentials Course (https://academy.kobotoolbox.org/courses/essentials). It provides a comprehensive introduction to form building, data collection, and data management with KoboToolbox.
Yes, when you complete the course successfully, you’ll receive the KoboToolbox XLSForm Fundamentals certificate, which will enhance your professional credentials and set you apart as a proficient user.
The course consists of 10 learning modules with videos, quizzes, and hands-on exercises to help you practice and apply what you learn. You will also find written key points accompanying each video and a module topic summary to reinforce important concepts. The course is entirely online and self-paced, so you can complete it on your own schedule.
The cost of the KoboToolbox XLSForm Fundamentals Course is $49 USD. We use Thinkific’s secure built-in payment processor, Thinkific Payments, for all course payment transactions. Thinkific Payments accepts the following payment methods: VISA, VISA Debit, MasterCard, Discover, JCB, American Express, ELO, UnionPay International, and Diners Club International. Additionally, Thinkific offers digital wallet payments. Bank redirect payments are available for Belgium, Austria, Germany, Netherlands, and Poland. Learners located in certain countries also have the option to pay the course fee in interest-free installments using either Affirm, Afterpay, Clearpay, or Klarna. *Note: Special pricing packages are available for large groups. If you are interested in enrolling your team or multiple members of your organization, please contact us at [email protected].
The KoboToolbox XLSForm Fundamentals Course is designed by experienced data collection practitioners, trainers, and educators. KoboToolbox’s Knowledge Transfer Specialist, Alexander Mtembenuzeni, will lead you through the course.
You will need access to a computer, internet connection, spreadsheet software, and an Android mobile device to use the KoboCollect app. Additional optional materials include headphones and note-taking supplies.
For questions that arise during the course, please feel free to post in the course discussion. This is a space for conversation with other course participants and our team. For technical assistance or more general inquiries about the KoboToolbox Academy, please reach out to us at [email protected].
Participants will have the opportunity to reinforce their learning and assess their understanding of the course material in the final quiz. To successfully complete the course, participants must achieve a score of at least 80% on each of the 10 module quizzes and on the final quiz. Participants have unlimited attempts to retake any module quiz or the final quiz until they achieve a passing score. After successfully completing the course, participants will receive an official KoboToolbox XLSForm Fundamentals certificate.
If you have completed the course and want to share any comments with our team, we encourage you to fill out this brief survey (https://ee.kobotoolbox.org/x/UgB0iR7F). We welcome your feedback and will use it to improve this course and any future courses. If you have any other questions, we encourage you to reach out to us at [email protected].
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