Working offline

mForms is offline by default, connecting only when it needs to

mForms is offline most of the time. It connects to the server :

  1. Confirm a username / password if it is the first time a user has logged in
  2. Download studies (on first time login, or by user request)
  3. Downlad forms (by user request)
  4. Upload / Download data
  5. Re-confirm a user after 3 failed attempts at login (see password resets)

To use mForms offline, you do not need to do anything. Before your phone users leave mobile coverage range, make sure they have logged in and downloaded the forms they will need to complete their work.

Once the forms are downloaded onto the phone, they will be able to collect data until their phone runs out of storage space (this is typically a lot of forms).

When they are back in mobile range they can upload the data they have collected.

mForms does not automatically upload data

Don’t forget, because mForms is offline by default, users must upload the forms they have completed.

Uploading & Downloading data

Data can be uploaded from two levels in the mforms client:

  • Study view – bulk upload
  • Data view – individual upload

You need a mobile signal and a data connection to upload and download data

Upload – data view

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From the data view we can select individual forms to upload, which is useful if you have some forms currently incomplete

When uploading from the data view, you can upload one form at a time. To upload:

  1. Highlight the form you want to upload
  2. Click menu
  3. Select Upload Data

Upload – study view

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Selecting upload from the study view will upload all saved data that is complete, but will leave any partially completed forms on the phone.

Upload Reference

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When the data is uploaded, a confirmation message will appear on the phone. With this confirmation message will be an upload reference for each form that was successfully uploaded. This same ID can also be seen in the View Responses window on the server.

Deleting uploaded data

By default, successfully uploaded data is deleted from the phone. This can be changed in the phone’s settings menu

Upload Log

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From the studies screen, you can select View Upload Log

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The upload log gives a list of all data that a user has uploaded. For example, in the above screenshot:
3 – Sample Form_v1 Data: 2 – Sat Oct 27 16:25:19 PDT 2012

This means the following:

  • 3 – this is the upload reference
  • Sample Form_v1 – this is name of the form
  • Data: 2 – this is the name of the form that was on the phone
  • Sat Oct 27 16:25:19 PDT 2012 – this is the time and dat of upload

Downloading data

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From the form view, you can download data that you have previously uploaded

Downloading data – enter session reference

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The Download data screen asks you to enter the session reference for the data you want download. The session reference is the same as the upload reference.

You can only download data you uploaded yourself.

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Once the data is downloaded, you will see the data indicator again and you can edit the data.

Audit / Edit Trail

The database for the server tracks all edits to forms. There is currently no front-end way to view this, but it is possible to retrieve all the changes that were made to data and when.

Saving forms (including partially completed forms)

Saving Data

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Once you have entered all the data into your phone click Save

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New list of data is started

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A list of data saved for that form will now be started. If you press Back from this screen, you will taken back to the list of forms.

Saved data indicator

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You will be returned to your list of forms but there will now be a small grey dot indicating that data is saved for that form.

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This indicator is also present on the list of studies

Saving partially completed forms

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If a form has required data that has not yet been entered, you will be able to save the form, but you will not be able to upload it.

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Partially completed forms are then marked with a * to indicate that required data is still left to be completed.

View your saved data

To edit your data or complete your form, simply select the row you wish to edit and you will be returned to the form.

Multimedia questions (Audio, Video, Image)

Audio, Video and Image questions are available if the phone supports them.

User permission

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When you enter a multimedia question the user will typically be asked for permission to access this feature of the phone.

Problems saving large videos

There is a known bug (https://trac.openxdata.org/ticket/842) when you try to save video larger than your phone can handle which may well cause mforms to crash.

Repeat questions

Using the Example Form, in the Example Study we look at how to use repeat questions on the mForms client.

Open the repeat question “Details of Children”

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You are presented with a blank screen

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This blank screen will contain a list of all of the groups of questions you have added, as you add them. For now, it is empty.

  1. Click New

You now have the questions that are in the repeating group

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Note that as no information is added only “Cancel” is available as an option

Add information to each question

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The list of questions now has OK option

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After entering data for some or all of the questions, the OK option has appeared on the Right Option

Click OK

Now add more repeat question data (or return back to main form)

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You now have a list of the data you entered. From here you can use the “Menu” button to add new data, delete a data set you’ve added or return to the main form.

Added some more data rows

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In the above shot I have entered three seperate groups of answers to the repeat question.

Group 1
Name: NameOne
Age:
Sex:

Group 2
Name: NameTwo
Age: 23
Sex: Female

Group 3
Name: NameThree
Age:
Sex: Male

You can also go up and down this list and select a row, to return and edit it.

To return to the main form

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  1. Click Menu
  2. Click OK

Repeat data is now displayed in main form

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The different rows are seperated by |

Note there is currently a ticket, to change the display on the main form from this to simply a count of the number of groups of repeat data entered.

Entering Data

Entering data on the phone is very self explanatory. The best way to learn is to try entering data a few times on the sample form that comes with a default openXdata implementation.

Text question

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Text questions will take all values using your phone’s standard input – whatever language your phone’s writing settings are set to is what will appear here.

Number

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Number questions only accept integers, like 65, not decimals like 65.3. Your phone will be forced to enter numbers on number fields. Negative numbers are accepted

Decimal

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Deciml accepts both integers and decimals. Your phone will be forced to enter numbers. Negative numbers are accepted.

Date

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Date questions will allow you to enter a date manually. But there will also usually be a Select Day option presented in the bottom menu which will bring up a calendar as shown above.

Time

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A time question will force the user to enter numerical values for hour and minute

Boolean / Single Select

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On a single select, the default selection will be No Selection (unless you’ve specified a default in your form definition). Scroll up and down to select the value you want.

Multi Select

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On a multi-select, use the middle key on your phone to select all the values that apply. In this screenshot, you can also see the help text that can be set in the form designer scrollign along the top of the mobile screen.

Repeat Question & Multimedia

Repeat and Multimedia questions are covered in seperate sections: Repeat questions

GPS

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If your phone has GPS, and mForms can detect it, when you click the GPS question, you will be asked for permission to use the GPS. There is no way to circumvent this, the user must agree to use the GPS. Once GPS co-ordinates have been determined, they will be shown in the question.

If your phone does not have GPS, you will be given a screen to enter co-ordinates manually

Single Select Dynamic

Single select dnyamic questions look just like single select questions except that no options will be presented to the user until the preceding questions are entered. E.g. if you have a single select dynamic question Country, that presents a list of countries based on the Continent previously selected, until Continent is selected, no Countries will display in the question.

Required

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Required questions are marked with a * (red asterisk)

Disabled

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Disabled questions are marked with a grey stop sign.

Locked

If a locked question is enabled, you will be able to enter the question, but not enter data. Depending on the phone, the phone may show a lock symbol when you attempt to enter data.

Downloading studies and forms

List of Studies

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After logging in, the first screen is always the List of Studies.

Download studies

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To download studies to your phone click Menu and Download Studies. You will need mobile signal and a data connection to download studies.

You may wish to download studies to:

  • update your list after new studies were added
  • update your list ater permissions were updated
  • update your list if sharing a phone with someone

You will not be able to download studies if there is data on the phone waiting to be uploaded.

Download forms in a study

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From your list of studies, scroll up and down and select the one you want, then press the middle button on your phone to select that study (or choose Menu -> Select).

If you have already downloaded the forms for that study, this will take you to the list of forms. If you have not yet downloaded the forms for that study, then you will need mobile signal and a data connection to download the studies.

Updating forms

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If you are in your list of forms and you wish to update the list of forms. You can download the forms again for that study by using Menu -> Download Forms

Permissions

Remember you will only be able to see the studies and forms that your user has been granted access to. See server documentation for instructions on assigning studies and forms to users.

mForms – repeat questions

Using the Example Form, in the Example Study we look at how to use repeat questions on the mForms client.

Open the repeat question "Details of Children"

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You are presented with a blank screen

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This blank screen will contain a list of all of the groups of questions you have added, as you add them. For now, it is empty.

  1. Click New

You now have the questions that are in the repeating group

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Note that as no information is added only "Cancel" is available as an option

Add information to each question

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The list of questions now has OK option

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After entering data for some or all of the questions, the OK option has appeared on the Right Option

Click OK

Now add more repeat question data (or return back to main form)

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You now have a list of the data you entered. From here you can use the "Menu" button to add new data, delete a data set you’ve added or return to the main form.

Added some more data rows

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In the above shot I have entered three seperate groups of answers to the repeat question.

Group 1
Name: NameOne
Age:
Sex:

Group 2
Name: NameTwo
Age: 23
Sex: Female

Group 3
Name: NameThree
Age:
Sex: Male

You can also go up and down this list and select a row, to return and edit it.

To return to the main form

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  1. Click Menu
  2. Click OK

Repeat data is now displayed in main form

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The different rows are seperated by |

Note there is currently a ticket, to change the display on the main form from this to simply a count of the number of groups of repeat data entered.