The purpose of the dashboard is to give a quick insight into the data for Quality Assurance. They are not a substitute for an analysis system such as Excel, or a GIS.

Managing Panels

Adding Panels

Adding a Panel

Adding a Panel

Click on one of the add panel buttons for graph, table, map or image chart types... _integration:

Resizing a Panel

Resizing a Panel

Resizing a Panel

Editing a Panel

Editing a Panel

Editing a Panel

Clicking on the settings icon will open the same dialog that was used in creating the panel. Clicking on the "data view" will open a side panel that allows selection of map layers or sub forms in a survey. For a graph created from select question repsonses, the choices that are shown can be selected.

Panel Settings


For all panel types the default subject is "data". However for table and map charts you can select one of:

  • Data
  • User Activity
  • User Locations

Data subjects show information collected for a specific survey including the answers to the survey specific question.

User Activity subjects show information about the activities of a specific user for all surveys that they have completed. This information includes meta data about a survey:

  • Location
  • Survey name
  • Upload Time
  • Start Time
  • End Time
  • Device
  • Comments on survey
  • Instance Name
  • Scheduled Start (For tasks)

User Locations

For a map panel this shows the location at which the users last refreshed fieldTask. Each users location is represented by a colored circle with their name in red next to it. The colour of the circle changes depending on the length of time since they refreshed their phone:

  • less than 1 hour - red
  • between 1 and 2 hours - orange
  • between 2 and 3 hours - yellow
  • between 3 and 4 hours - green
  • more than 4 hours - blue

for a table panel the last refresh time is shown for each user.

Only users who are members of the currently selected project will be shown.

To view user locations you need security groups analyst or view data. If the user only has view data then they will be restricted to viewing only the locations of users that have the same security role. Or no security roles if the dashboard user does not have one.


If no location is available with the last refresh then the user will not be shown in either the map panel or the table panel.


Select the survey whose data you want to show.


This option is only used with "data" subjects.


Select the user whose activity you want to show.


Only for "User Activity" subjects.

Map Panels

Whole of Survey View

It is not necessary to select a question. Just select the survey and save. The resultant map will show you all the locations at which data was collected. If you click on a point it will show details of the data at that point.

Map view of a select question

When creating the map panel specify a question to analyse. This works best for select_one or select_multiple type questions.

Showing a map view that shows results for a selected question

Question level map view

The locations are colour coded according to relative frequency:

  • Red: High
  • Orange
  • Yellow
  • Green
  • Blue: Low

These frequency values apply to one of the choices in the question. To view the results for a different choice select that choice in the aside to the right of the map.

If a location only contains a single record then the location will be coloured either "red" the choice was selected or "blue" the choice was not selected. However if you have more than one record clusted at a single location then you will see the range of colours described above depending on the percentage of times that choice was selected.

Showing a map view with clustering

Question level map view zoomed out to show clustering

Recovering (Level 2)

What if you have deleted a survey more than 100 days ago when you realise that a phone has some unsubmitted results. (Deleted surveys are erased after 100 days). Or perhaps you manually erased the deleted survey in case it had sensitive data recorded in it. In this case you can send the submitted results to any other survey.


Its up to you to make sure that the survey you are sending the data to makes sense. Generally this should be a later version but it does not have to be. Data will be added for any questions that have the same name in the deleted survey and the surevey you are sending the results to. Any other questions are ignored.

Follow these steps to redirect the failing submissions:

  1. Select the Monitoring menu from the admin module
  2. Selected Submitted as the Source
  3. Select Instances under show
  4. In the data section you can restrict instances to only those in a specific project. You can also sepcify that only "Errors" are shown
  5. Find a submission to the deleted survey that has been marked as an error. Any submission will do because once you have added the redirection you can resubmit from the phone(s) and all submissions will be redirected.
  6. Click on the redirect button.

Automatic Refresh

This can be enabled for a specific organisation in the organisation tab on the users page. You will find it under "Other Options". Setting a value of zero disables auto refresh. Otherwise you can specify the refresh interval in minutes.

Only charts and maps will be automatically refreshed.