Survey Data Tools Standards

Industry-standard tools benchmarked against SurveyCTO, ODK Central, KoboToolbox, Qualtrics, SurveyMonkey, and REDCap.

Survey Service (Port 8001)

Implemented

• Survey CRUD: Full lifecycle management (Draft, Published, Archived).
• Survey Versioning: Immutable snapshots on publication.
• XLSForm Import/Export: Bi-directional conversion using pyxform.
• Survey Templates: Core library for rapid deployment.
• Question Types: Comprehensive support (XLSForm standard + Calendar Grid).
• Multi-tenant Isolation: Strict logical separation via tenant_id.

Roadmap

• Survey Cloning: Planned for next release.
• Multi-language Support: Partial (supported via XLSForm labels, UI translation pending).

Form Service (Port 8010)

Implemented

• Dynamic Rendering: Dynamic conversion of schemas into interactive web forms.
• Logic Evaluation: Real-time skip logic (relevance) and constraint validation.
• Draft/Resume: Session-based persistence for long forms.
• Media Capture: Integrated image, signature, and audio uploads.
• Paging: Support for complex multi-page layouts.

Roadmap

• Enumerator Mode: Optimized UI for high-speed field data entry.
• Progress Tracking: Visual progress indicators for respondents.

Data Service (Port 8002)

Implemented

• JSONB Storage: Flexible, high-performance storage for polymorphic survey answers.
• Attachment Pipeline: Automated coordination between data-service and media-service.
• Bulk Operations: Batch approval, deletion, and status transitions.
• Multi-format Export: Asynchronous export to CSV, XLSX, and JSON via Celery.
• Event-Driven: Integration with Redis for sub-second data propagation.

Roadmap

• Partial Submission Handling: Native support for incomplete but submitted records.
• Duplicate Detection: Smart matching of responses based on respondent ID or key variables.

Cross-Service Standards