Tracking your progress and field activity requires collecting consistent, accurate and complete data points. Fieldpro offers you several features helping you to build a clean and smart database.

  1. Avoid duplicates on key variables

    You can have a set of sensitive variables that you perfectly know can only be unique. Usually, these variables are:
    - Identifiers: This is often a variable that is used in order to identify any object: an order, a product or a client. For example, a customer code that is unique for each customer in your list or an order number.
    - Formal identifiers: Key variables are also required to be unique in at least one of your dataset. A key variable is a variable in common between two datasets, used in order to link the different records between them. For example, a user id in a target list that should be unique otherwise it might create discrepancies in the target value calculation.

    How to have unique values in a list ?

    For each attribute, you can define if the value needs to be unique in the list by editing the attribute and clicking on the following toggle:

    In this case, you can’t create a new item with the same value as another already existing item.

    What if you already have duplicates ?

    If you haven’t implemented the Unique value feature yet, you might need to check if there is no duplicate yet. To do so, you need to open your list, click on the button on the top right of your screen and then on “Find duplicates”. You will then get the list of duplicates and will be able to extract it and clean it.

  2. Implementing automated calculations to avoid mathematical errors

    Using compute questions type in the workflow will enable you to ask simpler questions and then reduce the error margin by cutting any need of calculation.
    For example, instead of asking the value sold, you should ask the quantity sold and the price and then create a compute that will automatically the value sold.

  3. Having consistency rules to validate the data collected

    You can give guidance to your users to fill correctly the form with predefined answers. In the workflow, for each question, you can define an answer that will show to the user what is accepted. You need to edit the question for which you want to define a default value, click on advanced settings and fill the following section:

    You can also define acceptance rules to make sure the format matches your expectations or to limit extreme values. To do so, you need to edit the question, click on advanced settings and fill the following section:

    To help you building the validation rules with RegEx, you can find the main expressions here.

4. Make sure you can track changes and deletions

You can track all the edits and deletions in the logs. You will find all the information needed in the Dashboard section > default folder > Logs
In these logs, all the actions made by all the users are recorder which means that you can very easily filter on the edit actions and see what edits have been made, when and by whom. Same for the deletion actions.
You will be able to find the old data and what has been changed or deleted and thus be confident in your final dataset.

You can find more information on the log table here.