Understanding the Surveys Management Process


During the planning of a project baseline, you may have to structure a study that will be applied to the households of a specific area of influence. At the same time, surveys are efficient instruments with socioeconomic indicators that will verify the evolution of the living conditions of a community over time.  Boréalis presents two types of studies that are using the same questions structure applied through surveys at different times.

The first instrument to be implemented is the Baseline study. This will allow to document the questions and the results obtained from the households surveys.

The second instrument is the Monitoring study. If it is necessary to analyze the evolution of the first instrument applied over time, then you must select this type of study. This should have the Social Baseline associated to the Study.


Create a Study

When opening an existing study, either of Baseline or Monitoring type, you will find the followings tabs: General Information, Surveys, Additional Questions, Milestones, Metadata, Demography, Finance, Living Standards, and Vulnerability.

1. Go to the "Main menu", select the "Social Baseline" section and click on "Studies":



2. Click on the "Create" button:



3. Fill the form and click on "Save":


The survey questions that will be used for the survey of socioeconomic household information can be found in the following tabs: Additional Questions, Demography, Finance, Living Standards and Vulnerability.

Below are the default questions available in the forms, grouped by socioeconomic topics. Please note that there is also possible to create additional questions besides the default ones.

1. Demography: This section contains questions about socioeconomic information and household composition.

  • Household members: This section identifies the members of the household and to whom the survey will be applied. here is some of the data to be filled out: First and last names, Gender, Kinship, Birthdate, Age, Marital Status among others.
  • Education: This is where the educational level of household members is documented (ie., if currently in school, current grade or the highest degree completed).
  • Health: This is where you may enter information about health status , medical care provider and disabilities, if any.
  • Migration: This is where you may enter information about the birth location and the year of arriving to the current location.
  • Employment: This is where you may enter information about the employment of household members, such as title, time worked or income generated by the employment.

2. Finance: This section of the study identifies all possible income and expenses that the household may have by sector of activity. Transfers for the house, family businesses, crops, livestock, other income or expenses are a few examples.

3. Living Standards: This section determines the type of housing activities, the condition of the house, the available space and utilities, such as drinking water and sanitation, electricity, cooking fuel.

4. Vulnerability: In this section the system will automatically identify the households where one of the following vulnerabilities is detected:

  • Vulnerability 1: Single-parent household headed by female: Household with a woman as head of household, without husband and with at least one child.
  • Vulnerability 2: Household headed by an elderly: Household with head of household over 60 years old.
  • Vulnerability 3: Household with disabled members: Household with at least one member with a disability.
  • Vulnerability 4: Household with high number of minors: Household with at least five children under 18 years old.

Household in extreme poverty: Households complying indicators 4 and 5.

  • Indicator 4: Household with at least one child between 6 and 12 years old not going to school.
  • Indicator 5: Households complying with criteria A and B or only to criterion C:
      • Criterion A: Head of household with no education or when the highest grade completed is primary grade.
      • Criterion B: Division of total number of household members on household members with first occupation is over 3
      • Criterion C: No household member has a first job.

It is also possible to manually select the type of vulnerability identified in the household and assess the severity of the impact.

Vulnerabilities may be configured from the "Vulnerability, Vulnerabilities" Data Dictionary.

5.Additional questions.

To create a baseline that meets specific requirements of the project, you may need to include specific questions to cover topics that are not included by default in the study tabs. In this tab users may create additional questions that will be applied to households.

Two additional types of questions can be included here: questions applied to the household or to its members. Additional questions asked to household members are used to obtain specific information about them, such as their gender or the distribution of household routines. This will contribute to a better analysis of each household member's situation.

How to create an additional question that will be used in a survey.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request