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Annex B · Data collection tools

Owner: Simon Adebola + Charles Kwanin · Editors: Pallavi Dani Effort: ~1.5 person-days · Due: v0.5 EOD Fri 2026-09-04 · v0.8 Fri 2026-09-11

What WHO expects here

A single annex from which a reviewer can pull every instrument the review team is deploying. All tools shipped as v1.0. Franco-Anglo terminology parity check completed. Version-controlled so the WHO reviewer knows exactly which instrument was in the field on which date.

Ultimate contents

Interview guides

  • T1 — Cluster lead (EN + FR)
  • T2 — Platform owner (EN + FR)
  • T3 — Country focal point (EN + FR)
  • T4 — Vendor / partner (EN + FR)

All four live in afro-templates/interview-guides/ and are pulled into this annex at v1.0. Each guide carries YAML frontmatter with the release tag pinned.

  • T6 — Consent form / participant information sheet (EN)
  • T6 — Consent form / participant information sheet (FR)

Both from afro-templates/interview-guides/.

Walkthrough checklist

  • T3 in the master plan Part E.1 — Platform walkthrough checklist. Workflow trace, sample data record, screen recording (with permission), export formats, error handling, admin surface, user roles, monitoring/logging surfacing.

Scorecard workbook

  • T8 in the master plan Part E.2 — Scorecard rubric operationalised as a workbook. One tab per platform. Eight-dimension score with evidence anchor per score. Consensus-log tab.

Kobo forms

  • T5 platform-owner-survey.xlsx (XLSForm)
  • T7 indicator-catalogue.xlsx (XLSForm)
  • T8 deployment-inventory.xlsx (XLSForm)

XLSForm sources in afro-templates/kobo/. Rendered forms live at ee.afro-his.work (Enketo, per the T5 alpha already open — see the portal for the fillable-form link).

Transcription + coding schema

  • Transcription template (speaker turns, timestamps, redaction convention).
  • Coding schema (thematic + inductive, two-analyst consensus).

Terminology parity

Terminology coverage report generated per instrument (via afro-terminology’s pnpm run coverage <file>) and included in the annex header.

Evidence to draw on

  • afro-templates/interview-guides/
  • afro-templates/kobo/
  • afro-terminology coverage tooling
  • workspace/plan/00_MASTER_PLAN.md Parts E.1 + E.2

Complementary effort triggered

Formatting + version-control pass so every tool ships as v1.0. Franco-Anglo terminology parity check.