Census and survey helpdesk system

Overview

Overview Image

A Census and Survey Helpdesk System is designed to streamline the support process for enumerators and users engaged in census and survey operations. It centralizes queries, feedback, and troubleshooting requests related to census or survey operations, ensuring:

  • Efficient ticket management for both technical and non-technical issues.
  • Faster resolution of problems with dedicated tracking and escalation paths.
  • Improved communication between data producers, administrators, and end-users.
  • Provide a single point of contact for field teams (enumerator, supervisor) during census/survey.
  • Centralize all support channels (phone, email, portal) so that field staff know precisely where to go for help.
  • Document and monitor issues from submission to resolution. Maintain a clear audit trail for each query or problem, simplifying follow-ups, escalations, and learning from previous cases.

Key Features

  • Ticketing/Issue Management:
    • Submit, track, and update issues or requests.
    • Auto-generation of ticket IDs for easy reference.
    • Categorization (e.g., technical issue, data request, usage guidelines).
  • Knowledge Base:
    • The knowledge base is a comprehensive repository of FAQs, user guides, and best practices, providing users with the necessary resources to navigate their tasks effectively.
  • A searchable database for quick solutions.
  • Regular updates with new content from resolved tickets.
  • User Roles and Permissions:
    • Different access levels (administrator, helpdesk agent, data requester, etc.).
    • The Helpdesk System offers customized views based on user roles and responsibilities. This ensures that each user sees only the information relevant to their tasks, promoting efficient use of the system and enhancing productivity.
  • Analytics and Reporting:
    • Performance metrics (e.g., response times, ticket resolution rates).
  • Collaboration Tools:
    • Internal notes and group communication for complex ticket resolution.
    • Escalation workflows to assign tickets to the proper departments or experts.
  • Integration with External Systems:
    • data sharing between the helpdesk and the field monitoring dashboard tools.

Use

  • Data Collection Assistance:
  • Users encountering census or survey forms, data upload, or questionnaire design issues can seek quick troubleshooting help.
  • Technical Troubleshooting:
  • Network issues, software bugs, system downtime, or data-sync concerns can be reported and monitored.
  • Methodological Guidance:
  • Researchers or enumerators seeking guidance on questionnaire design, sampling methods, or data processing can access expertise.
  • Resource and Access Requests:
  • Users can request a tablet, and survey resources

Resources

  1. Documentation and Manuals:
    • User guides outlining how to submit and manage tickets.
    • Mobile Usage guide
  2. Code repositories

How to Get Started

  1. Mobile
  2. Register or Sign In:
    • Create an account or log in using existing organizational credentials.
  3. Explore the Knowledge Base:
    • Familiarize yourself with standard solutions.
    • Check FAQs before opening a ticket to resolve known issues quickly.
  4. Submit a Ticket:
    • Use the “Ask Help” option.
    • Provide a detailed description of the issue or question.
    • Select a category
    • Attach screenshots, log files, or survey references if needed.
  5. Track and Update Tickets:
    • Check the status of your open tickets on the helpdesk home page.
    • Respond to help desk queries or provide additional details promptly.
    • Close tickets when issues are resolved.

Hosting Requirements

Hardware

  • 4 or more processor cores
  • 32GB RAM
  • 80GB or more storage

Software

  • Operating System: Ubuntu 22.04 is strongly recommended (but not required)
  • PHP: Version 8.2 or later
  • Database: PostgreSQL (version 14 or later)
  • Web Server: nginx is preferred (but not required)

Other Provisions

  • The server must be publicly accessible, preferably via a domain name.
  • Mail-sending capability (SMTP, IMAP, or equivalent) is required.

Tech Stack

  • PHP, Laravel, PostgreSQL

Contact

For more information, please email: ecastats@un.org