Add Sections and Fields¶

After creating a monitoring template, the next step is to organize it into sections and add the monitoring fields that field officers will complete during visits.

Sections help group related questions together, making monitoring forms easier to complete and review.

Open the Monitoring Template¶

Navigate to Monitoring → Monitoring Templates.
Open the monitoring template you want to edit.

From here, you can create sections and add monitoring fields.

Create a Section¶

Within the monitoring template, click Add Section.

Section Name¶

Enter a descriptive name for the section.

Examples include:

General Information
Infrastructure
Service Delivery
Staffing
Compliance
Observations
Recommendations

After saving the section, it becomes available for monitoring fields.

Add a Monitoring Field¶

Within the desired section, click Add Field.

Each monitoring field represents a single question or data point collected during a visit.

Field Label¶

Enter the question or label that will be displayed to field officers.

Examples:

Visit Date
Facility Name
Number of Staff
Is PPE Available?
Overall Condition
Comments

Use clear, concise wording that is easy to understand in the field.

Suggested Fields¶

FieldOps includes a Suggested Fields list containing commonly used monitoring questions.

Selecting a suggested field automatically populates the field label, helping you build templates more quickly while maintaining consistency across projects.

You can also create completely custom fields if the suggested list does not meet your requirements.

Field Type¶

Choose how the response should be collected.

Available field types include:

Text
Number
Textarea
Select (Dropdown)
Radio Buttons
Multi Select
Checkbox List
Checkbox (Yes/No)
Date

Each field type is designed for different kinds of data collection.

Required Field¶

Use the Required toggle to determine whether the field must be completed before a visit can be submitted.

When enabled:

The field is marked as required.
Field officers must provide a value.
FieldOps validates the response before allowing submission.

When disabled:

The field becomes optional.
Visits can be submitted without completing the field.

Building Your Template¶

Continue adding sections and monitoring fields until your template reflects the information you want field officers to collect.

A completed template might look like this:

Health Facility Supervision
│
├── General Information
│   ├── Visit Date
│   ├── Facility Name
│   └── Officer Name
│
├── Infrastructure
│   ├── Building Condition
│   ├── Water Available
│   └── Electricity Available
│
├── Staffing
│   ├── Number of Staff
│   ├── Staff Present
│   └── Vacant Positions
│
└── Recommendations
    ├── Findings
    ├── Corrective Actions
    └── Additional Comments

You can continue adding sections and fields at any time as your monitoring requirements evolve.

Best Practices¶

When designing monitoring templates:

Group related questions into logical sections.
Keep section names short and descriptive.
Use clear, unambiguous field labels.
Mark only essential questions as required.
Reuse suggested fields where appropriate.
Review the template before using it for field visits.

Next Step¶

Continue to Supported Field Types to learn when to use each available field type and design effective monitoring forms.