All needed information about the design and concept can be found here: https://mifosforge.jira.com/wiki/spaces/MIFOSX/pages/90243164/Social+Performance+Management+Framework
Cheers Markus On Thu, Mar 23, 2017 at 5:11 PM Ed Cable <[email protected]> wrote: > Hi Raunak, > > Sorry for the delay in replying. I've given some replies here but have > also cc'd the dev lists so this discussion can happen across the community. > I've also cc'd some of the community members directly involved. > > See my replies inline: > > > On Tue, Mar 21, 2017 at 6:15 PM, Raunak Sett <[email protected]> > wrote: > > Thanks Ed, I would love to help out with this, I feel this would be an > amazing thing to keep track of users who might be able to get out of > poverty and if somebody is lacking help them accordingly. > > I have a few questions regarding points 1 and 4 and then I might start > work on some designs for the community app. > > - Are surveys individual entities? Like I can create different types > of surveys with various questions attached and then assignment of the > surveys is the second step where clients/staff are selected. The same > survey could be assigned to multiple clients/staff. > > @Markus will have to reply more specifically to how surveys are treated > within the data model but yes they are individual entities where a survey > is created or uploaded and then a unique instance of the survey can be > captured at the individual client level. Right now these surveys would be > initiated via staff for a client through the web app or through the mobile > app, but we would like to incorporate survey collection via the > self-service application. > > > - If my previous notion is true, then isn't a PPI scorecard just > another of the survey templates which can be assigned, or we are treating > this specially? like both on the backend and client > > Yes, the PPI scorecard was the first implementation that Markus derived > using the framework that he built. You can learn more about the PPI at > http://progressoutofpoverty.org/ Ideally in the future, other SPM > scorecard templates like IRIS or MPAT could be uploaded and capture or > ad-hoc surveys could be built by creating questions and grouping those into > one survey. > > > - Also the user stories contains Enabling a survey and enforcing a > survey. I wasn't able to figure out a difference between the two, some > context required > > > For the case of enabling a survey, let me articulate a couple of the use > cases. For the case of a pre-defined survey like the PPI, both scorecard > and lookup table must first must be uploaded to the back-end via the > PPI-Uploader Tool. Then these have to be able to be activated or made > available in the Mifos web app UI. > > For the case of a user-defined survey, they need a UI to be able to define > specific questions and answers and then put these in a survey. They they > must be able to make this survey active and then specify at what entities > this survey could be captured (at least at the client level, potentially at > the loan/savings account level too). > > For enforcing a survey, I think you mean capturing/recording a specific > instance, correct. This is currently done via going to a client, selecting > more dropdown and then survey. this will bring up a drop down list of > available surveys that can be captured. Surveys once recorded should then > get displayed in a separate tab. Workflow should also be similar in the > mobile app. > > > - Just a clarification, Are lookup tables for a survey? that the > scores from this survey contribute to a specific KPI, So in the reports > section we might be viewing reports by a specific KPI and all the surveys > under it? > > > The lookup tables are specific to the PPI and provided the scoring values > for each of the PPI responses to derive the specific PPI score. The output > of a PPI scorecard should be the PPI score but we then need to develop > specific reports that have analytics related to the PPI. > > Ed > > > On Wed, Mar 22, 2017 at 3:07 AM, Ed Cable <[email protected]> wrote: > > Here's the work related to surveys UI that is highly needed right now. > > Ed > ---------- Forwarded message ---------- > From: *Ed Cable* <[email protected]> > Date: Mon, Jan 23, 2017 at 11:18 AM > Subject: UI for Surveys Framework. > To: Samrat Ghosh <[email protected]> > > > Samrat, > > This is one small project where we could use some help. that might be easy > to get up to speed on is wireframing and user stories for uilding out a UI > for our surveys and social performance management framework. > > We have a user, Mentors International, that would like to use this > framework to capture the PPI (http://www.progressoutofpoverty.org/). The > PPI is a ten-question scorecard to monitor social impact by measuring the > likelihood of a client moving out of poverty. We have all the support at > the back-end built out (see > https://cwiki.apache.org/confluence/display/FINERACT/Social+Performance+Management+Framework > ) > > But we need to do the following: > > 1) Build out the UI for creating survey from available PPI scorecard > 2) Capture/record surveys from a given entity in the web app > 3) View recorded surveys from the web ap > 4) Interface to create new surveys from scratch via the UI > > I'm going to CC you on a separate thread which has more background and > context on points 1 and 4. For #4 please also see some initial wireframes > attached. > > I would have you review designs of our previous surveys and questions > groups modules and engage with the user to craft the user stories and > wireframes. > > These are the legacy docs on the old question group functionality: > https://mifosforge.jira.com/wiki/display/MIFOS/Question+Groups+and+PPI > and > http://www.flossmanuals.net/mifos-user-manual/how-to-add-a-question-group/ > > *Ed Cable* > Director of Community Programs, Mifos Initiative > [email protected] | Skype: edcable | Mobile: +1.484.477.8649 > <(484)%20477-8649> > > *Collectively Creating a World of 3 Billion Maries | *http://mifos.org > <http://facebook.com/mifos> <http://www.twitter.com/mifos> > > > > > -- > *Ed Cable* > Director of Community Programs, Mifos Initiative > [email protected] | Skype: edcable | Mobile: +1.484.477.8649 > <+1%20484-477-8649> > > *Collectively Creating a World of 3 Billion Maries | *http://mifos.org > <http://facebook.com/mifos> <http://www.twitter.com/mifos> > > > > > -- > Raunak Sett > > > > > -- > *Ed Cable* > Director of Community Programs, Mifos Initiative > [email protected] | Skype: edcable | Mobile: +1.484.477.8649 > <(484)%20477-8649> > > *Collectively Creating a World of 3 Billion Maries | *http://mifos.org > <http://facebook.com/mifos> <http://www.twitter.com/mifos> > > -- Markus Geiss Chief Technology Officer, Kuelap, Inc. <http://kuelap.io/> +49 1522 9505306
