Markus, Thanks for sharing the link. Raunak please reference the current version of the same page on the Fineract wiki: https://cwiki.apache.org/confluence/display/FINERACT/Social+Performance+Management+Framework
Ed On Thu, Mar 23, 2017 at 9:24 AM, Markus Geiss <[email protected]> wrote: > 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 <+49%201522%209505306> > -- *Ed Cable* Director of Community Programs, Mifos Initiative [email protected] | Skype: edcable | Mobile: +1.484.477.8649 *Collectively Creating a World of 3 Billion Maries | *http://mifos.org <http://facebook.com/mifos> <http://www.twitter.com/mifos>
