Hi Emily,
Answers in line. All great questions.
On Fri, Jun 18, 2010 at 4:51 AM, Emily Tucker <etuc...@grameenfoundation.org
> wrote:
> Hi Tejus and Kay,
>
>
>
> Good work so far!
>
>
> Couple of questions from my side:
>
> · Does the display show results for only fully written tags, or if
> you type “A”—will the display show the results for both all entries that
> start with A and also results that have tags that start with A (ie, animals,
> agriculture, etc) - By entering a few letters the results would appear
> (try thetrainline.com, its quite similiar). It will ideally display the
> choices that contain the letters entered or that have tags that contain the
> entered letters.
>
> · What do you think about displaying the tag in ( ) next to the
> entry, so the user knows why it’s appearing. Could the tag’s letters get
> highlighted the same way the entry’s letters are highlighted? This can be
> done. We currently didnt dig deep into this since we were still trying to
> evaluate the option.
>
> · One of the use cases I’ve heard from GK on cascading parameters
> is that they want it to reduce data entry errors. So… for example….if they
> limit the first set of choices to 10 (agricultural, animal husbandry,
> etc)—it will make it much easier for the user to pick the right selection.
> I’m not quite sure if this treatment solves that use case. (It might—still
> chewing on that). This too can be done, to restrict the search results to
> top 10, or not show any result until the search is narrowed further.
>
> · Are there use cases when you really need the cascading data?
> Ie, you need to report to one donor the detailed loan purpose and to another
> donor (say banks)—a more general loan purpose. Is there a way to do that
> with this UI? If those are two separate fields, I worry about data entry
> errors (ie, you could have a loan with general purpose “Agriculture” and
> specific purpose “Cow Purchase”. Or, choosing a state and then a city
> within a state—seems like there’s a strong use case for connecting two
> fields together. It will depend on how well the choices have been tagged
> while being defined. On the reporting side, again it depends on how the tags
> have been applied to choices to bring out the right data in report.
>
> · How do you remove a tag? I saw a link to “remove” in the UI,
> but if there are multiple tags, how do you select one. Its best to remove
> the choice and re-apply tags. This is assuming that there would not be many
> tags per choice (not more than 5 will be user we think). Also it may be
> easier on the UI to not have too many levels of removal. This also makes the
> UI crisp on the displaying of questions in the bottom.
>
> · On the “Add question” page- -make sure to add a column to list
> the associated tags with the question. Would you prefer this to be added
> in straight line or display choice-tags combination. If its the latter, than
> one question will occupy several rows of display, instead of the existing
> one row which just has question-choices. This decision can be made during
> implementation though.
>
>
>
> Emily
>
>
>
> *From:* Kay Chau [mailto:kc...@grameenfoundation.org]
> *Sent:* Thursday, June 17, 2010 2:43 PM
> *To:* A good place to start for users or folks new to Mifos.
> *Subject:* [Mifos-users] FW: Screen mockup for smart select option
>
>
>
> Hi all!
>
>
>
> We are currently implementing creating question groups that can be assigned
> to different workflows in Mifos. It is similar but an improvement to what
> is currently in Mifos for custom fields and surveys.
>
>
>
> One feature we are adding is the ability to create questions with answer
> choices that can be tagged with different labels. Then, when a user is
> answering the question, there is a way for them to smart select the option
> they want to choose. This is to meet the need of having cascading options
> possible for questions.
>
>
>
> One example is selecting from a long list of loan purposes that are usually
> categorized. In this example, you may have many different loan purpose
> options for each category – such as in Animal Purchase category, there might
> be different types like Goat Purchase, Cow Purchase, etc. We are adding
> the ability in Mifos to create a question for loan purpose - and then when
> setting possible options for answers, you will be able to tag each of the
> options (Goat Purchase, Cow Purchase, etc) with a category like “Animal
> Purchase”.
>
>
>
> Then when the question is asked during loan creation, and the Mifos user
> chooses the Loan Purpose, they can either start typing Goat or Animal, and
> options that match would populate. Please see the following mockups -
> http://dl.dropbox.com/u/5083125/Smart%20Select.ppt
>
>
>
> This will also meet the need of reporting – for example, you will be able
> to filter on all answers that were tagged with ‘Animal Purchase’ if you
> wanted to find all loans with that purpose.
>
>
>
> Wanted to let everyone know of this new enhancement in case anyone has any
> concerns around this would work.
>
>
>
> Thanks!
>
> Kay
>
>
>
> *From:* Tejus Datta [mailto:te...@thoughtworks.com]
> *Sent:* Thursday, June 17, 2010 2:11 AM
> *To:* Lassaad Ben Hadj; Kay Chau
> *Subject:* Screen mockup for smart select option
>
>
>
> Hi All,
>
> As discussed yesterday, please find attached the screenshots for
> visualizing the way to implement cascading using smart select option.
>
> Please run the slide show to clearly view the images in each slide.
>
>
>
> Slide 1 refers to how an admin can setup multi select options with tags.
> Tags can be used to represent the association of a given choice with a
> category.
>
>
>
> Slide 2 and 3 refer to how a user would be able to select a particular
> choice by either typing first few letters of the choice, or as in slide 3
> enter a few letters of the associated tag which is easier to remember.
>
>
>
> I have used the example where the user knows that the loan purpose was an
> animal purchase, or goat purchase to be more specific.
>
> --
> Regards,
> Tejus Datta
> Business Analyst
> +91 - 998 000 2879
> tda...@thoughtworks.com
>
>
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--
Regards,
Tejus Datta
Business Analyst
+91 - 998 000 2879
tda...@thoughtworks.com
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