Hi Kay,

 

In fact we solved the issue with our client exactly the way you are saying
(changing to create client)

 

What is new for me is that the view client question group is linked to
surveys. This is probably because our clients aren’t so active with surveys.

 

I am happy that this is not a bug.

 

Thanks Kay

 

Miguel Jóia Santos

Consultor/Gerente

 

SBS - Soluções em Banca e Seguros

Insurance and Banking Solutions

cell: +258 823000231

cell: +258 847141055

sbs_logo.png

 

From: Kay Chau [mailto:[email protected]] 
Sent: 31 May 2011 23:33
To: A good place to start for users or folks new to Mifos.
Cc: Natu Lauchande
Subject: Re: [Mifos-users] BUG - Question Group (View client)

 

OOPS, I meant to say “Create Client”.  “View Client” is what you have done
which enables it in Surveys.  Create Client allows you to edit the fields
directly.

 

From: Kay Chau [mailto:[email protected]] 
Sent: Tuesday, May 31, 2011 2:24 PM
To: A good place to start for users or folks new to Mifos.
Cc: Natu Lauchande
Subject: Re: [Mifos-users] BUG - Question Group (View client)

 

Hi Miguel

 

When you say “edit” do you mean you want to edit information that you
already entered for that client in the QG?

 

>From what I can see on your client account page, you are using Question
Groups as “Surveys”.  In that scenario, every time you enter new
information, it is actually storing each new submit as a new survey entered
for the client

 

If you want to just edit existing information, and you do not need to see in
the interface the historical data, then you should set the Question Group as
available in the “View Client” workflow.  You can do this from the Admin
section by editing the Question Group and selecting View Client.

 

Then, the Question Group should actually show up at the bottom of the Client
Account page, and that’s where you can go to edit the information.  Make
sure you have set the QG with “Is responses editable?” to Yes

 

Kay

 

From: Miguel Jóia Santos [mailto:[email protected]] 
Sent: Tuesday, May 31, 2011 2:00 PM
To: 'A good place to start for users or folks new to Mifos.'
Cc: 'Natu Lauchande'
Subject: [Mifos-users] BUG - Question Group (View client)

 

Hi All,

 

We have created a question group to be created in the client dashboard. This
question group will be used to manage burial insurance information to
produce a debit order file and link with fees created to pay insurance
premiums.

 

The bug comes out when we try to edit the question group in the dash board.
So, instead of editing the information in the question group it creates
automatically a new question group.

 

Please let me know if someone is able to fix this bug.

 

For better detail see the attached dashboard with question groups repeated.

 

Regards,

Miguel 

 

 

<<image001.png>>

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