Ryan and Fanon, Thank you for weighing in. Reconfiguration is a good idea, especially after we figure out a few other workarounds called for by our non- standard microfinance operations. I will regroup a bit with my team and then see if Ryan can still help us out! Thanks again for the input, all.
Vivian On Jun 13, 11:32 pm, Ryan Whitney <[email protected]> wrote: > Vivian, > > I'm not sure there is an option other than the one you have thought of. As > far as I'm able to understand your explanation of the scenario (and my rough > memory of discussing this long ago), how you're using Mifos is a bit > non-standard which makes this all the more difficult. Mifos does have the > option to move center's between loan officers (because, as you said, movement > of loan officers is common), but not groups among centers - this really isn't > so common. > > I think your two options are correct and I think the redo loan option is > probably your best bet. > > The other thing to have Nuru consider is potentially reconfiguring a new > instance of Mifos and migrating data. I could probably assist you in that a > bit, if I at least saw a diagram explaining how your current organization is > structured and works (I get a general idea from your paragraph below, but not > entirely clear how the mapping works between the different officers and > clients). > > Best of luck, > Ryan > On Jun 7, 2011, at 7:32 AM,VivianLuwrote: > > > > > > > > > > > Hi Nayan, > > > Thanks for the reply! It's a bit of a long story. We need to move > > these groups due to poor set up of office hierarchy at the beginning > > of our deployment. Nuru microfinance activities fall under two > > separate programs, agriculture and economic development, which operate > > fairly independently of one another. Mifos was initially deployed as > > the MIS for our ED program and the office centers were set to > > correspond to our regional centers. In each regional center, there is > > one ED field officer and several AG field officers. We set up all > > groups and clients under these centers (assigned to ED officers only) > > and opened loan accounts for both ED and AG program loans. However, > > upon running the weekly collections report we realized the centers > > were too large and that the AG officers should be included in the > > system. At this point we found out only one field officer could be > > assigned per center (our structures is several field officers in one > > regional center), and the suggestion was made to open "dummy" centers > > for each field officer and redistribute groups. The AG loan accounts > > are paid in variable installments over the course of a 6-8 month > > season and so in our present situation, we are waiting for groups to > > finish repayment so that we can move the group to its appropriate > > center. > > > I want to make sure I'm not wasting my time waiting for groups to > > complete loan payment and then moving the groups one by one. Although > > there will also be a need in the future to move a group to a different > > center (for example, if a field officer is promoted or transferred), > > this will be infrequent and the current center shuffle is a one-time > > large scale redistribution effort. I hope the above explanation makes > > sense. Please let me know what I can explain better. > > > Best, > >Vivian > > > On Jun 1, 8:35 pm, Nayan Ambali <[email protected]> wrote: > >> HiVivian, > > >> Can you please explain, why it is necessary to shuffle these group across > >> centers ? Basically I want understand the business need of this activity. > >> So > >> that I can think of any other solutions > > >> Thanks > >> Nayan Ambali > > >> On Thu, Jun 2, 2011 at 4:48 AM,VivianLu<[email protected]> wrote: > >>> Hi all, > > >>> I would like to reassign a group to a new center but can’t do this > >>> since there are open loan accounts. The options I can think of are to: > >>> 1. Not enter any new loans until all open loan obligations are met and > >>> I can move the group. This is difficult because different loan > >>> products have overlapping loan cycles so there is no natural pause in > >>> the lending cycle to allow a group to be moved. > >>> 2. Close all open loans and reissue using the Redo Loan Disbursal > >>> function under Admin. This is a bit labor intensive and at risk of > >>> input errors when re-entering data. > > >>> I’m guessing the system doesn’t allow center or loan officer > >>> reassignment when there are open loans because it may affect the loan > >>> officer performance report. However, I’m about to attempt significant > >>> redistribution of groups across centers / loan officers, so I’m > >>> interested in any better ideas or workarounds out there. Even after > >>> the redistribution, loan officers are hired and promoted often enough > >>> to make this a recurring issue. > > >>> I appreciate any input on this issue. > > >>> Thanks, > >>>VivianLu > >>> Nuru International > > >>> --------------------------------------------------------------------------- > >>> --- > >>> Simplify data backup and recovery for your virtual environment with > >>> vRanger. > >>> Installation's a snap, and flexible recovery options mean your data is > >>> safe, > >>> secure and there when you need it. Data protection magic? > >>> Nope - It's vRanger. Get your free trial download today. > >>>http://p.sf.net/sfu/quest-sfdev2dev > >>> _______________________________________________ > >>> Mifos-users mailing list > >>> [email protected] > >>>https://lists.sourceforge.net/lists/listinfo/mifos-users > > >> -- > >> Regards > >> Nayan G. A. > >> 9901154134 > > >> --------------------------------------------------------------------------- > >> --- > >> Simplify data backup and recovery for your virtual environment with > >> vRanger. > >> Installation's a snap, and flexible recovery options mean your data is > >> safe, > >> secure and there when you need it. Data protection magic? > >> Nope - It's vRanger. Get your free trial download > >> today.http://p.sf.net/sfu/quest-sfdev2dev > > >> _______________________________________________ > >> Mifos-users mailing list > >> [email protected]https://lists.sourceforge.net/lists/listinfo/mifos-users > > > ------------------------------------------------------------------------------ > > EditLive Enterprise is the world's most technically advanced content > > authoring tool. Experience the power of Track Changes, Inline Image > > Editing and ensure content is compliant with Accessibility Checking. > >http://p.sf.net/sfu/ephox-dev2dev > > _______________________________________________ > > Mifos-users mailing list > > [email protected] > >https://lists.sourceforge.net/lists/listinfo/mifos-users > > --------------------------------------- > Ryan Whitney > [email protected] > US mobile: +1.206.734.5110 > global: +1.206.235.4479 > > "Pessimism is a luxury of good times. In difficult times, pessimism is a > self-fulfilling, self-inflicted death sentence." > > --Norwegian social scientist Evelin Lindner > > ------------------------------------------------------------------------------ > EditLive Enterprise is the world's most technically advanced content > authoring tool. Experience the power of Track Changes, Inline Image > Editing and ensure content is compliant with Accessibility > Checking.http://p.sf.net/sfu/ephox-dev2dev > _______________________________________________ > Mifos-users mailing list > [email protected]https://lists.sourceforge.net/lists/listinfo/mifos-users ------------------------------------------------------------------------------ All of the data generated in your IT infrastructure is seriously valuable. Why? It contains a definitive record of application performance, security threats, fraudulent activity, and more. Splunk takes this data and makes sense of it. IT sense. And common sense. http://p.sf.net/sfu/splunk-d2d-c2 _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
