Hi Nayan, First a very happy new year to you and your family. Sorry but I did not understand the basic of collection sheet. Means Who will put the data in branch? DCL Case: Mifos is role based so that we assign centers to particular loan officer and he will be able to put the data on daily basis. means if any loan officer login into system he does not requires to select branch and loan officers.(your mockups are different) Also any branch manager login into system does not requires to select a branch but it requires to select a loan officers.
*Centers which is to be select by both.* Now if you talking about my Idea. My Idea starts after selecting loan officer and then Date will be looks like a day/Week calender view. [image: Inline image 1] Green: when collections made for all centers in an hour. Orange: partially done White : not started yet. My Idea is keeping the view of mobile application also, If we start then it should be done by only loan officer interface. If any questions please tell me. Regards AMIT On Mon, Jan 6, 2014 at 5:54 AM, Deanna McCusker <dea...@deannamccusker.com>wrote: > Hi All, > Nayan – I agree with Ed, this looks very nice. I like separating out each > loan officer and each meeting – I think this will make data entry easier. > I like showing which meetings and which loan officers have yet to be > entered (green for "done", orange means "current"?, yellow means "not > started"?) Might be nice to also aggregate this information "up" a level, > so branch managers can see "how much" of the day is done? This might > simply be total number of meetings / meetings entered. > > I think, as Ed mentioned, that it will be important for the data entry > person to "jump around" and not enter each loan officer and meeting in > order. Especially if loan officers are responsible for entering their own > data, this will be important. User should also be able to click on a loan > officer and click on a meeting to go directly there I think. (Perhaps this > was the intention of the mockup? The button "Submit and Next Loan Officer" > suggests a particular order. Maybe just "Submit" and it automatically > moves to next loan officer, or next meeting, or the user can choose > something else? > > Deanna > > From: Edward Cable <edca...@openmf.org> > Date: Friday, January 3, 2014 11:00 AM > To: Mifos software development <mifos-develo...@lists.sourceforge.net> > Cc: "A good place to start for users or folks new to Mifos." < > mifos-users@lists.sourceforge.net>, Praveen GFS <prav...@grameenkoota.org>, > Deanna McCusker <dea...@deannamccusker.com> > Subject: Re: [Mifos-developer] Mockups for improving collection sheet. > > Nayan, > > This looks very nice! A couple of questions. When you say in-progress > collection sheet are you meaning that this collection sheet would support > partially saved collections sheets that can be returned later to for > submission or is it just for showing the sheet you're currently on and > entering data for. > > I clearly see how this collection sheet view supporting multiple loan > officers in one view is quite valuable for the data entry team that might > be entering data for multiple loan officers. Is a sub-goal also to provide > a tool for management to monitor progress of data entry for the day's > collections? > > Related to that - can a data entry person skip a loan officer or can they > only move through each loan officer by submitting a collection sheet. For > example in your mockup, could they enter data for Basavayya, skip over > Praveen, and start entering data for Vishwas? > > I've also cc'd Deanna in case she has any questions or feedback. > > Thanks, > > Ed > > > On Fri, Jan 3, 2014 at 4:05 AM, Nayan Ambali <nayan.amb...@gmail.com>wrote: > >> Praveen, I added you directly :) >> >> >> Thanks and Regards, >> Nayan Ambali >> +91 9591996042 >> skype: nayangambali >> >> >> On Fri, Jan 3, 2014 at 8:24 AM, Nayan Ambali <nayan.amb...@gmail.com>wrote: >> >>> Dear Praveen, >>> >>> Based on yesterday's feedback from data entry operators(DEO) at >>> Banashankari branch, I have come-up with mockups for collection sheet. >>> Please do review from your side and let me know your feedback. >>> >>> >>> https://openmf.mybalsamiq.com/projects/uitemplates/naked/New%20Collection%20sheet%20mockups?key=8378039401411518f98b27a2068867a9e1895716 >>> >>> And some of the very specific requirement like adding meeting late >>> arrival penalties in CS are not mentioned here as this is general mockups. >>> (But will be included in GK specific mockups) >>> >>> @Amit, >>> If you have any feed back please send us. >>> >>> >>> Thanks and Regards, >>> Nayan Ambali >>> +91 9591996042 >>> skype: nayangambali >>> >> >> >> >> ------------------------------------------------------------------------------ >> Rapidly troubleshoot problems before they affect your business. Most IT >> organizations don't have a clear picture of how application performance >> affects their revenue. With AppDynamics, you get 100% visibility into your >> Java,.NET, & PHP application. Start your 15-day FREE TRIAL of AppDynamics >> Pro! >> >> http://pubads.g.doubleclick.net/gampad/clk?id=84349831&iu=/4140/ostg.clktrk >> Mifos-developer mailing list >> mifos-develo...@lists.sourceforge.net >> Unsubscribe or change settings at: >> https://lists.sourceforge.net/lists/listinfo/mifos-developer >> > > > > -- > *Ed Cable* > Mifos Community Manager > Director of Community Programs, The Community for Open Source Microfinance > edca...@openmf.org | Skype: edcable | Mobile: 484.477.8649 > > *Collectively Creating a World of 3 Billion Maries | *http://openmf.org > <http://facebook.com/mifos> > <http://www.twitter.com/mifos> > > > ------------------------------------------------------------------------------ > Rapidly troubleshoot problems before they affect your business. Most IT > organizations don't have a clear picture of how application performance > affects their revenue. With AppDynamics, you get 100% visibility into your > Java,.NET, & PHP application. Start your 15-day FREE TRIAL of AppDynamics > Pro! > http://pubads.g.doubleclick.net/gampad/clk?id=84349831&iu=/4140/ostg.clktrk > _______________________________________________ > Mifos-users mailing list > Mifos-users@lists.sourceforge.net > https://lists.sourceforge.net/lists/listinfo/mifos-users > > -- AMIT JAIN | E.D | Digamber Finance (Chota Loan Bade Sapne) | +919414041821 |
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