Daine,
Adding this discussion back to community thread. We can better suggestions.
Thanks
Nayan Ambali
Diane,
My sincere apologies for the delay.
Please see my latest replies inlined. (in blue color)
1. Loans are given to individuals, groups (informal associations) and
cooperatives (formal associations). Our client require to differentiate
these two groups in the system. I have checked in MIFOS database and one
table named "m_group_level" has different levels. I tried to add
cooperatives as another level (cooperative) but it does not show on
interface. Advise on the best way to handle this.
From day one i always favored for having cleaner solution for
such group management requirements, I hate suggesting workarounds :)
Workarounds are, 1) if you are not using centers then rename
it is "type of groups" and create *two* centers (now it is "type of groups")
for every branch and name them as "informal associations"
and "formal associations" and then create groups under them
accordingly, This helps your operational , data entry and
reporting
But using this workarounds I have some concerns:
1. The center name should be unique, it might look complicated to users
if we have to create centers with a prefix.
This is unavoidable (prefix with branch short code)
1. The system doesn't allow to add existing groups to a center. With the
"+group" and "+create group" that are more visible than adding a
groupin a center, I suspect that users will find it easier to add a
group using these buttons and at the end we will have groups which are
not classified (informal or formal). For our case, it is essential that a
group is classified, mainly for reporting issues.
This is good feature to have it the application, and we can add
this feature in next or future release if you want it.
Let me know you still want use go with this approach otherwise
You can create datatable for groups with a field called "group type" and
"group type" will be dropdown with values "informal associations" and "formal
associations". Refer how to create code / code values for drop down.
Thanks
Nayan Ambali
Thanks and Regards,
Nayan Ambali
+91 9591996042
skype: nayangambali
On Tue, Feb 25, 2014 at 11:09 PM, Ed Cable <edca...@mifos.org> wrote:
> Community,
>
> Here some configuration needs and suggestions that Diane has suggested
> (along with responses from myself, Nayan, and Binny).
>
>
> 1. Loans are given to individuals, groups (informal associations) and
> cooperatives (formal associations). Our client require to
> differentiate these two groups in the system. I have checked in MIFOS
> database and one table named "m_group_level" has different levels. I tried
> to add cooperatives as another level (cooperative) but it does not show on
> interface. Advise on the best way to handle this.
>
> Nayan: From day one i always favored for having cleaner solution for
> such group management requirements, I hate suggesting workarounds :)
>
> Workarounds are, 1) if you are not using centers then rename
> it is "type of groups" and create *two* centers (now it is "type of
> groups") for every branch and name them as "informal
> associations" and "formal associations" and then create groups under them
> accordingly, This helps your operational ,
> data entry and reporting
>
> And group levels are meant to decide the hierarchical level of the
> group, as initially version we had group can have '*n*' levels of
> hierarchy.
>
> Let me know if this does not work for you I suggest another workaround
> I have in mind.
>
>
> 1. Groups have a max no of members. How can we set it?
>
> Nayan: It is not supported right now, initially we had this ( later this
> was stripped out ). I am going to log jira issue for it.
>
> @Binny, this is very small code change let us know if you want include
> this in any of the up-coming release.
>
> Otherwise workaround is, have custom report to generate all the groups
> with number of client having number of clients in group more than *max *number
> :)
>
> Binny: Max number of clients in groups - let's add it to next release
>
>
>
>
>
> 1. How can we set the minimum age of clients? It's 18.
>
> Nayan: This was under development some time back, I will check with Binny
> and get back to you.
>
> Binny: Min and Max age of clients - Let's target for March to do what we
> planned (date of birth and other key data for clients to be added as
> standard data tables as part of release) - will discuss with you some
> thoughts I have and if March is possible or not.
>
>
> 1. The system will be used country wide in 416 sectors, but as of now,
> only 150 sectors give loans. Every year, the number of sectors is increased
> (30 more sectors every year). The client requested to configure all (416)
> existing sectors and make 150 active others 416-150 not active. Does Mifos
> allow to make some offices not active.
>
>
> Nayan: As of now there is no option to inactivate office. I would suggest
> you to suggest your clients to create offices when they need them as it is
> easier to manage MIS with offices which are in operational rather create
> all the offices.
>
> We are hoping in next data import tool we will have bulk office import
> option, that will solve their future problems also.
>
>
>
>
>
>
> 1. They require an expected disbursement date to be calculated
> automatically (expected disbursement date = Approved on date + 10 days).
> How can I make it automatic?
>
>
>
> Nayan: I need some time before I propose any solution. Based on the
> application architecture I am sure we can get easier solution which applies
> just for your client. I will come back on this.
>
>
>
> Thanks
>
> Nayan Ambali
>
>
>
>
>
> On Mon, Feb 24, 2014 at 11:52 PM, Ed Cable <edca...@mifos.org> wrote:
>
> Diane,
>
> These questions are best handled on the mifos-users mailing list. Can I
> please forward the thread there as others will be able to add their
> opinions and these are good topics to clarify publicly.
>
> I have tried my best to respond accurately but am not certain in most of
> the use cases you inquired about.
>
> See my responses inline:
>
>
>
>
> On Mon, Feb 24, 2014 at 1:24 AM, Diane <u...@yahoo.fr> wrote:
>
> Dear Cable,
>
> I'm in the final stage of configuring Mifos for our client. I have few
> issues and I need you advice.
>
> 1. Loans are given to individuals, groups (informal associations) and
> cooperatives (formal associations). Our client require to
> differentiate these two groups in the system. I have checked in MIFOS
> database and one table named "m_group_level" has different levels. I tried
> to add cooperatives as another level (cooperative) but it does not show on
> interface. Advise on the best way to handle this.
>
>
> I'll have to let one of our functional and product experts. I think we
> still have a bit of functionality to add in around support around loans to
> this other group level (in your case cooperative)
>
>
> 1. Groups have a max no of members. How can we set it?
>
>
> I'm not sure if this is exposed via the UI. Nayan can this be configured
> at the API level?
>
>
> 1.
> 2. How can we set the minimum age of clients? It's 18.
>
>
> Is this field validation currently available? Binny - will client age/dob
> be a component that is part of our expanded set of core basic client
> information (will field validation be a part of that?)
>
>
>
>
> 1. The system will be used country wide in 416 sectors, but as of now,
> only 150 sectors give loans. Every year, the number of sectors is increased
> (30 more sectors every year). The client requested to configure all (416)
> existing sectors and make 150 active others 416-150 not active. Does Mifos
> allow to make some offices not active.
>
>
> Once again, I'd have to defer to one of our product experts. I think
> setting should be possible but not is not something that we've currently
> exposed at the UI level.
>
>
> 1. They require an expected disbursement date to be calculated
> automatically (expected disbursement date = Approved on date + 10 days).
> How can I make it automatic?
>
> Diane, to clarify - they simply need an expected disbursement date to be
> calculated automatically and not actually have the loan automatically
> disbursed, right? Nayan/Binny - is there a script to run to automate this
> setting?
>
>
> Diane RURANGIRWA UWAMAHORO
> P.O Box 3365
> Kigali
> Rwanda
>
>
> Mobile: +250-788427380
>
>
> Le Samedi 22 février 2014 17h53, Ed Cable <edca...@mifos.org> a écrit :
> Diane,
>
> I think this might be a bug. I was able to reproduce the same behavior on
> the demo server as well. So to confirm what Diane observed.
>
> The permissions function correctly if a user doesn't activate the client
> during the create client workflow. i.e. they create a client, navigate to
> the client and then click "Activate" theyh won't have sufficient
> permissions to do so.
>
> But it doesn't work correctly when the user clicks the activate client box
> during the create client workflow. They're able to create and activate the
> client even without sufficient permissions to activate one.
>
> I also had the maker/checker task for activate client checked too (but I
> don't think this has any bearing on the situation at hand).
>
> Subramanya - could you try to repro yourself and confirm this is a bug.
>
> Ed
>
>
> On Fri, Feb 21, 2014 at 10:42 PM, Diane <u...@yahoo.fr> wrote:
>
> Sorry the previous email didn't have a subject.
>
> Hello!
>
> I'm implementing MIFOS X for a client, the require that for creating
> clients, groups or loans it should be done by the cashier and to activate
> them should be done by someone else - the supervisor.
>
> In permissions I gave them appropriate permissions but while creating, if
> the cashier ticks the activate check box, the client or group or loan is
> activated, even though the cashier does not have permissions to activate.
>
> When the cashier does not check the check box at the time of creating,
> s/he will not be able to activate later - which is normal.
>
> I have checked all permissions but couldn't find how to solve this problem.
>
> Thanks
>
>
>
>
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> --
> *Ed Cable*
> Mifos Community Manager
> Director of Community Programs, Mifos Initiative
> edca...@mifos.org | Skype: edcable | Mobile: 484.477.8649
>
> *Collectively Creating a World of 3 Billion Maries |
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>
> *Note:* As of Jan 1, 2014 my email has changed from
> edcable@*openmf*.org<edca...@openmf.org>
> to edcable@*mifos*.org <edca...@mifos.org>. Please update your address
> book accordingly.
>
>
>
>
>
>
>
> --
> *Ed Cable*
> Mifos Community Manager
> Director of Community Programs, Mifos Initiative
> edca...@mifos.org | Skype: edcable | Mobile: 484.477.8649
>
> *Collectively Creating a World of 3 Billion Maries |
> *http://openmf.org<http://mifos.org/>
> <http://facebook.com/mifos> <http://www.twitter.com/mifos>
>
> *Note:* As of Jan 1, 2014 my email has changed from
> edcable@*openmf*.org<edca...@openmf.org>
> to edcable@*mifos*.org <edca...@mifos.org>. Please update your address
> book accordingly.
>
>
>
>
>
> --
>
> Thanks and Regards,
> Nayan Ambali * <http://www.confluxtechnologies.com/>*
> Mob : +91 9591996042.
>
>
>
>
>
> --
> *Ed Cable*
> Mifos Community Manager
> Director of Community Programs, Mifos Initiative
> edca...@mifos.org | Skype: edcable | Mobile: 484.477.8649
>
> *Collectively Creating a World of 3 Billion Maries |
> *http://openmf.org<http://mifos.org>
> <http://facebook.com/mifos> <http://www.twitter.com/mifos>
>
> *Note:* As of Jan 1, 2014 my email has changed from
> edcable@*openmf*.org<edca...@openmf.org>
> to edcable@*mifos*.org <edca...@mifos.org>. Please update your address
> book accordingly.
>
>
>
>
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