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From Ed Cable <edca...@mifos.org>
Subject Re: UI for Surveys Framework.
Date Thu, 23 Mar 2017 22:52:16 GMT
Markus,

Thanks for sharing the link. Raunak please reference the current version of
the same page on the Fineract wiki:
https://cwiki.apache.org/confluence/display/FINERACT/Social+Performance+Management+Framework

Ed

On Thu, Mar 23, 2017 at 9:24 AM, Markus Geiss <markus.geiss@kuelap.io>
wrote:

> All needed information about the design and concept can be found here:
>
> https://mifosforge.jira.com/wiki/spaces/MIFOSX/pages/
> 90243164/Social+Performance+Management+Framework
>
> Cheers
>
> Markus
>
> On Thu, Mar 23, 2017 at 5:11 PM Ed Cable <edcable@mifos.org> wrote:
>
>> Hi Raunak,
>>
>> Sorry for the delay in replying. I've given some replies here but have
>> also cc'd the dev lists so this discussion can happen across the community.
>> I've also cc'd some of the community members directly involved.
>>
>> See my replies inline:
>>
>>
>> On Tue, Mar 21, 2017 at 6:15 PM, Raunak Sett <sett.raunak@gmail.com>
>> wrote:
>>
>> Thanks Ed, I would love to help out with this, I feel this would be an
>> amazing thing to keep track of users who might be able to get out of
>> poverty and if somebody is lacking help them accordingly.
>>
>> I have a few questions regarding points 1 and 4 and then I might start
>> work on some designs for the community app.
>>
>>    - Are surveys individual entities? Like I can create different types
>>    of surveys with various questions attached and then assignment of the
>>    surveys is the second step where clients/staff are selected. The same
>>    survey could be assigned to multiple clients/staff.
>>
>> @Markus will have to reply more specifically to how surveys are treated
>> within the data model but yes they are individual entities where a survey
>> is created or uploaded and then a unique instance of the survey can be
>> captured at the individual client level. Right now these surveys would be
>> initiated via staff for a client through the web app or through the mobile
>> app, but we would like to incorporate survey collection via the
>> self-service application.
>>
>>
>>    - If my previous notion is true, then isn't a PPI scorecard just
>>    another of the survey templates which can be assigned, or we are treating
>>    this specially? like both on the backend and client
>>
>> Yes, the PPI scorecard was the first implementation that Markus derived
>> using the framework that he built. You can learn more about the PPI at
>> http://progressoutofpoverty.org/ Ideally in the future, other SPM
>> scorecard templates like IRIS or MPAT could be uploaded and capture or
>> ad-hoc surveys could be built by creating questions and grouping those into
>> one survey.
>>
>>
>>    - Also the user stories contains Enabling a survey and enforcing a
>>    survey. I wasn't able to figure out a difference between the two, some
>>    context required
>>
>>
>> For the case of  enabling a survey, let me articulate a couple of the use
>> cases. For the case of a pre-defined survey like the PPI, both scorecard
>> and lookup table must first must be uploaded to the back-end via the
>> PPI-Uploader Tool. Then these have to be able to be activated or made
>> available in the Mifos web app UI.
>>
>> For the case of a user-defined survey, they need a UI to be able to
>> define specific questions and answers and then put these in a survey. They
>> they must be able to make this survey active and then specify at what
>> entities this survey could be captured (at least at the client level,
>> potentially at the loan/savings account level too).
>>
>> For enforcing a survey, I think you mean capturing/recording a specific
>> instance, correct. This is currently done via going to a client, selecting
>> more dropdown and then survey. this will bring up a drop down list of
>> available surveys that can be captured. Surveys once recorded should then
>> get displayed in a separate tab. Workflow should also be similar in the
>> mobile app.
>>
>>
>>    - Just a clarification, Are lookup tables for a survey? that the
>>    scores from this survey contribute to a specific KPI, So in the reports
>>    section we might be viewing reports by a specific KPI and all the surveys
>>    under it?
>>
>>
>> The lookup tables are specific to the PPI and provided the scoring values
>> for each of the PPI responses to derive the specific PPI score. The output
>> of a PPI scorecard should be the PPI score but we then need to develop
>> specific reports that have analytics related to the PPI.
>>
>> Ed
>>
>>
>> On Wed, Mar 22, 2017 at 3:07 AM, Ed Cable <edcable@mifos.org> wrote:
>>
>> Here's the work related to surveys UI that is highly needed right now.
>>
>> Ed
>> ---------- Forwarded message ----------
>> From: *Ed Cable* <edcable@mifos.org>
>> Date: Mon, Jan 23, 2017 at 11:18 AM
>> Subject: UI for Surveys Framework.
>> To: Samrat Ghosh <Samrat.Ghosh@utexas.edu>
>>
>>
>> Samrat,
>>
>> This is one small project where we could use some help. that might be
>> easy to get up to speed on is wireframing and user stories for uilding out
>> a UI for our surveys and social performance management framework.
>>
>> We have a user, Mentors International, that would like to use this
>> framework to capture the PPI (http://www.progressoutofpoverty.org/). The
>> PPI is a ten-question scorecard to monitor social impact by measuring the
>> likelihood of a client moving out of poverty. We have all the support at
>> the back-end built out (see https://cwiki.apache.org/
>> confluence/display/FINERACT/Social+Performance+Management+Framework)
>>
>> But we need to do the following:
>>
>> 1) Build out the UI for creating survey from available PPI scorecard
>> 2) Capture/record surveys from a given entity in the web app
>> 3) View recorded surveys from the web ap
>> 4) Interface to create new surveys from scratch via the UI
>>
>> I'm going to CC you on a separate thread which has more background and
>> context on points 1 and 4. For #4 please also see some initial wireframes
>> attached.
>>
>> I would have you review designs of our previous surveys and questions
>> groups modules and engage with the user to craft the user stories and
>> wireframes.
>>
>> These are the legacy docs on the old question group functionality:
>> https://mifosforge.jira.com/wiki/display/MIFOS/Question+Groups+and+PPI
>> and http://www.flossmanuals.net/mifos-user-manual/how-to-
>> add-a-question-group/
>>
>> *Ed Cable*
>> Director of Community Programs, Mifos Initiative
>> edcable@mifos.org | Skype: edcable | Mobile: +1.484.477.8649
>> <(484)%20477-8649>
>>
>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>
>>
>>
>>
>> --
>> *Ed Cable*
>> Director of Community Programs, Mifos Initiative
>> edcable@mifos.org | Skype: edcable | Mobile: +1.484.477.8649
>> <+1%20484-477-8649>
>>
>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>
>>
>>
>>
>> --
>> Raunak Sett
>>
>>
>>
>>
>> --
>> *Ed Cable*
>> Director of Community Programs, Mifos Initiative
>> edcable@mifos.org | Skype: edcable | Mobile: +1.484.477.8649
>> <(484)%20477-8649>
>>
>> *Collectively Creating a World of 3 Billion Maries | *http://mifos.org
>> <http://facebook.com/mifos>  <http://www.twitter.com/mifos>
>>
>> --
> Markus Geiss
> Chief Technology Officer, Kuelap, Inc. <http://kuelap.io/>
> +49 1522 9505306 <+49%201522%209505306>
>



-- 
*Ed Cable*
Director of Community Programs, Mifos Initiative
edcable@mifos.org | Skype: edcable | Mobile: +1.484.477.8649

*Collectively Creating a World of 3 Billion Maries | *http://mifos.org
<http://facebook.com/mifos>  <http://www.twitter.com/mifos>

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