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From Ed Cable <edca...@mifos.org>
Subject Re: Surveys Discussion: SPM Framework vs Data Tables for User-Defined Surveys
Date Tue, 21 Mar 2017 21:36:01 GMT
Providing the response Markus gave for more context to this question:

My first question would be this. If I want to create a survey from scratch
(i.e. a completely unique 15-question business plan survey) should I do
this via a Data Table or should I use your surveys framework.

============

Reply from Markus: The SPM framework was built to create any type of
survey/questionnaire.
PPI is just a sample use of it. I was testing it with MPAT, adn even
homebrewn surveys.

So, there is no need to use data tables to create surveys/questionnaires,
the API will allow the generic creation of an UI given fields and data
types are known.



On Wed, Feb 15, 2017 at 9:54 AM, Ed Cable <edcable@mifos.org> wrote:

> Bringing on to the mailing a discussion, we've been having amongst a
> number of volunteers working on building out the UI for the SPM framework.
>
> See
>
> Now I have some other questions regarding the flexibility of the
> surveys/SPM framework and how it relates to data tables. Is the surveys
> framework only for pre-defined scorecards like PPI, IRIS, MPAT, UN SDGs,
> etc? Or is it also to create brand new "surveys".
>
> My first question would be this. If I want to create a survey from scratch
> (i.e. a completely unique 15-question business plan survey) should I do
> this via a Data Table or should I use your surveys framework. If the
> latter, should the surveys framework be used to define a question bank (of
> multiple question types - free-form, text, multi-select, etc.) and then
> from this question bank, create a survey (i.e. give it a title, select
> questions) and then save as a survey). If this is all possible, I want to
> work with volunteers to finalize the wireframes Nayan worked on and
> implement this survey wizard to create surveys powered by the Surveys
> Framework.
>
> Ed
>
>
> ---------- Forwarded message ----------
> From: Ed Cable <edcable@mifos.org>
> Date: Mon, Jan 23, 2017 at 11:21 AM
> Subject: Re: PPI Json tables
> To: Markus GeiƟ <mgeiss@mifos.org>
> Cc: Shaik Nazeer <nazeer.shaik@confluxtechnologies.com>, Nathan McClellan
> <nathan@mentorsinternational.org>, Adi Raju <adi.raju@confluxtechnologies.
> com>, Gaurav Saini <gauravsaini03@gmail.com>, Nayan Ambali <
> nayan@confluxtechnologies.com>, Samrat Ghosh <Samrat.Ghosh@utexas.edu>
>
>
> HI Markus,
>
> Sorry for the long delay in replying to this thread but I do want to make
> sure I'm 100% clear on what you've told me.
>
> So once the ppi surveys that have been converted to XML have been merged
> into ppi-uploader, for each instance of Mifos X to have access to the PPI
> surveys a user simply needs to run download and run the ppi-uploader tool
> acoording to the instructions in the READme: https://github.com/ope
> nMF/ppi-uploader/blob/master/README.md
>
> All the PPI surveys in the tool are then available to all tenants on that
> instance? Nothing needs to be done to select which tenant or which PPI
> surveys you want available?
>
> But this is done per instance, by running the ppi-uploader tool we can't
> make them available in the war file so that all the PPIs are available as
> part of the release download.
>
> The PPI-uploader doesn't need to be run at upgrades; only if there are new
> versions of PPI added in that one wants available.
>
> So this makes the PPIs available in the instance but we still need a
> front-end UI for the web app in which to select an available PPI and
> capture a survey instance of it, correct?
>
> So for the UI, we need:
>
> 1) UI to select an available PPI scorecard for a given country and then
> create a survey instance of this (ideally this could be done at different
> entities - client, loan)
> 2) UI to record the instance. For example if in step 1 above I wanted to
> create a survey instance of the PH PPI at the client level I now need a
> button within the client record to record survey and then display the
> scorecard
> 3) UI to view recorded survey. Now that a survey is recorded, I need to be
> able to view that recorded survey from the client record and see the
> date/time stamp/version. Is the date/version all recorded in background
> able to to be displayed.
>
> Now I have some other questions regarding the flexibility of the
> surveys/SPM framework and how it relates to data tables. Is the surveys
> framework only for pre-defined scorecards like PPI, IRIS, MPAT, UN SDGs,
> etc? Or is it also to create brand new "surveys".
>
> My first question would be this. If I want to create a survey from scratch
> (i.e. a completely unique 15-question business plan survey) should I do
> this via a Data Table or should I use your surveys framework. If the
> latter, should the surveys framework be used to define a question bank (of
> multiple question types - free-form, text, multi-select, etc.) and then
> from this question bank, create a survey (i.e. give it a title, select
> questions) and then save as a survey). If this is all possible, I want to
> work with volunteers to finalize the wireframes Nayan worked on and
> implement this survey wizard to create surveys powered by the Surveys
> Framework.
>
> Thanks,
>
> Ed
>
>


-- 
*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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