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From Raunak Sett <>
Subject Re: Initial Draft for collection sheet
Date Fri, 14 Jul 2017 16:12:24 GMT
Thanks Ed.

- Yes we should have yellow color if the client paid none or less
- We can assume the records account wise as these are the transactions that
need to be fulfilled. so if there is a client with 2 accounts they can be
seperate items in the list. I guess this is what we are doing currently
- Yes, the use is free go back and forth, break the sequence then search
for a specific item fill it , so on, he can fill the sheet flexibly.
- I think the data should be submitted at the end only

On Fri, Jul 14, 2017 at 2:43 AM, Ed Cable <> wrote:

> Raunak,
> These are beautiful designs for the mobile interface for the collection
> sheet. You're an exceptionally talented designer so thank you for taking
> your time to work on these to assist Tarun in his GSOC project.
> I'm adding this to the public list so the entire community can give
> feedback if they'd like.
> Community, Raunak (our GSOC intern working on the web self-service app)
> has in his spare time worked on UI design and mockups for the collection
> sheet interface for the Android Field Officer app that Tarun is
> implementing. This design is valuable for both Generation 2 and ultimately
> Generation 3 so I encourage any and all community members to give feedback
> on this design as it's valuable for any type of bulk entry of savings,
> loans, data via a mobile device.
> Here are couple questions/suggestions from my end:
> - I really like the usage of color to show progress of filling out.
> - Since collection sheet is exception-based (i.e. where the data entry
> person only has to edit the payment amount if the client paid none or less
> at the meeting) In these cases could we show that the amount is different
> by having the colored circle be red or yellow or having the text amount be
> red or yellow.
> - For clients that have multiple loan or savings accounts that collections
> are being made for, what are your suggestions on how to display those
> amounts without requiring horizontal scrolling
> - Is it correct that in your proposed mockups, a user can go back and
> forth at will to clients at the top of the list to re-edit the payment
> amount before submitting.
> - Data is only submitted at the end, not when they click next? or is data
> being submitted each time Next is pressed.
> Thanks!
> Ed
> ---------- Forwarded message ----------
> From: Raunak Sett <>
> Date: Wed, Jul 12, 2017 at 1:00 PM
> Subject: Initial Draft for collection sheet
> To: Ed Cable <>,
> Hello, please find the draft of the mocks attached for individual
> collection sheet, let's have a call for feedback and suggestions on the
> UI/UX.
> Key points:
>    - Comprehensive and less cluttered collection sheet
>    - Expanded list items rather than navigating to other screen and
>    losing context
>    - a seamless way of filling up the collection sheet, not going back
>    and forth between screens and next takes you to the next individual to fill
>    up their payment details
>    - Easily searchable list for officer to fill details for a particular
>    client
>    - Feedback for the officer, able to see how much of the collection
>    sheet is filled, what users are pending.
> We can discuss further but above are the few key points behind this
> ux that I felt.
> @Ed can you add rajan, ishan, denilia or anyone else to this thread, so we
> can get more feedback and suggestions.
> Thanks
> --
> Raunak Sett
> --
> *Ed Cable*
> President/CEO, Mifos Initiative
> | Skype: edcable | Mobile: +1.484.477.8649
> <+1%20484-477-8649>
> *Collectively Creating a World of 3 Billion Maries | *
> <>  <>

Raunak Sett

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