Markus, I know that you are busy with the pilots at Generation 3, but all of the community resources who have been looking into this are blocked and a paying Mifos customer, Mentors International, who has willingly served as a reference for our Latin American outreach efforts over the past year has patiently been awaiting the ability to capture PPI for nearly a year now.
This was also (just a small part) of the PPI commitment we made to the 100M Project in 2015 <http://mifos.org/blog/100-million-project-commitment/> and we've yet to provide a workable solution for users to capture PPIs in Mifos. Can you please make yourself available for a call with Raunak (and ideally Maulik and Nazeer) to help him get the through blocker once and for all. I know the fix is simple but working through the fix together will be the best usage of effort in the community to complete the valuable work you've started for the SPM framework in Apache Fineract - SPM and the means to properly collect these metrics really helps set apart our software from others. We are also going to have survey collection as part of both the android and web self-service apps so this is a critical blocker that we must get removed. The full thread is down below and I've tried to bring some other conversations from five other separate email threads. *Nathan's Request* ------------------------ *As a user, I must have ability to view the completed PPI scorecards along with its calculated score in the web app.* Nathan would also love to know where the score is stored in the DB so he can do an average and see the PPI results for a group of clients and of each client over time. If the interface could show that too it would be great. Something like Client Lincoln X Date PPI 1 Date PPI 2 Date PPI 3 *Raunak's blocker:* I'm a little stuck on retrieving responses. Its proving to be a little hurdle for me. I tried it maybe I'm doing something wrong. I am able to create surveys but I am unable to retrieve responses for any of the new surveys or even the ppi for philliphines *Santosh's issue:* However upon submission, responses don't seem to be linked to the lookup table as they don't get scored and tabulated and there is no confirmation that the responses have been captured nor an ability to view the recorded responses. I wanted to identify 1) what is caused by Santosh not having used the uploader 2) which are bugs and 3) which is functionality that has not been implemented yet. *Markus' reply on March 23* The main issue with the uploader is because the URL for mifos has changed since incubating at Apache, and not all surrounding tools are update to reflect this change. Everything else seems to be an issue with how the client sends the data. Ed On Fri, May 12, 2017 at 12:31 PM, Nathan McClellan < [email protected]> wrote: > Hello all, > Any update? > > Thanks > > On Mon, Apr 10, 2017 at 4:38 PM Nathan McClellan < > [email protected]> wrote: > >> Thanks for the update! >> >> On Fri, Apr 7, 2017 at 1:24 PM Raunak Sett <[email protected]> wrote: >> >>> Yes, we are working on it. We are done with the new survey creation. We >>> should be done with creation of lookup tables also for the tracking of key >>> metrics within the next week. I am stuck on showing the responses for now. >>> Its a little blocker for me. But I'm sure we'll get through it. >>> >>> On Fri, Apr 7, 2017, 4:02 AM Nathan McClellan < >>> [email protected]> wrote: >>> >>> Hello all! >>> Any progress? >>> I'm not a developer but anything I can do to help? >>> >>> On Fri, Mar 24, 2017 at 11:52 AM Nathan McClellan < >>> [email protected]> wrote: >>> >>> Yes that sounds great. >>> On #3 please make sure it gives the score in the results. Also I would >>> love to know where this is stored in the DB so we can do an average and see >>> the PPI results for a group of clients and of each client over time. >>> If the interface could show that too it would be great. >>> Something like >>> Client Lincoln X >>> Date PPI 1 >>> Date PPI 2 >>> Date PPI 3 >>> ... >>> >>> Thanks >>> >>> >>> On Thu, Mar 23, 2017 at 5:22 PM Raunak Sett <[email protected]> >>> wrote: >>> >>> @Ed Yes I'll be working on this. I am starting with the survey creation >>> from the community app first after that I'll be working on this ASAP. >>> >>> On Fri, Mar 24, 2017, 4:43 AM Ed Cable <[email protected]> wrote: >>> >>> Nathan, >>> >>> Just to clarify you need the following (1, 2, 3), correct? >>> >>> 1) Build out the UI for creating survey from available PPI scorecard >>> >>> Right now we should simply have to run the PPI-uploader tool on your >>> instance and it will upload the PPIs that have been added as XMLs. This >>> should work fine right now (apart from having to make some slight >>> modifications to the PPI-uploader based on the recent changes to resources >>> with switch to fineract from mifos x. >>> 2) Capture/record surveys from a given entity in the web app >>> >>> This is currently available from the UI (you can test it out at >>> https://demo.openmf.org (mifos/password) by navigating to any client, >>> clicking more dropdown and then survey. You can then select the survey from >>> the dropdown and enter responses. We do have some work that needs to be >>> done to ensure the lookup tables are being linked to the scorecards and >>> scores are being properly tabulated. >>> >>> 3) View recorded surveys from the web app >>> >>> This still needs to be built out. @Raunak - is this something you could >>> take up? >>> >>> 4) Interface to create new surveys from scratch via the UI >>> >>> Out of scope for what you need. >>> >>> Additional Context from Another Email >>> --------------------------------------------------- >>> >>> 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/ >>> >>> 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. >>> >>> >>> On Thu, Mar 23, 2017 at 3:58 PM, Nathan McClellan < >>> [email protected]> wrote: >>> >>> Thanks for the update. >>> How many programing hours do you think are left? >>> >>> On Thu, Mar 23, 2017 at 4:55 PM Ed Cable <[email protected]> wrote: >>> >>> HI Nathan, >>> >>> I apologize for the delays on this. I'm still trying to work with a >>> volunteer to get this work finished up. Sorry that I can't expedite it any >>> further. I'm in touch with Maulik along with Raunak. >>> >>> Markus replied separately regarding the query I had before: >>> >>> 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. >>> >>> On Wed, Mar 8, 2017 at 2:21 PM, Nathan McClellan < >>> [email protected]> wrote: >>> >>> Hello all, >>> Any update on this? >>> >>> Thanks >>> >>> On Wed, Feb 15, 2017 at 10:52 AM Ed Cable <[email protected]> wrote: >>> >>> Hi Nathan, >>> >>> We're still driving on this. Apart from Samrat working on the >>> requirements, I now have a volunteer developer, Maulik (cc'd) who's >>> interested in taking up work on this. >>> >>> Markus/Nayan - could you please reply to my outstanding questions on the >>> previous email? I'll also forward it to the fineract dev list so all can >>> participate in the discussion. I'll let you respond there. >>> >>> Ed >>> >>> >>> On Tue, Feb 14, 2017 at 1:16 PM, Nathan McClellan < >>> [email protected]> wrote: >>> >>> Hello all, >>> Any update on the progress here? >>> >>> Thanks >>> >>> On Mon, Jan 23, 2017 at 12:21 PM Ed Cable <[email protected]> wrote: >>> >>> 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 >>> >>> >>> On Tue, Jan 10, 2017 at 5:34 AM, Markus Geiß <[email protected]> wrote: >>> >>> Nope ... you 'only' start the ppi-uploader tool and upload the wanted >>> PPI Template ... that's it ... then it is available in Fineract ... if >>> there is a new version of the PPI template you then upload the new version >>> and a new version is added to Fineract ... that is all you need to do. >>> >>> Best wishes, >>> >>> >>> *Markus Geiss* >>> Chief Architect >>> RɅĐɅЯ, The Mifos Initiative >>> [email protected] | Skype: mgeiss.mifos.org | Mobil: +49.152.295.05306 >>> <+49%201522%209505306> | http://mifos.org <http://facebook.com/mifos> >>> >>> -- > *Nathan McClellan* > > VP, International Operations > > 801.456.0715 <(801)%20456-0715> > > Mentors International <https://mentorsinternational.org/> > > > Join Our Community <https://mentorsinternational.org/subscribe/> > > NOTICE: This email message is for the sole use of the intended > recipient(s) and may contain confidential and privileged information. Any > unauthorized review, use, disclosure or distribution is prohibited. If you > are not the intended recipient, please contact the sender by reply email > and destroy all copies of the original message. > -- *Ed Cable* President/CEO, Mifos Initiative [email protected] | 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>
