Hi Nayan, Thanks for the reply! It's a bit of a long story. We need to move these groups due to poor set up of office hierarchy at the beginning of our deployment. Nuru microfinance activities fall under two separate programs, agriculture and economic development, which operate fairly independently of one another. Mifos was initially deployed as the MIS for our ED program and the office centers were set to correspond to our regional centers. In each regional center, there is one ED field officer and several AG field officers. We set up all groups and clients under these centers (assigned to ED officers only) and opened loan accounts for both ED and AG program loans. However, upon running the weekly collections report we realized the centers were too large and that the AG officers should be included in the system. At this point we found out only one field officer could be assigned per center (our structures is several field officers in one regional center), and the suggestion was made to open "dummy" centers for each field officer and redistribute groups. The AG loan accounts are paid in variable installments over the course of a 6-8 month season and so in our present situation, we are waiting for groups to finish repayment so that we can move the group to its appropriate center.
I want to make sure I'm not wasting my time waiting for groups to complete loan payment and then moving the groups one by one. Although there will also be a need in the future to move a group to a different center (for example, if a field officer is promoted or transferred), this will be infrequent and the current center shuffle is a one-time large scale redistribution effort. I hope the above explanation makes sense. Please let me know what I can explain better. Best, Vivian On Jun 1, 8:35 pm, Nayan Ambali <[email protected]> wrote: > Hi Vivian, > > Can you please explain, why it is necessary to shuffle these group across > centers ? Basically I want understand the business need of this activity. So > that I can think of any other solutions > > Thanks > Nayan Ambali > > > > > > > > > > On Thu, Jun 2, 2011 at 4:48 AM, Vivian Lu <[email protected]> wrote: > > Hi all, > > > I would like to reassign a group to a new center but can’t do this > > since there are open loan accounts. The options I can think of are to: > > 1. Not enter any new loans until all open loan obligations are met and > > I can move the group. This is difficult because different loan > > products have overlapping loan cycles so there is no natural pause in > > the lending cycle to allow a group to be moved. > > 2. Close all open loans and reissue using the Redo Loan Disbursal > > function under Admin. This is a bit labor intensive and at risk of > > input errors when re-entering data. > > > I’m guessing the system doesn’t allow center or loan officer > > reassignment when there are open loans because it may affect the loan > > officer performance report. However, I’m about to attempt significant > > redistribution of groups across centers / loan officers, so I’m > > interested in any better ideas or workarounds out there. Even after > > the redistribution, loan officers are hired and promoted often enough > > to make this a recurring issue. > > > I appreciate any input on this issue. > > > Thanks, > > Vivian Lu > > Nuru International > > > --------------------------------------------------------------------------- > > --- > > Simplify data backup and recovery for your virtual environment with > > vRanger. > > Installation's a snap, and flexible recovery options mean your data is > > safe, > > secure and there when you need it. Data protection magic? > > Nope - It's vRanger. Get your free trial download today. > >http://p.sf.net/sfu/quest-sfdev2dev > > _______________________________________________ > > Mifos-users mailing list > > [email protected] > >https://lists.sourceforge.net/lists/listinfo/mifos-users > > -- > Regards > Nayan G. A. > 9901154134 > > --------------------------------------------------------------------------- > --- > Simplify data backup and recovery for your virtual environment with vRanger. > Installation's a snap, and flexible recovery options mean your data is safe, > secure and there when you need it. Data protection magic? > Nope - It's vRanger. Get your free trial download > today.http://p.sf.net/sfu/quest-sfdev2dev > > _______________________________________________ > Mifos-users mailing list > [email protected]https://lists.sourceforge.net/lists/listinfo/mifos-users ------------------------------------------------------------------------------ EditLive Enterprise is the world's most technically advanced content authoring tool. Experience the power of Track Changes, Inline Image Editing and ensure content is compliant with Accessibility Checking. http://p.sf.net/sfu/ephox-dev2dev _______________________________________________ Mifos-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-users
