Surveys Discussion: SPM Framework vs Data Tables for User-Defined Surveys

[Ed Cable <ed...@mifos.org>]

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 <ed...@mifos.org>
Date: Mon, Jan 23, 2017 at 11:21 AM
Subject: Re: PPI Json tables
To: Markus Geiß <mg...@mifos.org>
Cc: Shaik Nazeer <na...@confluxtechnologies.com>, Nathan McClellan <
nathan@mentorsinternational.org>, Adi Raju <ad...@confluxtechnologies.com>,
Gaurav Saini <ga...@gmail.com>, Nayan Ambali <
nayan@confluxtechnologies.com>, Samrat Ghosh <Sa...@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

Re: Surveys Discussion: SPM Framework vs Data Tables for User-Defined Surveys

[Ed Cable <ed...@mifos.org>]

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 <ed...@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 <ed...@mifos.org>
> Date: Mon, Jan 23, 2017 at 11:21 AM
> Subject: Re: PPI Json tables
> To: Markus Geiß <mg...@mifos.org>
> Cc: Shaik Nazeer <na...@confluxtechnologies.com>, Nathan McClellan
> <na...@mentorsinternational.org>, Adi Raju <adi.raju@confluxtechnologies.
> com>, Gaurav Saini <ga...@gmail.com>, Nayan Ambali <
> nayan@confluxtechnologies.com>, Samrat Ghosh <Sa...@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

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