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  • Administrator is able to view a directory of all shipped PPI's here - Past Releases. Administrator selects the one(s) relevant to their MFI, and copies it into the QG directory to be picked up.

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FR #

Pri

Description

Comments/Mockups

2.1

P1

PPI Surveys are not active by default.  Mifos Administrator must copy the relevant PPI survey files and place them in the QG directory in Mifos in order for them to be available for activation.


2.2

P1

Administrator can navigate to Activate Question Group link and view a dropdown of Question Groups available.  PPI Surveys will be prefixed with "PPI".  All PPI surveys available will be listed. 

 

2.3

P1

Administrator can choose a PPI Survey they want to activate, and click Submit. 

 

2.4

P1

Afterward, Administrator can view the QG is available in "View Question Groups".  Once it is activated, the PPI Survey is active and automatically in the Create Client workflow.

 

2.5

P1

Administrator can edit a PPI Survey QG to change and update multiple workflows the PPI Survey applies to. 

The only workflows that will generate a PPI Score are the following:

Create Client
View Client
Close Client
Create Loan
View Loan
Approve Loan
Create Savings
View Savings

 

2.6

P1

Administrator can change the order of questions asked in a PPI Survey.  This has no effect on the score.

 

2.7

P1

Administrator can inactivate a PPI Survey by changing Status to Inactive when editing the PPI Survey.

We will encourage MFI's to inactivate old/wrong surveys first before activating a new/updated PPI survey to avoid confusion on which version to use.  See FR Section 7 for more details

2.8

P1

By default, all questions in the PPI QG are mandatory.  This can be changed by the MFI but it is not recommended.  If any question is not answered, then we do not expect the survey to be scored

 

2.9

P1

The PPI questions themselves are locked - IE, an Administrator has no way through the Mifos UI to edit the question or answer text.  This should only be handled outside of Mifos and through updates to Mifos.

 

 

 

Issue MIFOS-4078:  It is possible to re-activate the same PPI QG.  A new QG is created with the same title but the questions are re-used.

 

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