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Questions and Question Groups
Question Groups provide a means for collecting information about a user =
or a group that can then be used, for example, when assessing loan applicat=
ions, poverty levels, and for measuring impact and creating exit and collat=
eral surveys. MFIs create a common set of questions. =
Users can then choose from these questions when defining new question group=
s. Question Groups can be attached to entities or workflows. The same=
question group can be attached multiple times to the same entity to track =
historical changes over time. Question Groups replace both Additional Field and Survey fun=
ctionality in Mifos 1.6.x and lower.
Questions
Question Group questions are defined from the Define questions&=
nbsp;link on the Admin tab, or during creation of a Question Group. Th=
ey are defined at the Head Office level.
For each question, the user specifies the question title, the question, =
the question type and the possible answers, as described in the following t=
able.
Table 1: Attributes for Question Definition
S No. |
Attribute Name |
Data Type |
Range |
Description |
1. |
Question |
Text (x) |
x characters |
Question (as it will appear in the surveys) will=
be added here. Number of characters for the question can be max x characte=
rs. |
2. |
Answer Type and Answers |
|
See 3a - 3f |
|
2a. |
Single Select |
|
Number of options; Text fields =3D number of opt=
ions |
If there are less than 7 options, answers will h=
ave radio buttons. If there are more, then the answers will be availa=
ble in a dropdown. |
2b. |
Number |
|
Minimum Value allowed; Maximum Value allowed |
Specifies the range of allowable answers that a =
question can have. |
2c. |
Date |
None |
None |
|
2d. |
Multi Select |
Number of options; Text fields =3D number of opt=
ions |
Infinite number of options |
|
2e. |
Free Text |
|
Number of characters (1-4000 characters) |
|
2f. |
Smart Select |
|
Max 5 tags allowed, each 50 characters max. |
|
2g. |
Single Smart Select |
|
Max 5 tags allowed, each 50 characters max. |
|
3. |
Status |
|
Active;Inactive |
Questions can be marked as inactive. Inactive qu=
estions will not be visible in the Questions list displayed when creating a=
question group; however they will still be displayed in the Questions list=
. |
The user enters the possible answer choices one at a time. After each en=
try, he clicks Add, and the answer is added to the choice lis=
t. Once the answer choices are defined, he clicks Add Question, and the question is displayed as a preview. When the user has finished a=
dding questions, he clicks Submit. The questions are added to=
the question bank and are available for use in question groups. The user i=
s returned to the Admin tab.
Add question=
h3>
Questions can be added from either Add Question in Admin, or dur=
ing creation of a Question Group.
- More than one question can be added at a time.
- While adding a new question, a user can enter a question title and can =
set the corresponding answer type.
- Answer types can be free text, date, number, single select, multi selec=
t, smart select. See below for more details on each.
- Preview of added questions is visible on the same page upon clicking =
=E2=80=9CAdd Question=E2=80=9D.
- The preview of the question contains the following: question title, ans=
wer type, choices and the remove link.
- Answer choices can be added for single select / multi select / smart se=
lect answer types
- Each answer choice added can be removed
- On submitting the question, the user is taken to the Mifos Admin page.<=
/li>
- Adding a question without specifying the question title gives an error =
message in red on the top of the page asking the user to specify the questi=
on title.
- The user is prompted with a validation message if any of the following =
mandatory fields are not filled before submission: Title, Applies To.
- In the case of single select / multi select / smart select, if the user=
tries to add a question without entering more than one choice of answer, t=
he user is prompted by a validation message.
Answer type: Fr=
ee text
Any type of text can be entered as part of response for this type of que=
stion including special characters.
Answer type: Numb=
er
- Maximum and minimum values of the number can be entered
- A default value cannot be set.
Answer type: Multi Select / Single Select
This answer type should be used for questions where you want the=
user to choose one choice or multiple choices for answers.
- Any number of answer choices can be added.
- The answer choices added do not have to be unique
- Each choice can be removed by using the associated remove link before a=
dding the question
- Tagging is not available for this answer type. See Smart Select A=
nswer type for this.
- Once a question has been added to the preview, clicking the remove butt=
on for this question will remove the question along with all its answer cho=
ices.
Answer type: Multiple Smart Select / Single Smart Select
This answer type can be used for questions where you might have =
categories, and you may want the user to have see answer choices and their =
tags when entering in answers. For example, you may want to ask a cli=
ent what their business activity is, and have categories of business activi=
ty. Answer choices could be entered as Cow Purchase, Pig Purchase, et=
c. A tag can be added to these answer choices as "Animal Husbandry".&=
nbsp; Then, when the Loan Officer is entering the answer for this client's =
business activity, they can enter Animal Husbandry to see the detailed choi=
ces.
- For Multi Smart Select option there is no limit to the number of answer=
choices that can be selected.
- For Single Smart Select option only one choice from the list of added a=
nswers can be selected.
- Maximum 5 tags can be added per answer choice to give responder an idea=
of what all the answer choice incorporates
- Tags can be of max 50 characters
- A tag can be removed by clicking the cross beside it
- There is a remove link for each answer choice. Clicking on this removes=
the choice along with its tags.
- Both answer choices and the associated tags get stored as responses.
- Tags cannot contain special characters (Including white space), only al=
phanumeric characters allowed
- Tags are not arranged in alphabetical order
- User cannot view the tags associated with an answer choice on the Add Q=
uestion screen, once a question has been added to preview.
View Question=
- List of all questions can be seen
- The question title, answer type, the answer choices and the associated =
tags for each answer choice (if applicable) can be viewed.
- Questions can be edited by clicking the Edit link.
- No other information except the question title can be seen on the View =
Questions screen.
- Once a question has been created, it can never be deleted. It can only =
be set as inactive.
Edit Question=
- Only one question can be edited at a time.
- Only the Title and status can be edited.
- The status of the question could be set to active or inactive by clicki=
ng on the corresponding radio buttons.
- A note is displayed on the Edit Question page at all points of time whi=
ch says : Significant modification of questions could affect reporting
- By default, the status of the question is set to active
- Answer type of the question is not editable
- While editing a question for single select/ multi select / smart select=
/ smart select
- Additional answer choices can be added
- Only newly added answer choices can be removed
- Existing answer choices are visible but cannot be edited or removed
- For smart select, tags can be added to existing as well as new choices.=
Tags can be removed for existing answer choices as well
- Both minimum and maximum values are editable for questions with numeric=
answer types.
- On submitting the changes, user returns to the view question details pa=
ge and the changes are reflected on that page.
- The user is prompted with a validation message if mandatory fields are =
not filled before submitting.
- On cancelling the changes, user returns to the view question details pa=
ge and none of the changes made are saved
Question Groups
A new question group is defined by clicking the Define new ques=
tion group link on the Admin tab. The user names the question gro=
up, specifies where the question group applies to, and adds questions to th=
e question group.
The fields are defined in the following attributes table.
S No. |
Attribute Name |
Range |
Description |
1 |
Question Group Title |
50 in the UI, 200 in the database |
Duplicate QG names will be allowed |
2 |
Applies To |
Create Client; View Client; Close Client; Create=
Group; View Group; Create Office; Create Personnel; Create Center; View Ce=
nter; Create Savings; View Savings; Close Savings; Create Loan; View Loan; =
Disburse Loan; Approve Loan; Close Loan. |
Specifies where the survey is applied. Can=
be applied to more than one entitiy or workflow. |
3 |
Apply to all Loan Products? |
Y/N |
If the QG applies to Create Loan, check this box=
to have this QG applied to all existing loan products. |
4 |
Is response editable? |
Y/N |
If this is checked, the responses to this QG can=
be edited by a user with the right permissions. Old responses will s=
till be saved, but only the latest answer will be displayed. This per=
tains to the Create workflows. |
5 |
Section Heading |
50 in the UI, 200 in the database |
This is used to group questions into sections.&n=
bsp; Each section will have its own heading. This defaults to Misc.=
td>
|
6 |
Add Questions to the QG |
|
Questions can be created on the fly or added fro=
m Question Bank. Questions are added to the bottom. Questions c=
an be reordered in the QG. |
7 |
State |
Active;Inactive |
Question Groups are active by default when creat=
ed. They can be marked as inactive when being edited. If it is =
marked inactive, then the QG will not be displayed in the entities or workf=
lows it appiles to. |
Questions can be added to the QG from the Question Bank or creating new =
questions on the fly. The user can select multiple questions from the=
Question Bank to be added to the survey. The question name and the q=
uestion itself are then displayed in the bottom portion of the screen. =
; The user can also add a new question while creating the QG. The new=
question will be automatically added to the Question Bank. If a ques=
tion has already been selected for the Question Group, it cannot be added a=
gain. The user can mark each question as mandatory. By default,=
each question added is mandatory. He can click Remove t=
o remove the question from the survey. Questions can be reordered by =
clicking the arrows in the Order column. Whole sections can also be r=
eordered by clicking the arrows.
Add question Group=
- Question Group Title, Applies to and Select Questions are mandatory fie=
lds.
- The admin can choose to make the response editable by checking in the =
=E2=80=98Is response editable=E2=80=99 option. If this is checked, an=
d the response to the question group is edited, the old answer choices are =
overwritten in the UI. Historical data entered is still saved, but it=
is expected that reports may take the latest answers entered.
- A question group can be created for any of the following workflows
- Create Client; View Client; Close Client; Create Group; View Group; Cre=
ate Office; Create Personnel; Create Center; View Center; Create Savings; V=
iew Savings; Create Loan; View Loan; Disburse Loan; Approve Loan
- For the "Create" workflows, the Question Group is displayed during crea=
tion of that entity. For the "View" workflows, the QG can be attached=
to that entity.
- If "Create Loan" workflow is selected, you can choose to have the QG au=
tomatically apply to all Loan Products. If this is not checked, then the us=
er must go edit each loan product individually for the QG to apply to that =
loan product.
- Question Group can be attached to more than one workflow by clicking on=
desired workflows with Shift button pressed.
- There can be more than one section within a group.
- More than one question can be selected from the list of questions at on=
e time.
- User can add any number of questions to the sections.
- The questions added to the section can be marked mandatory.
- If the user removes a particular section, all the questions within that=
section will also be removed.
- Removing all the questions within a section removes the section itself.=
- The question list can be from the content typed in the text box corresp=
onding to =E2=80=98Select Questions=E2=80=99, or new questions can be creat=
ed on the fly. See Add Question for more details.
- Simply adding the questions without mentioning the section title puts t=
he questions within the default section Misc.
- If a question has already been added to some section, that question is =
no more a part of the list of questions in the drop-down available.
- A section should have at least one question within it.
- Question group title and the section title can both contain special cha=
racters (including spaces).
- When the user selects a question to be added to a particular section co=
ntaining at least one question , but do not click =E2=80=98Add Questions=E2=
=80=99 and instead clicks submit, the user is taken to the admin page and t=
he question does not get added.
- Two sections cannot have the same questions within them.
View Questio=
n Group
- View Question Groups lists all question groups created with the workflo=
w it is applied to. Because a Question Group can be applied to multip=
le workflows, a QG may be listed multiple times.
- A new question group can also be defined from the view question group p=
age.
- On the particular question group page, I can view the following informa=
tion :
- The workflows it belongs to
- Is the response editable
- Questions within the question group, if the question is mandatory, and =
the status of the question (active or inactive).
- Status of the question : whether the question is active or inactive
- Once a question group has been created, it cannot be deleted. It can on=
ly be set as inactive or it may be hidden if all the questions within that =
question group are inactive
- On the particular question group page, for questions within that questi=
on group, tags cannot be seen if the chosen answer type for the questions i=
s smart select.
Edit Questio=
n Group
- Question group title can be edited
- Additional sections can be added to the question group
- Both new and existing questions can be added
- Only one question can be edited at a time.
- The status of the question group could be set to active or inactive by =
clicking on the corresponding radio buttons.
- By default, the status of question group is set to active
- On submitting the changes, the user is navigated to the view question g=
roup details page and the changes made to the question group are reflected =
on that page.
- On cancelling the changes, user returns to the view question group deta=
ils page and none of the changes made are saved
- The =E2=80=98is response editable=E2=80=99 field can be checked or unch=
ecked depending on whether the user wants the question group responses to b=
e editable or not.
- Each question within a question group can be set mandatory or otherwise=
. By default, the mandatory option is unchecked.
- If a user leaves the section heading field blank and adds questions, th=
ese questions will be added to Misc section
- The list of existing questions limits itself to the text typed in the a=
ttached textbox.
- The section heading textbox populates itself with the last typed sectio=
n heading. By default, the section heading is set to Misc.
- The workflows the QG applies to can be edited as well. If a QG is remov=
ed from a workflow, the answers saved remain the DB, but the QG no longer a=
ppears as available in the workflow.
- Section headings cannot be edited
- Within a question group, a question cannot be a part of more than one s=
ection.
=
Manage role based permissions for Question =
Group
When Question Group is created also additional permission is added. Ther=
e is possibility to manage this permission in Admin tab, in Roles and permi=
ssions section. Thanks to this functionality there is a possibility to gran=
t access for editing Question Group only to certain users.
Basic flow
- User clicks on Admin tab.
- User clicks on Roles and permissions under Manage organization section.=
- User chooses a role to edit.
- Under Configuration Management section there is a new permission for ev=
ery Question Group with checkbox that allows to enable/disable possibility =
to edit it.
Associating question groups to =
"Create" workflows
- A question group is created for this flow by selecting the =E2=80=98app=
lies to=E2=80=99 field as =E2=80=98create' xxx depending on which entity.=
li>
- When question group is created belonging to =E2=80=98create =E2=80=99 f=
low, the sections and questions within it can be viewed on the second page =
of the workflow questions during that entity's creation. The user is expect=
ed to respond to the questions on this page. The user will not be allowed t=
o proceed to the next page if the questions have been marked mandatory in t=
he question group definition.
- The question group name is not visible on the capture response page. Th=
e section headings and the associated questions are only visible.
- The sections and questions belonging to that question group are also vi=
sible on the =E2=80=98Review and submit=E2=80=99 page during client creatio=
n. The responses to the questions are also visible here.
- =E2=80=98Edit additional information=E2=80=99 button on the =E2=80=98Re=
view and submit=E2=80=99 page lets the user edit the response to the questi=
ons belonging to the question group.
- The questions and the associated responses can be viewed by clicking on=
=E2=80=98View Additional Information=E2=80=99 link on client details page.=
- The responses can be edited if =E2=80=98is response editable=E2=80=99 f=
ield has been set to yes in the question group definition. The responses ed=
ited and saved are versioned.
- For "Create Loan" workflow in particular, the loan product have this QG=
applied for it to be available.
Associating question groups to "V=
iew" workflows
- A question group is created for this flow by selecting the =E2=80=98app=
lies to=E2=80=99 field as "view" xxx depending on which entity.
- Users can be made to respond to these question groups by clicking on =
=E2=80=98attach a survey=E2=80=99 on the right hand corner of entity detail=
s page.
- A question group can be selected for responding from =E2=80=98select su=
rvey=E2=80=99 which contains the list of all question groups associated wit=
h this workflow.
- After selecting a question group and clicking =E2=80=98continue=E2=80=
=99, the user is navigated to the capture response page for the selected qu=
estion group.
- The question groups responded to and the date of response can be seen u=
nder the =E2=80=98Surveys=E2=80=99 label on the entity details page.
- The responses can be edited if =E2=80=98is response editable=E2=80=99 f=
ield has been set to yes in the question group definition. The responses ed=
ited and saved are versioned.
- Clicking on the edit link on the =E2=80=98view and edit questionnaire=
=E2=80=99 page lets the user edit the responses to the questions within the=
question group.
- The edited version is appended to the list of responded surveys along w=
ith the date of modification.
- The previous (non-edited) version of the responded question group also =
remains as part of the list.
Associating question group to A=
pprove loan workflow
- A question group is created for this flow by selecting the =E2=80=98app=
lies to=E2=80=99 field as =E2=80=98Approve Loan=E2=80=99
- When question group is created belonging to =E2=80=98approve loan=E2=80=
=99 flow, the sections and questions within it can be viewed on the capture=
response page for loan approval. The user is expected to respond to the qu=
estions on this page. The user will not be allowed to proceed to the next p=
age if the questions have been marked mandatory in the question group defin=
ition.
- The question group name is not visible on the capture response page for=
loan approval. The section headings and the associated questions are only =
visible.
- The responses are not editable (even if the =E2=80=98is response editab=
le=E2=80=99 field is checked in the question group definition)
Associating question gro=
ups to "Close" workflow
- A question group is created for this flow by selecting the =E2=80=98app=
lies to=E2=80=99 field as =E2=80=98close' xxx depending on which entity.
- When question group is created belonging to =E2=80=98close =E2=80=99 fl=
ow, the sections and questions within it can be viewed on the second page o=
f the workflow questions during that entity's close. The user is expected t=
o respond to the questions on this page. The user will not be allowed to pr=
oceed to the next page if the questions have been marked mandatory in the q=
uestion group definition.
- The question group name is not visible on the capture response page. Th=
e section headings and the associated questions are only visible.
- The sections and questions belonging to that question group are also vi=
sible on the =E2=80=98Review=E2=80=99 page while closing loans/savings. The=
responses to the questions are also visible there.
- =E2=80=98Edit additional information=E2=80=99 button on the =E2=80=98Re=
view=E2=80=99 page lets the user edit the response to the questions belongi=
ng to the question group.
Viewing responses to Disburse Loan, Create Loan workflows=
strong>
- Currently, QG's can be applied to these workflows, but the responses ca=
nnot be viewed in the UI. They are saved and available in the DB.&nbs=
p; Issue MIFOS-4241.
Activate que=
stion groups
Mifos 2.0 allows MFIs the feasibility of creating question groups using =
XMLs. As soon as the XMLs are saved in the folder in the format. The $MIFOS=
_CONF/uploads/questionGroups and $MIFOS_CONF points to the users=E2=80=99 M=
ifos configuration directory. The files are named as "PPISurvey<Question=
Group_NAME>.xml" where [QuestionGroup_NAME] should be replaced with the =
question group name that the user wishes to activate. See Past Releases - PPI=
Surveys on location of these XMLs.
Data Migration
As a result of this feature being implemented in Mifos 2.0, existing add=
itional fields and surveys are automatically migrated during the upgrade to=
2.0. Please see Important Information regarding this before you upgr=
ade.
Linking quest=
ion groups
It is possible to connect separate questions, so the question may be dep=
endent on different one. If questions are linked, some of them may not be d=
isplayed if there is no such need.
To link questions, there is a need to specify:
Field |
Value |
Source question |
|
Link type |
Not equals / equals |
Value |
Alphanumeric |
Applies to |
Question / Section |
Affected question |
|
PP=
I
Introduction
The Progress out of Poverty Index Survey is a country-specific survey th=
at is used to determine the likelihood of a client belonging to a specific =
poverty level. An MFI uses this information on a portfolio level to calcula=
te overall poverty rates. At the client level, the information is used to d=
etermine which products to offer a client or to track loan repayments/reten=
tion/recruitment rates of clients falling into each of the poverty buckets.=
See Progress Out of Poverty website for mor=
e information.
The surveys for each country include 10 questions. For each question, po=
ints are associated with each possible answer. The total number of points f=
or a completed survey is called the poverty index score. For each country, =
a poverty likelihood chart is defined that maps the poverty index score to =
a percentage indicating percentage likelihoods of poverty for the client.=
p>
PPI in Mifos
PPI's are available in the Question Group format in Mifos. See&nbs=
p;Past Releas=
es - PPI Surveys for information on location of these files and ho=
w to copy the relevant PPI QG for their MFI into the appropriate folder.&nb=
sp; In Mifos, under Activate Question Groups, the Administrator can choose =
to activate the PPI Survey for their country.
Once activated, the PPI QG is automatically created in Mifos, set as act=
ive, and applied to the Create Client workflow. The Mifos Administrat=
or can navigate to View Question Groups to view the PPI QG and edit the wor=
kflows it applies to. Questions can be reordered but should NOT be ed=
ited. If they are edited, the PPI Scoring Tool will not work.
PPI's can be entered like other QG's. Mifos BI 1.0 includes a PPI =
Scoring and Likelihood Tool that scores the PPI's entered into Mifos, and p=
rovides a PPI Data Export that lists clients and their PPI data.
See PPI Functional Spec=
for more information on PPI in Mifos.
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