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Status - Seeking Volunteers
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Contact
Please email documentation@openmf.org if you are interested in helping on this project.
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We want this to be you!
Time Estimate
51-10 3 hours per specific functionality
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User documentation will be written according to our style guidelines in FLOSS Manuals and will include relevant product screenshots.
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Steps
General
- Sign up for a free account on FLOSS manuals
- Visit the Mifos Demo Server (User ID: mifos | Password: testmifos) to understand how these features work and to take screenshots.Review functional specifications for these features: Question Groups
- Tracking PPI in Mifos
- m-pesa integration
- Batch Jobs
- Tally Accounting Integration
- Waive Interest on Prepayment
- Read up on the writing conventions for guidelines on formatting/style
- Draft documentation and edit the page in FLOSS Manuals editing interface on Booki (inserting screenshots):
- Question Groups: Replaces Surveys Section
- PPI: Create sub-section within new Question Groups Section
- m-pesa: Add to Bulk transaction processing section, under how to import transactions
- Batch Jobs: Add to Administration Tasks
- Waive Interest: Add to Manage Products>>Define New and Change Existing Loan Products and Add to Loan Accounts>>Make Transactions
- See also:
Below are Each of the tasks above has the specific tasks/ processes that must be documented for each new feature.
Question Groups
Will replace current documentation on Surveys
- Brief overview of Question Groups
- How to add a new question group
- How to view or edit existing question groups
- How to add new questions
- How to view or edit existing questions
- How to assign question group to workflow
- How to activate question group (PPI)
Waiving interest on loan repayment
- Add to Admin Section on Creating a New Loan Product
- Details on specifying whether or not interest is waived on early repayment of loan
- How to do an early repayment of loan (showing ability to waive or not waive interest)
- Explain difference between "Repay Loans" versus "Apply Payment"
m-pesa support
See and follow this outline on GoogleDocs. Use this sample file for demoing and screenshots.
- Overview of what plugin does.
- How to install and configure plugin
- How to define order to apply transactions
- How to import m-pesa transaction file
- How to cancel or correct errors during import
- How to verify data that has been imported
Tracking PPI in Mifos
See and follow this outline for additional details on what to document
- How to access available PPIs
- How to activate PPI for a specific country
- How to attach and collect PPI survey data
- How to insert PPI Question Group into different stage of workflow
- How to view PPI score and poverty likeliehoods
- How to correct PPI response
Batch Jobs Management
For reference see overview of batch jobs, how to configure and schedule and detailed functional spec on batch jobs.
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