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- Mifos Team updates the PPI India Survey 2005 QG that was shipped with Mifos with a new version with new question/answers.
- Mifos is upgraded at the MFI.
- Mifos Administrator locates the new XML file with the updated Survey questions and answer choices, and copies to the QG directory for activation.
- Administrator navigates to View Question Groups, and inactivates the old QG with the incorrect questions and/or answers.
- Administrator then navigates to Activate QG and activates the new India PPI 2005. (Is there an indicator that this is different?)
- Administrator navigates to View Question Groups again, and edits the new PPI Survey to have all the properties he wants (workflows to apply to, editable answers, etc)
Post-conditions
- Loan Officer can now see updated survey questions and/or answers for entering PPI surveys.
- Old surveys need to be invalidated?
Update Incorrect Answers' Point Values with a specific PPI Survey Version
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FR # | Pri | Description | Comments/Mockups |
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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. |
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2.3 | P1 | Administrator can choose a PPI Survey they want to activate, and click Submit. |
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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. |
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2.5 | P1 | Administrator can edit a PPI Survey QG to change and update multiple workflows the PPI Survey applies to. |
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2.6 | P1 | Administrator can change the order of questions asked in a PPI Survey. This has no effect on the score. |
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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 |
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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. |
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| 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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Save PPI Answers
FR # | Pri | Description | Comments/Mockups |
|---|---|---|---|
3.1 | P1 | PPI QG's are displayed in the workflow(s) it is applied to. Mifos User can enter in answers to questions and they are saved. | |
3.2 | P1 | IF the PPI QG has been marked as "Can be edited" then this means a Mifos user can return to the survey already taken, and edit the answers. This scenario should only be used for correcting wrong answers. |
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3.3 | P1 | If a new survey has been taken for the client, then the Mifos user should open a new unanswered survey for the client - this can be done using the View Entity workflows (similar to surveys today) |
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3.4 | P1 | If a PPI survey is applied to more than one flow, then each new survey taken should yield a distinct PPI score. These can be seen in reports. |
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3.5 | P1 | One behavior to note is - if the PPI QG is applied to the Create Client workflow for example, and the Loan officer does not know all answers to mandatory questions in QG's applied to that workflow, they cannot save any answers. They must return to the Create Client workflow only when they know all answers to mandatory questions. This is the same as previous behavior for Additional Fields in entities. |
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