Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

MentorsTBD
Overview & Objectives 

Capturing surveys and other forms of data is an essential tool for

the

a MFI to manage it's client relationship. Mifos X currently has taken a new approach to capturing this information and any

additiona

additional data on

the client through

clienta (and other entities like Groups, Loans etc) through the "datatables"

. This is all on the back-end through the database so we need a UI built on top to make it easy to define and collect these surveys.BONUS: create a UI or integrate with a framework for capturing forms/surveys via the mobile phone.
Description

Surveys and Additional Fields are implemented in the current Mifos X platform in a concept known as Question Groups providing a convenient UI for defining questions of various types, grouping these into question groups and the ability to attache these questions and/or question groups at at any stage of the workflow in Mifos. approach. We want to simplify the process for setting it up.

 

Description

Capturing additional data is currently done by manually creating MySQL database tables with appropriate columns to store the additional data and then using MifosX Platform API's to link these newly created tables to existing entities.

We are looking to simplify this process by

a)

Helpful Skills 
ImpactCapturing client data and having a holistic transparent view into the client is one of the most powerful and definitive features of Mifos X. This data is used to monitor and analyze the services being delivered to the client and social impact these services are having. Having a simple interface in which to collect this survey data is an essential part of making this a usable feature of the software for MFIs.
Other Resources

 Link to existing code

Link to Question Groups overvie?

...