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{toc:outline=true|indent=10px|minLevel=1} h1.h1. I. Adding question h4. CAN * More than one questions 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 select, smart select. * Preview of added questions is visible on the same page upon clicking “Add Question”. * The preview of the question contains the following question title, answer type, choices and the remove link. * The limit for the number of characters in the question title is 50 on the UI and 200 for the database. * Answer choices can be added for single select/ multi select/ smart select * Each answer choice added can be removed * Validation messages are displayed at the top of the page in red * On submitting the question, the user is taken to the admin page * Adding a question without specifying the question title gives an error message in red on the page top asking the user to specify the question 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, the user is prompted by a validation message. \\ h2. *Answer type: Free text* h4. CAN Any type of text can be entered as part of response for this type of question including special characters. h2. *Answer type: Number* h4. CAN Maximum and minimum values of the number can be entered h4. CANNOT Default value cannot be entered h2. *Answer type: Multi select/Single Select* h4. CAN * Any number of answer choices can be added. * The answer choices added need not be unique. * Each choice can be removed by using the associated remove link before adding the question h4. CANNOT * Tagging is not available for this answer type * Once a question has been added to the preview, clicking the remove button against a question will remove the question along with all its answer choices. h2. *Answer type: Smart select* h4. CAN * I can add any number of answer choices * 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 at 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. \\ h4. CANNOT * Tags cannot contain special characters (Including white space), only alphanumeric characters allowed * Tags are not arranged in alphabetical order * User cannot view the tags associated with an answer choice on the Add new Question screen, once a question has been added to preview. \\ \\ h1. Viewing Question h4. CAN * List of allII. Viewing Question h4. CAN * List of all the questions can be seen * On clicking a particular question, I can see the question title, answer type, the answer choices and the associated tags for each answer choice (if applicable) * I can edit the question by clicking on the edit button. * On the edit screen, the user can edit only the Title. * On the edit screen, the user can mark a question inactive or active. * The user can add more answer choices for single select, multi select and smart select answer type. * For number answer type, the user can edit the min and max value. \\ h4. CANNOT * No other information except the question title can be seen on the View Question s screen. * Once a question has been created, it can never be deleted. It can only be rendered inactive. * On the Edit screen, the user cannot remove any existing answer choices. \\ h1. Add question Group h4. CAN * Question Group Title, III. Add question Group h4. CAN * Question Group Title, Applies to and Select Questions are the mandatory fields. * The limit for the number of characters in the question group title is 50 on the UI and 200 for the database. * The admin can choose to make the response editable by checking in the ‘Is response editable’ option. * A question group can be created for any of the following groups: Create client, Approve Loan, Create Loan, View Client, Close Client, Create Group * The limit for the number of characters in any section title is 50 on the user UIinterface and 200 for the database. * There can be more than one section within a group. * More than one question can be selected from the list of questions in the dropdown at one time. * User can add any number of questions to the sections. * The questions added to the section can be marked mandatory or otherwise. * 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 limits itself to the content typed in the text box corresponding to ‘Select Questions’. * Only the questions present in the list dropdownof boxquestions can be added. Right now, there is no functionality to add a new question to the section other than the ones present in the dropdowndrop-down box. * Simply adding the questions without mentioning the section title puts the 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 dropdown boxdrop-down. * Section should have at least one question within it. * Question group title and the section title, both can contain special characters (including spaces). * When the user selects a question to be added to a particular section containing at least one question , but do not click ‘Add Questions’ and instead clicks submit, the user is taken to the admin page and the question does not get added. h4. CANNOT * Two sections cannot have the same questions within them. \\ h1. IV. View Question Group h4. CAN * No other information is available on the view question group page except for the question group titles. * A new question group can also be defined from the view question group page. * On the particular question group page, I can view the following information : ** The group it belongs to ** Is the response editable ** Question within the question group and are the questions mandatory ** Status of the question : whether the question is active or inactive h4. CANNOT * Once a question group has been created, it cannot be deleted. It can only get inactive or hidden if all the questions within that question group are inactive * On the particular question group page, for questions within that question group, I cannot see the option tags if the chosen answer type for the questions is smart select. h1. EDITING QUESTION * * h3V. EDITING QUESTION * * h4. CAN * Only one question can be edited at a time. * The limit for the number of characters in the question title is 50 on the UI and 200 for the database. * The status of the question could be set to active or inactive by clicking on the corresponding radio buttons. * By default, the status of the question is set to active * While editing a question for single select/ multi select / smart select o * Additional answer choices can be added o * Existing answer choices are visible * For smart select, tags can be added to existing as well as new choices. * A note is displayed on the Edit Question page at all points of time which says : Significant modification of questions could affect reporting * Tags can be removed for existing answer choices as well * On submitting the changes, user returns to the view question details page and the changes are reflected on that page. * Only newly added answer choices can be removed * The user is prompted with a validation message if mandatory fields namely question title and status are not filled before submission. * On cancelling the changes, user returns to the view question details page and none of the changes made are saved * Both minimum and maximum values are editable for questions with numeric answer types. \\ h3h4. CANNOT * Answer type field is not editable * While editing a question for single select/ multi select / smart select o * Answer choice text cannot be edited o Existing * Existing answer choices cannot be removed or edited \\ h1. VI. EDITING QUESTION GROUP h3* * h4. CAN * 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 group 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 details page and none of the changes made are saved *** The ‘is response editable’ field can be checked or unchecked depending on whether the user wants the question group responses to be 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, these questions will be added to Misc section *** The list of existing questions limits itself to the text typed in the attached textbox. *** The section heading textbox populates itself with the last typed section heading. By default, the section heading is set to Misc. *** Applies to field The limit for the number of characters in the question group title, section title and question title is 50 on the UI and 200 for the database. h4. CANNOT * Applies to field cannot be edited *** Existing sections and questions cannot be removed *** Section headings cannot be edited *** Within a question group, a question cannot be a part of more than one section. *** A question grouph1. VII. ASSOCIATING QUESTION GROUP TO CREATE CLIENT WORKFLOW * A question group is created for this flow by selecting the ‘applies to’ field as ‘create client’ *** When question group is created belonging to ‘create client’ flow, the sections and questions within it can be viewed on the second page of the workflow questions during client creation. The user is expected to respond to the questions on this page. The user will not be allowed to proceed to the next page if the questions have been marked mandatory in the question group definition. *** The question group name is not visible on the capture response page. The section headings and the associated questions are only visible. *** The sections and questions belonging to that question group are also visible on the ‘Review and submit’ page during client creation. The responses to the questions are also visible here. *** ‘Edit additional information’ button on the ‘Review and submit’ page lets the user edit the response to the questions belonging to the question group. *** The questions and the associated responses can be viewed by clicking on ‘View Additional Information’ link on client details page. *** The responses can be edited if ‘is response editable’ field has been set to yes in the question group definition. The responses edited and saved are versioned. * The limit for the number of characters in the question group title, section title and question title is 50 on the UI and 200 for the database. h3. CANNOT h1. ASSOCIATING QUESTION GROUP TO CREATE CLIENT WORKFLOW h1.h1. VIII. ASSOCIATING QUESTION GROUP TO VIEW CLIENT WORKFLOW\\ * A question group is created for this flow by selecting the ‘applies to’ field as ‘view client’ * Users can be made to respond to view client question groups by clicking on ‘attach a survey’ on the right hand corner of client details page. * A question group can be selected for responding from ‘select survey’ which contains the list of all the surveys and question groups. * After selecting a question group and clicking ‘continue’, the user is navigated to the capture response page for the selected question group. * The question groups responded to and the date of response can be seen under the ‘Surveys’ label on the client details page. * The responses can be edited if ‘is response editable’ field has been set to yes in the question group definition. The responses edited and saved are versioned. * Clicking on the edit link on the ‘view and edit questionnaire’ 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 with the date of modification. * The previous (non-edited) version of the responded question group also remains as part of the list. \\ h1. IX. ASSOCIATING QUESTION GROUP TO CREATE LOAN WORKFLOW * A question group is created for this flow by selecting the ‘applies to’ field as ‘create loan’ * When question group is created belonging to ‘create loan’ flow, the sections and questions within it can be viewed on the second page of the workflow questions during loan creation. The user is expected to respond to the questions on this page. The user will not be allowed to proceed to the next page if the questions have been marked mandatory in the question group definition. * The question group name is not visible on the capture response page. The section headings and the associated questions are only visible. * The sections and questions belonging to that question group are also visible on the ‘Review and submit’ page during loan creation. The responses to the questions are also visible here. * ‘Edit additional information’ button on the ‘Review and submit’ page lets the user edit the response to the questions belonging to the question group. * The questions and the associated responses can be viewed by clicking on ‘View Additional Information’ link on loan details page. * The responses can be edited if ‘is response editable’ field has been set to yes in the question group definition. The responses edited and saved are versioned. \\ \\ h1. saved are versioned. \\ h1. X. ASSOCIATING QUESTION GROUP TO CREATE GROUP WORKFLOW\\ * A question group is created for this flow by selecting the ‘applies to’ field as ‘create group’ * When question group is created belonging to ‘create group’ flow, the sections and questions within it can be viewed on the second page of the workflow questions during group creation. The user is expected to respond to the questions on this page. The user will not be allowed to proceed to the next page if the questions have been marked mandatory in the question group definition. * The question group name is not visible on the capture response page. The section headings and the associated questions are only visible. * The sections and questions belonging to that question group are also visible on the ‘Review and submit’ page during group creation. The responses to the questions are also visible here. * ‘Edit additional information’ button on the ‘Review and submit’ page lets the user edit the response to the questions belonging to the question group. * The questions and the associated responses can be viewed by clicking on ‘View Additional Information’ link on group details page. * The responses can be edited if ‘is response editable’ field has been set to yes in the question group definition. The responses edited and saved are versioned. \\ h1. XI. ASSOCIATING QUESTION GROUP TO APPROVE LOAN WORKFLOW * A question group is created for this flow by selecting the ‘applies to’ field as ‘approve loan’ * When question group is created belonging to ‘approve loan’ 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 questions on this page. The user will not be allowed to proceed to the next page if the questions have been marked mandatory in the question group definition. * 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 ‘is response editable’ field is checked in the question group definition) * The responses are not visible on the User UIinterface \\ \\ h1. XII. ACTIVATE QUESTION GROUPS * * Mifos 1.7.0Leila E allows MFIs with 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’ Mifos configuration directory. The files are named as PPISurvey{COUNTRY_NAME}.xml where {COUNTRY_NAME} should be replaced with the country for which the PPI is being uploaded. h1. XIII. DATA MIGRATION FOR ADDITIONAL FIELDS\\ Additional fields can be migrated by clicking on ‘Migrate Additional fields’ link on the ‘migrate data’ page. ‘Migrate data’ ‘page can be reached by clicking the ‘Migrate data’ link on the admin page. Clicking on ‘migrate additional fields’ triggers the additional field migration. The user is navigated to the admin page once the migration is complete. Mifos 1.7.0Leila E deals with the migration of client, group and loan additional fields and their corresponding responses only. * * h2h4. CAN * The default values do not get migrated on additional fields’ migration. * When the server is restarted, all the responses will be migrated all over again. * Validation messages during the migration process are logged in the tomcat log automatically. * On migrating additional fields, if there is at least one additional field for a particular flow, then question groups are created with names (E.g. : Additional_Fields_Create Client, Additional_Fields_Create_Group, Additional_Fields_Create_Loan) and all additional fields belonging to the same flow are associated to the corresponding question groups. * The migrated additional fields are added under the 'Misc' section of the question group * Post migration, the corresponding question of the migrated additional field is in the active state * The additional field retains its mandatory/non-mandatory status post migration * Post additional field migration, the corresponding created questions and responses can be viewed in the corresponding capture response pages under label “Additional Information” h4. CANNOT * When the titles for an additional field and a question are same, but the answer types are different, then that additional field is not migrated. A validation message with reference id for additional field is logged in the tomcat log. Data migration process for other additional fields continues * When the string length of an additional field on the UI is greater than 50 characters, then the additional field is not migrated. * Post migration, additional field responses are not editable. h2. CANNOT h1. XIV. DATA MIGRATION SURVEYS Surveys can be migrated by clicking on ‘Migrate Surveys’ link on the ‘migrate data’ page. ‘Migrate data’ ‘page can be reached by clicking the ‘Migrate data’ link on the admin page. Clicking on ‘migrate Surveys’ triggers the surveys migration.the surveys are migrated along with their timestamps. The user is navigated to the admin page once the migration is complete. Mifos 1.7.0Leila E deals with the migration of surveys and responses belonging to the client flow only. h2h4. CAN * Surveys and responses for client flow only are considered for migration as part of Mifos 1.7.0Leila E * Validation messages during the migration process are logged in the tomcat log automatically. * The existing survey definition and responses are not lost post migration. * A new question group is created for each migrated survey for the same flow the survey belonged to. * The survey title becomes the question group title * The migrated survey questions are added under the 'Misc' section of the question group * Post migration, the question groups are in the active state * When the migrating survey and an existing question group have the same title and flow, then post migration, a duplicate QG is created with the same title as the existing QG. * The order of the questions within the survey remains the same post migration. * Question within a survey retains its mandatory/non-mandatory status after migration in the corresponding flow ** h4. CANNOT\\ * ‘Date of survey, surveyed by, entered into the system by’ fields and their corresponding responses are not visible on the UI after migration ** When the server is restarted, all the responses get migrated all over again if the earlier migration failed. ** When the string length of a survey title on the UI is greater than 50 characters, then the additional field is not migrated. ** The existing survey definitions and responses are not lost post migration *** The survey responses are not editable post migration. h2. CANNOT\\ \\ \\ \\ |
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