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The Mifos User Manual is a core piece of documentation to assist users in properly configuring and using the Mifos software on a day to day basis. Functionality in Mifos 2.0, shipping in December 2010 needs to be reflected in the user manual which is currently only up to date with our Mifos 1.5 release. Significant new functionality including question groups, waiving interest, tracking PPI supportin Mifos, m-pesa integration, and tally integration, and executing batch jobs through the UI all must be documented. We're seeking a volunteer with strong documentation/tech writing skills to update the User Manual to provide coverage of latest functionality. Our user manual is now easily maintained and updated in a convenient online tool, FLOSS Manuals.
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- Question Groups - Available
- Waiving Interest on Early Repayment - Available
- Tracking PPI Support in Mifos - Available
- m-pesa integration - Available
- Tally Integration - Available
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- Short overview of each feature
- Several paragraphs explaining moratoriums and how these take precedence over holidays
- Update or expand current section in user manual with step by step instructions on:How to add a new holiday at the branch level. _ How to add a payment moratorium.
User documentation will be written according to our style guidelines in FLOSS Manuals and will include relevant product screenshots.
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:
- Read up on the writing conventions for guidelines on formatting/style
- Draft documentation and edit the page :
- Finished Page http://en.flossmanuals.net/Mifos/HowtoworkwithholidaysEditing Interface(inserting screenshots):
- <TO DO: insert sections
- Question Groups: Replaces Surveys Section
- PPI: Create sub-section within new Question Groups Section
- m-pesa: insert bulk transaction processing section, under how to import transactions
- Batch Jobs:
- Waive Interest
- See also:
- Current functional specifications on rest of productAdditional background on these features (might be outdated) Holiday pages on wiki:
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)
- How to
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
- 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
- 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 Execution
- How to Suspend Scheduled Batch Jobs
- How to Manually Execute Specific Batch Jobs to Run (and check status)