Target release 15.06 Epic Document status Document owner Markus Geiss (Deactivated) Designer Markus Geiss (Deactivated) Developers Markus Geiss (Deactivated) QA Lead tester

Overview

To allow the administration and usage of surveys to measure the social performance and impact we need to provide a framework to cover various Social Performance Management tools, e.g. PPI, MPAT or USAID-PATs.

Background and strategic fit

Resources used for research:

• Progress Out of Poverty Index (PPI)
  • PPI Manual Version 1.0 2014
  • PPI Scorecard and Look Table India 2009
  • PPI Sample Size Calculator India 2009
• Multidimensional Poverty Assessment Tool (MPAT)
  • MPAT Book 2009
  • MPAT User Guide 2014
  • MPAT Household Survey 2014
  • MPAT Village Survey 2014
  • MPAT Excel Spreadsheet and Data Entry Template
• USAID Poverty Assessment Tool (USAID-PAT)
  • USAID-PAT User Guide Nepal 2010
  • USAID-PAT Client Assessment Survey Nepal 2010
• Social Performance Task Force (SPTF)
  • SPTF Universal Standards for Social Performance Management

Requirements/User Stories

Business Rules

Any preconditions before a client can use the new functionality

Any rules to be applied for a client or user when using this functionality

Attributes

List of attributes to be captured for the new functionality

Security and Permissions

List of security areas to be considered and permissions to be added/considered for a user/role to have access to this functionality 

Mifos Functionality Enhancements

Platform Design

Domain Model for Survey

Domain Model for Questions

Domain Model for Survey Results

New Screens

List of new screens required

Changes to Existing Screens

List of existing screens that need any kind of changes

Changes/Enhancements to Batch Jobs

Functional changes to Batch jobs that may be needed - along with suggested frequency at which it should be run for various scenarios

Changes/Enhancements to Accounting Entries

With sample accounting entries with dates

User interaction and design

Include any mockups, diagrams or visual designs relating to these requirements.

Exception Handling

List of error scenarios and the action - if message is to be displayed, then text of the message.

Reporting

List of changes/enhancements/new reports to support this functionality

APIs

From a functional perspective, list of new APIs needed.

From a functional perspective, list of existing APIs that need changes.

Notes

Points to be handled during upgrades

Any reference data that needs to be prepopulated or defaulted for clients/users

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Out of Scope

• List the features discussed which are out of scope or might be revisited in a later release.