Clarifications 01/2019

To be integrated in the docs, agreed with Kate and Joseph

Field Monitoring Clarifications 28/01/2019

The following have been clarified and agreed upon:

• When an “FM User” adds a monitoring visit, and as part of that, one or more monitoring tasks are added that are not part of the original planned tasks, these tasks will show up in the planned section as well (on the Overview Planning -> Plan by Task page). However they will only show up when the “show completed” toggle is checked and it/they will have 0 planned for all months. As soon as these tasks are completed, the completed numbers will show accordingly

  

• As an “FM User” when creating a visit (clicking create visit on Visit & Data Collection Page), the user is directed to a new form page (seen below). This form is therefore treated as data entry form only, and is intended to be used when the user has the information on when where and what they’re trying to monitor. However, in order to aid with the decision making process, the Dashboard app will provide a map where some analysis for this purpose of planning a visit can be done. On the Dashboard (as seen below) there is a map with flexible functionality. This map can currently be filtered by output, partner, section, donor, etc, or any combination of those. After filtering it currently places on the map pinpoints for all partnerships in their corresponding locations. When clicking on one of those pins, a list of partnerships operating in that location pops up, including relevant details of that partnership. The following is a proposal to augment the interface in order to help with planning directly from the map. Once a decision is made on what to visit, the user can click on “plan a visit” or “plan a monitoring task” and be redirected to FM module either to “plan visit” or “plan by task” where location is pre-populated. In addition to this change, the map will also include Gov Partnerships as defined in the “Plan by Task” with red pins (or a different color from the blue for CSO). This approach could therefore satisfy the different processes of reaching a decision on where, who and what to monitor.

• The option to create a visit from a planned task (un the Overview Planning->Plan by Task page), by hovering over the task will be removed. The original reason to have the option there was to easily go into planning from a task that was identified as cross sectoral. Now that sectors are no longer presented in the list, and the fact that the planned task can have multiple sections and sites that can differ from the sections and sites at the creation of the visit, this shortcut ends up being more cumbersome for the user than originally envisioned, and would significantly increase the complexity on the system side.

• Newly proposed feature that requires the system to enable an “FM user” to draw custom geographic areas in order to relate issues (from Overview Planning -> Preparation) to them has been dropped. Some of the reasons are:

  • System complexity might increase significantly

  • It’s unclear/undefined how it would actually be used in practice given the current system (only shows names and issues)

  • There are potentially dependable workarounds using sites

• When planning a visit, the field selecting TPM/Staff is only editable in draft status

Still needs thought/discussion/solution:

• Validation rules between visit site and monitoring tasks sites.

• Site/Location selection widget common element.