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Monitoring features #1
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This document shows a polished version of basic monitoring features user actions. |
Version 0.0.6 Principles
FLOW App
Existing records
New Record
Special case - updating registration informationThe special 'registration' form can only be filled in once per record, as it has the ability to create new records. We disable it after first use in a record, because field testing has shown that it is easy for enumerators to be confused and to start filling in the registration form multiple times, causing the creation of multiple records. However, sometimes it will be necessary to update the information collected in a registration form. In this case, what can be done is this: Dashboard
Not done yet:
How to test this version
Changing the registration information for the customer
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I like the functionality, the crashing (see below) kept me from further testing but here are my initial thoughts - It kept crashing when I was working on an update to an original record. An error message popped up saying 'The application Field Survey (process com.gallatinsystems.survey.device)has stopped unexpectedly. Please try again'. A strange thing is when I looked at responses under my record the update was saved 'December 31, 1969 19:00. I felt like Marty McFly. Would it be worth having a set point registration survey that is automatically generated when you create a new monitored group - these will be standard identifiers. When you press + on the apk it automatically takes you to this survey and does not bring up the list, i.e. it knows you want to start a new record. In the same train of thought, this survey will then not need to be displayed in the list when you click on a record, just the ones you should be updating, removing the need for it to be greyed out. Instead of having an identical survey to be able to update the core identifiers of a point (this seems to duplicate work in the survey creation phase), could it work that there is an edit option in the APK. When looking at the records a long click could pop up with an edit option? This information is rarely going to be needed to be updated so I feel like this would not be front and center providing confusion but is easily accessible if required. This setup will increase the need for more survey groups. You will only really want the surveys in a group that will be used for a given point. i.e. this group of surveys will be required to collect the relevant information for this POI. At the moment these group are used more broadly, i.e. all the surveys that are used in a country's operations. Is it possible to have another level in here to help with this, i.e. Survey Groups, Monitoring Group (and have monitoring enabled at this level), and then surveys? Let me know if you need clarifications on my ramblings |
thanks for your comments! Some additional thoughts on points you raise:
On Feb 6, 2014, at 00:32, henryjewell notifications@github.com wrote:
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Addressing comments above -
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New mockup for dashboard: https://www.dropbox.com/s/tgo69bcyehla6p5/Mon-Dashv2-2.pdf |
Would it be possible to view both the new and the old surveys side by side when taking data for the latter? This way there is immediately an intuitive sense for data comparison that could be advantageous. |
you mean on the device? or on the dashboard? Could you sketch how you think that should look like in the dashboard? On 12 Mar 2014, at 17:51, Kendra Terry notifications@github.com wrote:
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Was thinking on both the device and the dashboard, but now am re-seeing it. Maybe an easier way to accomplish this - and perhaps you have already done this - is to have the baseline existing values in the survey responses when you pull up the "Update waterpoint" and then essentially override the previous data with new values? |
That is how it works now on the device - you can prefil answers with answers from a previous survey On 12 Mar 2014, at 18:44, Kendra Terry notifications@github.com wrote:
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This seems related to the new Text Color we set (white), overriding the default one. As the background happens to be white in this Android version in the menu, the text cannot be seen. Will look into this. Thanks for the bug hunting! |
ah yes, of course :-) On 17 Apr 2014, at 10:28, Iñigo notifications@github.com wrote:
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There should be a way to delete records from phone. This way empty records will stack up |
Is the distance shown calculated from my current location ? An enumerator may only be interested in the data in his region. So it will be a good feature to be able to sync records with a certain radius. UPDATE Mark Westra: The issue is how to restrict the records that are downloaded. This is quite hard to determine, because the enumerator might sync points at a different location as the actual work. For example, when syncing the phone in the capital or in the office, and then go out for field work. The approach we took at the moment is simply try to sync everything, as because this is all just text, the amount of data should be quite small. If this leads to problems, we will need to think about a selection mechanisms along the lines you describe. |
As part of the testing of the monitoring features, I used the survey group "Akvo Global Water Points" and collected 2 data points. Both close to each other and in the office, so the geo locations are not perfect. I submitted the static (register water point) as well as the dynamic data (current water point status). After this, I changes the current water point status’ for both points. In general, the app seems to work very nicely. Some small points:
UPDATE @mtwestra - I will investigate this.
UPDATE @mtwestra - we tried this also, but could not reproduce the problem. Perhaps a transient issue. |
@joycarpediem, regarding the lack of Resend All and Delete Survey: Aiming at simplifying the transmission of data, the sync process is now smarter than before, and knows the exact status of each item within a particular survey (data & images). The sync process takes care of uploading anything that is not synced yet, for all surveys. This means that users don't have to manually send surveys anymore, as a synced survey does not need to be resent. Each time the sync process runs, it will handle any unsynced survey. Survey deletion is still possible, but only for non submitted surveys. A submitted survey is likely to be exported (and possibly synced), thus its removal would not be safe. The deletion of Records has the same problem mentioned above: we cannot safely delete data that is likely to be synced. A possible solution in case of accidental mistakes could be to allow the removal of Records containing no submitted surveys. This, in essence, means that the record itself will not be synced yet, and it could be deleted. We have to be extremely careful with data deletion, which although useful if used correctly, it can be a very dangerous power if granted freely. |
Hi, 2 more small questions:
UPDATE @mtwestra - There are two places where you can see the data: the Inspect Data subtab on the Data tab, which has the behaviour you describe, but also the Monitoring subtab on the Data tab, which orders the forms per record.
UPDATE @mtwestra - In the 'Inspect Data' subtab, you can search for deviceId, or submitter name. |
On Record deletion, in a chat with @mtwestra we discussed the following approach:
The same approach can be applied to survey responses, detecting the lack of interaction with newly created surveys:
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On Users management: As a (temporary) measure until we address users with a login approach, we could also add the 'Manage Users' option to the Survey Group (or Record) screen, so users can activate the current user just before answering a survey (and thus not having to exit the Survey Group screen to log in). |
And perhaps a less visible feature: 'auto-save' each 5 mins for example. |
A Toast can safely be ignored (unlike a dialog, it requires no interaction). It is the least minimum feedback we can give to the user after taking an action on her behalf. After all, we are automatically deleting an item they explicitly created. |
I still don't think this is necessary - in the same way editors / FLOW dashboard doesn't notify the user when something is discarded |
Ok I am with Mark here, this is not necessary. On 24 Apr, 2014, at 12:53, Mark Westra notifications@github.com wrote:
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Tested 1.14.5 and it works very nicely indeed One comment: as the context menu of the survey view is now a list, so we have more space, I still would want to change the 'save' text to something more descriptive. Perhaps 'Save and finish later' |
@ichinaski comments on 1.15.4: Let's focus on testing and making sure the data transmission happens reliably, including the image retries etc. |
Comments by Emeline: Here are the remarks we notice during the use of the point functionality. On the app: |
On the app:
My bad. I still need to port this functionality to the new version.
Although doable, I'm not sure myself about that button being necessary... The whole app is now based on tabs navigation. My feeling is that we need to explain how this works, if it's not clear enough. But once a user knows how to handle switching tabs, it work exactly the same in every single screen. You can in fact, either swipe or tap the tab title. An extra 3rd method in just the question tabs could be confusing towards the rest of the screens, imho. I wonder what @loicsans thinks?
I don't personally like the idea of a button that does nothing but cause confusion. If a save button is present, everybody will be using it, as it implies you need to manually save the forms. I think we need to be clear explaining all forms are saved automatically. An extra, confusing, useless (in practice) button, will simply add some unnecessary complexity to the UX.
I cannot reproduce this myself in the latest version: 1.15.6. Is there any pattern this bug follows? |
@ichinaski, comments below, On 27 Jun 2014, at 11:48, Iñigo notifications@github.com wrote:
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Ok. Will include this button.
Looks like the bug appears when tapping the tab, not when swiping them. Although this only happens in some Android versions, fixing it should not be a big deal. |
@ichinaski, On 27 Jun 2014, at 12:11, Iñigo notifications@github.com wrote:
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FLOW app redesign - Outstanding issues
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Approach:
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Agreed, On 9 Jul 2014, at 17:11, Iñigo notifications@github.com wrote:
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As discussed with @iperdomo and @joycarpediem in the FLOW chat, one key feature that seems to be missing is the lack of counts for locally collected data. Some organizations use this data to evaluate the work a particular enumerator is performing. As having global counts can be a little bit misleading, my proposal is to include the total number of Data Points for a particular Project: That is, once you enter the Project and get the Data Point list, you would also get a number of Data Points somewhere in the header/top part of the screen. In the mid/long term, as @mtwestra has suggested other times, it'll be nice to have a whole section of the app dedicated to statistics. |
Sounds good. However, usually, what is needed by enumerators / field managers is a count per day, because that is often a number that is kept track of to determine the daily amount of work. Perhaps both figures: 'total' and 'collected today'? How about an 'i' icon at the top of the project screen, which, when pressed, shows a number of statistics such as 'total', 'collected today', 'collected this week' (counting from monday)? On 18 Jul 2014, at 18:13, Iñigo notifications@github.com wrote:
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Ok with me. That can be easily embedded in a dialog (pop-up). |
Changes of monitoring feature interactions:
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Overview
Monitoring features will enabe users to download data on existing points on their phones, and add information to these points This feature introduces the concept of a 'monitored entity', which has a identity and can be tracked over time. Multiple different surveys can contribute data to a single entity.
This can be visualised by comparing it with record files containing paper forms: one of the forms creates the record file, and other forms can be added to the record file. A special form may also exist which archives or closes the record file. The enumerator has access to a certain set of record files, including the forms contained in them.
Documents
Github issues:
akvo/akvo-flow#276
akvo/akvo-flow-mobile#32
Latest functional design document:
https://github.com/akvo/akvo-product-design/blob/master/FLOW/Features/1-MonitoringFeatures/FunctionalDesign/MonitoringFeatures.md
Latest technical design document:
https://github.com/akvo/akvo-product-design/blob/master/FLOW/Features/1-MonitoringFeatures/TechnicalDesign/MonitoringFeatures.md
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