Mockups
(developed early May with additions on July 5)
There is need to have different plan status for focus investigations to support the different actions users take depending on the status of the plan.
Plan status
Plans should have the following status:
| Status | Description | Shows on FI Active List View? | FI Detail View |
|---|
| New | a BIOPHICS case triggered plan that has not yet been touched by the user | "New" | n/a |
| Draft | a BIOPHICS case triggered plan that is being edited OR an adhoc plan that was just generated and is being edited. When created, adhoc plans immediately are set to this status | "Desk Review" | -ability to edit tasks -ability to set targets -ability to mark plan final |
| Active | plan that has been finalized by the user and sent to the mobile client | "Response in Progress" | -ability to review data in progress -ability to complete plan |
| Complete | plan that has been marked as complete by the user after field activities or the investigation was cancelled | do not show | -ability to review (this screen already exists) |
User Workflow - new BIOPHICS Triggered plan
We have our active foci list view on the WebUI (photo below). Any plans with plan.status = new, draft, active, appear here; the status will appear in the status column. Draft status should have a label of "Desk Review". *Note* these screenshots are of the initially mocked up active foci view. We can build off of the existing active foci view for the planning module which looks slightly different. The "action buttons" which are blue with blue text, may not be necessary if the link to the foci detail view can take us to a foci detail view page that is customized/determined based on the plan status
A BIOPHICs case-triggered plan comes appears under the first section "Reactive Focus Investigations" and until it is touched by a user, will have the plan.status=new and an action button "Conduct Desk Review and Plan"
Active Foci List View
Below is the active FI detail view which will look different depending on which plan.status the plan is in. Once a user clicks the "Conduct Desk Review and Plan" button, that click action changes the plan.status to Draft. The user has the option to select different tasks or activities and to set specific goals for each of those activities (% done, # houses). Clicking the "Finalize and Activate Plan" button moves the plan.status to Active and makes the plan available to the mobile client. It will be synched to those users who have been given access to relevant foci.
Focus Detail View → Draft status
User Workflow - Adhoc Plan
From the active foci view, there is an option to click to "Generate New FI Plan". Clicking this button provides a foci lookup where the user can select a focus. In the future, it would be important to be able to multiselect on this list to generate an identical plan for many foci. (No visual mockup screenshot for this step)
Active Foci List View
The user would be taken to the same screen as in the BIOPHICS Case triggered workflow. At this point, the plan.status is draft.The user has the option to select different tasks or activities and to set specific goals for each of those activities (% done, # houses). Clicking the "Finalize and Activate Plan" button moves the plan.status to Active and makes the plan and tasks available to the mobile client.
Focus Detail View → Draft status
User Workflow - active (in progress) plan
From the active foci view, the user can see any plan that is active with a status of "Response in Progress" and access the detail view by clicking "Review Field Data and Complete".
Active Foci List View
Clicking the "Review Field Data and Complete" button takes us to the current active foci detail view that we have developed. The only change here would be adding a Complete button.
Focus Detail View → Active status
Mockups
(developed early May with additions on July 5)
There is need to have different plan status for focus investigations to support the different actions users take depending on the status of the plan.
Plan status
Plans should have the following status:
n/a
-ability to edit tasks
-ability to set targets
-ability to mark plan final
-ability to review data in progress
-ability to complete plan
User Workflow - new BIOPHICS Triggered plan
We have our active foci list view on the WebUI (photo below). Any plans with plan.status = new, draft, active, appear here; the status will appear in the status column. Draft status should have a label of "Desk Review". *Note* these screenshots are of the initially mocked up active foci view. We can build off of the existing active foci view for the planning module which looks slightly different. The "action buttons" which are blue with blue text, may not be necessary if the link to the foci detail view can take us to a foci detail view page that is customized/determined based on the plan status
A BIOPHICs case-triggered plan comes appears under the first section "Reactive Focus Investigations" and until it is touched by a user, will have the plan.status=new and an action button "Conduct Desk Review and Plan"
Active Foci List View
Below is the active FI detail view which will look different depending on which plan.status the plan is in. Once a user clicks the "Conduct Desk Review and Plan" button, that click action changes the plan.status to Draft. The user has the option to select different tasks or activities and to set specific goals for each of those activities (% done, # houses). Clicking the "Finalize and Activate Plan" button moves the plan.status to Active and makes the plan available to the mobile client. It will be synched to those users who have been given access to relevant foci.
Focus Detail View → Draft status
User Workflow - Adhoc Plan
From the active foci view, there is an option to click to "Generate New FI Plan". Clicking this button provides a foci lookup where the user can select a focus. In the future, it would be important to be able to multiselect on this list to generate an identical plan for many foci. (No visual mockup screenshot for this step)
Active Foci List View
The user would be taken to the same screen as in the BIOPHICS Case triggered workflow. At this point, the plan.status is draft.The user has the option to select different tasks or activities and to set specific goals for each of those activities (% done, # houses). Clicking the "Finalize and Activate Plan" button moves the plan.status to Active and makes the plan and tasks available to the mobile client.
Focus Detail View → Draft status
User Workflow - active (in progress) plan
From the active foci view, the user can see any plan that is active with a status of "Response in Progress" and access the detail view by clicking "Review Field Data and Complete".
Active Foci List View
Clicking the "Review Field Data and Complete" button takes us to the current active foci detail view that we have developed. The only change here would be adding a Complete button.
Focus Detail View → Active status