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Responsible team member
Current Team Member
Status
Targeted release Date
Scoping Complete Date
Jira Issue
LOE
Priority


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  1. At which geographic level should we assign teams?
    1. Currently we assign them at the operational area level in locations
    2. We assign teams at the village level in the team management module
    3. What's the difference here?
      SG: The Difference is because we can only assign teams to OpenMRS Locations in OpenMRS. However on Reveal Jurisdictions(Spatial Locations) are used. We have to find a way of matching these two since we are using OpenMRS locations to control access to Reveal. We decided to use Operational Area tags since those would be easier to match to Reveal jurisdictions. The other levels of Locations on OpenMRS may not be necessarily mapped to Jurisdictions which are administrative locations. However this can be amended if its guaranteed that location Hierarchy in OpenMRS matches the jurisdictions, then its possible to tag `team_id`  at Higher levels than Operational Area
  2. Are there plan-type specific requirements for assigning teams (FI vs IRS vs ?)
    1. AM: IRS will be more dynamic than FI, however, requirements don't differ. Right now, the build seems to be that team assignment to plans happens automatically with FI, thought with IRS these assignments will be done by an end-user. We
  3. Can we assign multiple Teams to a single Jurisdiction? (OA, FA, Spray Area)
    1. AM: We need to be able to do this.

IRS Team Assignment Workflow/Considerations


  1. 1) Teams should be assigned either at operational area level OR a higher level in the hierarchy above that gives access to all below. Workflow expectation is that there is daily/weekly internet connectivity and teams will be reassigned
    1. Team assignment Workflow:
      1. All areas that are to be visited in next day/week are assigned by a manager. This frequency of assignment is determined based on connectivity as well as the IRS Manager bandwidth to be doing these assignments. Some managers may do this daily. Some may do it only weekly.
      2. Users log in, sync any data from previous day or week's work. Then re-sync the full list of operational areas assigned. 
        1. Requirement: we need to have a way to know if syncing (uploading data and downloading data) is complete (not specific to team assignment dev but necessary for functional workflow)
      3. Users on the client, select the OAs in the hamburger menu that they plan to work in in the next day/week (network dependent, if network every day, can do this daily. When they know they are going out of area for x amount of time, they need to sync enough areas for x amount of time). Sync the plans for each OA (sync all plans if multiple for one OA), sync imagery, sync the tasks.
        1. Question: Apart form the user burden of selecting from a long list (we think this won't be huge since they will only have to do this 2 - 3 times per day), does syncing a long list of operational areas take a lot of data/space (if we are not syncing their plans or data). Need to balance the frequency of syncing/internet access with the # of areas whose data is synced to the tablet (limited by connectivity)
    2. Team creation - near-term/immediate, we will create one large team for all IRS teams within a district. This means all users will have access to all operational areas that are assigned.
      1. Requirement: creating multiple teams and being able to change which users are on which team at any time
        1. This necessitates having a view in the web UI to see which teams are assigned where.
      1. Question: Can team assignment be done at other levels of Jurisdiction higher than OA/village that would then allow access to all OAs within that jurisdiction?
      2. Requirement: users should have a permission hierarchy for submitting data on the client and a separate permission for viewing data on the WebUI

FI Team Assignment Workflow/Considerations

Teams should be assigned to the district level, which gives them access to all operational areas//villages within a district or province.

These assignments will be mostly static (won't change daily or weekly).

Notes

  • Summary: Need to assign users/teams to geographic hierarchies, define user addition/deletion, and define permissions as appropriate.

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Location edit unit (planning and client data collection)Location View unit (dashboards)Client (data collection)Plan create/editView dashboards/reportingAdministrator 
Thailand District (data collectors)DistrictDistrictYYYN
Thailand ProvinceProvinceProvinceNNYY
Thailand NationalNationalNationalNNYY
Thailand National ADMINNationalNationalYYYY
Namibia DistrictDistrictDistrictYYYN
Namibia RegionRegionRegionNYYN
Namibia NationalNationalNationalNYYY

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