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Release 6 (R6) represents a significant shift in Reveal from a fixed software system that supports pre-defined Malaria workflows toward a platform that can support dynamic workflow definition across multiple contexts. We’re shifting the terminology from “system” to “platform” with release 6 because we are laying the foundation to support a more broad range of services. This document presents a narrative of the major changes that will go into Reveal in 2020 to set the tone and establish a common understanding by which we will build the underlying features.

Table of Contents

Big Changes in Reveal

R6 represents the third large iteration of the Reveal platform over the past 18 months. The first version of Reveal was delivered in December 2018 and focused on supporting structure based IRS workflows with a map-first user experience. The second major change focused on expanding that experience by implementing plans, tasks, families, and family members. It was delivered in June 2019. This third change focuses on making the relationship between plans, tasks, families, family members, and forms dynamic so that we can build workflows based on the patterns implemented to date. R6 will be accompanied by a major shift in how users, roles and access controls are handled.

Current State

Reveal is built to deliver a specific set of indoor residual spraying, mass drug administration and focus investigation workflows. It has evolved over time to support planning, interventions at multiple levels within the health system, and longitudinal health records for malaria interventions. The system allows implementers to perform full life cycle operations on entities such as locations, households, household members, and points of interest. These items operate within a fixed technical pattern that requires code changes to update. For example, forms are all hard coded for each deployment, so any changes require a release and deployment.

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  • Configuration

    • Manual import of locations using a Python script

    • Manual user and practitioner creation from a CSV

    • Form cascading drop-down values

    • Android Client admin password is able to be turned on or off and set globally or at the team level

    • The distance required to activate the admin password is configurable in the server

    • User accounts can be created through the OpenMRS user interface

    • English and Thai support in the Android client and Web UI

  • Planning

    • IRS map based planning

    • IRS and FI Routine and Recurring plan generation from the Web UI

    • Team Management (Add practitioners, teams and link them to plans and locations)

    • Automatic creation of Focus Investigation plans from Thailand when cases are reported in the BIOPHICS system

    • Update existing plans by changing their state

  • Tasking

    • Automatic bulk task generation in the server when a plan’s status becomes active

    • Offline task generation when a location, household or household member is added

    • Offline task generation when Mass Drug Administration Round 1 is completed

    • Reset tasks to their original state

    • Sync task changes across teams

    • Automatic Index Case Confirmation generation, completion and display

  • Data Collection Forms Available (across all implementations)

    • Structure Based Forms

      • Add Location

      • Register Household

      • Update Household

      • Indoor Residual Spray

      • Possible Area of Transmission (PAOT)

      • Mosquito Collection

      • Larval Dipping

      • IRS Verification

      • CB Spray Area

    • Household and Household Member Based Forms

      • Add Household Member

      • Update Household Member

      • Bednet Distribution

      • Blood Screening

      • Case Confirmation

      • Mass Drug Administration Dispense (Step 1)

      • Mass Drug Administration Adherence (Step 2)

    • Operational Area Based Forms

      • Behaviour Change Communication

    • Other Forms

      • Daily Summary

      • Field Officer

      • SA Decision

      • Mobilization

      • Team Leader

  • Android Client Features

    • Peer-to-Peer sync

    • In App Reporting

      • Operational area charts as the user makes changes

    • Map tile downloader so users can specify the areas they wish to download before they go out to the field and better manage the memory on the device

  • Reporting

    • IRS tabular drill-down reporting with country-specific customisations

    • Focus Investigation plan views with links to other plans in that operational area

    • IRS CSV Exports

    • Data Warehouse access and reporting through Apache Superset

    • Custom reporting solution for the Thailand BIOPHICS system

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Reveal Future State

Release 6 and the accompanying technical debt work are comprised of a number of core features that are broken out into individual tasks that need to be developed. This section lists those features and builds a narrative to describe how the pieces fit together.

Feature List

  • Form Configuration by system administrators

  • Dynamic Task generation

  • Entity persistence (households, household members, locations) and updating tasks offline across plans

  • Web UI CSV Import for risk files

  • Web UI importing coverage targets

  • Web UI see historical index cases

  • Remove the OpenMRS dependency

    • Add user accounts, roles and rights to OpenSRP

    • Remove OpenMRS Location dependency

  • Streamlining Data Warehouse sync process to reduce resource consumption

Narrative

Our target is to develop Reveal into a platform that is dynamic, configurable and able to be deployed with minimal coding. We will build off of the features listed above to achieve this. The future allows system administrators to configure the list of activities available in plans, link them to forms that are defined in the server and generate tasks when plans are set to active for any intervention type at the operational area, structure, household, and household member levels. households, household members and locations will persist across plans so that you only have to register a household once. Any changes to these will update tasks in other active plans on the user’s device. The web UI will be improved to support this dynamic task generation in a straightforward way including determining if a particular plan type should follow the tabular drill down pattern, or plan view. Map based planning in the web UI will also be improved so users can import coverage targets different geographic levels and import risk files to better inform intervention planning. System administrators will be able to create users and assign their roles with improved access controls that support granting specific permissions in the Android client and web UI. Finally, the entire platform will be able to be run on less hardware than is currently required because we are removing OpenMRS and streamlining the data warehouse process.