For FI Planning MVP, by end of July, CHAI is expecting the following:
User ability to view a list of FI plans (as shown in the mock-up, but will be cleaned up)
User ability to fill out a FI form and create a new one if there is an ad hoc investigation (e.g., no index case)
User ability to review past plans (but not analytics or trends from them yet – eventually want to build in some line charts to show indicators over time, etc)
User to mark a FI plan as complete (from active)
Matt Berg: Mockups or links to mockups to be included here
Clarifications
For MVP: can we restrict users from modifying already published plans (will be easier)?
OK for MVP
What are the potential states of an FI plan? Originally were just planning for "Active" and "Closed", should there be a "Draft" state?
An intermediate state or “desk review state” would also need to be captured in order to have an indicator on the FI desk review process that happens before the FI starts in the field. Open to other options on how to capture this – but basically looking for this capture the user action of doing a desk review. The plan then becomes “active” when data collection starts on the FI app and then can be closed when completed.
Matt Berg: will this be possible to include in MVP?
For completion date in reporting – should that be automatically updated with the timestamp from when the "Mark as Complete" button was pressed or should a user enter the completion date?
Should be automatically set with the timestamp when the "Mark as Complete" button was pressed
When you create an ad hoc plan, is the idea to click create a plan and from there you can click on a number of activities (LLIN, RACD, etc) and input a target? What is the geographic unit for that plan?
Yes – idea is to click on a number of activities to create the plan. The geographic unit should be the focus, but targets may be a bit complicated. For LLIN targets are always 100%, but not certain about RACD or MBS since data collection for these two may be in different parts of the focus.
Matt Berg – re: RACD and MBS, you noted that doing a plan within a plan would be very complicated. Any initial thoughts or questions on how we would address if target is not 100%? Can we just manually enter a target?
Do we need to hardcode the interventions based on focus and case type for MVP? (e.g. if it’s L1, L2, suggest a certain set of activities)
Does not need to be hardcoded for MVP as long as a user can pick and choose from interventions for the plan.
Side note – eventually IRS will need to be one of those options since Thailand does some focal IRS; not priority right now. The targets will matter less for IRS in this use case since it is focused IRS rather than a focus-wide campaign.