FI Planning

Owned by Derek Treatman
Last updated: Aug 01, 2019 by Pierre Dane
6 min read
Responsible team member
Derek Treatman
Current Team Member

Matt Berg 

Status
Targeted release Date 
Scoping Complete Date
Jira Issue
LOE
Priority




Status

#
Step
Status

1Responsible prepares rough business analysis/reqs doc

COMPLETE Derek Treatman

2Get CHAI reviewCOMPLETE Anne Liu3Ona development

IN PROGRESS Matt Berg

See detail in GitHub project here: Release: July 31st

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)


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)
    • The set of interventions included in a plan does not need to be hardcoded for MVP as long as a user can pick and choose from interventions for the plan. Also, for MVP, the user does not need to be able to manually set targets for each intervention added to the plan, these can be hardcoded if easier.
    • 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.

  • Do we want a human to be responsible to review the Draft plan and switch it to Active? Or should the plan automatically be set as Active?

    • We want a human involved to move plan from Draft to Active.


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:

StatusDescriptionShows on FI Active List View?FI Detail ViewNewa BIOPHICS case triggered plan that has not yet been touched by the user"New"

n/a

Drafta 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

Activeplan 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

Completeplan that has been marked as complete by the user after field activities or the investigation was cancelleddo 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