IHRIS Collect Design Overview: Difference between revisions
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iHRIS Collect is intended as a one-time data collection survey tool built on the I2CE Framework. | iHRIS Collect is intended as a one-time data collection survey tool built on the I2CE Framework. | ||
==Motivation== | ==Motivation== | ||
*See the following [http://www.capacityproject.org/hris/blog/index.php/2009/09/ihris-collect/ HRIS Blog Entry] for a general overview | |||
*Moving from a paper based system directly to iHRIS Qualify or iHRIS Manage often involves difficulty as the data is not cleaned. So this is really a three step process: | *Moving from a paper based system directly to iHRIS Qualify or iHRIS Manage often involves difficulty as the data is not cleaned. So this is really a three step process: | ||
**collect the data | **collect the data | ||
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*the data collected may not already be organized into the structure expected by iHRIS Manage. For example, a few places have been interested in using iHRIS Manage. They did not have a Job/Position structure already defined. As a result, they imported/entered a lot of data into iHRIS Manage without a well thought out Job structure. | *the data collected may not already be organized into the structure expected by iHRIS Manage. For example, a few places have been interested in using iHRIS Manage. They did not have a Job/Position structure already defined. As a result, they imported/entered a lot of data into iHRIS Manage without a well thought out Job structure. | ||
*Introduces administrators/developers to the I2CE framework so that they have familiar systems as the move from the data collection process to the routine data entry | *Introduces administrators/developers to the I2CE framework so that they have familiar systems as the move from the data collection process to the routine data entry | ||
*If data entry clerks are maintained between the one-time data collection process and the routine data collection, they will have a similar system which reduces training | *If data entry clerks are maintained between the one-time data collection process and the routine data collection, they will have a similar system which reduces training. This is the process for the iHRIS Manage implementation in Zanzibar, | ||
*we have lot of similar functionality and design architecture already built into the system via the custom reporting tool. | *we have lot of similar functionality and design architecture already built into the system via the custom reporting tool. | ||
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There are several possibilities for a staged implementation. The stages do not necessarily need to be completed in order. They more reflect a break down into functional units that will ultimately benefit iHRIS Manage, Qualify and Plan. | There are several possibilities for a staged implementation. The stages do not necessarily need to be completed in order. They more reflect a break down into functional units that will ultimately benefit iHRIS Manage, Qualify and Plan. | ||
===Stage 1:Branding/Single Form=== | ===Stage 1:Branding/Single Form=== | ||
In this stage, we develop the branding and provided a | In this stage, we develop the branding and provided a minimial implementation for iHRIS Collect: | ||
*Settle on the name (iHRIS Collect) | *Settle on the name (iHRIS Collect) | ||
*Choose color scheme and update CSS. I vote for beige. | *Choose color scheme and update CSS. I vote for beige. | ||
*Build off of iHRIS Common -- may need to break up iHRIS Common into some sub-modules. | *Build off of iHRIS Common -- may need to break up iHRIS Common into some sub-modules but probably not. | ||
*Assume each page to edit only contains one form. Assume the developer can manually [[Defining Forms|define a form]] in [[Configuration (Magic) Data|magic data]] | *Assume each page to edit only contains one form. Assume the developer can manually [[Defining Forms|define a form]] in [[Configuration (Magic) Data|magic data]] | ||
*The html template files are | *The html template files are built "by hand" by the developer for each form and one which links to all the forms in the survey. | ||
*A survey page: is a form and its associated template file. Each such page should be packaged as a module and assigned a task to view/edit the data. | *A survey page: is a form and its associated template file. Each such page should be packaged as a module and assigned a task to view/edit the data. | ||
*To enable custom reporting, for each form one needs to define the relationship which contains just the form as a primary form. | *To enable custom reporting, for each form one needs to define the relationship which contains just the form as a primary form. | ||
*perhaps we can write a script to automate this once the fields (and their types) for a survey are defined. | *perhaps we can write a script to automate this once the fields (and their types) for a survey are defined. | ||
===Stage 2:Custom Pages=== | ===Stage 2:Custom Pages=== | ||
Implements [[Custom Pages]] to allow the system administrator to easily create pages based on existing forms in the system. | Implements [[Custom Pages]] to allow the system administrator to easily create pages based on existing forms in the system. | ||
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===Stage 4:Custom Page Displays=== | ===Stage 4:Custom Page Displays=== | ||
As the custom pages will general follow a similar architecture to the custom reporting tools, we can extend the functionality of the custom pages by adding in custom displays. Here are some possible displays: | As the custom pages will general follow a similar architecture to the custom reporting tools, we can extend the functionality of the custom pages by adding in custom displays. Here are some possible displays: | ||
*create a PDF version of the survey for paper-based collection | *create a PDF version of the survey for paper-based collection. Is this the priority here? Should not be too difficult to do. A few potential pitfalls: | ||
**what to do with long lists of data, should we display them all and have a check box? or should we leave it as free text and let the data entry people deal with it? | |||
**what about tiered data lists such as geography (district, region, country)? | |||
*exporting survey to something be imported to make PDA/hand-held survey tools. also provide need to provide a means to sync the data from the hand-held | *exporting survey to something be imported to make PDA/hand-held survey tools. also provide need to provide a means to sync the data from the hand-held | ||
**[http://www.episurveyor.org/user/index epi surveyor] | **[http://www.episurveyor.org/user/index epi surveyor] | ||
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==Other Documents== | ==Other Documents== | ||
*[[File:IHRIS_Collect.pdf]] | *[[File:IHRIS_Collect.pdf]] | ||
*[http://www.capacityproject.org/hris/blog/index.php/2009/09/ihris-collect/ HRIS Blog Entry] | |||
[[Category: | [[Category:Blueprints]][[Category:iHRIS Collect]] |
Latest revision as of 12:50, 8 October 2013
iHRIS Collect is intended as a one-time data collection survey tool built on the I2CE Framework.
Motivation
- See the following HRIS Blog Entry for a general overview
- Moving from a paper based system directly to iHRIS Qualify or iHRIS Manage often involves difficulty as the data is not cleaned. So this is really a three step process:
- collect the data
- put the data into electronic format
- clean up the data
- the data collected may not already be organized into the structure expected by iHRIS Manage. For example, a few places have been interested in using iHRIS Manage. They did not have a Job/Position structure already defined. As a result, they imported/entered a lot of data into iHRIS Manage without a well thought out Job structure.
- Introduces administrators/developers to the I2CE framework so that they have familiar systems as the move from the data collection process to the routine data entry
- If data entry clerks are maintained between the one-time data collection process and the routine data collection, they will have a similar system which reduces training. This is the process for the iHRIS Manage implementation in Zanzibar,
- we have lot of similar functionality and design architecture already built into the system via the custom reporting tool.
Staged Implementation
There are several possibilities for a staged implementation. The stages do not necessarily need to be completed in order. They more reflect a break down into functional units that will ultimately benefit iHRIS Manage, Qualify and Plan.
Stage 1:Branding/Single Form
In this stage, we develop the branding and provided a minimial implementation for iHRIS Collect:
- Settle on the name (iHRIS Collect)
- Choose color scheme and update CSS. I vote for beige.
- Build off of iHRIS Common -- may need to break up iHRIS Common into some sub-modules but probably not.
- Assume each page to edit only contains one form. Assume the developer can manually define a form in magic data
- The html template files are built "by hand" by the developer for each form and one which links to all the forms in the survey.
- A survey page: is a form and its associated template file. Each such page should be packaged as a module and assigned a task to view/edit the data.
- To enable custom reporting, for each form one needs to define the relationship which contains just the form as a primary form.
- perhaps we can write a script to automate this once the fields (and their types) for a survey are defined.
Stage 2:Custom Pages
Implements Custom Pages to allow the system administrator to easily create pages based on existing forms in the system.
Stage 3:Custom Forms
Implements Custom Forms to allow the system administrator to easily create custom forms. This can then be used to build custom pages.
Stage 4:Custom Page Displays
As the custom pages will general follow a similar architecture to the custom reporting tools, we can extend the functionality of the custom pages by adding in custom displays. Here are some possible displays:
- create a PDF version of the survey for paper-based collection. Is this the priority here? Should not be too difficult to do. A few potential pitfalls:
- what to do with long lists of data, should we display them all and have a check box? or should we leave it as free text and let the data entry people deal with it?
- what about tiered data lists such as geography (district, region, country)?
- exporting survey to something be imported to make PDA/hand-held survey tools. also provide need to provide a means to sync the data from the hand-held
- epi surveyor
- open data kit
- openxdata
- epihandy and and omevac