akvo / akvo-flow

A data collection and monitoring tool that works anywhere.
http://akvo.org/products/akvoflow/
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Assignments 2nd iteration (a collected of ideas, feedback, research questions) #3522

Closed janagombitova closed 2 years ago

janagombitova commented 4 years ago

Context

This issue is another slice of the work we started around Assigning data points to devices for scalable monitoring #2796

The original mock-ups (with a more extensive implementation) can be found here: https://projects.invisionapp.com/share/NHQGVLB2EKX#/346093699_0-0_Assignments_ES and the revised latest ones here: The final mockups are here: https://projects.invisionapp.com/share/5YUUUPXF7DA#/screens

Current status quo

In the current implementation (once Step 1 is done) Petra will be able to create an assignment, select the forms and devices and decide which device can download which data point(s) and submit more monitoring form data to it. By default, all data points are automatically assigned to the devices (to support the workflow users are used to). Petra can then decide to remove all data points and assigned a selected few.

This implementation already resolved the major scalability issues we had around monitoring as:

Opportunity

Why do we have this issue? What are we trying to solve?

The implementation revealed a few questions we did not think of, especially for existing assignments and users in the field. This epic aims to hold these questions and see how we can address them (and if we should address them).

Questions:

The idea

Nothing specific. 2nd iteration of the current assignments.

How will this benefit our users?

Simpler workflows, clear instructions, happier users.

How will this benefit Akvo?

We are currently improving a functionality no other product has in the market. Not only are we a few steps ahead in comparison to others but we are also strengthening our position as a monitoring data collection tool working on a larger scale. However, to provide a strong feature we need to have all the details worked out.

Next steps

We will continue gathering these questions the next weeks based on user feedback and then see which we will address and when. The design team will take the lead in doing post-release user feedback.

janagombitova commented 4 years ago

This comment is just a collection of feedback received so far. It does not mean we should address all the points and suggestion. But I am noting them all down to keep track of the input we get and why we eventually handle some problems and not other.

Feedback 1 - Cannot get all points to my phone quickly

Many partners still want to have all points on one's phones (without explaining why), so we need to be cautious with this request. But here is an idea Charles mentioned in the past, that can solve the issue of downloading too many points in low connectivity areas and support the case of wanting to have all data points quickly on the device: #3558

Feedback 2 - Search is unhandy

You need to search by the exact data point name. Why not allow to search by a part of the name regardless of the order?

Feedback 3 - Seach based on meta data/data

Feedback from a partner: https://akvoo.reamaze.com/admin/conversations/akvoflow-you-got-a-feedback-on-an-article-from-edmond-dot-muller-at-ecosia-dot-org-2b12e90d71ad0920

We are collecting thousands of points (I assume other organisations too).... Secondly, we use the same inventory form for many device groups. So assigning all points would mean that a device group also sees the points that are collected by other groups. This is not what we want (privacy).... I would suggest the following improvements: 1) Search points on device group level (select device group and show all collected points): By doing so, ONLY the points that are collected by a certain group are shown in the selection list (even if the group uses the same inventory as other groups). 2) Search on specific form columns: select a column of your field form and use a filter option to have an overview of the point list for that filter setting. 3) Search entire database and use free text for example country name: E.g. "Nigaragua" shows all points that have nicaragua somewhere in the database

Feedback 3 - Assign data points on a device group level

This comes from the team and indirectly from partners. Devices are organised into groups. So why not assign data points to the entire group and then all devices in that group get the assigned data points. This was I do not have to assign each device the same data points.

Kiarii commented 4 years ago

UI/UX Notes to consider when we get to this:

Assignment list image

Assignment particulars image

stale[bot] commented 2 years ago

This issue has been automatically marked as stale because it has not had recent activity. It will be closed if no further activity occurs. Thank you for your contributions.