climsoft / climsoft-web

Climsoft web application
MIT License
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Forms Data Entry Operations #25

Open Patowhiz opened 3 months ago

Patowhiz commented 3 months ago

Overview:

This proposal outlines Climsoft data ingestion process via user-friendly data entry forms, designed to accommodate the varying operational workflows of users like National Meteorological and Hydrological Services (NMHS). It introduces a flexible forms-based data entry system to meet diverse user needs.

User Stories and Scenarios:

  1. User Story 1 (Hourly Data Entry for Multiple Elements):

    • As an observer at an official station, I need to enter data for multiple elements hourly, directly from instruments or record slips.
  2. User Story 2 (Daily Data Entry for a Single Element):

    • As an observer at a volunteer station, I want to enter data for a single element at a specific hour each day.
  3. User Story 3 (Bulk Monthly Data Entry for Multiple Stations):

    • Responsible for data entry across 10 or more stations, I need a system that allows for the input of multiple elements from monthly sheets.
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Common Data Entry Case Scenarios:

Proposal for Data Entry Process:

Administrator Responsibilities:

  1. Set Element Thresholds:

    • Define global and, optionally, monthly upper and lower limits for elements to assist in data validation during entry.
  2. Define Data Entry Forms:

    • Create and configure forms that dynamically generate the required metadata for building the entry interface.
  3. User and Station Assignment:

    • Allocate stations to users to allow access rights.
  4. Station and Element Assignment:

    • Allocate elements measured to at the station to stations .
  5. Station and Form Assignment:

    • Allocate forms to be used to enter data to stations.

Dynamic Form Creation:

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User Data Entry Workflow:

  1. Station Selection:

    • Users access stations based on their assigned stations.
  2. Form Access:

    • Forms associated with a station are made available to the user, with form accessibility hinging on station form metadata.
  3. Use of Entry Selectors:

    • Users make selections for data entry using controls defined by the form's metadata.
  4. Data Entry Fields:

    • Users input data via fields that are again defined by the form's metadata.
  5. Data Saving:

    • Once data entry is complete, the user can save the data, with the system validating entries against the predefined element limits and other form's validation parameters.
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Rationale:

The proposed feature addresses the real-world workflows of Climsoft users, like within NMHS organizations, by creating a customizable, role-specific data entry experience that enhances data integrity and simplifies the entry process.

Request for Team Feedback:

Feedback and suggestions from the Climsoft development team are welcomed and encouraged to refine this proposal and ensure that the final implementation meets user requirements effectively.