Integrating forms at family level to allow CHWs to Complete forms from same instance

[mouriceb]

What feature do you want to improve? As is now you have to go to every contact to complete their related forms actions/tasks. An analysis of data from CHWs in Siaya indicated a preference by CHWs to complete certain types of forms during household visits (In this case Home Visit form) which is done at household level and the other forms related to household members registered in the household are not completed.

Describe the improvement you'd like Suggesting to have the ability to allow the the be given the list of forms they are expected to complete in the household/family during that visit all from one page based on the registered household members and their conditions then they can have the option of selecting all the forms that they are going to complete in that household during that visit then the forms will load after each other as they are completed.

Describe alternatives you've considered An option to list all the expected actions and tasks to be completed (based on the household members registered) by the CHW in that household as they select a household/family so that they can know the details

[MaxDiz]

Thanks @mouriceb I have added this request to the End Users backlog for review and prioritization. Can you add or link to the data analysis for reference?

[n-orlowski]

As per convo with @mouriceb we can see the data here of the completion of household actions visible on the household level, with significant drop off on other action items hidden within each contact. @MaxDiz I think this is worth prioritizing!

[SCdF]

Hey @mouriceb could you clarify a few things for me here?

I presume when you talk about actions / tasks, actions are things that a CHW does that don't have a task associated with it? I'm thinking this way because you can already see all tasks for a household when you open up the household and view their task list. So there is an existing workflow for this situation.

On the presumption that actions aren't tasks: what are they? Does the code need to understand what they are? If so, should they be tasks?

If not, then they are just forms that a CHW knows they should fill out for family members, and the solution is to change the flow of:

• Search for and open a family
• Click on a family member to navigate there
• Click on the New Action button to perform an action
• Repeat as many times as needed
• Navigate back up to the family by clicking the "belongs to" link
• Start the process again for the next family member

To be more convenient?

In which case, would a solution be to change the family-level "New action" link to cover all new actions for all family members, in the same way the tasks list shows tasks for all family members?

One example of how that might look is that the menu would have two layers now:

Form for family 1
Form for family 2
Alice
--- Form for alice 1
--- Form for alice 2
Bob
--- Form for Bob

(where --- means a submenu that you get to by hovering on the person's name)

[mouriceb]

@SCdF tasks appear differently from actions in that, they appear and have a specified duration which they are to appear. At a household level all tasks related to any household member will appear. However actions only appear for that specific member. Turning these actions to tasks would mean that they have to have a window (period) after which they will disappear, also tasks are specific for prioritised activities the CHW has to complete in a household (referral follow ups, delivery confirmations.....).

The example given would work well. Since actions are related to household members and the CHW would know that they are completing the action for that specific household member.