2018-09-20 Configuration Improvements Discussion

2018-09-20 Configuration Improvements Discussion

Sep 20, 2018 

Attendees

  • @Christine Lenihan

  • @Wesley Brown

  • @Mary Jo Kochendorfer (Deactivated)

  • @Sebastian Brudziński

  • @Sam Im (Deactivated)

Potential Improvements

  • Finish the UI for all configurable elements

    • Add missing pages/functionality

    • Link related content to simplify configuration

    • The UI for the various components should make it clear how the system is currently configured

      • Use a tree of some sort to visualize Requisition Groups (etc)

      • Include ability to see system as another user

  • Wizard-based approach for common scenarios: https://openlmis.atlassian.net/browse/OLMIS-5120

  • Improve configuration documentation (Configuration Guide for Implementer/Administrator)

    • Maybe move away from one giant page?

      • Need to be able to generate a single page or pdf

    • Clarify and simplify

    • Additional visualizations

      • Dependencies

  • Built-in Configuration assistant: https://openlmis.atlassian.net/browse/OLMIS-5124

    • Visualize the references between the entities. 

    • Simple display of what has/hasn't been loaded

    • Simple configuration error checking

  • Would be nice to be able to export/import products and facilities directly from olmis

    • This would allow implementations to build the logic to do this in an automated fashion

    • This used to be a feature but wasn't rebuilt in the re-architecture

    • Christine highlighted that the error handling wasn't spectacular or helpful in understanding what is wrong with csv file (no real way to validate)

    • Christine mentioned that csv export is very helpful to support the import

  • Pick One Thing to Improve:

    • Wes: Basic UI configuration for ALL THE THINGS

    • Christine: Export of csv data for system configuration data

    • Sebastian: Editing orderables via UI

      • Currently a pain every week for Malawi

Discussion Points

What things are difficult??

  • Sebastian

    • Loading all the reference data is a challenge. Even with all the UI administration screens, you still won't be able to do it all through the UI and will use files (for example, products, facilities ALL of it!)

      • Products and Facilities are the most difficult because (at least in part) of the amount of records and the relatively frequent changes

      • So this is both an initial setup and ongoing difficulty

  • Christine

    • Challenge with Requisition Groups, difficult to grasp

      • Difficult to set up using CSV

      • Would like a wizard (some kind of UI to help visualize)

      • Use the geographic levels and zones to create those requisition groups (very common that the those levels and zones fall in line of the requisition groups

      • Validation that the setup is correct is currently very difficult

      • Not a clear understand WHY a new requisition group is needed and when it is not (even though the first approval is the same, they still needed a new group because they wanted a second approval)

    • Difficult to manage and validate user roles and role assignments

      • Current design can lead to many roles that are all basically the same with minor variations

      • Malawi currently has "hundreds" of role assignments (facility and program combination), this is difficult to maintain

    • Setting up testing/training was a lot of work

      • Cannot have multiple people logged in as the same user

        • Have to create many users and data set

      • Even if the system supported same-user login, difficulties with individual Requisitions and working over each other

      • Sam: We have similar problems in our core testing

        • Set up distinct environments to be able to test concurrently

        • Sebastian: This didn't work 

          • Because of shared services (I think)

        • Have only 1 person testing each component in each environment

Action Items

@Sebastian Brudziński Find the Requisition Groups graph visualization that he liked to the group: https://openlmis.atlassian.net/secure/attachment/18359/requisition%20group_facilities_supervisory%20diagram.png
 @Wesley Brown To schedule follow up with @Sam Im (Deactivated) regarding UI for all components

Comments

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