2018-09-20 Configuration Improvements Discussion

20 Sep 2018

Attendees

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: OLMIS-5120 - Getting issue details... STATUS
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: OLMIS-5124 - Getting issue details... STATUS
- 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