Blueprint for the Request Management Module

We need to be able to track Requests for Aid & their Fulfilment.

Components

• pe_group/Req ('Community' or 'Family')
• Shelter/Req
• Hospital/Req
• Organisation/Req
• Office/Req <- can be used for internal requests, like IT/Stock Requests?

Roles

• Pledger marks status as 'Delivered' - pseudo role or onvalidation?
• Requestor marks status as 'Received' - pseudo role or onvalidation?
• Want Sync strategy for this

Issues

• Structured into category/subcategory (like Vol Skills widget?)
• Link RMS to Inventory (Warehouse)
• Separate Line Items in Single Req (like PR)
  • => Header info entered once :)
  • Pledges match line items (like PO)
• RMS Timetable options?
  • 'Immediate'

Shelter Management/Needs assessment

• #families/#people => Food/Water/Shelter needs for simplified RMS reqs

Haiti Requirements:

• HaitiRMSToDo

User Guide for old PHP system:

• ​http://wiki.sahanafoundation.org/doku.php?id=doc:rms:english

Wireframes for a proposed system for Nashville Floods:

• ​http://bit.ly/9UW0tA

Usability suggestion for Pakistan Vesion

• Home ​http://test.eden.sahanafoundation.org/eden/rms/index seems not necessary since the sub menu is quite clear to navigate.

• Submenu name should be consistent with the link page
  • Use "Pledge Aid" instead "View request & Pledge aid"
  • Use "Pledge" instead "View & edit pledge". “List” & “Add” are two submenu under pledge.

• Add Aid Request
  • Requester data should be put on the most top
  • Request type, date/time should be required
  • (Suggestion)Location/shelter name of requester should be required.
    • If only existing shelter/organization can make request, then move out country/province/district/town/village.
    • (Suggestion) is better for usability (more clear) and makes the process easier. Pushing requesters to register in db before making request is also good for relief statistics work.
    • If (Suggestion) is developed, then the address for shelter/org will be required. And put existing org dropdown on this page.
    • If (Suggestion) is developed, make either shelter or org is required when make a request.
    • If (Suggestion) is not developed, check that is address for a requester which is not existing shelter necessary for delivery?
  • Is reference doc necessary for aid request? If not, move it out.

• List Aid Requests
  • Message “Click on an ID in the left-hand column to make a Pledge to match a request for aid.” Should be modified to fit the real interface, like:” Click on “Pledge” button in the left-hand column to make a Pledge to match a request for aid.
  • Add a “search” button instead of press enter tab

• Pledge a request
  • Request type and data of requester should be put in the “Aid Request Details” section top of the page.
  • All columns should be required.
  • Add comments column to the pledges table.. ​http://test.eden.sahanafoundation.org/eden/rms/req/9/pledge
  • Use “Pledge This Request” instead “Add New Pledge”
  • Use “List pledges for this request” instead “list pledge” which points to “all pledges” in this module
  • Consider to add pledge type(same as request type) which may make the process easier and the message more clear.

• List pledges ​http://test.eden.sahanafoundation.org/eden/rms/pledge
  • Since there’s some space on the page, try to add message column on the page.
  • Use “edit” instead of “open” for each pledge since it’s editable not only browse. And users do edit status.
  • Add a “search” button instead of press enter tab.
  • Search is not working , see ticket #512
  • Move Page no.button to be closed to pledge table.

• Edit pledge
  • Delete function is not working , see ticket: #513
  • Delete is not necessary since status “canceled” is there.

• Add pledge
  • All columns should be required.
  • Pledge type should be necessary for this process.

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BluePrints