Changes between Version 86 and Version 87 of BluePrint/ShaRe/UseCases


Ignore:
Timestamp:
08/07/18 06:10:27 (7 years ago)
Author:
Alex Suwitra
Comment:

--

Legend:

Unmodified
Added
Removed
Modified
  • BluePrint/ShaRe/UseCases

    v86 v87  
    77
    88During an event (or disaster) following are the key workflows:
    9 1. [wiki:BluePrint/ShaRe/UseCases#DeclaringanEvent Creating a new Event] (e.g. Flood 2017)
    10 1. [wiki:BluePrint/ShaRe/UseCases#GettingGovernmentNeedsDataintoShaRe Getting request] from the Government in 3 alternate ways: (a) using ShaRe interfaces (b) Call a hotline at an EOC (c) spreadsheet uploads
    11 1. [wiki:BluePrint/ShaRe/UseCases#a4WupdatesfromHCTandOthers HCT submitting 4W spreadsheets] with updates of commits to requests
    12 1. [wiki:BluePrint/ShaRe/UseCases#Situational-reportsDocumentsandotherInfo Content management] specifically situational-reports, documents, photos, and homepage
     91. [wiki:BluePrint/ShaRe/UseCases#Createanewevent Creating a new Event] (e.g. SW Floods and Landslides 2017)
     102. [wiki:BluePrint/ShaRe/UseCases#Creatingandeditingneeds Creating and Editing Needs]
     113. [wiki:BluePrint/ShaRe/UseCases#Committingtoneeds Committing to Needs]
     124. [wiki:BluePrint/ShaRe/UseCases#Enteringandediting4wupdates Entering and Editing 4W Updates]
     135. [wiki:BluePrint/ShaRe/UseCases#enteringsituationalupdates Entering Situational Updates]
     14
    1315==== Creating a new Event ====
    14 At the onset of an event and a disaster is declared, also when the HCT is activated, a new event is created in the system
    15 
    16 1. UN RCO Administrator
    17    a. Creates a new event (/eden/event/event/create)
    18       i. selects event type = flash flood, types event = flood 2017,
    19       i. sets the onset (start) date
    20       i. adds all the effected districts (Galle, Matara, Gampaha)
    21       i. submits record to save
    22    a. Edit the Homepage to announce the new event (/eden/cms/post/X/update)
    23       i. change the language in the homepage header to reflect the current event
    24       i. provides hyperlinks to external information
     16An event (or disaster) is created in the platform is created in the system when the real-life situation has resulted in organisations reporting needs and response activities. This event allows needs/activities and other related information to be attributed to that particular event.
     17
     181. The System Administrator (UN RCO)
     19   a. Creates a new event under the “More”>”Disasters” option
     20      i. Enters the title for the overall event
     21      i. Can select a “disaster type”
     22      i. Can provide a “start” date (onset)
     23      i. Can include the affected districts
     24      i. Saves the record
     25   b. Can enter “Situational Updates” to show the event on the Homepage
    2526 
    2627==== Creating and Editing Needs ====
    27 ''HCT and other response agencies supply periodic update of 4W information''
    28 
    29 1. Sarvodaya contacts the UN RCO to request for access with HCT permissions
    30 1. UN RCO creates an account with Org Admin permissions (incl. feature to import & export 4W)
    31 1. Sarvodaya access the ShaRe system and login
    32 1. Click on import 4W /eden/req/4W/import
    33    a. In the filter option select the particular Event in dropdown
    34    a. Click Export 4W (or download sample)
    35       i. will present a CSV file to save
    36       i. name the file and save on personal computer
    37       i. if no records, then give empty CSV with headers
    38 1. add their relief  4W data to the CSV file
    39    a. save as sarvodaya_4W_20170605.csv
    40    a. click on import 4W
    41    a. Browse for the 4W on their personal computer
    42    a. upload to ShaRe through /eden/req/4W/import
    43    a. Once again select the Event in the dropdown
    44    a. click Export to get a fresh copy of CSV with the Sarvodaya 4W data
    45 1. the next day, 24 hours later
    46    a. Access the ShaRe system and login
    47    a. click on import 4W /eden/req/4W/import
    48    a. Browse the laptop to find the updated spreadsheet
    49    a. Uploads the new file as sarvodaya_4W_20170606.csv
    50    a. ShaRe system identifies some errors in the data
    51    a. fix the errors and repeats the upload again
    52    a. after successful upload, use the filter option again to get a new CSV
     28
     29''In the HCT Phase, HCT members/Response agencies supply needs information through both periodic updates and in ad-hoc, as-required manner.''
     30
     31A need is a requirement (of items including food, clothing, skills, cash for work etc.) caused by an immediate or prolonged disaster.
     32
     33In ShaRe Hub, each need is entered as a “row”. Each row is determined by the location (DS Division, GN Division), affected people and required response (“item”). The overall form as a whole reflects the “Group” of needs as determined by the location (Province and District).
     34
     35The user organisation:
     36
     371. Logs into the platform
     382. Selects “Needs” - “Create” from the menu bar
     393. Needs Entry form is opened:
     40   a. Enters the relevant information into the first fields (Disaster/Province/District/Date if different to date that the entry is occuring/Summary of Needs/Issue-Cause) ''note: Organisation is automatically filled with the user’s organisation as determined at registration.''
     41   b. Enters one or more “needs entries” (one needs entry per row as defined by differences in location, number or type of affected people, and the required response (“items”)
     42   c. Completes any other relevant fields in the field (uploading of documents such as Letters of Request from authorities, showing government verification and contact details on the ground, delivery addresses)
     43   d. Saves the entry and is taken to the Needs Summary Table.
     444. To edit a need, the user:
     45   a. Opens the Needs Summary Table
     46   b. Selects “Edit” button in the column to the left of the appropriate row
     47   c. Selects the pencil icon on the right side to edit the row
     48''Note: Only the organisation that created a need and the system administrator can edit a need.''
     49
     50
    5351
    5452==== Committing to Needs ====
    55 ''The Divisional Secretariat (DS) Office mobilizes a rapid joint assessment team (including members of HCT) in areas affected by flooding and landslides to determine the immediate response needs of the affected communities. They identify across the selected sector-response areas: Shelter and NFI, WASH, Health, Food Security, Protection, and Education.''
    56 [[br]]
    57 There are 3 separate stories with
    58 1. [#story1 ShaRe-APPs] Using the ShaRe interfaces, mobile & desktop enter requests from the field
    59 1. [#story2 Calling a hotline] for a staff member, at an EOC, to enter the data in to ShaRe using available interfaces
    60 1. [#story3 Spreadsheets] (XLS, CSV) files to record the data and then upload to ShaRe
    61 
    62 [[br]]
    63 [=#story1]'''ShaRe-APPs: Self-registration of relief assistance (Agency)'''
    64 
    65 1. DS Office team visits all '''Flood''' affected villages in the District (L2 area)
    66    a. they assessed for any gaps in protection considerations and immediate assistance that can be provided for the IDPs
    67    a. in Division-A, they realize the need for WASH and Medicine
    68    a. A member of the evaluation team, with Request Logger role, accesses the system to record the need
    69       i. He records that WASH and basic medicine required for 56 families
    70       i. provides a breakdown of male & female and also by age groups: elders, adults, children, children-under-5
    71       i. indicates the church and villages name where the affected families are currently seeking shelter (location of the activity is marked on the map)
    72       i. Submits the relief request record to the system.
    73 1. UNICEF response team member
    74    a. Sees the request from the DS office, in the ShaRe system, and commits to the WASH request item
    75    a. identifies two WASH suppliers and contracts them to build and operate
    76    a. The activity is marked as “committed” for the WASH request item in the ShaRe system
    77    a. Information Officer updates their own 4W database (i.e. for supplying 4W to ShaRe through CSV import)
    78 [[br]]
    79 [=#story2]'''Hotline Call Center: Shelter equipment for landslide victims'''
    80 
    81 1. DS team visits the '''Landslide''' site in Haputale
    82    a. identifies that 12 families have lost their homes and need shelter
    83    a. Calls the Gov National hotline (0112 555 1212) to request for assistance
    84 1. Hotline staff, with Request_Logger role, answers the call
    85    a. Accesses the system and is presented with the Request form
    86    a. She asks the following questions to record the information
    87       i. Who am I speaking with? Local-Gov-Official provides his name
    88       i. How can we contact you? Tells his mobile number
    89       i. What is your affiliation and designation? Local Gov-Official
    90       i. What is your need? I need shelter equipment for 12 families, All of them need tents (or a facility), bedding, water, latrines; there are 18 women, 12 men, 3  children (< 5 yrs), 5 children (> 5 yrs), 5 elderly are in the group
    91       i. Where are the victims located? About 100m from the Olive Hiltop hotel; Haputhale, Uva Province
    92       i. She opens the map to find the location and marks it on the map
    93       i. '''selects next operation = "advertise request"'''
    94    a. She enters all the data and submits the request
    95    a. Upon submission
    96       i. Local-Gov-Official receives an SMS with the Request reference code and URL to view the entry
    97       1. email & SMS is sent out to registered Div-Gov-Official (Divisional) with role = Request_Approver
    98 1. Div-Gov-Official, aware of the situation
    99    a. clicks on the URL in the email to login and access the request
    100    a. she reviews the details and clicks the Approve button
    101    a. Upon approval an email is sent out to all the registered Donors (Suppliers) with the Request URL
    102 1. Oxfam manager (HTC member)
    103    a. Finds out that the warehouse at the their Kandy office has all the requested items.
    104    a. The manager access the system to set the request status = committed
    105    a. The manager calls the "shelter management team" to prepare for dispatch
    106    a. Confirms with the the warehouse clerk with the equipment preparation
    107    a. Prints a delivery note from the system with the contact details of recipient (Gov-Official) and the delivery location information
    108    a. When the delivery truck leaves the warehouse, the manager updates the system to set the request status = dispatched  (SMS is sent to the Gov-Official with the status update)
    109 1. Local-Gov-Official
    110    a. Receives the equipment and the Oxfam personnel set it all up
    111    a. He calls the Gov National hotline (0112 555 1212) to report that the request has been completed
    112 1. Gov hotline staff
    113    a. asks the Local-Gov-Official for the request reference code
    114    a. finds the request in the system
    115    a. sets the request status = complete
    116    a. the system sends an email to designated Evaluators in the respective Division check on the supplies
    117 1. Oxfam shelter management team leader
    118    a. takes a few photos with his phone
    119    a. uploads them through the comments section of the particular request (no login required)
    120 1. Evaluator, with Communications role, visits the location after 24 hours
    121    a. she takes photos with her mobile handheld
    122    a. returns to her desk to access the particular request (view only & comment only)
    123    a. uploads the photos and writes a comment commending the donor and expressing 4 out of 5 star satisfaction.
    124 1. A Citizen Journalist (e.g. from [http://groundviews.org/ Groundviews])
    125    a. finds the request in the system
    126    a. writes a short comment on the status and uploads a photo (no login required)
    127 
    128 [[br]]
    129 [=#story3]'''Spreadsheet: upload bulk Requests'''
    130 1. DS Office teams assess the '''Drought''' affected villages in Northern Province
    131    a. They collect all data with paper and pen in standard forms
    132    a. All return to the office to enter the data into predefined XL sheet (each person with own copy).
    133    a. They each email that spreadsheet to the DS Office
    134 1. DS Office staff member
    135    a. Inspects the data to make amendments
    136    a. Accesses ShaRe system and login
    137    a. uploads each one of the XL sheets into ShaRe
     53
     54
     55Organisations can commit to deliver some or all of the items required, and/or reach some or all of the people affected within that overall need.
     56
     57The user organisation:
     58
     591. Logs into the platform
     602. Selects “Needs - View”, opening the Needs Summary Table
     61   a. The user selects the “Commit” button next to the desired need in the table
     62   b. Opens commitment form (activities/4W entry form) with the relevant information automatically copied from the needs form into the same fields in the commitment form:
     63      i. Disaster
     64     ii. Location data
     65    iii. Summary of Needs
     66     iv. Issue/Cause
     67      v. The specific row of the need that is being committed to.
     68   c. The user selects the “edit” option on the right of the need information (row)
     69      i. The user changes the values of fields related to the response commitment they desire to make. These include:
     70         1. People Affected / Number
     71         2. Item Category / Item / Unit / Quantity
     72         3. Any other relevant information above or below the needs row (including contact details, addresses for delivery etc)
     73      ii. Note:
     74        a. If the user commits to the total amount of people/items in the needs entry, then the need is “Fully committed”.
     75        b. If the user commits to a smaller amount of the people/items in the needs entry, then the need is “Partially committed”. Other users can commit to these needs to fill the gaps.
     76        c. Users can cancel their commitments if required, and the system will revise the figures accordingly.
     77        d. Users can mark the response as “complete” once the real-life need is met. For commitments with multiple organisations responding, this requires communication with the organisation that entered the need before marking the need as “complete”.     
     78
    13879==== Entering and Editing 4W Activities ====
    13980
    140 ''The UN RCO and other HCT members will publish periodic Sitrep and 4W reports. Also provide links to important information and documents.''
    141 
    142 1. UN RCO staff
    143    a. Accesses ShaRe and login
    144    a. Opens the Statistics & Reporting tool (e.g. /eden/req/req/report)
    145    a. Generates District-wise request, supply commit, and logistical status summaries
    146    a. Starts a new Sitrep blog for the particular event
    147    a. writes the Sitrep and formats the blog to publish it
    148 1. ShaRe messaging
    149    a. Upon publishing the Sitrep with Headline is posted on social media
    150    a. Sitrep-RSS feed is updated with the new blog
    151 1. UN RCO staff
    152    a. receives a map (PNG) file of the latest flood inundation
    153    a. Clicks on Event and the Photos to upload the image
    154    a. Edits the homepage to show the image in the banner area
     81In the HCT Phase, HCT members/Response agencies supply information on activities through both periodic updates and in ad-hoc, as-required manner.
     82
     83Entering 4W activities uses the same form as making a commitment; however, the 4W activity is entered without an associated “need” within the platform and so does not have pre-inputted data in the form.
     84
     85The user organisation:
     86
     871. Logs into the platform
     882. Selects “4W” - “Create” from the menu bar
     893. 4W Activity Entry form is opened:
     90   a. Enters the relevant information into the first fields (Disaster/Implementing Partners/Donors/Province/District/Date if different to date that the entry is occuring/Summary of Needs/Activities) ''note: Organisation is automatically filled with the user’s organisation as determined at registration.''
     91   b. Enters one or more “Activity entries” (one activity entry per row as defined by differences in location, number or type of beneficiaries, and the response conducted)
     92   c. Completes any other relevant fields in the field (uploading of documents such as Letters of Request from authorities, contact details on the ground, delivery addresses)
     93   d. Saves the entry and is taken to the 4W Activities SummaryTable.
     944. To edit a 4W Activity, the user:
     95   a. Opens the 4W Activities Summary Table
     96   b. Selects “Edit” button in the column to the left of the appropriate row
     97   c. Selects the pencil icon on the right side to edit the row
     98''Note: Only the organisation that created an activity and the system administrator can edit a need.''
     99
     100=== Entering Situational Update ===
     101'''RCO to update'''
    155102
    156103=== Before the Disaster ===