[Mifos-users] Fwd: Initial Draft for collection sheet

[Ed Cable]

Raunak,

These are beautiful designs for the mobile interface for the collection sheet. You're an exceptionally talented designer so thank you for taking your time to work on these to assist Tarun in his GSOC project. 

I'm adding this to the public list so the entire community can give feedback if they'd like. 

Community, Raunak (our GSOC intern working on the web self-service app) has in his spare time worked on UI design and mockups for the collection sheet interface for the Android Field Officer app that Tarun is implementing. This design is valuable for both Generation 2 and ultimately Generation 3 so I encourage any and all community members to give feedback on this design as it's valuable for any type of bulk entry of savings, loans, data via a mobile device.

Here are couple questions/suggestions from my end:

- I really like the usage of color to show progress of filling out. 

- Since collection sheet is exception-based (i.e. where the data entry person only has to edit the payment amount if the client paid none or less at the meeting) In these cases could we show that the amount is different by having the colored circle be red or yellow or having the text amount be red or yellow.

- For clients that have multiple loan or savings accounts that collections are being made for, what are your suggestions on how to display those amounts without requiring horizontal scrolling 

- Is it correct that in your proposed mockups, a user can go back and forth at will to clients at the top of the list to re-edit the payment amount before submitting. 

- Data is only submitted at the end, not when they click next? or is data being submitted each time Next is pressed.

Thanks!

Ed

---------- Forwarded message ----------
From: Raunak Sett <sett....@gmail.com>
Date: Wed, Jul 12, 2017 at 1:00 PM
Subject: Initial Draft for collection sheet
To: Ed Cable <edc...@mifos.org>, tarun.m...@gmail.com

Hello, please find the draft of the mocks attached for individual collection sheet, let's have a call for feedback and suggestions on the UI/UX. 

Key points: 

• Comprehensive and less cluttered collection sheet
• Expanded list items rather than navigating to other screen and losing context
• a seamless way of filling up the collection sheet, not going back and forth between screens and next takes you to the next individual to fill up their payment details
• Easily searchable list for officer to fill details for a particular client
• Feedback for the officer, able to see how much of the collection sheet is filled, what users are pending.

We can discuss further but above are the few key points behind this ux that I felt. 
@Ed can you add rajan, ishan, denilia or anyone else to this thread, so we can get more feedback and suggestions. 

Thanks

--

Raunak Sett

--

Ed Cable

President/CEO, Mifos Initiative

edc...@mifos.org | Skype: edcable | Mobile: +1.484.477.8649

Collectively Creating a World of 3 Billion Maries | http://mifos.org  

[Gaurav Saini]

+1 Awesome work Raunak :)

[Moses Gitonga Ntiritu]

Raunak Sett

Congratulations for good work.

Moses

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