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Re: DataSet Complete/ Incomplete

 

Hi - I'm very much in agreement with Jason. At the minimum, I think we
should be able to disable the complete/ incomplete options, specially if
using approvals (per dataset). They confuse the users (some think it is for
saving, other think that the data have been locked. None of those actions
currently happen, so I will prefer if we can actually remove them, or
better, give a meaning, as described by Jason.

*R*

On Fri, Oct 2, 2015 at 8:54 PM, Jason Pickering <jason.p.pickering@xxxxxxxxx
> wrote:

> Hi Lars,
>
> I think the point Rodoflo makes is actually quite important, particular in
> systems which are using approvals or which are incentivized (or perhaps
> dis-incentivized in the case of league tables) . The "Complete" button, at
> least as I understand it, is really supposed to mimic the paper-trail
> action of "putting the report in the mail". Once a paper report  has been
> put into the mail, there is no longer the possibility for modification of
> the data. In one instance where I have helped out with, we actually audit
> the "Complete" action. The reason is, that users are incentivized based on
>  timely reporting of data. There is thus the potential for a user to submit
> an early, yet incomplete and incorrect report, to qualify for on-time
> reporting, and thus an incentive, and then subsequently modify the report
> after it has been "Completed". However, in this case incentives are
> calculated based on when the user* first* pressed the complete button
> (implemented with a custom trigger and table as DHIS2 does not audit the
> "completedatasetregistration" table ). Users can thus modify data as they
> like, up until the point they choose to "Complete" it, or "put it in the
> mail", but only the first "Complete" action will count, to prevent gaming
> of the system.
>
> In systems with acceptance/approval in place, it would make sense that the
> default action for completing data would be to "Complete and submit for
> approval", thereby locking the data for further modification by the user.
> Once all data has been completed, it would be available for approval (or
> this could perhaps be overridden by the next higher approval level). This
> would help to ensure that the "Complete" action actually means something.
>
> Regards,
> Jason
>
>
> On Fri, Oct 2, 2015 at 7:59 PM, Rodolfo Melia <rmelia@xxxxxxxxxxxx> wrote:
>
>> Hi Lars - between lines
>>
>>
>> On Fri, Oct 2, 2015 at 6:48 PM, Lars Helge Øverland <larshelge@xxxxxxxxx>
>> wrote:
>>
>>> Hi Rodolfo,
>>>
>>>
>>> On Fri, Oct 2, 2015 at 2:36 PM, Rodolfo Melia <rmelia@xxxxxxxxxxxx>
>>> wrote:
>>>
>>>> At certain point in the past, hitting the 'Complete' button, will lock
>>>> a dataset. Currently in 2.20 (and 2.21) a completed dataset remain editable
>>>> (is this a bug or a feature?). Would it be possible to:
>>>>
>>>> a. recover the previous behaviour (a DataSet marked 'Complete' gets
>>>> locked)
>>>>
>>>
>>> In fact I am pretty sure it has never been like that ;)
>>>
>>
>> --> Juan Manuel also thinks that it was locking the forms at certain
>> point. We believe you
>>
>>>
>>>
>>>> b. Associate the 'Incomplete' button to a single authority. You need to
>>>> have this authority for the 'incomplete' button to be available to you.
>>>>
>>>
>>> We could but I am a bit skeptical. I suspect that would being to mix up
>>> the approval and the completeness feature. In my mind there is not really
>>> any point in preventing a user to incomplete a form she has just completed
>>> herself. If what you want to do is to have a person higher in the hierarchy
>>> review and then lock the information from further modification, the
>>> approval feature might be a more suitable solution?
>>>
>>
>> --> For the IPPF implementation, we are using approvals + acceptance. The
>> issue is that the complete/ incomplete button is just generating confusion
>> (a lot) - it doesn't seem to mean anything if a data entry user can
>> complete/incomplete whenever. I know that there is people using this in
>> combination with Expiration Date.. Perhaps we could have a setting on the
>> DataSet that reads like: enable complete/ incomplete? If no, then the
>> buttons don't show.
>>
>> --> One last question: Will the approval/acceptance status make it to the
>> Pivot Table? Or do we need to develop a SQL+App to be able to see them?
>>
>>>
>>>
>>> regards,
>>>
>>> Lars
>>>
>>
>> regards,
>>
>> Rodolfo
>>
>>>
>>>
>>>
>>>
>>>> Rodolfo[image: Inline image 1]
>>>>
>>>
>>>
>>>
>>> --
>>> Lars Helge Øverland
>>> Lead developer, DHIS 2
>>> University of Oslo
>>> Skype: larshelgeoverland
>>> http://www.dhis2.org <https://www.dhis2.org>
>>>
>>>
>>
>> --
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>>
>>
>
>
> --
> Jason P. Pickering
> email: jason.p.pickering@xxxxxxxxx
> tel:+46764147049
>

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