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Edit finalized and sent forms that are already on their device #6140

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alyblenkin opened this issue May 16, 2024 · 0 comments
Open

Edit finalized and sent forms that are already on their device #6140

alyblenkin opened this issue May 16, 2024 · 0 comments
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@alyblenkin
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alyblenkin commented May 16, 2024

We will likely have to break this up into multiple issues - capturing some of the discussion here to start.

Problem

If you're collecting demographic information on households, a data collector can mistakenly enter wrong date of birth or select the wrong gender and submit.

Enumerators are in a hurry during the day to reach their targets. Fixing any mistakes and resubmitting gives them time to review and check for any errors and as a project manager I prefer them to do it.

User stories

As a data collector I want to edit my finalized and sent forms
so that I can correct or fix any issues

As a project manager I want data collectors to edit their finalized and sent forms
so that we get accurate information based on the context

Given the data collector is viewing their "ready to send" forms,
when they tap on a form
then they can view the edit history

Given the user tries edit an older version,
When they tap the pencil in the app bar
then will be presented with a dialog saying they can only edit the most recent version
(same goes for delete)

Figma

Other criteria

  • Off by default
  • Configured in form design
  • Once an edit is made in Central, Collect users can’t edit. Data collector would have option to submit as new
  • In Central, these edits would be tracked exactly like a web-based edit: the change would appear in the submission activity feed and the submission's state would change to Edited.
  • When deleted in Collect, it can only be edited in Central

Out of scope

  • Cloning or duplicating forms
  • Edit of submissions collected by other device
    • Collect would work off local data only
  • No “Send back submission” with comments or issues
    • Workaround is to use other channels (e.g. whatsapp)
    • Can implement something like it with Entities

Forum discussion

@alyblenkin alyblenkin changed the title Edit finalized and sent forms Edit finalized and sent forms that are already on their device May 16, 2024
@alyblenkin alyblenkin added this to the v2024.3 milestone May 16, 2024
@seadowg seadowg modified the milestones: v2024.3, v2024.4 Jul 3, 2024
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