This document summarizes the openIMIS features provided by the Persons & Families module.
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Classical search/result panel page, with classical search criteria (family name,…).
Note about the ‘historical’ checkbox:
The search in ‘historical’ values makes the assumption that archiving is performed “in live table”. This mechanism is under review (for performance reasons). This criteria may not be available anymore (depending on the new archiving mechanism chosen).
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The Family/Group Overview provides a summary of the family composition, the related policies and contributions. The latest two are part of the Policy module and Contribution modules, but is (will be) implemented in the scope of (as frontend contribution to) the Insurees & Families module.
Family/Group Overview mock mocks in Material-UI
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Questions, remarks and warnings:
In contribution section, straight link to Payer may not be possible (until Payer module is migrated)
Pagination in tables ?? (especially for contributions)
Which column sorting are needed ?
Adding a Family
Simple menu entry to a ‘blank’ Family/Group Page (here under).
Note:
When creating a new Family/Group, user is required to provide the Family and Family Holder (who is an isuree) at the same time. In the database schema, there are 2 ‘opposite’ foreign keys:
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Since FK fields are ‘not null’ on both sides, the only way to add records in these tables (from django model) is to continuously activate/deactivate the FKs.
In order to prevent this, we are proposing to make (via django migration) the InsureeID field in tblFamilies optional. This will allow us to create the Family entity without any referenced Insuree… and once the Insuree created (with a mandatory FK to the Family), reference the Family holder (InsureeID) in the tblFamilies table.
Editing a Family/Group
Simple link from the “Find Family” page to pre-filled Family/Group Page (here under).
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The Family/Group Page is dedicated to create/update a Family/Group.
Family/Group Page mock in Material-UI - material sandbox link
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Classical search/result panel page, with classical search criteria (insuree name,…).
Note: same remark as in Find Family about the ‘historical’ checkbox - it relies on current archiving mechanism (which is under review)
Adding an Insuree
Simple link to a ‘blank’ Insuree Page (here under).
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as for claim, user will only be able to select the region/district he’s registered in (as for claims)
the photo will be upladed in a dedicated ‘storage’, which is by default, mounted to a standard file system (as for claim attachments)
Insuree Page mock in Material-UI - material sandbox link
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Operational reports/print-outs are the necessary reports/print-out in ‘day to day’ management of Insuree & Families. Are not included in this module: the The ‘BI’ reports (accessible via the Tools | Reports menu entry) are not part of this module.
There is no operational report/print-out in insuree & families module. There is a “beneficiary card” field at insuree level to depict wherever the insuree has a beneficiary card (or not), but the beneficiary card is not generated from the openIMIS application.
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