Menu Name

Description

Tasks

This menu will contain a consolidated list of tasks assigned to the supervisor, which may include the following:

• missed priority visits, e.g. if a CHW did not complete a task and the task expired 

• underperforming CHW (missed target), e.g., a CHW that has been inactive for 30 days, or late on tasks, missed target for number pregnant women registered in last 30 days  

• suspected over prescription or similar: we will create an example from our CHW workflow, such as registering more than 20 pregnancies in one month. 

• severe performance warning, e.g., a CHW that has no activity for 30+ days, or task completion rate below 20%. CHW has failed to meet the minimum performance standard. 

• Business Rules:

  • To view the most updated list of tasks, refresh task list button will need to be pressed, from the bottom of the task list

  • The CHW missed priority visits are due/ not completed high priority tasks flagged from the chw app in the supervisor app through case sharing.

    • Once a CHW missed priority visit is followed up on, it will stop showing in the supervisors case list for the next 5 days. If the task is completed within 5 days it will not appear in supervisors task list, else after 5 days it will reappear in the task list for the supervisor to follow up on the task again

  • The sorting logic is as follows:

    • Primary sort is based on task type. The decreasing priority is CHW Inactivity, CHW Late visits, CHW Low Task Completion Rate, CHW Registration Limit Exceeded, CHW Performance Monitoring and followed by Missed Priority Visits by CHW . Within Missed Priority Tasks the priority decreased as Urgent Tasks, Urgent ANC, Urgent PNC,  Child Care, ANC and PNC. 

    • Secondary sort is based on due date.  Sort order is descending based on the number of days since the task had been due.

    • Tertiary sort is based on priority of the task. High priority tasks are above Medium priority task, followed by low priority task

  • All tasks will lead to a task follow up form which can be used to record the basic reason for following up with the CHW, outcome of the task. 

    • If the outcome of the task is positive, Once the form is submitted , the task will be completed and will no longer appear in the task list for the supervisor.

    • If the outcome of the task is incomplete, the task will remain open and the due and expired date will be incremented by 5 days.

  • The CHW Performance monitoring task is a task which is always open until it expires, and this task directs the supervisor to visit the chw performance module in the app.

    • Once the task is accessed and the form is submitted, the task due and expiry date are incremented by 5

    • If the task expires, on form submission, the task will get closed and the user is prompted to click on the refresh task list button to create a new monitoring task.

CHW Performance 

This menu will contain a list of CHW’s, with a comparative view of their performances. 

• On selecting individual CHWs the supervisors will be able to view a graphical representation of indicators over a 3-month timeline. 

• The indicators included are :

  • Pregnancies Registered

  • Sick Children followed up

  • Tasks completed

  • ANC (including urgent ANC visits) Tasks Completed

  • PNC (including urgent PNC visits) Tasks Completed

• The comparative performance indicators are as follows:

  • Fraction - Number of tasks completed (in last month)/ Number of tasks due in last month

  • Percentage - Calculated based on the above fraction.

  • Performance Indicative arrow

• Business Rules

  • To view the most updated graphs, the refresh CHW data button will need to be clicked.

  • The sorting logic is as follows:

    • Primary sort in ascending order based on completion %. The low performing CHWs appear on top.

  • The number of tasks completed (numerator) can be > the number of tasks due, since  tasks may be completed after the due date because of which they can fall in successive months and be counted in that month's count. 

  • Performance arrows calculations are:

    • Red - task completion % <= 20

    • Yellow - 20 <  task completion % <= 60

    • Green - 60 < task completion %

  • Important Note: This menu leverages the auto case closure workflow defined here.

Having this Menu will allow the supervisor to view performance reports even without completing a task.

Overall Performance

The overall performance menu will provide a similar view with graphical and tabular representations of the indicators listed below at an aggregate level. Aggregate of all CHWs 

• The indicators included are :

  • Pregnancies Registered

  • Sick Children followed up

  • Tasks completed

  • ANC (including urgent ANC visits) Tasks Completed

  • PNC (including urgent PNC visits) Tasks Completed

• Business Rules

  • There will only always be one overall performance case in the list to select for the supervisor

  • Important Note: This menu leverages the auto case closure workflow defined here.

Training Video Library

This menu contains a list of videos on different topics for the supervisor to refer to and use for training, counselling and upskilling purposes.

Note: For demo purposes the same video has been used as part of the list of three different topics. 

Case Type

Short Description

Parent?

Child?

Extension?

Case created in form

Case Updated in form

chw

Saves details related to chw. Updates from the reports and late visits menu

NA

chw_graph

NA

Refresh Task List and Refresh CHW Data

Refresh Task List and Refresh CHW Data

chw_graph

Child case of the chw case to save counts to create and display the graphs. 

There are 3 chw_graph cases created for each chw case.

chw

NA

NA

Refresh Task List and Refresh CHW Data

Refresh Task List and Refresh CHW Data

task

Saves details related to supervisors tasks listed in the my tasks menu

NA

NA

NA

Refresh Task List and Refresh CHW Data

Refresh Task List and Refresh CHW Data