Feedback Management

Introduction

Feedback Management is a data management solution based on EspoCRM for humanitarian organizations to manage feedback data of community members.

Why Feedback Management Template?

Management of feedback is a critical aspect of humanitarian work. It is essential to have a system that is secure, easy to use, fast to set up, and customizable to the needs of your organization. This Feedback Management Template is designed to meet these requirements by offering:

• A generic data model defining basic data tables and their relationships​
• A simple layout for ease of use​
• Standard user roles to control access down to individual records and fields​
• Workflows that automate operational processes​
• Integrations with other tools, such as Kobo
• Can work with other Templates for humanitarian use cases, such as the People Affected Management (PAM) Template.

Why EspoCRM?

EspoCRM is an open-source data management system. It is highly customizable, directly from the user interface. It is free to use, lightweight, and has a large, supportive user community. For more information, visit the EspoCRM Documentation and 510's EspoCRM knowledge base.

Description

The Feedback Management Template consists of Entities, Roles and Teams.

• Entities are data structures that hold information (about feedback, people, programs, etc.).
• Roles are sets of permissions that define what each user can do in the system.
• Teams are groups of users

Entities and their relationships:

• Feedback Form: can
• Report:
• Dashboard:
• Flowchart:

Roles:

• CEA Focal Point/Officer: can create, read, edit and delete all Feedback Forms; can create, read, edit, delete Reports
• Branch Manager: can create, read and edit all Feedback Forms related to the specific Branch; can read Reports related to the specific Branch
• Director/Manager/Officer of Programs/Services: ???
• PMER: can create, read, edit and delete Reports; can create, read, edit and delete Dashboards (collection of Reports)
• Admin/IT/IM: can create, read, edit and delete (almost) everything in the system
• KoboConnect API: automatic system role to be able to send Feedback Forms from KoboToolbox to EspoCRM; this will not be assigned to a user

Teams (Default):

• Sensitive Feedback: are the only one that can see Feedback Forms that have been marked as sensitive. They can manage sensitive Feedback Forms and mark them as non-sensitive so that others can see these too.
• Branch XXX: can see only the forms related to that branch location.

Installation

Important

Make sure to back up your EspoCRM instance before installing this extension.

1. If not done already, install EspoCRM.
2. Download the .zip file with the extension: extension.zip.
3. Install the extension
   • Log in EspoCRM as an administrator.
   • Go to Administration > Extensions.
   • Select the .zip file with the extension.
   • Click Install.

Warning

If you already have entities with the same names, the installation will overwrite them.

3. Make the entities visible in the Navbar:
   • Go to Administration > User Interface.
   • Under Navbar > Tab List, add the entities Feedback Forms, Reports, Teams, and Users.
4. For every file in the import folder, import it in EspoCRM:
   • Go to Administration > Import.
   • Under What to Import? > Entity Type, select the entity corresponding to the file name; e.g. if the file name is Roles.csv, select Roles.
   • Click Next.
   • Click Run Import.

Warning

If you already have records with the same names, the import will overwrite them.

Terms of Use

• This extension is developed by the Netherlands Red Cross' 510 and is not officially supported by EspoCRM.
• It is free to use and modify, as specified in the GNU AGPLv3 License.
• It is provided as-is, without any warranty. Please ensure it works as intended before using it in a real humanitarian program.
• It is meant to be used as a starting point for organizations to build their own data management system. It is recommended to customize it to the specific needs of your organization.
• If you have any questions, please contact us. We cannot guarantee support, but we will do our best to help you.