RIPS-Auto-Import-CExt

Latest Stable Version: 2.5.1

Version in progress: (none)

Instructions for useage:

1. Install the RIPS Auto Import - Chrome Extension.
2. Log in to RIPS (talk to RIPS guy if you need the link) in only 1 tab on Google Chrome.
   • If you have more than 1 RIPS tab open, even in multiple Google Chrome windows, the import will get confused and send an error!
   • If you NEED to work on RIPS at the same time as the import, you can open RIPS using a different browser like Safari, Firefox, Bing, etc.
3. Open the extension's "Options page" by clicking on the extension icon labeled "Ri" in the upper-right corner of Google Chrome.
4. For any data you want to import into RIPS, make sure the column header matches an appropriate column below.
5. Copy all contents of client data spreadsheet (including column headers), and paste data into main textbox.
6. Click "Create Table!" -> A table with parsed data should appear below the button.
7. Make sure the import settings are set as you need.
8. If everything looks good, click "Import Clients" to start the import!

Client search analysis - How the extension searches for clients:

Client search analysis is done using the library fusejs.io. The docs are on the website, but here are some of the special settings that I thought needed extra effort / specific explanation:

1. location - Where the search should start looking for a match (0 = beginning of the string)
2. distance - How far away from "Location" the search should look for the match (0 = only right at the location, 100 = 100 characters in either direction)

Exact Fields required for Registration page, and example data:

Full Name*	Gender*	Date of Birth*	Nationality*	Main Language*	Phone Number*	UNHCR number*
Test Bob 1	Male	1-Mar-2000	-STATELESS-	Arabic	01234567890	123-99C12345
Test Jill	Female	19-Feb-1943	Iraq	Fur, English	01112223333	000-00C00000
Test Bob 2	Other	.14/04/2001	Sudan	Amharic	05555555555	1234/1234

Notes about Registration table:

1. Full name - can be broken into columns "First Name" and "Last Name" if preferred.
2. Full name - first name in column goes into "First name" box in RIPS, all other names go into "Surname" box (last name).
3. Gender - Needs to be full gender type, not just "M" / "F".
4. Date of Birth - Preferred format for dates is "DD-Mon-YYYY" where DD and YYYY are numbers, and Mon is a 3-letter string for the month name. Other allowed format is "DD/MM/YYYY - for this format, the '.' in front of the DOB is not necessary, but can be included for formattting (it will be removed before being imported).
5. Nationality - Needs to be country name (ex: Sudan), not actually nationality (ex: Sudanese).
6. Nationality - Text in parenthises excluded (ex: "Egypt (misr)" -> input into RIPS as "Egypt").
7. Main Language - If there are multiple languages spoken by client, 2nd language will be placed in 'Second Language' dropdown. 3rd and following languages cannot be added to RIPS.
8. Phone Number - Should be 11 digits (Validation handled by RIPS Validation Extension).
9. UNHCR Number - Variety of formats allowed (Validation handled by RIPS Validation Extension).

Fields available for Client Basic Information page, and example data: (incomplete)

Current Contact Details (free text):

Address1	Address2	Other Phone Number	Email Address
Street	Zip	01234567890	spamalotmucho@gmail.com

Background (Dropdown boxes):

Country of Origin	Ethnic Origin	Second Language	Marital Status
Bahrain	Bari	Nuer	Single

Other Information (Text boxes):

Passport Number	Caritas Number	IOM Number	CRS Number	StARS Student Number	MSF Number
10070005	?	?	?	?	?

Other Information (Dropdown boxes):

Religion	UNHCR Status	Source of Referral	City of Origin / Village of Origin	Employment Status	Neighborhood	Highest Education

Other Information (Checkboxes):

CARE	CRS	EFRRA/ACSFT	IOM	MSF	PSTIC	Refuge Egypt	Save the Children	UNICEF/TdH	Other Service Provider

Other Information (Dates):

Date of Arrival in Egypt	Date of UNHCR Registration	RSD Date	Last RSD Update (from dropdown box)

Fields in separate tabs:

Urgent Notes	Important Information	Family Size	UNHCR Case Size	Direct Beneficiaries	Indirect Beneficiaries
Free Text	Free Text	number	number	number	number

Vulnerability Data:

Vulnerability Notes	Vulnerability Names
Test vulnerability!	Homeless; Mental health
...	Single female head of household

Notes about "Optional" tables above:

1. Vulnerability Names - make sure vulnerability is spelled exactly correct
2. Vulnerability Names - if you import multiple vulnerabilities on one client, separate the vulnerability names with a semi-colon ;

Fields available for Services page, and example data:

Service Code*	Service Caseworker	Service Start Date
MAP, RST, UCY, etc	abeaman	1-Mar-2017

Notes about Services table:

1. Service Code - To determine the correct service code for each service, see table "Service Code -> Description Table" below.
   • NOTE: If a new service needs to be added, contact a developer! This Chrome Extension will need to be updated & re-published with the new service(s).
2. Service Code - The only required column for this page.
3. Service Caseworker - RIPS defaults to adding logged-in user as caseworker for new services. If import user would like a different user added to new services, this column is where the caseworker should be specified.
4. Service Start Date - Should always be in format above: Day-Month-Year, where Day and Month are numbers and Month is a 3-letter string.

Service Code -> Description Table

Service Code	Service Description
AEP	Adult Education Program
AFP	PS Adults and Families Program
CEP	Children Education Program
CHP	PS Community Hosting Program
DA	PS Direct Assistance Program
DIER	PS Drop in and Emergency Response
DRP	PS Distribution Response Program
EACB	Education Access and Capacity Building
ECW	Early Childhood Wellbeing
ED	Education Grant
GROUPS	PS Groups and Activities
MAN	Management
MED	PS Medical Access Program
MHP	PS Mental Health Program
MONT	Montessori Preschool
OUT	Community Outreach
PDC	Professional Development Courses
PRO	RLAP Protection
RSD	RLAP RSD
RST	RLAP Resettlement
UCY	PS Unaccompanied Children and Youth Program
UCYDR	Unaccompanied Children and Youth Department Reception
UCYNCN	UCY Naimo Center Nursery
UYBP	PS Unaccompanied Youth Bridging Program
YMPP	Young Mothers Psychosocial Program

Fields available for Add Action page, and example data:

Service Code*	Action Name*	Action Date (not ready)	Action Caseworker	Action Notes
RSD, UYBP, GROUPS, etc	Other		abeaman
MAN	Referred for food & hygiene box		Staff	Awww giggidy, let's get some boxes!

Notes about Add Action table:

1. Service Code - If populated but "Action Name" column is omitted, service will be added, then action data will be skipped.
2. Service Code - This is the same column as above for Services -> don't add 2 columns with "Service Code" title.

Testing Scenarios:

#	Client Data Description (list)	Client Creation Settings	Expected Outcome	Last Pass (Version #)
1.1	Only Reg data (1 exact matching client)	All settings	No new client created, no error, client selected	v2.3.0
1.2	Only Reg data (> 1 matching UNHCR #s, 1 matching name)	All Settings	No new client created, no error, matching client selected	v2.3.0
1.3	Only Reg data (> 1 matching UNHCR #s, no matching names)	Skip Client Creation / Skip Conditionally	No new client created, skip error thrown, next client is searched for	v2.3.0
1.4	Only Reg data (> 1 matching UNHCR #s, no matching names)	Create Client(s)	New client created	v2.3.0
1.5	Only Reg data (0 matching UNHCR #s)	Skip Client Creation	No new client created, skip error thrown, next client is searched for	v2.3.0
1.6	Only Reg data (0 matching UNHCR #s)	Skip Conditionally / Create Client(s)	New client created	v2.3.0
1.7	Only Reg data (0 matching UNHCR #s, missing a required field)	Skip Conditionally / Create Client(s)	Error in Registration page, client skipped, error added to options page	v2.3.0
2.1	Reg data, UNHCR File Status	Default - 1 matching client	CBI data updated, Passes dependent / vuln swal warning	v2.3.0
2.2	Reg data, UNHCR Case Size, Vulnerability Notes / Names - NOT READY YET	Default - 1 matching client	CBI data updated	v2.4.3
2.3	Reg data, Vulnerability Names only (no previous vulnerability data saved)	Default - 1 matching client	Vulns updated	v2.4.3
3	Reg data, Service start date, Service code, Service caseworker	Default - 1 matching client	Service data added	v2.3.0
4.1	Reg data, Service data (code / caseworker), Action name, Action caseworker, Action notes, Action date	Default - 1 matching client	NEW Service added, Action data added	v2.3.0
4.2	Reg data, Service data (code / caseworker), Action data (service matches pre-existing service)	Default - 1 matching client	Service matches old service, moves directly to adding action data	v2.3.0
10	Only Reg data - Duplicate UNHCR #s AND duplicate matching names	Default - 1 matching client	Client added to error list, no new client created	v2.3.0

Note: Although these testing scenarios should be run before releasing a new version, please still test a few clients in your spreadsheet before completely trusting that this import will work for you! We don't want to add lots of bad data to the database.

Notes for Developers

Publishing an update

Create a zipped folder with this extension's code inside:

1. Update the project's version number manifest.json
   • Try to use Semantic Versioning standards
2. Copy / paste this project to a new folder
3. Delete the /archive directory in the new folder (and README.md file if you want)
4. Open the manifest.json file in the new folder
   • Delete all lines starting with // ... - these are comments that are not supported in the manifest.json file, they're just nice for readability. If you try to update this project without deleting these lines, you'll get an error.
5. Compress / Zip the new folder
6. Move to the next step :)

Upload the zipped folder to the store:

1. Navigate to https://chrome.google.com/webstore/devconsole/
2. Find the Item you want to update (In this case, the RIPS Extension - Auto Client Import)
3. Click "Package" on the Left-hand menu
4. Click "Upload new package" in the top-right
5. Upload the zipped folder (from the previous steps)

Now you'll be back on the "Store listing" page. Finish with these steps:

1. Click "Save draft" in the top-right
2. Click "Submit for review"
   • Note: You may have to resolve some metadata issues, as Chrome Extensions seem to consistently need new / updated information every few months.
3. Publish your updates on Github
   • I'd recommend waiting till after publishing on the Chrome Web Store because sometimes late in this process you'll need to update metadata. So at this point, the app is ready for review, you're ready to update Github.

Done! You should now see "Status: Pending review". Once your app has been reviewed, users should get the new version automatically :)

Note: To make a publishing "group" (more than 1 person being able to update / publish to the chrome web store), may have to follow these steps: https://developer.chrome.com/webstore/group-publishers