Officer Reports

Where field officers log their visit reports — groups seen, collections made, issues raised and follow-ups. The record gives supervisors a structured account of field productivity and emerging portfolio risks. It is the accountability link between head office and the field.

Workflow

Open Officer Reports under Field Activity.
Create a report for the officer and field day.
List groups/centres visited and collections made.
Note any arrears, conflicts or follow-up actions.
Submit for the supervisor's review.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Website Messages `website_message_ids`	List	—	Website communication history
Officer `officer_id`	Link → res.users	Yes	Officer
Group `group_id`	Link → mfi.group.group	Yes	Group
Report Date `report_date`	Date	Yes	Report Date
My Activity Deadline `my_activity_date_deadline`	Date	—	My Activity Deadline
Has Message `has_message`	Yes/No	—	Has Message
Ratings `rating_ids`	List	—	Ratings
Name `name`	Text	—	Name
Meeting (if any) `meeting_id`	Link → mfi.group.meeting	—	Meeting (if any)
Attendance Pct `attendance_pct`	Decimal	—	Attendance Pct
Discipline Score `discipline_score`	Choice: Excellent (5), Good (4), Average (3), Poor (2), Bad (1)	—	Discipline Score
Issues `issues`	Long text	—	Issues
Actions `actions`	Long text	—	Actions
State `state`	Choice: Draft, Submitted, Reviewed	—	State
Company `company_id`	Link → res.company	—	Company

Actions & buttons

Buttons available on this screen and what they do:

Submit

Status lifecycle

Records on this screen move through these statuses:

Draft → Submitted → Reviewed

Notes & rules

Model mfi.group.officer.report; the field visit/performance record.
Captures groups visited, collections and flagged issues.
Supports officer KPI tracking and supervision.
Complements meeting data for early-warning risk signals.

Technical model: mfi.group.officer.report · Record: Officer Field Report