Building SMS Schedules
SMS schedules allow you to send reminder messages at predetermined times. These reminders serve as useful prompts for end-users to take specific actions.
This tutorial takes you through how to set up SMS schedules for CHT applications. It uses a pregnancy registration workflow and follow-up reminders for a Community Health Worker as an example. The same methodology can be applied to other workflows and reminders as needed.
Brief Overview of Key Concepts
SMS schedules are a series of SMS messages that are to be sent to specific contacts at future dates and times. They are defined in either the base_settings.json or the app_settings/schedules.json file and compiled into the app_settings.json file with the compile-app-settings action in the cht-conf tool.
SMS schedules can be triggered by SMS forms or App forms.
Required Resources
You should have built a pregnancy SMS form.
Implementation Steps
SMS schedules are defined using JSON in the app_settings.json file.
1. Define a Pregnancy Follow Up Schedule
To set the pregnancy follow up schedule, edit the array corresponding to the schedules key in app_settings.json. Add an object within the array as shown. This will set a schedule of reminders that will be sent after a time interval (offset) relative to a base date (start_from).
schedules: [
{
"name": "Pregnancy Follow Up Reminders",
"summary": "",
"description": "",
"start_from": "fields.lmp_date",
"messages": [
{
"message": [
{
"content": "Hello {{contact.name}}, please remind {{patient_name}} ({{patient_id}}) to go for her clinic visit this week.",
"locale": "en"
}
],
"group": 1,
"offset": "23 days",
"send_day": "",
"send_time": "09:00",
"recipient": "reporting_unit"
},
{
"message": [
{
"content": "Hello {{contact.name}}, please remind {{patient_name}} ({{patient_id}}) to go for her clinic visit this week.",
"locale": "en"
}
],
"group": 2,
"offset": "51 days",
"send_day": "",
"send_time": "09:00",
"recipient": "reporting_unit"
},
{
"message": [
{
"content": "Hello {{contact.name}}, please remind {{patient_name}} ({{patient_id}}) to go for her clinic visit this week.",
"locale": "en"
}
],
"group": 3,
"offset": "79 days",
"send_day": "",
"send_time": "09:00",
"recipient": "reporting_unit"
},
{
"message": [
{
"content": "Hello {{contact.name}}, please remind {{patient_name}} ({{patient_id}}) to go for her clinic visit this week.",
"locale": "en"
}
],
"group": 4,
"offset": "107 days",
"send_day": "",
"send_time": "09:00",
"recipient": "reporting_unit"
}
]
}
]See Also: Schedule properties
2. Assign the Schedule
In the registrations array where you have defined the pregnancy registration events, add an event to assign the Pregnancy Follow Up Reminders schedule. This will assign a new schedule for every pregnancy that is registered.
{
"name": "on_create",
"trigger": "assign_schedule",
"params": "Pregnancy Follow Up Reminders",
"bool_expr": "doc.fields.lmp && /^[0-9]+$/.test(doc.fields.lmp)"
}The final result should look like this:
"registrations": [
{
"form": "P",
"events": [
{
"name": "on_create",
"trigger": "add_expected_date",
"params": "lmp_date",
"bool_expr": "doc.fields.lmp && /^[0-9]+$/.test(doc.fields.lmp)"
},
{
"name": "on_create",
"trigger": "assign_schedule",
"params": "Pregnancy Follow Up Reminders",
"bool_expr": "doc.fields.lmp && /^[0-9]+$/.test(doc.fields.lmp)"
}
],
"validations": {
"join_responses": false,
"list": [
{
"property": "patient_id",
"rule": "regex('^[0-9]{5,13}$')",
"translation_key": "messages.validation.patient_id"
},
{
"property": "lmp",
"rule": "lenMin(1) ? (integer && between(4,42)) : optional",
"translation_key": "messages.p.validation.weeks_since_last_lmp"
}
]
},
"messages": [
{
"event_type": "report_accepted",
"translation_key": "messages.p.report_accepted",
"recipient": "reporting_unit"
},
{
"event_type": "registration_not_found",
"translation_key": "messages.validation.woman_id",
"recipient": "reporting_unit"
}
]
}
]3. Upload App Settings
To upload app settings to your local instance, run the following command:
cht --url=https://<username>:<password>@localhost --accept-self-signed-certs upload-app-settingsNote
Be sure to replace the values <username> and <password> with the actual username and password of your test instance.