Person attribute group

- Administrating meta data - includes person attributes, person attribute groups, identifier types; relationship types, health programs, program stages corresponding to the program, validations and formulas for aggregating data value from individual cases. + Administrating meta data - includes person attributes, person attribute groups, identifier types; relationship types, person registration form, health programs, program stages corresponding to the program, validations and formulas for aggregating data value from individual cases. Administrating person registration - registering a new person, setting relationships, enrolling a person into a program and management of person location @@ -5508,7 +5508,7 @@ Linking data between tracker system and aggregate management system. - Provides a list of upcoming visits to better plan for daily/weekly activities at a facility or in an area. + Provide a list of upcoming visits to better plan for daily/weekly/monthly activities at a facility or in an area. Support the work practices around tracking persons within a health program. @@ -5617,6 +5617,10 @@ Create, modify and view relationship types. A relationship is typically wife and husband or mother and child. + Person Registration Form + Define custom person registration form. + + Program Create, modify and view programs. A program has program stages and defines which actions should be taken at each stage. @@ -5658,13 +5662,14 @@ - Value Type - Data type of value inputed. In addition to supporting basic data such as Number, Text, Yes/No, Date, the system support a value type as Predefined value for defining attribute values. Users only can select on value in the defined list for each person registered. E.g code values which record the information on access to HIV prevention services can be pre-defined, include T, TR, TRR, TRRD, TRRDm, TRRDmDb as PMTCT Code attribute. + Value Type - Data type of value inputed. In addition to supporting basic data such as Number, Text, Yes/No, Date, the system supports a value type as Predefined value for defining attribute values. Users only can select on value in the defined list for each person registered. E.g code values which record the information on access to HIV prevention services can be pre-defined, include T, TR, TRR, TRRD, TRRDm, TRRDmDb as PMTCT Code attribute. + The system also supports a value type as Calculated for calculating a number based on other attribute values, e,g. caculate gestational age, EDD, ... in Mother care program.

Person attribute group - To access the person attribute group maintenance module, from Maintenance menu, go to Persons and Programs option and click on it. Select Person Attribute Group option to create a new an attribute group. + To access the person attribute group maintenance module, from Maintenance menu, go to Persons and Programs option and click on it and select Person Attribute Group option. To create a new attribute group, click the Add button into Person Attribute Group window to go to Add New Person Attribute Group window , click the Add new button. Fill in the Name and Description fields and then select attributes that should belong to the group from the left panel. Click the Move selected items button to add the selected attributes to the attribute group. Click the Remove selected items button to remove attributes from the group that have been selected in the right panel. Finally, click the Add button to save changes, or the Cancel button to discard any changes.The created attribute members will be displayed by the attribute groups into person registration form. @@ -5699,9 +5704,16 @@

Relationship type Relationship type section provides a mechanism for defining relationship types and link persons through these relationship types by creating specific relationships. - To access the relationship type maintenance module, from Maintenance menu, go to Persons and Programs option and click on it. Select Relationship Type option to create a new relationship type. + To access the relationship type maintenance module, from Maintenance menu, go to Persons and Programs option and click on it and select Relationship Type option. To define a new relationship type, click Add button into Relationship Type Management window to go to Add new Relationship Type window.

+ Person Registration Form + Person registration form section provides a mechanism for defining custom registration form for each available program in system or for normal registration form. + To access the person registration form maintenance module, from Maintenance menu, go to Persons and Programs option and click on it and select Person Registration Form option. + To define a custom program registration form, please select a program in list and click Add button. + To define a normal registration form, please don't select any program in list and click Add button. +

Program and Program stage The section provides a mechanism for defining health programmes and action for each stage of the programme. @@ -5710,6 +5722,7 @@ To access the program maintenance module, from Maintenance menu, go to Persons and Programs option and click on it. Select Program option. To define a new program, click the Add new button on the main page. Fill all fields with read asterisk, and then click the Add button. Basic information - + Program details section - Name - The name of the program @@ -5720,13 +5733,28 @@ Type - There are three types of program: multi events with registration, single event with registration and single event without registration. - - Events generated by enrollment date - Check on it for auto-generating due dates of events from program-stages of this program based on the enrollment date. If it is not checked, the due dates are generated based on incident date. - + + Form details section - + Show provided elsewhere - Set show/hide provided elsewhere column in data entry form. + Block entry form after completed - Check on it for blocking entry form after completed. The data values in the entry form cannot be changed until the status of the event is reset as incomplete. + + + Enrollment details section - + + + Generate events by enrollment date - Check on it for auto-generating due dates of events from program-stages of this program based on the enrollment date. If it is not checked, the due dates are generated based on incident date. + + + Ignore to generate overdue events - When a person enrolls into the program, the events corresponding to the program-stages are created. If this field is checked, the system will ignore to generate overdue events. + + + Only enroll one - Check on it if a person only can enroll the program one time. For example, Child Vaccination Program, Post-mortem examination, PSI's IPC process. This will avoid a person enrolling more than one into a program when it doesn't make sense. + + Show incident date - Set show/hide incident date field when a person enroll in this program. @@ -5741,90 +5769,28 @@ To assign a program for organisation units, click Assign program to organisation units icon, the first icon under Operations, corresponding to the program you would like and select organisation units where provide the program. - To create validation rules for programs, click Program validation rule management icon, the second icon under Operations, corresponding to the program you would like. There are two types of validation rules - + To set authority for sharing the program, click Sharing Settings icon, the second icon under Operations, corresponding to the program you would like. You can see a default authority and Public Access in the form with three authorities as follows - - Single validation rule is used for defining validation for only one condition. E.g Weight must be greater then zero, or the date of admission is before the date of discharge. To define a validation, click Add single rule button and enter values for the fields in form. - - - Enter description of program validation rule. - - - In Validation section, select an program stage in list to load data elements belong to the selected stage the field below. - - - Double-click on a data element in list, a formula text of the selected data element is created and displayed into the condition area. - - - Click the comparing operations (+, <, <=, >, >=, =, !=, !=NULL ) below to set operation for the formula. - - - Click Add button to add the new validation rule. - - - - - - - - - - - - Multiple validation rule is used for defining validation for two conditions. E.g in PMTCT program, if the blood test result of a pregnant is HIV positive, the pregnant must test WHO Stage/CD4. To define a validation, click Add multi rule button. The form is have two part - left side and right side. Fill values for the fields in each part is the same Single validation rule function. - - - - - - - + None - The program is private one. Just the user who created it can see and use it. + + + Read Only - The user who are not owner of this program only can see it, not edit and delete it. + + + Read and Write - All users can edit and delete it. - - Validation rules for DATE date elements are created for a program automatically. It's used for defining formulas related the DATE data elements of each program stage. To define this validation rule, click Edit icon of Validation for date date elements. Select a program stage, the DATE data elements will be shown with corresponding conditions as follows - - - - Before current date - - - After current date - - - Before or equals to current date - - - After or equals to current date - - - Before due-date - - - After due-date - - - Before or equals to due-date - - - After or equals to due-date - - - In range due date - - - - - - - - - - + Besides, you can search user groups by typing a key in text field to set authorities. The result will loaded and you can select the group you want. Then click (+) button and the selected one will be displayed in below. + To assign a program for user roles, click Assign program to userroles icon, the third icon under Operations, corresponding to the program you would like. Please select user role which you want in Available section and click Move selected items button or double click on the user role to move to Selected section. Finally, click Ok to finish. + To create validation rules for programs, click Program validation rule management icon, the forth icon under Operations, corresponding to the program you would like. Then click Add button and enter values for the fields in form to create a new one. A validation rule is based on an expression which defines a relationship between data element values. The expression has a left side and a right side and an operator which defines whether the former must be less than, equal to or greater than the latter. The expression forms a condition which should assert that certain logical criteria are met. For instance, a validation rule could assert that an admitted date given is before the discharged date. + To translate the name of a program, click Translation icon, the sixth icon under Operations, corresponding to the program you would like.

Program stage - To define a program stage, click the Program Stage Management icon, the forth icon under Operations, corresponding to the program you would like and then Add new button. Fill in the Name and Description fields and then select the data elements that should belong to the group from the left panel. Click the Move selected button to add the selected data elements to the right panel. Click the Remove selected button to remove data elements that have been selected in the right panel. Finally, click the Add button to save changes, or the Cancel button to discard any changes. + To define a program stage, click the Program Stage Management icon, the seventh icon under Operations, corresponding to the program you would like and then Add new button. Fill in the Name and Description fields and then select the data elements that should belong to the group from the left panel. Click the Move selected button to add the selected data elements to the right panel. Click the Remove selected button to remove data elements that have been selected in the right panel. Finally, click the Add button to save changes, or the Cancel button to discard any changes. Basic information - + Program stage details section - Name - Name of the program stage @@ -5833,34 +5799,44 @@ Description - The description of the program stage - Description of report date - The description for report date which is displayed in case entry form. + Scheduled days from start - The minimum number of days to wait for starting the program stage. Auto-generate event - Un-check this to prevent for creating an event of this program stage automatically when a person enroll into the program. - - Scheduled days from start - The minimum number of days to wait for starting the program stage. - + + Repeatable program stage details section - + Repeatable - specify the program stage as repeatable or not. + Display generate event box after completed - Un-check on it if you don't want to display Create new event box to create new event for a repeatable stage after clicking Complete button for an event of the stage in data entry form. This field is checked as default. + + Standard interval days - Specify the number of days to repeat the repeatable program stage. - - Data elements section - Select person data elements which belong to the program stage - - - Template reminder message section - Define template reminder messages which are used for sending messages for person automatically. There are two params - - 1) Days before/after due date - Enter a positive number of days if sending process happens after due-date of events which are generated from this program stage. Enter a negative number of days if sending process happens before due-date of events. - 2) Parameters - Provide parameters which are used for generating a message for each person. The parameters include person's first name, program's name, program stage's name, due date of event, interval between current date and due date and organisation unit's name. - Double-click on an option to insert it into template message field below. - 3) Message - Content of template message. E.g Dear {patient-name}, please come to your appointment at {due-date}. - - Click Add more... button to add more template reminder messages. - - - + + Form details section - + + + Complete allowed only if validation passes - The event created by this program stage is completed if all validation rules are passed. + + + Description of report date - The description for report date which is displayed in case entry form. + + + Data elements section - Select person data elements which belong to the program stage. We have three options for each selected data element. The first one is Compulsory option. Please check it if the data value of the selected one is compulsory. The second one is Allow provided elsewhere option, please check it if the data value of this one can be provided by other facilities. The last one is Display in reports option. Please check it of you want to display the data value of this one in event list of single event without registration into data entry form. + + + Template reminder message section - Define template reminder messages which are used for sending messages for person automatically. There are two params - + 1) Days before/after due date - Enter a positive number of days if sending process happens after due-date of events which are generated from this program stage. Enter a negative number of days if sending process happens before due-date of events. + 2) Parameters - Provide parameters which are used for generating a message for each person. The parameters include person's first name, program's name, program stage's name, due date of event, interval between current date and due date and organisation unit's name. + Double-click on an option to insert it into template message field below. + 3) Message - Content of template message. E.g Dear {patient-name}, please come to your appointment at {due-date}. + + Click Add more... button to add more template reminder messages. + A program stage has three types of data entry form - @@ -5875,7 +5851,7 @@ Default data entry form - List all data elements which belong to the program stage. - To search program stages by scheduled days, click Sort by scheduled days button. + To sort program stages by scheduled days, click Sort by scheduled days button.

@@ -5913,7 +5889,13 @@ Data element - Select aggregate data element which will be used to link with individual data. - Operator - Select Number of persons if aggregate based on persons, or Number of visits if aggregate data based on times that persons received services. + Operator - There are six operators + 1) Select Number of persons if aggregate based on persons; + 2) Select Number of visits if aggregate data based on times that persons received services. + 3) Select Sum of data element values to get sum of data values of data element in Data element for sum/average field with the criteria in the condition field. + 4) Select Average of data element values to get average of data values of data element in Data element for sum/average field with the criteria in the condition field. + 5) Select Minimum of data element values to get min of data values of data element in Data element for sum/average field with the criteria in the condition field. + 6) Select Maximum of data element values to get max of data values of data element in Data element for sum/average field with the criteria in the condition field. Program - Select program needed for aggregation. @@ -5921,6 +5903,9 @@ Program Stage - Select program stage from the selected program above. + + Data element for sum/average/min/max - Select an data element for operator as Sum / Average / Min / Max. + Next section included 3 tabs: Data elements, Person attributes and Program. Depend on the requirement of data aggregation, data element, person attributes, and number of programs are selected. @@ -5995,13 +5980,6 @@ Create a new aggregation query builder named Number of children - BCG Builder to linking between the data elements. - - - - - - - From Services menu, go to Individual Records option and click on it. Select Person option below Registration header in the left menu to register three persons named Micheal, Alice and Tom in Ngelehun CHC and enroll them into Child Health Program. @@ -6039,22 +6017,18 @@ To access the validation criteria maintenance module, from Maintenance menu, go to Persons and Programs option and click on it. Select Validation Criteria option to create a new program. To create a new validation criterion, click the Add new button. Fill all fields with read asterisk, and click Add button. You can assign facilities to a validation criterion in the Validation Criteria Management (list of available validation criteria are shown) by clicking the blue folder icon, the first icon under Operations, corresponding to the validation criterion you would like to assign. Click the Move selected button to add the selected programs to the validation criterion. Click the Remove selected button to remove programs from the group that have been selected in the right panel. Finally, click the Save button to save changes, or the Cancel button to discard any change. + To translate the name of a program, click Translation icon, the third icon under Operations, corresponding to the validation criteria you would like.

Schedule automated message reminder - This function is used for scheduling message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each person are generated based on templates defined in each stage at midnight. On the time, the scheduled messages are sent. + This function is used for scheduling message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each person are generated based on templates defined in each stage at midnight (Ref. Add program stage section for defining a template message). On the time, the scheduled messages are sent. + Click Start button will enable the scheduled job to run the task. Messages are generated based on templates defined in each stages at mid-night and sent at a pre-determined time or can be run immediately by pressing Execute button. Click Execute button to generate and send each message for each person at the time the button clicked. - Message reminders can be automatically scheduled to run on regular intervals. Click Start button will enable the scheduled job to run the task. Messages are generated based on templates defined in each stages at mid-night and sent at a pre-determined time or can be run immediately by pressing Execute button.

Schedule Automated Aggregation - The aggregation query builder jobs can be automatically scheduled to run on regular intervals. Simply select organisation unit group set aggregation level, and strategy to configure how the scheduled job should run. Click Start button will enable the scheduled job to run at mid-night or can be run immediately by pressing Execute button. - - - - - - + The aggregation query builder jobs can be automatically scheduled to run on regular intervals. At midnight, this job runs and get all datasets which have data elements defined into Aggregate Query Builder formulas. Based on the period types of datasets, the system runs formulas at the end of end-date of current period. E.g if today is on 1A.M. in 2013-02-01, the system gets a monthly dataset and other period-type datasets with aggregate formulas, then system will only run aggregate formulas of the monthly dataset with period as Jan 2013. + Click Start button will enable the scheduled job to run at mid-night or can be run immediately by pressing Execute button.

@@ -6063,7 +6037,7 @@ Find/Add Person - Create, modify and search for persons. Any type of data can be registered for a person by including attributes. + Register, edit and search private information of persons. Support person dashboard for managing relationships, program enrollment, entering case entry form, .... @@ -6098,22 +6072,23 @@ - Person aggregation + Statistical Program + Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc + + + Manual Person Aggregation Generate routine data values from patient data by month (or other intervals if desired) and organisation unit.

- Person registration + Find/Add Person The first step in the tracking is the registration of person/case in the application. In the registration process, the details - which are related to the personal information, identification, contract and location details & health provider details, are entered in the application. In the registration itself, person is provided with the unique identification number. This number will be unique and will not match with the identification number of any person in the state jurisdiction. The issue of identification number will be the responsibility of facility where person is registered first time. No matter what program persons need to enroll, they must register into the system first. Then health providers will enroll the persons into relevant programs. E.g. every pregnant women and the child need to be registered first as a person, then they will be enrolled in Mother Care program or Child Health program. - - - Person registration process - - + To access Person management function, from the Services menu, go the the Individual Records option and click on it. Select Find/Add Person option on the left menu to proceed. Then, after to select organisation unit. + Click the List All Persons button to list all persons in the selected organisation unit. If a program in list on the right side is selected, the system will load persons who enolled into the program. For the registration process, the details - which are related to the personal information, identification, contact and location details, and health provider details, are entered. @@ -6128,9 +6103,13 @@ Select a facility from the facilities hierarchy displayed on the left side of the screen. Then click the Add new button on the right side. + + To register new person and enroll him/her into a certain program, please select a program in list on main page and click Add new button. The person attributes and person identifier types which belong to the selected program will be displayed on the registration form. + - Start process of registration by providing name, location details, identification details, contact details and other details like child contact name and child contact type. The click the Add button to complete to process of registration or click the Person management to navigate to previous page. + Start process of registration by providing name, location details, identification details, contact details and other details like child contact name and child contact type. Then click the Add button to complete to process of registration or click the Person management to navigate to previous page. + To continue to register other new person, click the Add && Register new button. @@ -6159,8 +6138,8 @@

Person dashboard - The function is intended to provide quick access to individual data of person. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the person . Other sections of the dashboard allow users to enter data values for data entry form, reschedule and set status for each events of activity plan; show messages and report of the program. - The dashboard of the person is opened after register successfully or click the first icon under Operations, corresponding to the person who you would like. + The function provides quick access to individual data of a person. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the person . Other sections of the dashboard allow users to enter data values into case entry form, reschedule and set status for each events of activity plan and show messages and report of the program. + The dashboard of a person is opened after register successfully or click the first icon under Operations, corresponding to the person who you would like. @@ -6169,9 +6148,7 @@ The Demographics section provides links for editing profile and changing other location of the person. Click on Edit profile link to update individual information of person. Click on Change location link to change other location for the person - The Active programs section provides links for activity program and the next visit of person for this program. - Click on Enroll into program link to open the Enrollment form. - Click on a program link to open the data entry form for the next visit of the selected program. A form is open below with five tab - + Click on a program link in Active programs section to open the data entry form for the next visit of the selected program. A form is open below with five tab - Data entry screen tab - Where data is manually registered for each person. Click on a event box in tab. Then fill a report date to open data entry form of the selected event. @@ -6204,7 +6181,10 @@ The Active programs section consists of active programs of the person. Click on a program to show detail information below. Besides, there are two link in this tab - - To display completed program list of the person, click Completed programs link. Select a program to show detail information below. + The Active programs section provides links for activity program and the next visit of person for this program. + + + The Completed programs section provides a completed program list with links to load events flow of the program. To enroll the person into a program, click Enroll link. @@ -6223,7 +6203,7 @@

Person enrollment - After the registration, the person needs to be enrolled in any available program. To enroll : + After the registration, the person needs to be enrolled in any available program. To enroll - Click on Enroll link from Dashboard of the person to open the Enrollment form. @@ -6240,12 +6220,12 @@ After the selection of program, you need to provide two dates: - 1) Date of enrollment ( the second field ) - The date when person enrolls into the selected program. - 2) Date of incident ( the third field ) - The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up. + 1) Date of enrollment ( the first field ) - The date when person enrolls into the selected program. + 2) Date of incident ( the second field ) - The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up. - If the selected program has any identifier-types and person-attributes, they are displayed below. Users can enter values for them at this time. + If the selected program has any identifier types or person attributes, they are displayed below. Users can enter values for them at this time. The date of incident are important to generate the activity plan for each person. Health provider needs to ensure recording and reporting date of incidence with each case of multi events with registration. However, when to define a program, if it can be set Generated by enrollment date property as true, the activity plan is generated based on the enrollment date, not incident date. - However, the date if incident is ignored with single event programs. + However, the date of incident is ignored with single event programs. @@ -6259,13 +6239,13 @@

Editing person profile - After enrolling a person to a certain program, you can edit profile for that person. + After registering a person to a certain program, you can edit profile for that person. Click the second icon under Operations, corresponding to the person you would like to edit. Or click the Edit profile link in Dashboard of person. - Then a dialog box may appear to require you verify the date of birth if it is not verified. You just simply click OK to go to the edit page. + Then a dialog box may appear to require you verify the date of birth if it is not verified. Click OK to go to the edit page. Click Update button to update data and go to his/her dashboard. @@ -6274,7 +6254,7 @@

Adding relationship - Now you can add relationships for person. To do that, you have to click on the Relationship management icon under Operations or click on the Management link on Relationships section in Dashboard. Then, the management page appears... + To open relationship management for a person, click on the Relationship management icon under Operations or click on the Management link on Relationships section in Dashboard. The management page appears... @@ -6284,6 +6264,7 @@ To add relationship for a person, you have to click on Search available person link to navigate to search page. To register a new person and create relationship with the selected person, click Register new person link. + To set a relative person as representative, click on the Set as representative icon, the first icon under Operations according to the person you would like.

Change person location and View person details and history @@ -6299,9 +6280,9 @@

- Search persons - The Search function is used for searching persons based on full-name, identifiers and person attributes. - To access Search function, from the Services menu, go the the Individual Records option and click on it. Select Find/Add Person option on the left menu to proceed. Then, after selecting organisation unit, click on the Search button on the right side. + Advanced search persons + The Advanced search function is used for searching available persons based on full-name, identifiers and person attribute values. + To access Advanced search function, from the Services menu, go the the Individual Records option and click on it. Select Find/Add Person option on the left menu to proceed. Then, after selecting organisation unit, click on the Search button on the right side. A search form is appeared after clicking. User has to select criteria and input values into the function. @@ -6310,7 +6291,7 @@ - After selecting search type, entering keyword and clicking on Search button, the search result will display on the screen, and then user can interact with these persons. + After selecting a type for searching, entering keyword and clicking on Search button, the search result will display on the screen, and then user can interact with these persons. @@ -6318,6 +6299,9 @@ + + Please check Seach in all facilities checkbox for searching whole organisation hierachy tree. +

@@ -6325,12 +6309,9 @@ This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up.

Visit Schedule - This will be used to provide the user at a facility or in an area with a list of upcoming visits to better plan for daily/weekly activities. This can also be used as quick navigation to the data entry screen when using the system as a live/real-time data entry system. - - Clicking on an event to open the data entry screen, and plan is updated when closing data entry form. - -The plan (expected visits for the upcoming period) will typically be a mix of recently overdue stages and stages that are non-completed and scheduled for the coming days/week. - After selecting organisation unit on the left panel, select a program in list. Then status which you would like. Select show events since ( if any) and Show events up to ( if any ). Finally, click Show Event List button to get events which are satisfied with searching criteria. + This will be used to provide the user at a facility or in an area with a list of upcoming visits to better plan for daily/weekly activities. This can also be used as quick navigation to the data entry screen when using the system as a live/real-time data entry system. + Clicking on an event to open the data entry screen, + After selecting organisation unit on the left panel, select a program in list. Then status which you would like. Select show events since ( if any) and Show events up to ( if any ). Finally, click Show Event List button to get events which are satisfied with searching criteria. Click Export XLS button to export the result to excel file. @@ -6342,16 +6323,17 @@

Program Tracking - This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. - After selecting organisation unit on the left panel, select a program in list. And click on List All Person button to load all over-due events of persons. - Click on person's name to open his/her dashboard. - Click on an event box to re-schedule and set status for the selected event or see all tracking history for this event. - - - - - - + This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit, e.g. that are lost to follow-up. + After selecting organisation unit on the left panel, select a program in list. And click on List All Person button to load all over-due events of persons. + Click on person's name or Edit profile icon, the first icon under Operations to open his/her dashboard. + Click on an event or the Reschedule and set status icon, the second icon under Operations to re-schedule and set status for the selected event or see all tracking history for this event. + + + + + + + To search events by status and some criteria such as name, identifiers or attributes, click on Search button next to List All Persons. A advanced search criteria is shown. After to fill search key values, click on Search button on this form to display result or click on Send message button to send a reminder message for person in result. @@ -6366,9 +6348,9 @@ Data entry

Multiple individual records - The multiple individual records function is where individual data is manually registered in the DHIS database. A list events for each person who enrolled into the selected program after clicking a multi events with registration. + The multiple individual records function is where individual data is manually registered in the DHIS database. A list events with visited date as current date for each person who enrolled into the selected program are displayed after clicking a multi events with registration. To access the multiple individual records function, from the Services menu, go to the Individual Records option and click on it. Select Multiple individual records option on left menu to proceed. - To start enter data, the first step is to open a list events of person who enrolled a certain program by selecting a program in the list on the main page. Follow these steps: + To start enter data values, the first step is to open a list events of person who enrolled a certain program by selecting a program in the list on the main page. Follow these steps: Locate the organisation unit you want to register data for in the tree menu to the left. Expand and close branches by clicking on the +/- symbols. A quick way to find an organisation unit is to use the search box just above the tree (the green symbol), but you need to write in the full name to get a match. @@ -6385,10 +6367,13 @@ - Click an event to open data entry form. + Click an event or click on Data entry icon, the second icon under Operations to open data entry form. After filling and selecting data for a form. You have to click on Run validation button to check whether your inputs are valid. Then, click on Complete button to finish the entry. + + You can see/post comments for each event into case entry form. +

Single event with registration @@ -6417,7 +6402,7 @@ Single event without registration The data to register is defined by a single event without registration program. To register an event, from the Services option, go to the Individual Records option and click it. Then select Single event without registration option on left menu to proceed. - To list all events in the selected facility, click List All Events button. + To list all events by program in the selected facility, select a program in list. To remove empty events of the selected program, click Remove empty events button. To add new event, click Add new button. To update an event - @@ -6440,6 +6425,9 @@ Tabular report - An interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute and data element. + + Statistical Program - Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc. +

Program summary @@ -6459,30 +6447,32 @@ The color highlight the status of the stages - - PURPLE: Data entered and uncompleted stages. - - - RED: Stages open but no data entered while the date estimated for closing/completing is over. - - - YELLOW: Coming stages. - - - GREEN: Compete stages. - - - GREY: Skipped stages. + PURPLE - Data entered and uncompleted stages. + + + RED - Stages open but no data entered while the date estimated for closing/completing is over. + + + YELLOW - Coming stages. + + + GREEN- Compete stages. + + + GREY - Skipped stages.

Tabular report This is an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute/data element. + There are two types of reports. The first one is case-based report. +It supports to filter events by each person attributes and data elements. The second one is aggregate report. It allows for aggregation on simple filters annd dynamic updates to report view based on changes to filters. To access the tabular report function, from the Services menu, go to the Individual Records option and click on it. Select Tabular report option below Reports header on left menu to proceed. - To start, the first step is to select a program in the list. Follow these steps: + To start a case-based report, the first step is to select a program in the list. Follow these steps - - Select a program from list in the left panel. The system will be load person attributes and identifiers which belongs to the selected program and not belong to any program. + Select a program from list in the left panel. The system will be load data elements which belongs to the selected program. Choose start-date and end-date. The event list is loaded with report-date between the two dates. @@ -6491,10 +6481,7 @@ Select one or many organisation units. - In Identifiers and Attributes tab, select options to show it into the result. - - - In Data element tab, Select a program stage. Double-click data elements which you need to show into the result to move it from Availablefield to the Selected field + In Data element tab, Select a program stage. Double-click data elements which you need to show into the result to move it from Availablefield to the Selected field. Enter filter values for each data elements which you want into the fields below. If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the Available field. @@ -6506,9 +6493,9 @@ Use data from level(s): Specify the level which you need to get events - - 1) Children only: Individual data from the children of the selected organisation unit will be aggregated. - 2) Selected: Individual data from the selected organisation unit will be aggregated. - 3) All: Individual data from both selected organisation unit and its children will be aggregated. + 1) Children only: Individual data will be aggregated from the children of the selected organisation unit. + 2) Selected: Individual data will be aggregated from the selected organisation unit. + 3) All: Individual data will be aggregated from both selected organisation unit and its children . Show hierarchy from level: The level of organisation units which you want to show. E.g. If an event belongs to an organisation unit in district level and this option is selected as province level, the result is shown with the name of province. @@ -6526,22 +6513,108 @@ - To filter data by person attributes, identifiers or data elements, click on the DOWN button on the column corresponding to field which you want to filter. Click Filter button and enter value in the field shown. - - - - - - - - To clear filter values, click Clear filter button on toolbar. + To start a aggregate report, the first step is to select a program in the list. Follow these steps: + + + Select a program from list in the left panel. The system will be load data elements which belongs to the selected program. + + + Select date period ranges / relative periods / fixed periods in corresponding tab. + + + Select one or many organisation units by clicking on the hierachy organisation tree or check on User organisation unit / User organisation unit chilren checkboxes. Besides, you can also select a group in list and system will load all organisation units which belong to the selected one. + + + In Data filters tab, Select a program stage. Double-click data elements which you need to show into the result to move it from Availablefield to the Selected field + + If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the Available field. + + + + In the Options tab, there are options as follows - + 1) Position - Select positions for organisation unit, period and data. The system supports ten positions as follows - + + + Organisation unit: Rows; Period: Rows; Data: Filters + + + Organisation unit: Rows; Period: Columns; Data: Filters + + + Organisation unit: Rows; Period: Filters; Data: Filters + + + Organisation unit: Rows; Period: Filters; Data: Columns + + + Organisation unit: Columns; Period: Rows; Data: Filters + + + Organisation unit: Columns; Period: Filters; Data: Rows + + + Organisation unit: Filters; Period: Rows; Data: Filters + + + Organisation unit: Filters; Period: Rows; Data: Columns + + + Organisation unit: Filters; Period: Columns; Data: Rows + + + Organisation unit: Filters; Period: Filters; Data: Rows + + + 2) Aggregate type - Have three options. The first one is used for calculating number of events which satisfy the fitlers. The others are used for calculating sum/average data values of the select data element in Sum/Avg of option. + 3) Sum/Avg of - Select a number data element in list to calculate sum/avg data values of its if aggregate type option is sum or avg. + 4) Use completed events - Check it if you want to get only completed events. + 5) Use data from level(s) - Specify the level which you need to get events. If the option is Children only, individual data will be aggregated from the children of the selected organisation unit. If the option is Selected, individual data will be aggregated from the selected organisation unit. If the option is All, individual data will be aggregated from both selected organisation unit and its children. + 6) Group by - Group the result by data values of the selected data element. + 7) Limit records - Limit number of records in result returned. + + + + + + + + + To save parameters on the left panel, click Favorites button on toolbar. The select Manage favorites option. A form is shown to enter name for favorite and click Save button. - To export the result to excel file, click Download button, select XLS option. + To export the result to excel file, click Download button, select XLS option. For the aggregate report, the system supports more two types of file as PDF and CSV. +

+ Statistical Program + The tool provides a tool for generating a statistical report by program. + To access Statistical Program module, from the Services menu, go to the Individual Records option. Select Statistical Program option on left menu. Statistical program report is opened. + To get statistical report for a program, please do as follows - + + + Select a program in list. + + + Select start-date and end-date. The system will aggregate events which have the enrollment dates are between these dates. + + + Use data from level(s) - Specify the level which you need to get events. If the option is Children only, individual data will be aggregated from the children of the selected organisation unit. If the option is Selected, individual data will be aggregated from the selected organisation unit. If the option is All, individual data will be aggregated from both selected organisation unit and its children. + + + Click Generate button to generate report. The result is displayed below. And click Export XLS button to export the result to excel file. + + + + + + + + +

Manual person aggregation - The Manual person Aggregation module is used for aggregating individual data and import into aggregated data element. To open Manual person aggregation module, from the Services menu, go to the Individual Records option. Select Manual Person Aggregation option on left menu. Manual person aggregation form is opened as below - + The Manual person Aggregation module is used for aggregating individual data and import into aggregated data element. + To access Manual person aggregation module, from the Services menu, go to the Individual Records option. Select Manual Person Aggregation option on left menu. Manual person aggregation form is opened as below - @@ -6559,9 +6632,9 @@ Select organisation unit level where person data will be select to aggregate. There are 3 options - - - All: Individual data from both selected organisation unit and its children will be aggregated. - - Children only: Individual data from the children of the selected organisation unit will be aggregated. - - Selected: Individual data from the selected organisation unit will be aggregated. + - All: Individual data will be aggregated from both selected organisation unit and its children. + - Children only: Individual data will be aggregated from the children of the selected organisation unit . + - Selected: Individual data will be aggregated from the selected organisation unit. Click on the