Program and Program stage

Program and Program stage The section provides a mechanism for defining health programmes and action for each stage of the programme. -

- Program +

+ Program A program must be specified with only one tracked entity. And just entities what/who have the tracked entity as same as the tracked entity of program can enroll into that program. There are three type of program, include - @@ -372,11 +372,10 @@ To assign a program for organisation units, click on the program which you would like and select Assign program to organisation units menu. Then select organisation units where provide the program. - To assign a program for user roles, click Assign program to userroles icon, the second 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 fifth 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 define a program indicator, click Program Indicator management icon under Operations, corresponding to the program you would like. - To set authority for sharing the program, click Sharing Settings icon, the seventh 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 - + To assign a program for user roles, click on the program which you would like and select Assign program to userroles menu. Then select user roles 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 on the program which you would like and select Program validation rule management menu. 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 define a program indicator, click on the program which you would like and select Program Indicator management menu. + To set authority for sharing the program, click on the program which you would like and select Sharing Settings menu. You can see two parametters for authority, include External access (without login) and Public Access in the form with three authorities. There are three options for the public access as follows - None - The program is private one. Just the user who created it can see and use it. @@ -391,9 +390,9 @@ 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 translate the name of a program, click Translation icon, the seventh icon under Operations, corresponding to the program you would like.

Program stage - To define a program stage, click the row corresponding to the program you would like, then View program stages link in context menu. In Program stage management form, click 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 row corresponding to the program you would like, then View program stages link in context menu. In Program stage management form, click Add new button. Basic information - Program stage details section - @@ -430,19 +429,21 @@ the program. - Open data entry form after enrollment - After a entity enrolls into the program successfull, the event of this stage is opened. - - - Report Date to use - The date is used for report date of the event. When a data entry of this event are opened after registration, the system use date of incident or date of enrollment for report date. - - - 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. - - - Remind completing program after a program stage completed - After an event is completed, the system remind if the user want to complete the program. - - - Remind creating next event on this event completed - When the event of this stage completed, an alert is displayed and ask user to complete the program. + Open data entry form after enrollment - Automatically open the event of this stage as soon as the entity has enrolled into the program. + + + Report Date to use - The date is used for report date of the event opened automatically. There are two options , include Incident date or Enrollment date. + If the Report date to use is selected as one of those two('incident date'/'enrollment date'), in Dashboard, the 'Report date' of the event will be set as one of those two. + + + + Block entry form after completed - Check on it for blocking entry form after completed the event of this stage. The data values in the entry form cannot be changed until the status of the event is reset as incomplete. + + + Ask user to complete program when stage is completed - If this property is set, a popup will come up to ask if user wants to create the event of next stage. + + + Ask user to create new event when stage is complete - If this property is set, a popup will come up to ask if user wants to create a new event of this stage when an event of this stage completed. This property is active only when Repeatable field is set. 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. @@ -451,57 +452,100 @@ Capture coordinates - Many types of events may be recorded at a facility or be owned-by a health worker at a facility, but actually take place somewhere in the community. This field is checked to get coordinates of the place. - Complete allowed only if validation passes - The event created by this program stage is completed if all validation rules are passed. + Complete allowed only if validation passes - The event created by this program stage is completed only when 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 entity 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 entity automatically. There are two params - + Data elements section - Select entity data elements which belong to the program stage. There are four properties for each data element selected- + + + Compulsory - The value of this data element must be filled into data entry form before completing the event. + + + + Allow provided elsewhere - Specify if the value of this data element comes from other facility, not in the facility where this data is entered. + + + + Display in reports - Display the value of this data element into the SEWoR data entry function. + + + + Date in future - Allow to select a date in future for date data elements. + + + This module also supports to define template message reminders which are sent to users/entities. To access to this function, click on the program stage which you would like to define template message reminder and select View template reminder message link. - Send base on - There are two ptions, Days scheduled and Complete event. - - - 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. - - - Parameters - Provide parameters which are used for generating a message for each entity. The parameters include entity'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. + Name - Name of description + + + Send base on - There are two options, include : + 1) Days scheduled - The message is sent in day ( datesToCompare + daysAllowedSendMessage ). + + 2) Complete event - The message is sent when the event of an entity is completed. + + + Date to compare - This is the date used for calculating the date to send the message. There are 2 options, include: + 1) Enrollment Date + 2) Incident Date + + + Send message X days before/after scheduled date - The number of days needs to calculate the date for sending the message by scheduled. Just enter a number for this field in the case Send base on with value as Days schedule. + + + Recipients - Specify the kind of persons who will receive the message. There are 5 options, include +- + 1) Tracked entity instance (SMS only) + 2) Attribute users + 3) Organisation unit phone number (SMS only) + 4) All users in organisation unit + 5) User group + + + User group - Select one user group if Recipients field is selected as User group. + + + Message type - This is the types of message. There are 3 options, include - + 1) Direct SMS - This kind of SMS message is linked to the program of an entity after sending to recipients. + 2) Message + 3) Both + + + Parameters - Provide parameters which are used for generating a message for each entity. The parameters include entity name, program name, incident date, days since incident date, enrollment date, days since enrollment date, organisation unit name. Double-click on an option to insert it into template message field below. + Message - Content of template message. E.g. - Dear {patient-name}, please come to your appointment at {due-date}. + 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 - - Custom data entry form - Define a data entry form as HTML page. Click Design data entry form icon, the fifth icon under Operations, corresponding to the program stage you would like to define custom data entry form. The system supports to define a custom entry form with multi stages. So this form can be re-used in other stages of the same program. + Custom data entry form - Define a data entry form as HTML page. click on the program stage which you would like and select to define custom data entry form. The system supports to define a custom entry form with multi stages. So this form can be re-used in other stages of the same program. - Section data entry form - Group some data elements which belong to the program stage as sections and display data elements by each section. Click Section management icon, the - forth icon - under Operations, corresponding to the program stage you would like to define section data entry form. + Section data entry form - Group some data elements which belong to the program stage as sections and display data elements by each section. Click on the program stage which you would like and select Section management link to define section data entry form. Default data entry form - List all data elements which belong to the program stage. + + A custom data entry form can have data elements which belong to other stages of the program. This form can be reused for the stages of program. When the form is opened to enter data, the data values which belong to other events will be displayed if any, but user can not modify them. Just only data values with data elements which belong to the stage selected are editable. + To sort program stages by scheduled days, click Sort by scheduled days button.

Validation criteria - Validation criteria section provides a mechanism for defining criteria for entitys when enrolling a program. - To access the validation criteria maintenance module, from Apps menu, go to entitys and Programs option and click on it. Select Progam option and click on the row corresponding the program you want to design. Then select View validation criteria link on context menu to open Validation criteria management form. + Validation criteria section provides a mechanism for defining criteria which validate if an entity can enrol into the program. + To access the validation criteria maintenance module, click on the program which you would like and select View validation criteria link on context menu to open Validation criteria management form. To create a new validation criterion, click the Add new button. Fill all fields with read asterisk, and click Add button. - To translate the name of a program, click Translation icon, the third icon under Operations, corresponding to the validation criteria you would like. + To translate the name of a validate criteria, click on the program stage which you would like and select Translation link.

@@ -510,15 +554,15 @@ This provides two functions - - Aggregation query builder management is a tool for defining formulas, expressions, rules for aggregation data from tracker to aggregation module. + Apps > Programs / Attributes > Aggregation query builder is a tool for defining formulas, expressions, rules for aggregation data from tracker to aggregation module. - Manual entity aggregation is used for generating routine data values from individual data by period and organization unit. Please refer the Service module to see this part. + Apps > Individual Records > Manual Aggregation is used for generating routine data values from individual data by period and organization unit.

- entity Aggregation Query Builder Management - To access Aggregation Query Builder module, from the Apps menu, go to the entitys and Programs option. Select Aggregation Query Builder option on left menu to proceed. + Aggregation Query Builder + To access Aggregation Query Builder module, from the Apps menu, go to the Programs / Attributes option. Select Aggregation Query Builder option on left menu to proceed. To define a formula, click the Add new button. @@ -540,7 +584,7 @@ Operator - There are six operators - 1) Select Number of entitys if aggregate based on entitys; + 1) Select Number of tracked entity instances if aggregate based on entities; 2) Select Number of visits if aggregate data based on times that entitys 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. @@ -577,9 +621,9 @@ - entity attribute tab + Attribute tab - - List all available fixed attributes, such as gender, DOB type, Age (days), .. and user-defined attributes. Besides, provide a formula for calculating number of entitys who registered in system. However, if a program without registration is selected, entity attributes aren't displayed. + - List all available fixed attributes, such as gender, DOB type, Age (days), .. and user-defined attributes. Besides, provide a formula for calculating number of entities who registered in system. However, if a program without registration is selected, entity attributes aren't displayed. Program tab @@ -587,16 +631,16 @@ - Provide formulas for calculating data value related to the selected program and program stage - - The number of entitys who enrolled the selected program. - - - The number of entitys / times that ( Date of enrollment - Date of incident ) is greater then a certain number. - - - The number of entitys who visited the selected program stage OR the number of visits what are registered in the system. - - - The number of entitys by age at the report-time. + The number of entities who enrolled the selected program. + + + The number of entities / times that ( Date of enrollment - Date of incident ) is greater then a certain number. + + + The number of entities who visited the selected program stage OR the number of visits what are registered in the system. + + + The number of entities by age at the report-time. @@ -619,7 +663,7 @@ which user will select when generate report. It is not set in the query.

- Sample of entity aggregation + Sample of aggregation query builder E.g. Find the number of the children vaccinated BCG by defining a linking rule between the data elements of aggregate dataset named Number of children - BCG and the data element of a program stage named BCG dose given. @@ -631,13 +675,13 @@ From Apps menu, go to Datasets option and click on it. Select Dataset option to create a new dataset named BCG Report and add Number of children - BCG data element into the dataset. - From Apps menu, go to entitys and Programs option and click on it. Select Program option to create a program named Child Health Program with a stage named Birth Details and add the BCG dose given data element into this stage. + From Apps menu, go to Programs / Attributes option and click on it. Select Program option to create a program named Child Health Program with a stage named Birth Details and add the BCG dose given data element into this stage. 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 entity option below Registration header in the left menu to register three entitys named Micheal, Alice and Tom in Ngelehun CHC and enroll them into Child Health Program. + From Services menu, go to Individual Records option and click on it. Select entity option below Registration header in the left menu to register three entities named Micheal, Alice and Tom in Ngelehun CHC and enroll them into Child Health Program. 1) For Micheal, open the Birth Details stage into Child Health Program. Enter value for BCG dose give date data element as "2012-01-18". 2) For Alice, open the Birth Details stage into Child Health Program. Enter value for BCG dose give date data element as @@ -673,7 +717,7 @@

Schedule automated message reminder - This function is used for scheduling message reminders to be automatically sent to enrolled entitys XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each entity 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. + This function is used for scheduling message reminders to be automatically sent to enrolled entities XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each entity 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 entity at the time the button clicked.

@@ -699,12 +743,12 @@

- Individual records module + Individual records Each of the options for the services will be described in the following section - - Find/Add entity - Register, edit and search private information of entitys. Support entity dashboard for managing relationships, program enrollment, entering case entry form, .... + Find/Add Instance + Register, edit and search private information of entities. Support entity dashboard for managing relationships, program enrollment, entering case entry form, .... @@ -712,33 +756,19 @@ Visit Schedule provides for the user at a facility or in an area a list of upcoming visits to better plan for daily/weekly activities. - Lost to follow-up - Support the work practices around tracking entitys within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. - - - Multiple Individual records - Enter data for multiple program stages and entitys for a program. The entry screen gives an overview of the stage status. - - - - Single event with registration + Lost To Follow-Up + Support the work practices around tracking entities within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. + + + Single Event With Registration The data to register is defined by a single event with registration program. - Single event without registration - Register Single events without registration. The data to register is defined by a single event without registration program. - - Program summary View the summary report to get an overview of the services provided for a program. - Tabular report - Use an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each entity attribute, entity identifier and data element. - - - Program Statistics Program statistics on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc. @@ -747,34 +777,34 @@ Monitor the completeness of events and produce completeness reports for each program - Manual entity Aggregation + Manual Aggregation Generate routine data values from patient data by month (or other intervals if desired) and organisation unit.

- Find/Add entity + Find/Add instance The first step in the tracking is the registration of entity/case in the application. In the registration process, the details - which are related to the entityal information, identification, contract and location details & health provider details, are entered in the application. In the registration itself, entity is provided with the unique identification number. This number will be unique and will not match with the identification number of any entity in the state jurisdiction. The issue of identification number will be the responsibility of facility where entity is registered first time. - No matter what program entitys need to enroll, they must register into the system first. Then health providers will enroll the entitys into relevant programs. E.g. every pregnant women and the child need to be registered first as a entity, then they will be enrolled in Mother Care program or Child Health program. + No matter what program entities need to enroll, they must register into the system first. Then health providers will enroll the entities into relevant programs. E.g. every pregnant women and the child need to be registered first as a entity, then they will be enrolled in Mother Care program or Child Health program. - To access entity management function, from the - Services menu, go the Individual Records option and click on it. Select Find/Add entity option on + To access Tracked entity instance management function, from the + Apps menu, click Individual Records and click on it. Select Find/Add Instance option on the left menu to proceed. Then, after to select organisation unit. - Click the List All entitys button to list all -entitys in the selected organisation unit. If a program in list on the right side is - selected, the system will load entitys who enrolled into the program. - For the registration process, the details - which are related to the entityal information, identification, contact and location details, and health provider details, are entered. + Click the List All instances button to list all +entities in the selected organisation unit. If a program in list on the right side is + selected, the system will load entities who enrolled into the program. + The registration process is below - - To register a entity, go to the Services menu, select option Individual Records. + To register a entity, go to the Apps menu, select Individual Records. Click the - Find/Add entity + Find/Add Instance - option below entity header to go to entity management window. + menu below Tracked entity instance header to go to Tracked entity instance management window. 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. @@ -783,7 +813,7 @@ - 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 entity management to navigate to previous page. + Fill data into the registration form. Then click the Add button to complete to process of registration. To continue to register other new entity, click the Add && Register new button. @@ -792,11 +822,10 @@ - To check the duplicated entity or to avoid double registration, after providing name and demographic details, click the Check duplicate button. Checking process bases on full name, gender and birthday of the registering entity to look for the available entitys with the similar information in the database. The result list will be displayed if the system finds out the same entitys. Now health providers can cancel the registration process and update the existing entity or continue the process of registration. - To register representative for the registering entity, check on the Has guardian/caretaker checkbox in Register new entity form. The sub-function has two tab - + For tracked association attribute which is used to register representative for the registering entity, in registration form, check on the checkbox of this attribute, the sub-function has two tab - - Search existing entity tab is used for searching available entitys and users can select one entity in the result list to set relationship. The criteria to search is based on identifier, attribute and name of entitys. + Search existing entity tab is used for searching available entities and users can select one entity in the result list to set relationship. The criteria to search is based on attribute of entities. Add new entity tab is used for registering a new entity for relationship. When adding a entity in this form, you need to select one user-defined relationship type in the list. Finally, click Add button. @@ -812,9 +841,9 @@

- entity dashboard - The function provides quick access to individual data of a entity. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the entity . 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 entity is opened after register successfully or click the first icon under Operations, corresponding to the entity who you would like. + Tracked entity instance dashboard + The function provides quick access to individual data of an entity. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the entity . 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 an entity is opened after register successfully or click the first icon under Operations, corresponding to the entity who you would like. @@ -824,14 +853,14 @@ Click on the View access log link in the top-right of the dashboard to open history of access log to this entity. The Demographics section provides links for editing profile and changing other location of the entity. Click on Edit profile link to update individual information of entity. Click on Change location link to change other location for the entity. - 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 - + 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 opened below with five tab - Data entry screen tab - Where data is manually registered for each entity. Click on a event box in tab. Then fill a report date to open data entry form of the selected event. After entering data values into the data entry form, user should click on Run validation button before clicking on Complete button to check reality of data. The event is only completed successfully if all validation is valid. - Identifier / Attribute tab - Load identifier-types and entity-attributes which belong to the selected program for users to enter values for this program. + Attribute tab - Load identifier-types and entity-attributes which belong to the selected program for users to enter values for this program. Reschedule and set status tab - Provides function for re-scheduling, setting status and sending messages/comments or deleting for each events. @@ -859,6 +888,9 @@ Program report tab - Summary report for the program. + + Belong to the authorities of the user logged, some tabs can be hidden. + The Active programs section consists of active programs of the entity. Click on a program to show detail information below. Besides, there are two link in this tab - @@ -871,7 +903,7 @@ To enroll the entity into a program, click Enroll link. - The Relationship section consists of relationships of the entity. Click on a entity in list to open his/her dashboard. Besides, there are two link in this tab - + The Relationship section consists of relationships of the entity. Click on an entity in list to open his/her dashboard. Besides, there are two link in this tab - To open Relationship management section, click Management link. @@ -883,7 +915,7 @@ Besides, the system audits user's information who accessed on the dashboard. Click on the History link in the header to display this information.

- entity enrollment + Enrollment After the registration, the entity needs to be enrolled in any available program. To enroll - @@ -904,23 +936,23 @@ 1) Date of enrollment ( the first field ) - The date when entity enrolls into the selected program. 2) Date of incident ( the second field ) - The date when the entity 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 or entity attributes, they are displayed below. Users can enter values for them at this time. + If the selected program has any 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 entity. 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 of incident is ignored with single event programs. Click the Enroll button to complete the enrollment process. - The system will automatically calculate due-date for each event of program and will show it in the Re-schedule and set status tab. In health programme, a entity registered and enrolled, needs to be checked from time to time by health providers. -The case update is designed in the same manner so that services which are received by the entitys can be updated from time to time when they visit the facility or whenever the health providers need to track. - The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health program, a entity registered and enrolled, needs to be checked from time to time by health providers. -The case update is designed in the same manner so that services which are received by the entitys can be updated from time to time when they visit the facility or whenever the health providers need to track. + The system will automatically calculate due-date for each event of program and will show it in the Re-schedule and set status tab. In health programme, an entity registered and enrolled, needs to be checked from time to time by health providers. +The case update is designed in the same manner so that services which are received by the entities can be updated from time to time when they visit the facility or whenever the health providers need to track. + The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health program, an entity registered and enrolled, needs to be checked from time to time by health providers. +The case update is designed in the same manner so that services which are received by the entities can be updated from time to time when they visit the facility or whenever the health providers need to track.

Editing entity profile - After registering a entity to a certain program, you can edit profile for that entity. + After registering an entity to a certain program, you can edit profile for that entity. Click the second icon under Operations, corresponding to the entity you would like to edit. Or click the Edit profile link in Dashboard of entity. @@ -935,7 +967,7 @@

Adding relationship - To open relationship management for a entity, click on the Relationship management icon under Operations or click on the Management link on Relationships section in Dashboard. The management page appears... + To open relationship management for an entity, click on the Relationship management icon under Operations or click on the Management link on Relationships section in Dashboard. The management page appears... @@ -943,7 +975,7 @@ - To add relationship for a entity, you have to click on Search available entity link to navigate to search page. + To add relationship for an entity, you have to click on Search available entity link to navigate to search page. To register a new entity and create relationship with the selected entity, click Register new entity link. To set a relative entity as representative, click on the Set as representative icon, the first icon under Operations according to the entity you would like.

@@ -961,8 +993,8 @@

- Advanced search entitys - The Advanced search function is used for searching available entitys based on full-name, identifiers and entity attribute values. + Advanced search entities + The Advanced search function is used for searching available entities based on full-name, identifiers and entity attribute values. To access Advanced search function, from the Services menu, go the Individual Records option and click on it. Select Find/Add entity option on the left menu to proceed. Then, after selecting organisation unit, click on the @@ -975,7 +1007,7 @@ - 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 entitys. + 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 entities. @@ -983,16 +1015,12 @@ - - Please check Search in all facilities checkbox - for searching whole organisation hierarchy tree. -

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. - To access Visit Schedule module, from the Services menu, go to the Individual Records option. Select Visit Schedule option on left menu. Visit schedule management is opened. + To access Visit Schedule module, from the Apps menu, go to the Individual Records. Select Visit Schedule option on left menu. Visit schedule management form is opened. To get visit schedule for a program, please do as follows - @@ -1005,7 +1033,7 @@ Use data from level(s) - Specify the level which you need to get events. If the option is Children only, individual data will be get from the children of the selected organisation unit. If the option is Selected, individual data will be get from the selected organisation unit. If the option is All, individual data will be get from both selected organisation unit and its children. - Click Show Event List button to generate visit schedule. The result is displayed below. And click Export XLS button to export the result to excel file. + Click Show Event List button to generate visit schedule. The result is displayed below. @@ -1015,14 +1043,14 @@ - Click active event below Program stage column or second icon, corresponding to the event which you would like to open the data entry screen. - Click entity Dashboard icon, the first icon under Operations, corresponding to the event which you would like to open dashboard of the entity corresponding to the event. - Click entity details and history icon, the third icon under Operations, corresponding to the event which you would like to open the entity history. + Click Events icon, first icon under Operations, corresponding to the entity which you would like to open event list according to the search event criteria. Then click on a date in event list to open the data entry screen. + Click Dashboard icon, the secord icon under Operations, corresponding to the entity which you would like to open dashboard of the entity corresponding to the event. + Click Tracked entity instance details and history icon, the third icon under Operations, corresponding to the entity which you would like to open the entity history.

Lost to follow-up - This function supports the work practices around tracking entitys within a health program that have not shown up for a scheduled visit, e.g. that are lost to follow-up. - To access Program Tracking module, from the Services menu, go to the Individual Records option and select Program Tracking option on left menu. + This function supports the work practices around tracking entities within a health program that have not shown up for a scheduled visit, e.g. that are lost to follow-up. + To access Lost to follow up module, from the Apps menu, go to the Individual Records option and select Lost to follow up option on left menu. To get tracking for a program, please do as follows - @@ -1048,10 +1076,11 @@ - Click on an event to re-schedule and set status for the selected event or see all tracking history for this event. - Click on entity's name link or entity Dashboard icon, the first icon under Operations to open his/her dashboard. - Click entity details and history icon, the second icon under Operations, corresponding to the event which you would like to open the entity history. - To search events by status and some criteria such as name, identifiers or attributes, click on Search button next to List All entitys. 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 entity in result. + Click Events icon, first icon under Operations, corresponding to the entity which you would like to open event list according to the search event criteria. Then click on a date in event list to open the data entry screen. + Click on Dashboard icon, the second icon under Operations to open his/her dashboard. + Click on Edit icon, the third icon under Operations to edit program tracking information. + Click Tracked entity instance details and history icon, the forth icon under Operations, corresponding to the event which you would like to open the entity history. + To search events by status and some attributes, click on Advanced Search button. A advanced search criteria is shown. After filling search key values, click on Search button on this form to display result. @@ -1062,46 +1091,11 @@

Data entry -

- Multiple individual records - 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 entity 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 values, the first step is to open a list events of entity 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. - The system loads multi events with registration which belong to the selected organisation unit. - - - Select a program in the list - - - Select an option in Schedule visits combobox to get events corresponding to the period options. There are three options, includes Today, Last 7 days and Last 30 days. - - - - - - - - - - Click on entity's name link or entity Dashboard 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 entitys. 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 entity in result. - - - - You can see/post comments for each event into case entry form. - -

Single event with registration The data to register is defined by a single event with registration program. The functionality supports health providers to register entity information and input data values for a program into one form. - In order to register an event, from the Services option, go to the Individual Records option and click it. Then select Single event with registration option on left menu to proceed. - To list all entitys in the selected facility, click List All entitys button. + In order to register an event, from the Apps option, go to the Individual Records and click it. Then select Single event with registration option on left menu to proceed. + To list all entities in the selected facility, click List All entities button. To add new event, select a program in the combo box. And then click Add new button. @@ -1113,42 +1107,19 @@ To update event of a registered entity: - Click Advanced search button. Then enter criterion for searching available entitys. The search result is displayed below. User can read the user guide for Advanced search function in entity registration section. + Click Advanced search button. Then enter criterion for searching available entities. The search result is displayed below. User can read the user guide for Advanced search function in entity registration section. Click on Data entry icon - the first icon under Operations, corresponding to the entity you would like to edit, to update data values for the event.

- 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 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 - - - - Click Search button. Then enter criterion for searching entity. The entity list are displayed below. - - - Click on Data entry icon - the first icon, to update value for the event. - - - - Currently, we supported offline functionality for single event without registration entry form. - -

Reports The sub module provides two functions for individual reports - - Program summary - View the summary report to get an overview of the services provided for a program. - - - Tabular report - An interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each entity attribute and data element. + Program Summary - View the summary report to get an overview of the services provided for a program. Statistical Program - Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc. @@ -1160,7 +1131,7 @@

Program summary The function provides a tool for generating summary list of individual information with color shown on program stages to identify status of receiving services in each stage. - To access the program summary report, choose Services -> Individual Records > Program summary. + To access the program summary report, choose Apps > Individual Records > Program summary. Select a organisation unit which provides services on the left menu. Then on the main page, select Program, Start date, End date to get period. After, select Use data from level(s). There are three levels Selected, Children Only and All. Finally, click Generate button. The result is get based on the date of enrollment of each entity who registered the selected organisation unit and enrolled in the selected program in the interval from start-date and end-date what health provider entered. @@ -1191,137 +1162,10 @@

- Tabular report - This is an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each entity attribute/data element. - There are two types of reports. The first one is case-based report. It supports to - filter events by each entity attributes and data elements. The second one is aggregate - report. It allows for aggregation on simple filters and 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 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 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. - - - Select one or many organisation units. - - - 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. - - - - In the Options tab, there are two options - - - - - - Use data from level(s): Specify the level which you need to get events - - 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. - - - - - Click Update button on toolbar. The result is shown on the main page. - - - - - - - - - - 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 hierarchy organisation tree or check on User organisation unit / User organisation unit children 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 filters. 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. For the aggregate report, the system supports more two types of file as PDF and CSV. -

Program Statistics The tool provides a tool for generating a statistics report by program. - To access Program Statistics module, from the Services menu, go to the Individual Records option. Select Program Statistics option on left menu. Program statistics is opened. + To access Program Statistics module, from the Apps menu, go to the Individual Records. Select Program Statistics option on left menu. Program statistics form is opened. To get statistics report for a program, please do as follows - @@ -1347,7 +1191,7 @@ In result - - Total new enrollments in this period - The number of entitys who enrolled the selected program from start-date to end-date. + Total new enrollments in this period - The number of entities who enrolled the selected program from start-date to end-date. Total programs completed in this period - The number of programs completed. @@ -1392,9 +1236,9 @@

- Manual entity aggregation - The Manual entity Aggregation module is used for aggregating individual data and import into aggregated data element. - To access Manual entity aggregation module, from the Services menu, go to the Individual Records option. Select Manual entity Aggregation option on left menu. Manual entity aggregation form is opened as below - + Manual aggregation + The Manual Aggregation module is used for aggregating individual data and import into aggregated data element. + To access Manual aggregation module, from the Apps menu, go to the Individual Records. Select Manual Aggregation option on left menu. Manual aggregation form is opened as below - @@ -1402,7 +1246,7 @@ - In the entity aggregation form above + In the Manual aggregation form above - Select dataset from Dataset List to get aggregate values. Note that only datasets which were assigned to at least one organisation unit will be shown in this list.