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Message #14011
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 400: Added a seperate user section.
------------------------------------------------------------
revno: 400
committer: Jason P. Pickering <jason.p.pickering@xxxxxxxxx>
branch nick: dhis2-docbook-docs
timestamp: Sat 2011-09-17 09:10:24 +0200
message:
Added a seperate user section.
added:
src/docbkx/en/dhis2_user_user_management.xml
modified:
src/docbkx/en/dhis2_documentation_guide.xml
src/docbkx/en/dhis2_user_manual_en.xml
--
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=== modified file 'src/docbkx/en/dhis2_documentation_guide.xml'
--- src/docbkx/en/dhis2_documentation_guide.xml 2011-09-14 18:18:56 +0000
+++ src/docbkx/en/dhis2_documentation_guide.xml 2011-09-17 07:10:24 +0000
@@ -1,6 +1,6 @@
<?xml version='1.0' encoding='UTF-8'?>
<!-- This document was created with Syntext Serna Free. --><!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"; []>
-<chapter>
+<chapter id="doc_guide_chapter">
<chapterinfo>
<title>DHIS 2 Documentation Guide</title>
<author>
=== modified file 'src/docbkx/en/dhis2_user_manual_en.xml'
--- src/docbkx/en/dhis2_user_manual_en.xml 2011-09-14 11:02:00 +0000
+++ src/docbkx/en/dhis2_user_manual_en.xml 2011-09-17 07:10:24 +0000
@@ -46,6 +46,7 @@
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_orgunits.xml" encoding="UTF-8"/>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_data_elements.xml" encoding="UTF-8"/>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_datasets_forms.xml" encoding="UTF-8"/>
+ <xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_user_management.xml" encoding="UTF-8"/>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_data_entry.xml" encoding="UTF-8"/>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_using_data_quality.xml" encoding="UTF-8"/>
<xi:include xmlns:xi="http://www.w3.org/2001/XInclude"; href="dhis2_user_man_creating_data_quality.xml" encoding="UTF-8"/>
=== added file 'src/docbkx/en/dhis2_user_user_management.xml'
--- src/docbkx/en/dhis2_user_user_management.xml 1970-01-01 00:00:00 +0000
+++ src/docbkx/en/dhis2_user_user_management.xml 2011-09-17 07:10:24 +0000
@@ -0,0 +1,130 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<!-- This document was created with Syntext Serna Free. --><!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "docbookV4.4/docbookx.dtd" []>
+<chapter>
+ <title>User management</title>
+ <para>DHIS2 allows for multiple users to access the system simultaneously, each with a define set of permissions. These permissions can be finely tuned so that certain users can only enter data, while others may generate reports. Multiple user roles can be created, each with their own set of permissions, and then assigned to users which grant them certain privileges within the system. This chapter describes how to manage users and user roles.</para>
+ <section id="creating_new_users">
+ <title>Creating new users and roles</title>
+ <para>This section will describe how to add new users and manage existing users to the DHIS2 application. You can create as many user names as you need. Each user can be assigned certain privileges, and can be assigned to certain organisation units for which they will be enabled to enter data on behalf of. To access the user module, choose "Maintenance->Users" from the main menu.</para>
+ <section id="user_maintenance">
+ <title>User maintenance</title>
+ <screenshot>
+ <screeninfo>Select Users menu item</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="100%" fileref="resources/images/dhis2UserManual/select_user_menu.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>User names already registered will appear as a list as seen in the screen shot below.</para>
+ <screenshot>
+ <screeninfo>Search by user name</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="100%" fileref="resources/images/dhis2UserManual/search_user_by_name.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>You can search for specific user names in the user list by
+ entering the name in the ‘filter by user name’ field as shown
+ above.</para>
+ </section>
+ <section id="user_user_roles">
+ <title>User role management</title>
+ <para>As part of creating a user name you are required to define the user
+ role. Do so by clicking on the ‘user role’ appearing on the left side of
+ the displayed screen. This will lead you to the Role Management page where you will have
+ to click on <guibutton>Add new</guibutton> to create a new role.</para>
+ <screenshot>
+ <screeninfo>Add new user role</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="100%" fileref="resources/images/dhis2UserManual/add_user_role.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>The following screen will open and here in the first text box you
+ need to give Name of the Role such as Super User, Admin User, etc. The
+ second text box called ‘Description’ gives more information about the
+ type of User Role that is being created for e.g. State Admin User,
+ District Data Entry.</para>
+ <screenshot>
+ <screeninfo>Role maintenance page</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="100%" fileref="resources/images/dhis2UserManual/role_maintenance_page.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>Next you will specify the particular data set(s) that are to be
+ made available to the particular role. You will also need to specify the
+ type of ‘authority’ to be given to the particular user. For each of the
+ three options namely Datasets, Reports and Authorities user can select
+ multiple options from the scroll down menu provided against each field.
+ A user can choose multiple options either by moving them
+ one-by-one.</para>
+ <para>In order for particular users to be able to enter data, you must
+ add them to both a dataset as well as an organisational unit level. You
+ can also select multiple datasets individually by pressing the Ctrl key
+ on the keyboard and clicking on individual datasets.</para>
+ <para>Finally when you have entered the required fields click on
+ <guibutton>Save</guibutton> which is located on the lower part of the
+ displayed screen. The desired user role and related authorisation will
+ be saved to the database, and can then be assigned to a particular
+ user.</para>
+ </section>
+ <section id="user_management">
+ <title>User management</title>
+ <para>Under particular user role there can be more than one user. To add
+ new users go to the User options under the Maintenance module.</para>
+ <para>To add a new user, just follow these steps:</para>
+ <itemizedlist>
+ <listitem>
+ <para>Click on the <guibutton>Add New</guibutton> button.</para>
+ </listitem>
+ <listitem>
+ <para>Enter New User details like <guilabel>User name</guilabel>, <guilabel>Password</guilabel>, <guilabel>Confirm password</guilabel>, <guilabel>Surname</guilabel>, <guilabel>First name</guilabel> and <guilabel>Email</guilabel> in new user’s option tabs.</para>
+ </listitem>
+ <listitem>
+ <para>Click on <guibutton>Add</guibutton> button for confirmation of
+ new user details and follow the user error while creation of new
+ user.</para>
+ </listitem>
+ <listitem>
+ <para>The recently created new user can be seen in main’ User
+ management Screen</para>
+ </listitem>
+ <listitem>
+ <para>You can edit (like password, surname….etc) and delete the
+ details of new/old users by selecting corresponding User’s
+ <guibutton>Edit</guibutton> and <guibutton>Delete</guibutton>
+ Buttons.</para>
+ </listitem>
+ <listitem>
+ <para>Click on <guibutton>Save</guibutton> tab after editing all
+ details of a particular selected user.</para>
+ <screenshot>
+ <screeninfo>User management screen</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="100%" fileref="resources/images/dhis2UserManual/user_management.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ <listitem>
+ <para>Users must be assigned to at least one organisational unit. Users are able to have access to all children of the organisational unit(s) which have been assigned to them. For instance, if a user has been assigned to "District X" which has several facilities contained in the district, the user would have access to the district's data, as well as all of the facilities contained within the district. </para>
+ <para>In order for users to be able to enter data for specific organisational units, they must be assigned these units. If a user is responsible for entering data for all facilities for a given district, they should typically be assigned the district, and all of the facilities contained within the district.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
+ <section id="user_group_management">
+ <title>User group management</title>
+ <para>User groups allow you to send notifications to multiple users at the same time. Simply click "Add new" from the "User group" screen, provide a name for the group, and add the desired users from the "Available users" list to the "Group members" list. </para>
+ </section>
+ <section id="user_by_org_unit">
+ <title>User by organisation unit</title>
+ <para>The "User by organisation unit" function allows you see which users have been assigned to a particular organisation unit. Simply select the organisation unit from the tree on the left, and a list of users which have been assigned to this particular organisation unit will be displayed</para>
+ </section>
+ </section>
+</chapter>
