dhis2-devs team mailing list archive
-
dhis2-devs team
-
Mailing list archive
-
Message #19498
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 596: Update tracker module.
------------------------------------------------------------
revno: 596
committer: Tran Chau <tran.hispvietnam@xxxxxxxxx>
branch nick: dhis2-docbook-docs
timestamp: Mon 2012-10-15 16:47:34 +0700
message:
Update tracker module.
added:
src/docbkx/en/resources/images/patients_programs/scheduling_aggregation_query_builder.png
modified:
src/docbkx/en/dhis2_user_man_persons_and_programs.xml
src/docbkx/en/resources/images/patients_programs/create_new_person_single_event_with_registration.PNG
src/docbkx/en/resources/images/patients_programs/example_agg_query_builder.png
src/docbkx/en/resources/images/patients_programs/management_page.PNG
src/docbkx/en/resources/images/patients_programs/multi_program_validation.png
src/docbkx/en/resources/images/patients_programs/persons_and_programs_main_page.png
src/docbkx/en/resources/images/patients_programs/program_management.PNG
src/docbkx/en/resources/images/patients_programs/register_person_page.PNG
src/docbkx/en/resources/images/patients_programs/relationship_management.PNG
src/docbkx/en/resources/images/patients_programs/representative.png
src/docbkx/en/resources/images/patients_programs/single_program_validation.png
--
lp:~dhis2-documenters/dhis2/dhis2-docbook-docs
https://code.launchpad.net/~dhis2-documenters/dhis2/dhis2-docbook-docs
Your team DHIS 2 developers is subscribed to branch lp:~dhis2-documenters/dhis2/dhis2-docbook-docs.
To unsubscribe from this branch go to https://code.launchpad.net/~dhis2-documenters/dhis2/dhis2-docbook-docs/+edit-subscription
=== modified file 'src/docbkx/en/dhis2_user_man_persons_and_programs.xml'
--- src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2012-10-09 15:40:52 +0000
+++ src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2012-10-15 09:47:34 +0000
@@ -1,7 +1,7 @@
<?xml version='1.0' encoding='UTF-8'?>
<!-- This document was created with Syntext Serna Free. --><!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"; []>
<chapter>
- <title>Persons and Programs</title>
+ <title>DHIS TRACKER</title>
<section>
<title>Introduction</title>
<section>
@@ -27,6 +27,12 @@
<listitem>
<para>Linking data between tracker system and aggregate management system.</para>
</listitem>
+ <listitem>
+ <para>Provides a list of upcoming visits to better plan for daily/weekly activities at a facility or in an area. </para>
+ </listitem>
+ <listitem>
+ <para>Support the work practices around tracking persons within a health program.</para>
+ </listitem>
</orderedlist>
<para><emphasis role="bold">Advantages of tracker module -</emphasis></para>
<orderedlist>
@@ -34,6 +40,9 @@
<para>Facilitate the health service provider in person's treatment follow-up by recording all treatment related information in one place and in effective monitoring of different health services and drill down to individual person information.</para>
</listitem>
<listitem>
+ <para>Facilitate the health service provider at a facility or in an area a list of upcoming visits to better plan for daily/weekly activities. </para>
+ </listitem>
+ <listitem>
<para>Help the person in recording treatment history in one place, which could be used later in case of referral.</para>
</listitem>
<listitem>
@@ -46,42 +55,28 @@
<para>The data in primary registers at sub-center level is recorded and maintained by individual data or treatment cases, and sent up-wards as aggregate reports.</para>
</section>
<section>
- <title>Processes in the system</title>
+ <title>Getting started with DHIS Tracker</title>
<para>The module supports health providers for registering treatment cases and tracks these cases over time through different forms that are filled for the treatment of each person.</para>
- <orderedlist>
- <listitem>
- <para>Person registration</para>
- </listitem>
- <listitem>
- <para>Program enrollment</para>
- </listitem>
- <listitem>
- <para>Treatment case</para>
- </listitem>
- <listitem>
- <para>Reports</para>
- </listitem>
- </orderedlist>
- <section>
- <title>Information tracking process</title>
- <para>The process starts with the person registration. Then she/he can be enrolled in the program for which registered. The application will guide the health provider the services required for her/him through activity plan and the services from time to time can be updated into his/her profile. The working process is described in steps depicted in picture below - </para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/name_based_information_tracking_process.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </section>
+ <para>The process starts with the person registration. Then she/he can be enrolled in the program for which registered. The application will guide the health provider the services required for her/him through activity plan and the services from time to time can be updated into his/her profile. The working process is described in steps depicted in picture below - </para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/name_based_information_tracking_process.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <note>
+ <para>For programs without registration (e.g. In-Patient Morbidity and Mortality program), users only need to input treatment case and then export reports.</para>
+ </note>
<section>
<title>Person registration</title>
- <para>The process of creating a new person in the system is through the registration process. The person is first registered in the system (or checked if the person already exists in system). Searching a person can be done through name, identifiers, location or user-defined person's attributes (address, phone number, e.g.). If the person already exists in the system, the program enrollment process can continue. If the person is not available, new registration takes place. </para>
+ <para>The process of creating a new person in the system is through the registration process. The person is first registered in the system (or checked if the person already exists in system). Searching a person can be done through name, identifiers, location or user-defined person's attributes (address, child contact name, e.g.). If the person already exists in the system, the program enrollment process can continue. If the person is not available, new registration takes place. </para>
<para>The system supports for creating identifier type for the registration, such as Passport number, PAN, driving license, health identifier, UID. However, a system unique identifier is created automatically after registration and used to track the person.</para>
<para>For identification a person, the health worker is first identified through any of the identifiers or name of patient in the system and the person is identified through identifiers for receiving a health service. After identification, the individual case history can be viewed or a treatment case can be updated for the new visit that they have received.</para>
</section>
<section>
<title>Program enrollment</title>
- <para>When a person is enrolled into any health programme, the person is provided various services through the treatment are recorded. Based on the services of the program by the time, the system creates an activity plan for person.</para>
+ <para>When a person is enrolled into any health programme, he/she is be provided identifier number (e.g PARA, parish, ... ) and declare some attributes which belong to the program. After, the person is provided various services through the treatment are recorded. Based on the services of the program by the time, the system creates an activity plan for person.</para>
</section>
<section>
<title>Treatment case</title>
@@ -154,13 +149,17 @@
<para>Create, modify and view validation criteria. A criteria is used for validation of Person data. </para>
</listitem>
<listitem>
- <para>Message </para>
+ <para>Scheduling Message </para>
<para>Scheduled automatic messages to be sent in order to notify persons about upcoming or overdue visits.</para>
</listitem>
+ <listitem>
+ <para>Scheduling Aggregation Query Builder</para>
+ <para>Schedule for running aggregate builder formulas automatically. </para>
+ </listitem>
</itemizedlist>
<section id="patient_attribute">
<title>Person attribute</title>
- <para>Create, modify and view person attributes. An attribute can be used to register extra information for a person.</para>
+ <para>Create, modify and view person attributes. An attribute can be used to register extra private information for a person or information when that person enrolled into a certain program.</para>
<para>From <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it. Select <emphasis role="italic">Person Attribute</emphasis> option to create a new attribute for persons. </para>
<para>After, click on <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Person Attribute Management</emphasis> window to go to <emphasis role="italic">Add New Person Attribute Management</emphasis> window.</para>
<para>Basic information</para>
@@ -175,6 +174,10 @@
<para><emphasis role="italic">Mandatory</emphasis>: Entering value for this attribute is required or not.</para>
</listitem>
<listitem>
+ <para><emphasis role="italic">Inherit</emphasis>: When to registry a new person for relationship with an available person, all inherrit person attribute values of the person will be pre-filled in the registration form.
+ </para>
+ </listitem>
+ <listitem>
<para><emphasis role="italic">Value Type</emphasis>: Data type of value inputed.</para>
</listitem>
</itemizedlist>
@@ -184,7 +187,8 @@
<para>To access the person attribute group maintenance module, from <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it. Select <emphasis role="italic">Person Attribute Group</emphasis> option to create a new an attribute group.</para>
<para>To create a new attribute group, click the <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Person Attribute Group</emphasis> window to go to <emphasis role="italic">Add New Person Attribute Group</emphasis> window , click the <emphasis role="italic">Add new</emphasis> button. Fill in the <emphasis role="italic">Name</emphasis> and <emphasis role="italic">Description</emphasis> fields and then select attributes that should belong to the group from the left panel. </para>
<para>Click the <emphasis role="italic">Move selected items</emphasis> button to add the selected attributes to the attribute group. Click the <emphasis role="italic">Remove selected items</emphasis> button to remove attributes from the group that have been selected in the right panel. </para>
- <para>Finally, click the <emphasis role="italic">Add</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes..</para>
+ <para>Finally, click the <emphasis role="italic">Add</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.The created attribute members will be displayed by the attribute groups into person registration form.</para>
+ <para>To sort order of attribute groups for displaying in person registration form, click <emphasis role="italic">Move up</emphasis> and <emphasis role="italic">Move down </emphasis>button next to <emphasis role="italic">Selected attributes</emphasis> section.</para>
</section>
<section id="patient_identifier_type">
<title>Person identifier type</title>
@@ -238,48 +242,45 @@
<para><emphasis role="italic">Type</emphasis>: There are three type of program: multi events with registration, single event with registration and single event without registration.</para>
</listitem>
<listitem>
+ <para><emphasis role="italic">Events generated by enrollment date</emphasis>: Check on it for auto-generating due dates of events from program-stages of this program based on the enrollment date. If not check it, the due dates are generated based on incident date.</para>
+ </listitem>
+ <listitem>
<para><emphasis role="italic">Show provided elsewhere</emphasis>: Set show/hide status of provided elsewhere column in data entry form.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Show incident date</emphasis>: Set show/hide incident date field when a person enroll into this program.</para>
+ <para><emphasis role="italic">Show incident date</emphasis>: Set show/hide incident date field when a person enroll in this program.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Generated by enrollment date</emphasis>: Check on it for auto-generating due dates of events from program-stages of this program based on the enrollment date. If not check it, the due dates are generated based on incident date.</para>
+ <para><emphasis role="italic">Description of incident date</emphasis>: The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up. E.g. In the Immunization program for child under 1yr old, the incident date is the birthday; in the maternal program, the incident date is the date of last menstrual period (LMP).</para>
</listitem>
<listitem>
<para><emphasis role="italic">Description of enrollment date</emphasis>: The date in which a person is registered to the system.
For example: the date in which a person enrolls to the system.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Description of incident date</emphasis>: The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up. E.g. In the Immunization program for child under 1yr old, the incident date is the birthday; in the maternal program, the incident date is the date of last menstrual period (LMP).</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Duration in days</emphasis>: System gets the days to calculate the activity plan of each person in mobile project ( refer mobile chapter ).</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Identifiers / attributes section</emphasis>: Select identifier-types and person attributes which belong to the program. Check <emphasis role="italic">Displayed in list</emphasis> checkboxes of identiders to display its value in person list instead of person's full-name.</para>
+ <para><emphasis role="italic">Identifiers / attributes <emphasis role="italic">section</emphasis></emphasis>: Select identifier-types and person attributes which belong to the program. Check <emphasis role="italic">Displayed in list</emphasis> checkboxes of identiders to display its value in person list instead of person's full-name.</para>
</listitem>
</itemizedlist>
- <para>To assign a program for organisation units, click<emphasis role="italic"> Assign program to organisation units</emphasis> icon and select organisation units where provide the program.</para>
- <para>To create validation for programs, click <emphasis role="italic">Program validation management</emphasis> icon. There are two type of validation - </para>
+ <para>To assign a program for organisation units, click<emphasis role="italic"> Assign program to organisation units</emphasis> icon, the first icon under Operations, corresponding to the program you would like and select organisation units where provide the program.</para>
+ <para>To create validation rules for programs, click <emphasis role="italic">Program validation rule management</emphasis> icon, the second icon under Operations, corresponding to the program you would like. There are two types of validation rules - </para>
<itemizedlist>
<listitem>
- <para><emphasis role="italic">Single validation</emphasis> 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 <emphasis role="italic">Create new single validation</emphasis> button and enter values for the fields in form.</para>
+ <para><emphasis role="italic">Single validation rule</emphasis> 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 <emphasis role="italic">Create new single validation rule</emphasis> button and enter values for the fields in form.</para>
<orderedlist>
<listitem>
- <para>Enter <emphasis role="italic">Descriptions</emphasis> for program validation. </para>
- </listitem>
- <listitem>
- <para>In <emphasis role="italic">Validation</emphasis> part, select a <emphasis role="italic">program-stage</emphasis> of the selected program. The data elements which belong to the selected stage are shown into the field below. </para>
- </listitem>
- <listitem>
- <para>To create a formula with data elements in the list, double-click on a data element, a formula text of this data element is shown into the condition area. </para>
- </listitem>
- <listitem>
- <para>Click the comparing operations (+, <, <=, >, >=, =, !=, !=NULL ) below to set operation for the formula. Then continue to double-click on the data element if you want to compare two data value of these data elements or type the value into the condition area directly. </para>
- </listitem>
- <listitem>
- <para>Click <emphasis role="italic">Add</emphasis> button.</para>
+ <para>Enter <emphasis role="italic">description</emphasis> of program validation rule. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic"><emphasis role="italic">In</emphasis> Validation</emphasis> section, select an program stage to load data elements belong to the selected stage the field below. </para>
+ </listitem>
+ <listitem>
+ <para>Double-click on a data element, a formula text of the selected data element is created and shown into the condition area. </para>
+ </listitem>
+ <listitem>
+ <para>Click the comparing operations (+, <, <=, >, >=, =, !=, !=NULL ) below to set operation for the formula. </para>
+ </listitem>
+ <listitem>
+ <para>Click <emphasis role="italic">Add</emphasis> button to add the new validation rule.</para>
</listitem>
</orderedlist>
<screenshot>
@@ -291,7 +292,7 @@
</screenshot>
</listitem>
<listitem>
- <para>Multiple validation 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 <emphasis role="italic">Create new multi validation</emphasis> button. The form is have two part - left side and right side. Fill values for the fields in each part is the same <emphasis role="italic">Single validation</emphasis> function.</para>
+ <para><emphasis role="italic">Multiple validation rule </emphasis>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 <emphasis role="italic">Create new multi validation rule</emphasis> button. The form is have two part - left side and right side. Fill values for the fields in each part is the same <emphasis role="italic">Single validation rule</emphasis> function.</para>
<screenshot>
<mediaobject>
<imageobject>
@@ -301,7 +302,7 @@
</screenshot>
</listitem>
</itemizedlist>
- <para>Besides, validation for DATE date elements is created for a program automatically. It's used for defining formulas related the DATE data elements of each program stage. To define this validation, 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 -</para>
+ <para>Besides, 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 <emphasis role="italic">Edit</emphasis> icon of <emphasis role="italic">Validation for date date elements</emphasis>. Select a program stage, the DATE data elements will be shown with corresponding conditions as follows -</para>
<itemizedlist>
<listitem>
<para>Before current date</para>
@@ -341,7 +342,7 @@
</section>
<section>
<title>Program stage</title>
- <para>To define a program stage, click the <emphasis role="italic">Program Stage Management</emphasis> icon and then <emphasis role="italic">Add new</emphasis> button. Fill in the <emphasis role="italic">Name</emphasis> and <emphasis role="italic">Description</emphasis> fields and then select the data elements that should belong to the group from the left panel. Click the <emphasis role="italic">Move</emphasis> 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 <emphasis role="italic">Add</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.</para>
+ <para>To define a program stage, click the <emphasis role="italic">Program Stage Management</emphasis> icon, the forth icon under Operations, corresponding to the program you would like and then <emphasis role="italic">Add new</emphasis> button. Fill in the <emphasis role="italic">Name</emphasis> and <emphasis role="italic">Description</emphasis> fields and then select the data elements that should belong to the group from the left panel. Click the <emphasis role="italic">Move</emphasis> 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 <emphasis role="italic">Add</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.</para>
<para>Basic information -</para>
<itemizedlist>
<listitem>
@@ -370,42 +371,44 @@
</listitem>
<listitem>
<para><emphasis role="italic">Template reminder message<emphasis role="italic"> section</emphasis></emphasis>: Define template reminder messages which are used for sending messages for person automatically. There are two params -</para>
- <para><emphasis role="italic">1) Days before/after due date</emphasis>: Enter a positive number of days if sending process happens after due-date of events which are generated from this program stage. Enter a nagative number of days if sending process happens before due-date of events.</para>
- <para><emphasis role="italic">2) Parameters</emphasis>: 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.</para>
+ <para><emphasis role="italic">1) Days before/after due date</emphasis>: 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.</para>
+ <para><emphasis role="italic">2) Parameters</emphasis>: 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. </para>
+ <para>Double-click on an option to insert it into template message field below.</para>
<para><emphasis role="italic">3) Message</emphasis>: Content of template message. E.g Dear {patient-name}, please come to your appointment at {due-date}.</para>
<note>
<para>Click <emphasis role="italic">Add more... </emphasis>button to add more template reminder messages.</para>
</note>
</listitem>
</itemizedlist>
- <para>The system support three type of data entry forms - </para>
+ <para>A program stage has three types of data entry form - </para>
<orderedlist>
<listitem>
<para><emphasis role="italic">Custom data entry form</emphasis>: Define a data entry form as HTML page. Click<emphasis role="italic"> fifth icon</emphasis> under <emphasis role="italic">Operations</emphasis>, 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.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Section data entry form</emphasis>: Group some data elements which belong to the program stage as sections and display data elements by sections. Click<emphasis role="italic"> forth icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the program stage you would like to define section data entry form.</para>
+ <para><emphasis role="italic">Section data entry form</emphasis>: Group some data elements which belong to the program stage as sections and display data elements by each section. Click<emphasis role="italic"> forth icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the program stage you would like to define section data entry form.</para>
</listitem>
<listitem>
- <para><emphasis role="italic">Default data entry</emphasis>: List all data elements which belong to the program stage</para>
+ <para><emphasis role="italic">Default data entry form</emphasis>: List all data elements which belong to the program stage</para>
</listitem>
</orderedlist>
+ <para>To search program stages by scheduled days, click <emphasis role="italic">Sort by scheduled</emphasis> days button.</para>
</section>
</section>
<section id="patient_aggregation_query_builder">
<title>Person aggregation query builder management</title>
- <para>This is the core functionality for linking data between tracker module and aggregate management module by defining the linking/aggregating rules.</para>
+ <para>This is the core functionality for linking data between tracker module and aggregate management module by defining the linking/aggregating rules. The purpose is to produce aggregated data / statistics based on the low-level case based data. It is based around flexible aggregation query definitions which maps the data elements used for case based data management to data elements used for aggregate data.</para>
<para>This provides two functions - </para>
<itemizedlist>
<listitem>
- <para><emphasis role="italic">Person aggregation query builder management</emphasis> is a tool for defining formulas, expressions, rules for aggregation data from tracker to aggregation module.</para>
+ <para><emphasis role="italic">Person aggregation query builder management</emphasis> is a tool for defining formulas, expressions, rules for aggregation data from tracker to aggregation module. </para>
</listitem>
<listitem>
<para><emphasis role="italic">Person aggregation</emphasis> is used for generating routine data values from individual data by period and organization unit. Please refer the Service module to see this part.</para>
</listitem>
</itemizedlist>
<section>
- <title>Person Aggregation Query Builder</title>
+ <title>Person Aggregation Query Builder Management</title>
<para>To access <emphasis role="italic">Aggregation Query Builder</emphasis> module, from the <emphasis role="italic">Maintenance</emphasis> menu, go to the <emphasis role="italic">Persons and Programs</emphasis> option. Select <emphasis role="italic">Aggregation Query Builder</emphasis> option on left menu to proceed.</para>
<para>To define a formula, click the <emphasis role="italic">Add new</emphasis> button.</para>
<screenshot>
@@ -452,11 +455,11 @@
</listitem>
</itemizedlist>
<note>
- <para>The formula can be create without any program stage, like [DE:1.*.3]</para>
+ <para>The formula can be created without any program stage, like [DE:1.*.3]</para>
</note>
<para><emphasis role="bold">
<emphasis role="underline"><emphasis role="italic">Person attribute tab</emphasis>: </emphasis>
- </emphasis>List all available fixed attributes, such as gender, DOB type, Age(days), .. and user-defined attributes. Besides, provide a formula for calculating number of persons who registered in system. However, if a program without registration is selected, person attributes aren't shown.</para>
+ </emphasis>List all available fixed attributes, such as gender, DOB type, Age (days), .. and user-defined attributes. Besides, provide a formula for calculating number of persons who registered in system. However, if a program without registration is selected, person attributes aren't displayed.</para>
<para><emphasis role="bold">
<emphasis role="underline"><emphasis role="italic">Program tab</emphasis>:</emphasis>
</emphasis> Provide formulas for calculating data value related to the selected program and program stage - </para>
@@ -545,9 +548,20 @@
<para>You can assign facilities to a validation criterion in the <emphasis role="italic">Validation Criteria Management </emphasis>(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 <emphasis role="italic">Move selected</emphasis> button to add the selected programs to the validation criterion. Click the <emphasis role="italic">Remove selected</emphasis> button to remove programs from the group that have been selected in the right panel. Finally, click the <emphasis role="italic">Save</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.</para>
</section>
<section id="schedule_sending_message">
- <title>Schedule sending message</title>
- <para>This function is used for scheduling auto-send messages on the time defined. When the schedule is started, messages for each person are generated at midnight. On the time, the scheduled messages are sent.</para>
+ <title>Scheduling message</title>
+ <para>This function is used for scheduling auto-send messages on the time defined. 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.</para>
<para>Click <emphasis role="italic">Execute</emphasis> button to generate and send each message for each person at the time the button clicked.</para>
+ <para>Reminder messasges can be automatically scheduled to run on regular intervals. Click <emphasis role="italic">Start</emphasis> 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 <emphasis role="italic">Execute now</emphasis> button.</para>
+ </section>
+ <section>
+ <title id="scheduling_aggregation_query_builder">Scheduling Aggregation Query Builder</title>
+ <para>The aggregation query builder jobs can be automatically scheduled to run on regular intervals. Simply select the aggregation period types, organisation unit group set aggregation level, and strategy to configure how the scheduled job should run. Click <emphasis role="italic">Start</emphasis> button will enable the scheduled job to run at mid-night or can be run immediately by pressing <emphasis role="italic">Execute now</emphasis> button.<screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/patients_programs/scheduling_aggregation_query_builder.png" width="70%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
</section>
</section>
<section>
@@ -631,7 +645,7 @@
</imageobject>
</mediaobject>
</screenshot>
- <para>To check the duplicates or to avoid double registration, after providing name and demographic details, click the <emphasis role="italic">Check duplicate</emphasis> button. Checking process bases on full name, gender and birthday of the registering person to look for the available persons with the similar information in the database. The result list will be displayed if the system finds out the same persons. Now health providers can cancel the registration process and update the existing person or continue the process of registration.</para>
+ <para>To check the duplicated person or to avoid double registration, after providing name and demographic details, click the <emphasis role="italic">Check duplicate</emphasis> button. Checking process bases on full name, gender and birthday of the registering person to look for the available persons with the similar information in the database. The result list will be displayed if the system finds out the same persons. Now health providers can cancel the registration process and update the existing person or continue the process of registration.</para>
<para>To register representative for the registering person, check on the <emphasis role="italic">Has guardian/caretaker</emphasis> checkbox in <emphasis role="italic">Register new person</emphasis> form. The sub-function has two tab -</para>
<itemizedlist>
<listitem>
@@ -741,7 +755,7 @@
<para>Then a dialog box may appear to require you verify the date of birth if it is not verified. You just simply click <emphasis>OK</emphasis> to go to the edit page.</para>
</listitem>
<listitem>
- <para>Click Update button to update data and go to his/her dashboard.</para>
+ <para>Click <emphasis role="italic">Update</emphasis> button to update data and go to his/her dashboard.</para>
</listitem>
</orderedlist>
</section>
@@ -804,7 +818,7 @@
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.</para>
<para>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.</para>
- <para>Click Export XLS button to export the result to excel file.</para>
+ <para>Click <emphasis role="italic">Export XLS</emphasis> button to export the result to excel file.</para>
<screenshot>
<mediaobject>
<imageobject>
=== modified file 'src/docbkx/en/resources/images/patients_programs/create_new_person_single_event_with_registration.PNG'
Binary files src/docbkx/en/resources/images/patients_programs/create_new_person_single_event_with_registration.PNG 2012-10-09 15:40:52 +0000 and src/docbkx/en/resources/images/patients_programs/create_new_person_single_event_with_registration.PNG 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/example_agg_query_builder.png'
Binary files src/docbkx/en/resources/images/patients_programs/example_agg_query_builder.png 2012-07-30 04:27:23 +0000 and src/docbkx/en/resources/images/patients_programs/example_agg_query_builder.png 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/management_page.PNG'
Binary files src/docbkx/en/resources/images/patients_programs/management_page.PNG 2012-09-28 09:12:53 +0000 and src/docbkx/en/resources/images/patients_programs/management_page.PNG 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/multi_program_validation.png'
Binary files src/docbkx/en/resources/images/patients_programs/multi_program_validation.png 2012-09-28 09:12:53 +0000 and src/docbkx/en/resources/images/patients_programs/multi_program_validation.png 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/persons_and_programs_main_page.png'
Binary files src/docbkx/en/resources/images/patients_programs/persons_and_programs_main_page.png 2012-10-09 15:40:52 +0000 and src/docbkx/en/resources/images/patients_programs/persons_and_programs_main_page.png 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/program_management.PNG'
Binary files src/docbkx/en/resources/images/patients_programs/program_management.PNG 2012-09-28 09:12:53 +0000 and src/docbkx/en/resources/images/patients_programs/program_management.PNG 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/register_person_page.PNG'
Binary files src/docbkx/en/resources/images/patients_programs/register_person_page.PNG 2012-10-09 15:40:52 +0000 and src/docbkx/en/resources/images/patients_programs/register_person_page.PNG 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/relationship_management.PNG'
Binary files src/docbkx/en/resources/images/patients_programs/relationship_management.PNG 2012-10-09 15:40:52 +0000 and src/docbkx/en/resources/images/patients_programs/relationship_management.PNG 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/representative.png'
Binary files src/docbkx/en/resources/images/patients_programs/representative.png 2012-07-31 15:04:17 +0000 and src/docbkx/en/resources/images/patients_programs/representative.png 2012-10-15 09:47:34 +0000 differ
=== added file 'src/docbkx/en/resources/images/patients_programs/scheduling_aggregation_query_builder.png'
Binary files src/docbkx/en/resources/images/patients_programs/scheduling_aggregation_query_builder.png 1970-01-01 00:00:00 +0000 and src/docbkx/en/resources/images/patients_programs/scheduling_aggregation_query_builder.png 2012-10-15 09:47:34 +0000 differ
=== modified file 'src/docbkx/en/resources/images/patients_programs/single_program_validation.png'
Binary files src/docbkx/en/resources/images/patients_programs/single_program_validation.png 2012-09-28 09:12:53 +0000 and src/docbkx/en/resources/images/patients_programs/single_program_validation.png 2012-10-15 09:47:34 +0000 differ
