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Message #21362
[Branch ~dhis2-devs-core/dhis2/trunk] Rev 10085: Minor fix.
------------------------------------------------------------
revno: 10085
committer: Tran Chau <tran.hispvietnam@xxxxxxxxx>
branch nick: dhis2
timestamp: Fri 2013-03-08 23:09:33 +0700
message:
Minor fix.
modified:
dhis-2/dhis-services/dhis-service-core/src/main/resources/help_content.xml
dhis-2/dhis-web/dhis-web-caseentry/src/main/webapp/dhis-web-caseentry/app/app.js
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=== modified file 'dhis-2/dhis-services/dhis-service-core/src/main/resources/help_content.xml'
--- dhis-2/dhis-services/dhis-service-core/src/main/resources/help_content.xml 2013-03-07 04:51:35 +0000
+++ dhis-2/dhis-services/dhis-service-core/src/main/resources/help_content.xml 2013-03-08 16:09:33 +0000
@@ -5479,1192 +5479,1208 @@
<para>Translations can be enabled by selecting the desired locale under Database Language under User General Settings in the Settings module.</para>
</section>
</section>
-</chapter>
-<chapter>
- <title>DHIS TRACKER</title>
- <section>
- <title>Introduction</title>
- <section>
- <title>Quick Background</title>
- <para>Conventionally, Public Health Systems have been recording and reporting aggregated data of the services provided across various health programmes. Though this is crucial in monitoring "<emphasis role="italic">reach</emphasis>" and "<emphasis role="italic">availability</emphasis>" of public health services, but it lacks tracing the persons being provided these services and quality of these ones. </para>
- <para>For example, the aggregate report will show that 300 pregnant women registered for ANC and 120 women given IFA tablets or 90 women given TT injection. In an aggregate system, it is not possible to ascertain that if a particular pregnant woman registered for ANC, has also been given IFA and TT, as data only shows aggregate numbers. To understand the quality of services given to each pregnant woman registered for ANC, immunization cycle of each child or treatment of each leprosy person, etc. it is important that treatment information of each person is maintained as an individual case.</para>
- <para>The DHIS tracker module ( also known as DHIS Community Module ) is an integrated module in DHIS2, built to support community health systems and facilitate a smooth integration between the community health data and aggregated data management.</para>
- <para>The module supports management of community health programs, such as child immunization, maternal health and e.g. allows tracking of individuals enrolled in various programs and activity planning for community health workers.</para>
- <para>The following are the major things:</para>
- <orderedlist>
- <listitem>
- <para>Administrating meta data - includes person attributes, person attribute groups, identifier types; relationship types, person registration form, health programs, program stages corresponding to the program, validations and formulas for aggregating data value from individual cases.</para>
- </listitem>
- <listitem>
- <para>Administrating person registration - registering a new person, setting relationships, enrolling a person into a program and management of person location</para>
- </listitem>
- <listitem>
- <para>Data entry for inputting individual data for treatment of each person.</para>
- </listitem>
- <listitem>
- <para>Reports for individual cases.</para>
- </listitem>
- <listitem>
- <para>Linking data between tracker system and aggregate management system.</para>
- </listitem>
- <listitem>
- <para>Provide a list of upcoming visits to better plan for daily/weekly/monthly 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>
- <listitem>
- <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>
- <para>Facilitate in recording entire treatment information of each person.</para>
- </listitem>
- <listitem>
- <para>Help strengthen the quality and fidelity of data.</para>
- </listitem>
- </orderedlist>
- <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>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>
- <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, 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, 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>
- <para>Each interaction with the person related to the case is considered to be an treatment case and these cases are recorded into the individual case. Individual case is updated with the identification of both the health worker and the person who is receiving the service.</para>
- </section>
- <section>
- <title>Reports</title>
- <para>The module provides two functions for viewing the reports to get an overview of the services provided for a program or a program stage.</para>
- </section>
- </section>
- </section>
- <section>
- <title>User guide</title>
- <para>There are two additions in the module in both maintenance and services module - </para>
- <orderedlist>
- <listitem>
- <para><emphasis role="italic">Persons and Programs maintenance module </emphasis>- Definition meta data, include person attributes, person attribute groups, identifier types, relationships, program and program-stages, validation for program and formula to generate aggregate data value.</para>
- <para>When the ‘<emphasis role="italic">Persons and Programs</emphasis>’ options is chosen from the main <emphasis role="italic">Maintenance</emphasis> menu, the following screen appears -</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/persons_and_programs_main_page.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Individual records module</emphasis> - Support main functions for person registration, tracking information and individual reports.</para>
- <para>When the ‘<emphasis role="italic">Individual Records</emphasis>’ options is chosen from the main <emphasis role="italic">Services</emphasis> menu, the following screen appears -</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/individual_records_main_page.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- </orderedlist>
- <section>
- <title>Persons and Programs maintenance</title>
- <para>The content in this part is for the expert users or administrative users who are capable and responsible for development and change.</para>
- <para>Each of the options for the maintenance will be described in the following section. The options for the maintenance will be described in the following section - </para>
- <itemizedlist>
- <listitem>
- <para>Person Attribute</para>
- <para>Create, modify and view Person attributes. An attribute can be used to register extra information for a Person.</para>
- </listitem>
- <listitem>
- <para>Person Attribute Group</para>
- <para>Create, modify and view Person attribute groups. Groups makes it more convenient to add attributes to a Person.</para>
- </listitem>
- <listitem>
- <para>Person Identifier Type</para>
- <para>Create, modify and view Person identifier types. Any type and multiple identifiers can be registered.</para>
- </listitem>
- <listitem>
- <para>Relationship Type</para>
- <para>Create, modify and view relationship types. A relationship is typically wife and husband or mother and child.</para>
- </listitem>
- <listitem>
- <para>Person Registration Form</para>
- <para>Define custom person registration form.</para>
- </listitem>
- <listitem>
- <para>Program</para>
- <para>Create, modify and view programs. A program has program stages and defines which actions should be taken at each stage.</para>
- </listitem>
- <listitem>
- <para>Person Aggregation Query Builder</para>
- <para>Define formulas, expressions, rules for aggregation data from tracker to aggregation module</para>
- </listitem>
- <listitem>
- <para>Validation Criteria</para>
- <para>Create, modify and view validation criteria. A criteria is used for validation of Person data. </para>
- </listitem>
- <listitem>
- <para>Schedule Message </para>
- <para>Configure message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit.</para>
- </listitem>
- <listitem>
- <para>Schedule Automated Aggregation</para>
- <para>Schedule an automated person aggregation process, e.g. to run all pre-defined aggregation queries every midnight. </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 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>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Name</emphasis> - Name of person attribute.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Description</emphasis> - Description of person attribute.</para>
- </listitem>
- <listitem>
- <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 inherit 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. In addition to supporting basic data such as <emphasis role="italic">Number</emphasis>, <emphasis role="italic">Text</emphasis>, <emphasis role="italic">Yes/No</emphasis>, <emphasis role="italic">Date</emphasis>, the system supports a value type as <emphasis role="italic">Predefined value</emphasis> for defining attribute values. Users only can select on value in the defined list for each person registered. E.g code values which record the information on access to HIV prevention services can be pre-defined, include <emphasis role="italic">T</emphasis>, <emphasis role="italic">TR</emphasis>, <emphasis role="italic">TRR</emphasis>, <emphasis role="italic">TRRD</emphasis>, <emphasis role="italic">TRRDm</emphasis>, <emphasis role="italic">TRRDmDb</emphasis> as <emphasis role="italic">PMTCT Code</emphasis> attribute.</para>
- <para>The system also supports a value type as <emphasis role="italic">Calculated</emphasis> for calculating a number based on other attribute values, e,g. caculate gestational age, EDD, ... in Mother care program.</para>
- </listitem>
- </itemizedlist>
- </section>
- <section id="patient_attribute_group">
- <title>Person attribute group</title>
- <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 and select <emphasis role="italic">Person Attribute Group</emphasis> option.</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.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>
- <para>To access the person identifier type 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 Identifier Type</emphasis> option to create a new identifier type.</para>
- <para>To creating a new identifier type, click the <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Person Identifier Type Management </emphasis>window to go to <emphasis role="italic">Add New Person Identifier Type</emphasis> window.</para>
- <para>Basic information -</para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Name</emphasis> - Name of identifier type.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Description</emphasis> - Description of identifier type.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Mandatory</emphasis> - Entering value for the identifier is required or not.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Related</emphasis> - Representative re-uses the identifier of person.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Number of characters</emphasis> - Maximum number of characters for value inputed. </para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Type</emphasis> - Data type of value inputted, includes <emphasis role="italic">Text</emphasis>, <emphasis role="italic">Number</emphasis> and <emphasis role="italic">Letter Only</emphasis>.</para>
- </listitem>
- </itemizedlist>
- </section>
- <section id="relationship_type">
- <title>Relationship type</title>
- <para>Relationship type section provides a mechanism for defining relationship types and link persons through these relationship types by creating specific relationships.</para>
- <para>To access the relationship type maintenance module, from <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it and select <emphasis role="italic">Relationship Type</emphasis> option.</para>
- <para>To define a new relationship type, click <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Relationship Type Management </emphasis>window to go to <emphasis role="italic">Add new Relationship Type</emphasis> window.</para>
- </section>
- <section id="person_registration_form">
- <title>Person Registration Form</title>
- <para>Person registration form section provides a mechanism for defining custom registration form for each available program in system or for normal registration form.</para>
- <para>To access the person registration form maintenance module, from <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it and select <emphasis role="italic">Person Registration Form</emphasis> option.</para>
- <para>To define a custom program registration form, please select a program in list and click <emphasis role="italic">Add</emphasis> button.</para>
- <para>To define a normal registration form, please don't select any program in list and click <emphasis role="italic">Add</emphasis> button.</para>
- </section>
- <section id="program">
- <title>Program and Program stage</title>
- <para>The section provides a mechanism for defining health programmes and action for each stage of the programme. </para>
- <section>
- <title>Program</title>
- <para>To access the program 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">Program</emphasis> option.</para>
- <para>To define a new program, click the <emphasis role="italic">Add new</emphasis> button on the main page. Fill all fields with read asterisk, and then click the <emphasis role="italic">Add</emphasis> button.</para>
- <para>Basic information -</para>
- <para><emphasis role="italic">Program details<emphasis role="italic"> section</emphasis></emphasis> - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Name</emphasis> - The name of the program</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Description</emphasis> - Descriptions, meanings, explanation, etc. of/about the program.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Type</emphasis> - There are three types of program: multi events with registration, single event with registration and single event without registration.</para>
- </listitem>
- </itemizedlist>
- <para><emphasis role="italic">Form details </emphasis>section - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Show provided elsewhere</emphasis> - Set show/hide provided elsewhere column in data entry form.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Block entry form after completed</emphasis> - 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.</para>
- </listitem>
- </itemizedlist>
- <para><emphasis role="italic">Enrollment details</emphasis> section - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Generate events 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 it is not checked, the due dates are generated based on incident date.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Ignore to generate overdue events</emphasis> - When a person enrolls into the program, the events corresponding to the program-stages are created. If this field is checked, the system will ignore to generate overdue events. </para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Only enroll one </emphasis>- Check on it if a person only can enroll the program one time. For example, Child Vaccination Program, Post-mortem examination, PSI's IPC process. This will avoid a person enrolling more than one into a program when it doesn't make sense.</para>
- </listitem>
- <listitem>
- <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">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">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 identifier types 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, the first icon under Operations, corresponding to the program you would like and select organisation units where provide the program.</para>
- <para>To set authority for sharing the program, click Sharing Settings icon, the second icon under Operations, corresponding to the program you would like. You can see a default authority and <emphasis role="italic">Public Access</emphasis> in the form with three authorities as follows -</para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">None</emphasis> - The program is private one. Just the user who created it can see and use it.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Read Only </emphasis>- The user who are not owner of this program only can see it, not edit and delete it. </para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Read and Write</emphasis> - All users can edit and delete it.</para>
- </listitem>
- </itemizedlist>
- <para>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.</para>
- <para>To assign a program for user roles, click <emphasis role="italic">Assign program to userroles</emphasis> icon, the third icon under Operations, corresponding to the program you would like. Please select user role which you want in <emphasis role="italic">Available</emphasis> section and click <emphasis role="italic">Move selected items</emphasis> button or double click on the user role to move to <emphasis role="italic">Selected</emphasis> section. Finally, click <emphasis role="italic">Ok</emphasis> to finish.</para>
- <para>To create validation rules for programs, click <emphasis role="italic">Program validation rule management</emphasis> icon, the forth icon under Operations, corresponding to the program you would like. Then click <emphasis role="italic">Add</emphasis> 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. </para>
- <para>To translate the name of a program, click <emphasis role="italic">Translation</emphasis> icon, the sixth icon under Operations, corresponding to the program you would like.</para>
- </section>
- <section>
- <title>Program stage</title>
- <para>To define a program stage, click the <emphasis role="italic">Program Stage Management</emphasis> icon, the seventh 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>
- <para><emphasis role="italic">Program stage details</emphasis> section - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Name</emphasis> - Name of the program stage</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Description</emphasis> - The description of the program stage</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Scheduled days from start</emphasis> - The minimum number of days to wait for starting the program stage.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Auto-generate event</emphasis> - Un-check this to prevent for creating an event of this program stage automatically when a person enroll into the program.</para>
- </listitem>
- </itemizedlist>
- <para><emphasis role="italic">Repeatable program stage details</emphasis> section - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Repeatable</emphasis> - specify the program stage as repeatable or not.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Display generate event box after completed</emphasis> - Un-check on it if you don't want to display <emphasis role="italic">Create new event box </emphasis>to create new event for a repeatable stage after clicking <emphasis role="italic">Complete</emphasis> button for an event of the stage in data entry form. This field is checked as default.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Standard interval days</emphasis> - Specify the number of days to repeat the repeatable program stage.</para>
- </listitem>
- </itemizedlist>
- <para><emphasis role="italic">Form details</emphasis> section - </para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Complete allowed only if validation passes</emphasis> - The event created by this program stage is completed if all validation rules are passed.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Description of report date</emphasis> - The description for report date which is displayed in case entry form.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Data elements <emphasis role="italic">section</emphasis></emphasis> - Select person data elements which belong to the program stage. We have three options for each selected data element. The first one is <emphasis role="italic">Compulsory</emphasis> option. Please check it if the data value of the selected one is compulsory. The second one is <emphasis role="italic">Allow provided elsewhere</emphasis> option, please check it if the data value of this one can be provided by other facilities. The last one is<emphasis role="italic"> Display in reports</emphasis> 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.</para>
- </listitem>
- </itemizedlist>
- <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 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>
- <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"> Design data entry form <emphasis role="italic">icon, the fifth icon</emphasis></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 each section. Click <emphasis role="italic">Section management</emphasis> icon, the <emphasis role="italic">
- <emphasis role="italic">forth icon</emphasis>
- </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 form</emphasis> - List all data elements which belong to the program stage.</para>
- </listitem>
- </orderedlist>
- <para>To sort 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>Aggregation query builder</title>
- <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">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">Manual person aggregation</emphasis> is used for generating routine data values from individual data by period and organization unit. Please refer the <emphasis role="italic">Service</emphasis> module to see this part.</para>
- </listitem>
- </itemizedlist>
- <section>
- <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>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/example_query.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>Basic information -</para>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Name</emphasis> - Provide name of query, this name is usually same with the name of aggregate data element. For example Number of mothers got VAT, Number of children got BCG vaccine,...</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Dataset</emphasis> - Select dataset contains data elements which will be used to link with individual data.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Data element</emphasis> - Select aggregate data element which will be used to link with individual data.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Operator</emphasis> - There are six operators</para>
- <para>1) Select <emphasis role="italic">Number of persons</emphasis> if aggregate based on persons;</para>
- <para>2) Select <emphasis role="italic">Number of visits</emphasis> if aggregate data based on times that persons received services.</para>
- <para>3) Select <emphasis role="italic">Sum of data element values </emphasis>to get sum of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
- <para>4) Select <emphasis role="italic">Average of data element values </emphasis>to get average of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
- <para>5) Select <emphasis role="italic">Minimum of data element values </emphasis>to get min of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
- <para>6) Select <emphasis role="italic">Maximum of data element values </emphasis>to get max of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Program</emphasis> - Select program needed for aggregation.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Program Stage</emphasis> - Select program stage from the selected program above.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Data element for sum/average/min/max</emphasis> - Select an data element for operator as Sum / Average / Min / Max.</para>
- </listitem>
- </itemizedlist>
- <para>Next section included 3 tabs: <emphasis role="italic">Data elements</emphasis>, <emphasis role="italic">Person attributes</emphasis> and <emphasis role="italic">Program</emphasis>. Depend on the requirement of data aggregation, data element, person attributes, and number of programs are selected. </para>
- <para><emphasis role="bold">
- <emphasis role="underline"><emphasis role="italic">Data elements tab</emphasis>:</emphasis>
- </emphasis> List all available data elements from selected program stage. To create a formula related to each data element, double click on the data element. The formula of the data element is filled on the condition field, like [DE:1.2.3], in with: </para>
- <itemizedlist>
- <listitem>
- <para>1 - id of the selected program.</para>
- </listitem>
- <listitem>
- <para>2 - id of the selected program stage.</para>
- </listitem>
- <listitem>
- <para>3 - id of the selected data element.</para>
- </listitem>
- </itemizedlist>
- <note>
- <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 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>
- <itemizedlist>
- <listitem>
- <para>The number of persons who enrolled the selected program.</para>
- </listitem>
- <listitem>
- <para>The number of persons / times that ( Date of enrollment - Date of incident ) is greater then a certain number.</para>
- </listitem>
- <listitem>
- <para>The number of persons who visited the selected program stage OR the number of visits what are registered in the system.</para>
- </listitem>
- <listitem>
- <para>The number of persons by age at the report-time.</para>
- </listitem>
- </itemizedlist>
- <para><emphasis role="bold">
- <emphasis role="italic">
- <emphasis role="italic">
- <emphasis role="underline">Condition section </emphasis>
- </emphasis>
- </emphasis>
- </emphasis>- This section contains comparing operations (<, <=, >, >=, =, != ), calculation operation (+), priority operation ( ( ) ), boolean values (Yes, No), status operations (=NULL, != NULL), relation operations (AND, OR). These operations are used for supporting in setting condition for query. </para>
- <para><emphasis role="italic">
- <emphasis role="bold">
- <emphasis role="underline">Description section</emphasis>
- </emphasis>
- </emphasis> - Show description for the condition above. </para>
- <para>E.g To get number of <emphasis role="italic">girls</emphasis> who got <emphasis role="italic">Vitamin A dose 6</emphasis> enrolled <emphasis role="italic">Child Health program</emphasis> on <emphasis role="italic">January 2012</emphasis>. Then query is created as in the figure below. Note that January 2012 is period parameter which user will select when generate report. It is not set in the query.</para>
- </section>
- <section>
- <title>Sample of person aggregation</title>
- <para>E.g. Find the number of the children vaccinated BCG by defining a linking rule between the data elements of aggregate dataset named <emphasis role="italic">Number of children - BCG</emphasis> and the data element of a program stage named <emphasis role="italic">BCG dose given</emphasis>.</para>
- <orderedlist>
- <listitem>
- <para>From <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Data Element and Indicators</emphasis> option and click on it. Select <emphasis role="italic">Data Element</emphasis> option to define two new data elements -</para>
- <para>1) Define a new data element named <emphasis role="italic">Number of children - BCG</emphasis> with <emphasis role="italic">Aggregate</emphasis> option for Domain Type.</para>
- <para>2) Define a new data element named <emphasis role="italic">BCG dose give date</emphasis> with <emphasis role="italic">Patient</emphasis> option for Domain Type.</para>
- </listitem>
- <listitem>
- <para>From <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Datasets</emphasis> option and click on it. Select <emphasis role="italic">Dataset</emphasis> option to create a new dataset named <emphasis role="italic">BCG Report</emphasis> and add <emphasis role="italic">Number of children - BCG</emphasis> data element into the dataset.</para>
- </listitem>
- <listitem>
- <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">Program</emphasis> option to create a program named <emphasis role="italic">Child Health Program</emphasis> with a stage named <emphasis role="italic">Birth Details</emphasis> and add the <emphasis role="italic">BCG dose given</emphasis> data element into this stage.</para>
- </listitem>
- <listitem>
- <para>Create a new aggregation query builder named <emphasis role="italic">Number of children - BCG Builder </emphasis>to linking between the data elements.</para>
- </listitem>
- <listitem>
- <para>From <emphasis role="italic">Services</emphasis> menu, go to <emphasis role="italic">Individual Records </emphasis>option and click on it. Select <emphasis role="italic">Person</emphasis> option below <emphasis role="italic">Registration</emphasis> header in the left menu to register three persons named <emphasis role="italic">Micheal</emphasis>, <emphasis role="italic">Alice</emphasis> and <emphasis role="italic">Tom</emphasis> in <emphasis role="italic">Ngelehun CHC</emphasis> and enroll them into <emphasis role="italic">Child Health Program</emphasis>.</para>
- <para>1) For <emphasis role="italic">Micheal</emphasis>, open the <emphasis role="italic">Birth Details</emphasis> stage into <emphasis role="italic">Child Health Program</emphasis>. Enter value for <emphasis role="italic">BCG dose give date</emphasis> data element as "<emphasis role="italic">2012-01-18</emphasis>".</para>
- <para>2) For <emphasis role="italic">Alice</emphasis>, open the <emphasis role="italic">Birth Details</emphasis> stage into Child Health Program. Enter Enter value for <emphasis role="italic">BCG dose give date</emphasis> data element as "<emphasis role="italic">2012-01-18</emphasis>".</para>
- <para>3) For <emphasis role="italic">Tom</emphasis>, no enter any data value for <emphasis role="italic">Birth Details</emphasis> stage.</para>
- <warning>
- <para>Before entering data value for the stage, choose <emphasis role="italic">Report Date</emphasis> as "<emphasis role="italic">2012-01-18</emphasis>".</para>
- </warning>
- </listitem>
- <listitem>
- <para>From <emphasis role="italic">Services</emphasis> menu, go to <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Manual person aggregation</emphasis> option to run<emphasis role="italic"> Number of children - BCG Builder</emphasis> to get data value and save it into database.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/person_aggregation_form.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <screenshot>
- <screeninfo>- Result after running the query builder</screeninfo>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/example_person_aggregation_result.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- </orderedlist>
- </section>
- </section>
- <section id="validation_criteria">
- <title>Validation criteria</title>
- <para>Validation criteria section provides a mechanism for defining criteria for persons when enrolling a program.</para>
- <para>To access the validation criteria 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">Validation Criteria</emphasis> option to create a new program.</para>
- <para>To create a new validation criterion, click the <emphasis role="italic">Add new</emphasis> button. Fill all fields with read asterisk, and click <emphasis role="italic">Add</emphasis> button.</para>
- <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 change.</para>
- <para>To translate the name of a program, click <emphasis role="italic">Translation</emphasis> icon, the third icon under Operations, corresponding to the validation criteria you would like.</para>
- </section>
- <section id="schedule_sending_message">
- <title>Schedule automated message reminder</title>
- <para>This function is used for scheduling message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each person are generated based on templates defined in each stage at midnight (Ref.<emphasis role="italic"> Add program stage </emphasis>section for defining a template message). On the time, the scheduled messages are sent.</para>
- <para>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</emphasis> button.</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>
- </section>
- <section id="scheduling_aggregation_query_builder">
- <title>Schedule Automated Aggregation</title>
- <para>The aggregation query builder jobs can be automatically scheduled to run on regular intervals. At midnight, this job runs and get all datasets which have data elements defined into Aggregate Query Builder formulas. Based on the period types of datasets, the system runs formulas at the end of end-date of current period. E.g if today is on 1A.M. in 2013-02-01, the system gets a monthly dataset and other period-type datasets with aggregate formulas, then system will only run aggregate formulas of the monthly dataset with period as Jan 2013.</para>
- <para><emphasis role="italic"><emphasis role="italic">Click</emphasis> Start</emphasis> button will enable the scheduled job to run at mid-night or can be run immediately by pressing <emphasis role="italic">Execute</emphasis> button.</para>
- </section>
- </section>
- <section>
- <title>Individual records module</title>
- <para>Each of the options for the services will be described in the following section -</para>
- <itemizedlist>
- <listitem>
- <para>Find/Add Person</para>
- <para>Register, edit and search private information of persons. Support person dashboard for managing relationships, program enrollment, entering case entry form, ....
- </para>
- </listitem>
- <listitem>
- <para>Visit Schedule</para>
- <para>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.</para>
- </listitem>
- <listitem>
- <para>Program Tracking</para>
- <para>Support the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
- </listitem>
- <listitem>
- <para>Multiple Individual records</para>
- <para>Enter data for multiple program stages and persons for a program. The entry screen gives an overview of the stage status.
- </para>
- </listitem>
- <listitem>
- <para>Single event with registration </para>
- <para>The data to register is defined by a single event with registration program.</para>
- </listitem>
- <listitem>
- <para>Single event without registration</para>
- <para>Register Single events without registration. The data to register is defined by a single event without registration program.</para>
- </listitem>
- <listitem>
- <para>Program summary</para>
- <para>View the summary report to get an overview of the services provided for a program.
- </para>
- </listitem>
- <listitem>
- <para>Tabular report</para>
- <para>Use an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute/data element.
- </para>
- </listitem>
- <listitem>
- <para>Statistical Program</para>
- <para>Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc </para>
- </listitem>
- <listitem>
- <para>Manual Person Aggregation</para>
- <para>Generate routine data values from patient data by month (or other intervals if desired) and organisation unit.
-</para>
- </listitem>
- </itemizedlist>
- <section id="patient">
- <title>Find/Add Person</title>
- <para>The first step in the tracking is the registration of person/case in the application. In the registration process, the details - which are related to the personal information, identification, contract and location details & health provider details, are entered in the application. In the registration itself, person is provided with the unique identification number. This number will be unique and will not match with the identification number of any person in the state jurisdiction. The issue of identification number will be the responsibility of facility where person is registered first time.</para>
- <warning>
- <para>No matter what program persons need to enroll, they must register into the system first. Then health providers will enroll the persons into relevant programs. E.g. every pregnant women and the child need to be registered first as a person, then they will be enrolled in Mother Care program or Child Health program.</para>
- </warning>
- <para>To access <emphasis role="italic">Person management </emphasis>function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on the left menu to proceed. Then, after to select organisation unit.</para>
- <para>Click the<emphasis role="italic"> List All Persons</emphasis> button to list all persons in the selected organisation unit. If a program in list on the right side is selected, the system will load persons who enolled into the program.</para>
- <para>For the registration process, the details - which are related to the personal information, identification, contact and location details, and health provider details, are entered.</para>
- <orderedlist inheritnum="inherit" continuation="restarts" arch="">
- <listitem>
- <para>To register a person, go to the <emphasis role="italic">Services</emphasis> menu, select option <emphasis role="italic">Individual Records</emphasis>.</para>
- </listitem>
- <listitem>
- <para>Click the <emphasis role="italic">
- <emphasis>
- <emphasis role="italic">Find/Add person</emphasis>
- </emphasis>
- </emphasis> option below <emphasis role="italic">Person</emphasis> header to go to <emphasis>Person management</emphasis> window.</para>
- </listitem>
- <listitem>
- <para>Select a facility from the facilities hierarchy displayed on the left side of the screen. Then click the <emphasis role="italic">Add new</emphasis> button on the right side.</para>
- <note>
- <para>To register new person and enroll him/her into a certain program, please select a program in list on main page and click <emphasis role="italic">Add new</emphasis> button. The person attributes and person identifier types which belong to the selected program will be displayed on the registration form.</para>
- </note>
- </listitem>
- <listitem>
- <para>Start process of registration by providing name, location details, identification details, contact details and other details like <emphasis role="italic">child contact name</emphasis> and <emphasis role="italic">child contact type</emphasis>. Then click the <emphasis role="italic">Add</emphasis> button to complete to process of registration or click the <emphasis role="italic">Person management</emphasis> to navigate to previous page. </para>
- <para>To continue to register other new person, click the <emphasis role="italic">Add && Register new </emphasis>button.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/register_person_page.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <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>
- <para><emphasis role="italic">Search existing person</emphasis> tab is used for searching available persons and users can select one person in the result list to set relationship. The criteria to search is based on identifier, attribute and name of persons.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Add new person</emphasis> tab is used for registering a new person for relationship. When adding a person in this form, you need to select one user-defined relationship type in the list. Finally, click <emphasis role="italic">Add</emphasis> button.</para>
- </listitem>
- </itemizedlist>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/representative.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- </orderedlist>
- <section>
- <title>Person dashboard</title>
- <para>The function provides quick access to individual data of a person. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the person . Other sections of the dashboard allow users to enter data values into case entry form, reschedule and set status for each events of activity plan and show messages and report of the program.</para>
- <para>The dashboard of a person is opened after register successfully or click the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the person who you would like.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="80%" fileref="resources/images/patients_programs/person_dashboard.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>The <emphasis role="italic">Demographics</emphasis> section provides links for editing profile and changing other location of the person. Click on <emphasis role="italic">Edit profile</emphasis> link to update individual information of person. Click on <emphasis role="italic">Change location</emphasis> link to change other location for the person</para>
- <para>Click on a program link in <emphasis role="italic">Active programs</emphasis> section to open the data entry form for the next visit of the selected program. A form is open below with five tab - </para>
- <orderedlist>
- <listitem>
- <para><emphasis role="italic">Data entry screen </emphasis>tab - Where data is manually registered for each person. Click on a event box in tab. Then fill a report date to open data entry form of the selected event. </para>
- <para>After entering data values into the data entry form, user should click on <emphasis role="italic">Run validation </emphasis> button before clicking on <emphasis role="italic">Complete</emphasis> button to check reality of data. The event is only completed successfully if all validation is valid.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Identifier / Attribute</emphasis> tab - Load identifier-types and person-attributes which belong to the selected program for users to enter values for this program.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Reschedule and set status</emphasis> tab - Provides function for re-scheduling, setting status and sending messages/comments or deleting for each events.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="80%" fileref="resources/images/patients_programs/program_management.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>After entering a message in the field, click on (+) button in <emphasis role="italic">Message</emphasis> column to add a comment for the event. For sending a reminder message, click on (>>) button.</para>
- <note>
- <para>Only allow to edit due dates of events with status as overdue or scheduled in future.</para>
- </note>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Comments and messages</emphasis> tab - Displays a comment/message list of the program.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Program report </emphasis>tab - Summary report for the program.</para>
- </listitem>
- </orderedlist>
- <para>The <emphasis role="italic">Active programs</emphasis> section consists of active programs of the person. Click on a program to show detail information below. Besides, there are two link in this tab - </para>
- <orderedlist>
- <listitem>
- <para>The <emphasis role="italic">Active programs</emphasis> section provides links for activity program and the next visit of person for this program. </para>
- </listitem>
- <listitem>
- <para>The <emphasis role="italic">Completed programs</emphasis> section provides a completed program list with links to load events flow of the program.</para>
- </listitem>
- <listitem>
- <para>To enroll the person into a program, click <emphasis role="italic">Enroll</emphasis> link.</para>
- </listitem>
- </orderedlist>
- <para>The <emphasis role="italic">Relationship</emphasis> section consists of relationships of the person. Click on a person in list to open his/her dashboard. Besides, there are two link in this tab - </para>
- <orderedlist>
- <listitem>
- <para>To open Relationship management section, click <emphasis role="italic">Management</emphasis> link.</para>
- </listitem>
- <listitem>
- <para>To register new person for relationship, click <emphasis role="italic">Register new person</emphasis> link.</para>
- </listitem>
- </orderedlist>
- <para>Besides, the system audits user's information who accessed on the dashboard. Click on the <emphasis role="italic">History</emphasis> link in the header to display this information.</para>
- </section>
- <section>
- <title>Person enrollment</title>
- <para>After the registration, the person needs to be enrolled in any available program. To enroll -</para>
- <orderedlist>
- <listitem>
- <para>Click on <emphasis role="italic">Enroll</emphasis> link from Dashboard of the person to open the Enrollment form.</para>
- </listitem>
- <listitem>
- <para>Select a program from the list.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/select_program_for_person.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- <listitem>
- <para>After the selection of program, you need to provide two dates:</para>
- <para>1) <emphasis role="italic">Date of enrollment ( the first field )</emphasis> - The date when person enrolls into the selected program.</para>
- <para>2) <emphasis role="italic">Date of incident ( the second field )</emphasis> - The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up.</para>
- <warning>
- <para>If the selected program has any identifier types or person attributes, they are displayed below. Users can enter values for them at this time.</para>
- <para>The <emphasis role="italic">date of incident</emphasis> are important to generate the activity plan for each person. Health provider needs to ensure recording and reporting date of incidence with each case of multi events with registration. However, when to define a program, if it can be set <emphasis role="italic">Generated by enrollment date</emphasis> property as true, the activity plan is generated based on the enrollment date, not incident date. </para>
- <para>However, the <emphasis role="italic">date of incident </emphasis>is ignored with single event programs. </para>
- </warning>
- </listitem>
- <listitem>
- <para>Click the <emphasis role="italic">Enroll</emphasis> button to complete the enrollment process.</para>
- <para>The system will automatically calculate due-date for each event of program and will show it in the <emphasis role="italic">Re-schedule and set status</emphasis> tab. In health programme, a person 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 persons can be updated from time to time when they visit the facility or whenever the health providers need to <emphasis role="italic">track</emphasis>.</para>
- <para>The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health program, a person 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 persons can be updated from time to time when they visit the facility or whenever the health providers need to track.</para>
- </listitem>
- </orderedlist>
- </section>
- <section>
- <title>Editing person profile</title>
- <para>After registering a person to a certain program, you can edit profile for that person.</para>
- <orderedlist>
- <listitem>
- <para>Click the second icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit. Or click the <emphasis>Edit profile</emphasis> link in Dashboard of person.</para>
- </listitem>
- <listitem>
- <para>Then a dialog box may appear to require you verify the date of birth if it is not verified. Click <emphasis>OK</emphasis> to go to the edit page.</para>
- </listitem>
- <listitem>
- <para>Click <emphasis role="italic">Update</emphasis> button to update data and go to his/her dashboard.</para>
- </listitem>
- </orderedlist>
- </section>
- <section>
- <title>Adding relationship</title>
- <para>To open <emphasis role="italic">relationship management</emphasis> for a person, click on the <emphasis>Relationship management</emphasis> icon under <emphasis>Operations</emphasis> or click on the <emphasis role="italic">Management</emphasis> link on <emphasis role="italic">Relationships</emphasis> section in Dashboard. The management page appears...</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/management_page.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>To add relationship for a person, you have to click on <emphasis>Search available person</emphasis> link to navigate to <emphasis>search page.</emphasis></para>
- <para>To register a new person and create relationship with the selected person, click <emphasis role="italic">Register new person</emphasis> link.</para>
- <para>To set a relative person as representative, click on the Set as representative icon, the first icon under <emphasis>Operations</emphasis> according to the person you would like.</para>
- </section>
- <section>
- <title>Change person location and View person details and history</title>
- <para>You can change person location by clicking the <emphasis>Change person location</emphasis> icon under <emphasis>Operations</emphasis> or click on <emphasis role="italic">Change location</emphasis> link on <emphasis role="italic">Demographics</emphasis> section in Dashboard. </para>
- <para>In addition, you can view all person details and history by click on <emphasis>Person details and history</emphasis> icon under <emphasis>Operations</emphasis>.</para>
- <para>Furthermore, you can download all person details and history in the format of <emphasis role="italic"> XLS</emphasis> or <emphasis role="italic">PDF</emphasis> by clicking <emphasis>Download as Excel</emphasis> or <emphasis>Download as PDF </emphasis>button.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/change_person_location_and_view_details.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </section>
- <section>
- <title>Advanced search persons</title>
- <para>The <emphasis>Advanced search</emphasis> function is used for searching available persons based on full-name, identifiers and person attribute values.</para>
- <para>To access <emphasis role="italic">Advanced search</emphasis> function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on the left menu to proceed. Then, after selecting organisation unit, click on the <emphasis>Search</emphasis> button on the right side.</para>
- <para> A search form is appeared after clicking. User has to select criteria and input values into the function.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/search_guide.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>After selecting a type for searching, entering keyword and clicking on <emphasis role="italic">Search</emphasis> button, the search result will display on the screen, and then user can interact with these persons.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/search_result.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <note>
- <para>Please check <emphasis role="italic">Seach in all facilities</emphasis> checkbox for searching whole organisation hierachy tree.</para>
- </note>
- </section>
- </section>
- <section>
- <title>Tracking</title>
- <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
- <section id="visit_schedule">
- <title>Visit Schedule</title>
- <para>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.</para>
- <para>Clicking on an event to open the data entry screen, </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 <emphasis role="italic">Show Event List</emphasis> button to get events which are satisfied with searching criteria.</para>
- <para>Click <emphasis role="italic">Export XLS</emphasis> button to export the result to excel file.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/visit_schedule.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </section>
- <section id="program_tracking">
- <title>Program Tracking</title>
- <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit, e.g. that are lost to follow-up.</para>
- <para>After selecting organisation unit on the left panel, select a program in list. And click on <emphasis role="italic">List All Person</emphasis> button to load all over-due events of persons.</para>
- <para>Click on <emphasis role="italic">person's name</emphasis> or <emphasis role="italic">Edit profile</emphasis> icon, the first icon under <emphasis role="italic">Operations</emphasis> to open his/her dashboard.</para>
- <para>Click on an <emphasis role="italic">event <emphasis role="italic">or</emphasis> the Reschedule and set status<emphasis role="italic"> icon</emphasis>, <emphasis role="italic">the second icon <emphasis role="italic">under</emphasis></emphasis> Operations</emphasis> to re-schedule and set status for the selected event or see all tracking history for this event.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" depth="" fileref="resources/images/patients_programs/tracking_program.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>To search events by status and some criteria such as name, identifiers or attributes, click on <emphasis role="italic">Search</emphasis> button next to <emphasis role="italic">List All Persons</emphasis>. A advanced search criteria is shown. After to fill search key values, click on <emphasis role="italic">Search</emphasis> button on this form to display result or click on <emphasis role="italic">Send message</emphasis> button to send a reminder message for person in result.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/program_tracking_search_function.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </section>
- </section>
- <section>
- <title>Data entry</title>
- <section id="multiple_individual_records">
- <title>Multiple individual records</title>
- <para>The multiple individual records function is where individual data is manually registered in the DHIS database. A list events with visited date as current date for each person who enrolled into the selected program are displayed after clicking a multi events with registration.</para>
- <para>To access the multiple individual records function, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Multiple individual records</emphasis> option on left menu to proceed.</para>
- <para>To start enter data values, the first step is to open a list events of person who enrolled a certain program by selecting a program in the list on the main page. Follow these steps:</para>
- <orderedlist>
- <listitem>
- <para>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.</para>
- <para>The system loads multi events with registration which belong to the selected organisation unit.</para>
- </listitem>
- <listitem>
- <para>Select a program in the list and click on <emphasis role="italic">List All Person </emphasis> button. An event list of persons who enrolled into the selected program is shown.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/multi_individual_records_list.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- <listitem>
- <para>Click an event or click on <emphasis role="italic">Data entry</emphasis> icon, the second icon under <emphasis role="italic">Operations</emphasis> to open data entry form.</para>
- <para>After filling and selecting data for a form. You have to click on <emphasis>Run validation</emphasis> button to check whether your inputs are valid. Then, click on <emphasis>Complete</emphasis> button to finish the entry.</para>
- </listitem>
- </orderedlist>
- <note>
- <para>You can see/post comments for each event into case entry form.</para>
- </note>
- </section>
- <section id="single_event_with_registration">
- <title>Single event with registration</title>
- <para>The data to register is defined by a single event with registration program. The functionality supports health providers to register person information and input data values for a program into one form.</para>
- <para>In order to register an event, from the <emphasis role="italic">Services</emphasis> option, go to the <emphasis role="italic">Individual Records</emphasis> option and click it. Then select <emphasis role="italic">Single event with registration</emphasis> option on left menu to proceed.</para>
- <para>To list all persons in the selected facility, click <emphasis role="italic">List All Persons</emphasis> button.</para>
- <para>To add new event, select a program in the combo box. And then click <emphasis role="italic">Add new</emphasis> button.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70" fileref="resources/images/patients_programs/create_new_person_single_event_with_registration.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>To update event of a registered person:</para>
- <orderedlist>
- <listitem>
- <para>Click <emphasis role="italic">Advanced search</emphasis> button. Then enter criterion for searching available persons. The search result is displayed below. User can read the user guide for <emphasis>Advanced search</emphasis> function in <emphasis>Person registration</emphasis> section.</para>
- </listitem>
- <listitem>
- <para>Click on <emphasis role="italic">Data entry</emphasis> icon - the first icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit, to update data values for the event.</para>
- </listitem>
- </orderedlist>
- </section>
- <section id="single_event_without_registration">
- <title>Single event without registration</title>
- <para>The data to register is defined by a single event without registration program.</para>
- <para>To register an event, from the <emphasis role="italic">Services</emphasis> option, go to the <emphasis role="italic">Individual Records</emphasis> option and click it. Then select <emphasis role="italic">Single event without registration</emphasis> option on left menu to proceed.</para>
- <para>To list all events by program in the selected facility, select a program in list.</para>
- <para>To remove empty events of the selected program, click <emphasis role="italic">Remove empty events</emphasis> button.</para>
- <para>To add new event, click <emphasis role="italic">Add new</emphasis> button.</para>
- <para>To update an event -</para>
- <orderedlist>
- <listitem>
- <para>Click <emphasis role="italic">Search</emphasis> button. Then enter criterion for searching person. The person list are displayed below.</para>
- </listitem>
- <listitem>
- <para>Click on <emphasis role="italic">Data entry</emphasis> icon - the first icon, to update value for the event.</para>
- </listitem>
- </orderedlist>
- </section>
- </section>
- <section>
- <title>Reports</title>
- <para>The sub module provides two functions for individual reports -<itemizedlist>
- <listitem>
- <para><emphasis role="italic">Program summary</emphasis> - View the summary report to get an overview of the services provided for a program.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Tabular report</emphasis> - An interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute and data element. </para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Statistical Program</emphasis> - Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc.</para>
- </listitem>
- </itemizedlist></para>
- <section id="program_summary_report">
- <title>Program summary</title>
- <para>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.</para>
- <para>To access the program summary report, choose <emphasis role="italic">Services</emphasis> -> <emphasis role="italic">Individual Records</emphasis> > <emphasis role="italic">Program summary</emphasis>.</para>
- <para>Select a <emphasis role="italic">organisation unit</emphasis> which provides services on the left menu. Then on the main page, select <emphasis role="italic">Program</emphasis>, <emphasis role="italic">Start date</emphasis>, <emphasis role="italic">End date </emphasis>to get period. After, select Use data from level(s). There are three levels <emphasis role="italic">Selected</emphasis>, <emphasis role="italic">Children Only</emphasis> and <emphasis role="italic">All</emphasis>. Finally, click <emphasis role="italic">Generate</emphasis> button. </para>
- <para>The result is get based on the date of enrollment of each person 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.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/program_summary_report.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>Click on an event box to display records for this event.</para>
- <para>Click on the person box to display the details and history of the selected person.</para>
- <para>The color highlight the status of the stages -</para>
- <itemizedlist>
- <listitem>
- <para>PURPLE - Data entered and uncompleted stages.</para>
- </listitem>
- <listitem>
- <para>RED - Stages open but no data entered while the date estimated for closing/completing is over.</para>
- </listitem>
- <listitem>
- <para>YELLOW - Coming stages.</para>
- </listitem>
- <listitem>
- <para>GREEN- Compete stages.</para>
- </listitem>
- <listitem>
- <para>GREY - Skipped stages.</para>
- </listitem>
- </itemizedlist>
- </section>
- <section>
- <title>Tabular report</title>
- <para>This is an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute/data element.</para>
- <para>There are two types of reports. The first one is case-based report.
-It supports to filter events by each person attributes and data elements. The second one is aggregate report. It allows for aggregation on simple filters annd dynamic updates to report view based on changes to filters.</para>
- <para>To access the tabular report function, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Tabular report</emphasis> option below Reports header on left menu to proceed. </para>
- <para>To start a case-based report, the first step is to select a program in the list. Follow these steps -</para>
- <orderedlist>
- <listitem>
- <para>Select a program from list in the left panel. The system will be load data elements which belongs to the selected program.</para>
- </listitem>
- <listitem>
- <para>Choose start-date and end-date. The event list is loaded with report-date between the two dates.</para>
- </listitem>
- <listitem>
- <para>Select one or many <emphasis role="italic">organisation units</emphasis>.</para>
- </listitem>
- <listitem>
- <para>In <emphasis role="italic">Data element </emphasis>tab, Select a <emphasis role="italic">program stage</emphasis>. Double-click data elements which you need to show into the result to move it from <emphasis role="italic">Available</emphasis>field to the <emphasis role="italic">Selected</emphasis> field. Enter filter values for each data elements which you want into the fields below.</para>
- <note>
- <para>If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the <emphasis role="italic">Available</emphasis> field.</para>
- </note>
- </listitem>
- <listitem>
- <para>In the Options tab, there are two options - </para>
- </listitem>
- </orderedlist>
- <itemizedlist>
- <listitem>
- <para><emphasis role="italic">Use data from level(s)</emphasis>: Specify the level which you need to get events -</para>
- <para>1)<emphasis role="italic"> Children only</emphasis>: Individual data will be aggregated from the children of the selected organisation unit.</para>
- <para>2) <emphasis role="italic">Selected</emphasis>: Individual data will be aggregated from the selected organisation unit. </para>
- <para>3) <emphasis role="italic">All</emphasis>: Individual data will be aggregated from both selected organisation unit and its children .</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Show hierarchy from level:</emphasis> 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.</para>
- </listitem>
- </itemizedlist>
- <orderedlist continuation="continues">
- <listitem>
- <para>Click <emphasis role="italic">Update</emphasis> button on toolbar. The result is shown on the main page.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="60%" fileref="resources/images/patients_programs/tabular_report_result.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- </orderedlist>
- <para>To start a aggregate report, the first step is to select a program in the list. Follow these steps:</para>
- <orderedlist>
- <listitem>
- <para>Select a program from list in the left panel. The system will be load data elements which belongs to the selected program.</para>
- </listitem>
- <listitem>
- <para>Select <emphasis role="italic">date</emphasis> period ranges / relative periods / fixed periods in corresponding tab.</para>
- </listitem>
- <listitem>
- <para>Select one or many <emphasis role="italic">organisation units</emphasis> by clicking on the hierachy organisation tree or check on <emphasis role="italic">User organisation unit</emphasis> / <emphasis role="italic">User organisation unit chilren</emphasis> checkboxes. Besides, you can also select a group in list and system will load all organisation units which belong to the selected one.</para>
- </listitem>
- <listitem>
- <para>In <emphasis role="italic">Data filters </emphasis>tab, Select a <emphasis role="italic">program stage</emphasis>. Double-click data elements which you need to show into the result to move it from <emphasis role="italic">Available</emphasis>field to the <emphasis role="italic">Selected</emphasis> field</para>
- <note>
- <para>If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the <emphasis role="italic">Available</emphasis> field.</para>
- </note>
- </listitem>
- <listitem>
- <para>In the Options tab, there are options as follows -</para>
- <para>1) <emphasis role="italic"> Position</emphasis> - Select positions for organisation unit, period and data. The system supports ten positions as follows - </para>
- <para><itemizedlist>
- <listitem>
- <para>Organisation unit: Rows; Period: Rows; Data: Filters </para>
- </listitem>
- <listitem>
- <para>Organisation unit: Rows; Period: Columns; Data: Filters </para>
- </listitem>
- <listitem>
- <para>Organisation unit: Rows; Period: Filters; Data: Filters</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Rows; Period: Filters; Data: Columns</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Columns; Period: Rows; Data: Filters</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Columns; Period: Filters; Data: Rows</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Filters; Period: Rows; Data: Filters</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Filters; Period: Rows; Data: Columns</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Filters; Period: Columns; Data: Rows</para>
- </listitem>
- <listitem>
- <para>Organisation unit: Filters; Period: Filters; Data: Rows</para>
- </listitem>
- </itemizedlist></para>
- <para>2) <emphasis role="italic">Aggregate type</emphasis> - Have three options. The first one is used for calculating number of events which satisfy the fitlers. The others are used for calculating sum/average data values of the select data element in <emphasis role="italic">Sum/Avg of </emphasis>option.</para>
- <para>3) <emphasis role="italic">Sum/Avg of </emphasis>- Select a number data element in list to calculate sum/avg data values of its if aggregate type option is sum or avg.</para>
- <para>4) <emphasis role="italic">Use completed events</emphasis> - Check it if you want to get only completed events.</para>
- <para>5) <emphasis role="italic">Use data from level(s) </emphasis>- Specify the level which you need to get events. If the option is <emphasis role="italic">Children only</emphasis>, individual data will be aggregated from the children of the selected organisation unit. If the option is <emphasis role="italic">Selected</emphasis>, individual data will be aggregated from the selected organisation unit. If the option is <emphasis role="italic">All</emphasis>, individual data will be aggregated from both selected organisation unit and its children.</para>
- <para>6) <emphasis role="italic">Group by</emphasis> - Group the result by data values of the selected data element.</para>
- <para>7) <emphasis role="italic">Limit records</emphasis> - Limit number of records in result returned.</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="80%" align="center" fileref="resources/images/patients_programs/aggregate_tabular_report.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </listitem>
- </orderedlist>
- <para>To save parameters on the left panel, click <emphasis role="italic">Favorites</emphasis> button on toolbar. The select <emphasis role="italic">Manage favorites</emphasis> option. A form is shown to enter name for favorite and click <emphasis role="italic">Save</emphasis> button.</para>
- <para>To export the result to excel file, click <emphasis role="italic">Download</emphasis> button, select XLS option. For the aggregate report, the system supports more two types of file as PDF and CSV.</para>
- </section>
- <section>
- <title>Statistical Program</title>
- <para>The tool provides a tool for generating a statistical report by program.</para>
- <para>To access <emphasis role="italic">Statistical Program</emphasis> module, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records </emphasis>option. Select <emphasis role="italic">Statistical Program </emphasis>option on left menu. Statistical program report is opened. </para>
- <para>To get statistical report for a program, please do as follows -</para>
- <orderedlist>
- <listitem>
- <para>Select a program in list. </para>
- </listitem>
- <listitem>
- <para>Select <emphasis role="italic">start-date</emphasis> and <emphasis role="italic">end-date</emphasis>. The system will aggregate events which have the enrollment dates are between these dates.</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic">Use data from level(s) </emphasis>- Specify the level which you need to get events. If the option is <emphasis role="italic">Children only</emphasis>, individual data will be aggregated from the children of the selected organisation unit. If the option is <emphasis role="italic">Selected</emphasis>, individual data will be aggregated from the selected organisation unit. If the option is <emphasis role="italic">All</emphasis>, individual data will be aggregated from both selected organisation unit and its children.</para>
- </listitem>
- <listitem>
- <para>Click <emphasis role="italic">Generate</emphasis> button to generate report. The result is displayed below. And click Export XLS button to export the result to excel file.</para>
- </listitem>
- </orderedlist>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="80%" align="center" fileref="resources/images/patients_programs/statistical_program_summary_report.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- </section>
- </section>
- <section id="run_case_aggregation">
- <title>Manual person aggregation</title>
- <para>The <emphasis role="italic">Manual person Aggregation</emphasis> module is used for aggregating individual data and import into aggregated data element. </para>
- <para>To access <emphasis>Manual person aggregation</emphasis> module, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option. Select <emphasis role="italic">Manual Person Aggregation</emphasis> option on left menu. <emphasis>Manual person aggregation form</emphasis> is opened as below -</para>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/person_aggregation_form.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>In the <emphasis>Person aggregation form</emphasis> above</para>
- <orderedlist>
- <listitem>
- <para>Select <emphasis role="italic">dataset</emphasis> 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.</para>
- </listitem>
- <listitem>
- <para>Select a date range from <emphasis role="italic">From</emphasis> and <emphasis role="italic">To</emphasis> fields.</para>
- </listitem>
- <listitem>
- <para>Select <emphasis role="italic">organisation unit level</emphasis> where person data will be select to aggregate. There are 3 options - </para>
- <para>- <emphasis role="italic">All</emphasis>: Individual data will be aggregated from both selected organisation unit and its children.</para>
- <para>- <emphasis role="italic">Children only</emphasis>: Individual data will be aggregated from the children of the selected organisation unit .</para>
- <para>- <emphasis role="italic"> Selected</emphasis>: Individual data will be aggregated from the selected organisation unit. </para>
- </listitem>
- <listitem>
- <para>Click on the
-<emphasis role="italic">Aggregate</emphasis> button to execute aggregate function. The <emphasis>Person aggregation result</emphasis>page is shown after running successfully.</para>
- </listitem>
- </orderedlist>
- <screenshot>
- <screeninfo>Figure - Person aggregation result</screeninfo>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" fileref="resources/images/patients_programs/example_person_aggregation_result.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>In <emphasis>Manual person aggregation result</emphasis> page -</para>
- <itemizedlist>
- <listitem>
- <para>Click <emphasis role="italic">Save all values</emphasis> button to save all aggregated data values .</para>
- </listitem>
- <listitem>
- <para><emphasis role="italic"><emphasis role="italic">Click</emphasis> Orange arrow</emphasis> icon next to period name for showing list of aggregated data values at this period. Select only necessary data values and click <emphasis role="italic">Save</emphasis> selected values to save them</para>
- </listitem>
- <listitem>
- <para><emphasis><emphasis role="italic">Click </emphasis>Show details</emphasis> icon to view detail information which aggregated.</para>
- </listitem>
- </itemizedlist>
- </section>
- </section>
- </section>
-</chapter>
+</chapter>
+<chapter>
+ <title>Tracker</title>
+ <section>
+ <title>Introduction</title>
+ <section>
+ <title>Background</title>
+ <para>Conventionally, public health systems have been recording and reporting aggregate data
+ of the services provided across various health programmes. This is crucial in monitoring
+ "<emphasis role="italic">reach</emphasis>" and "<emphasis role="italic">availability</emphasis>" of public health services, but it lacks the ability of
+ tracing the persons being provided with these services and quality of these ones. </para>
+ <para>For example, the aggregate report will show that 300 pregnant women registered for ANC and 120 women given IFA tablets or 90 women given TT injection. In an aggregate system, it is not possible to ascertain that if a particular pregnant woman registered for ANC, has also been given IFA and TT, as data only shows aggregate numbers. To understand the quality of services given to each pregnant woman registered for ANC, immunization cycle of each child or treatment of each leprosy person, etc. it is important that treatment information of each person is maintained as an individual case.</para>
+ <para>The DHIS tracker module ( also known as DHIS Community Module ) is an integrated module in DHIS2, built to support community health systems and facilitate a smooth integration between the community health data and aggregated data management.</para>
+ <para>The module supports management of community health programs, such as child immunization, maternal health and e.g. allows tracking of individuals enrolled in various programs and activity planning for community health workers.</para>
+ <para>The following are the major things:</para>
+ <orderedlist>
+ <listitem>
+ <para>Administrating meta data - includes person attributes, person attribute groups, identifier types; relationship types, person registration form, health programs, program stages corresponding to the program, validations and formulas for aggregating data value from individual cases.</para>
+ </listitem>
+ <listitem>
+ <para>Administrating person registration - registering a new person, setting relationships, enrolling a person into a program and management of person location</para>
+ </listitem>
+ <listitem>
+ <para>Data entry for inputting individual data for treatment of each person.</para>
+ </listitem>
+ <listitem>
+ <para>Reports for individual cases.</para>
+ </listitem>
+ <listitem>
+ <para>Linking data between tracker system and aggregate management system.</para>
+ </listitem>
+ <listitem>
+ <para>Provide a list of upcoming visits to better plan for daily/weekly/monthly 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>
+ <listitem>
+ <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>
+ <para>Facilitate in recording entire treatment information of each person.</para>
+ </listitem>
+ <listitem>
+ <para>Help strengthen the quality and fidelity of data.</para>
+ </listitem>
+ </orderedlist>
+ <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>Getting started with 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>
+ <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, 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, he/she is being provided with an
+ identifier number (e.g PARA, parish) and declared some attributes which belong to the
+ program. Later, the person is provided with various services through the treatment which
+ are being recorded. Based on the services of the program by the time, the system creates
+ an activity plan for the person.</para>
+ </section>
+ <section>
+ <title>Treatment case</title>
+ <para>Each interaction with the person related to the case is considered to be an treatment case and these cases are recorded into the individual case. Individual case is updated with the identification of both the health worker and the person who is receiving the service.</para>
+ </section>
+ <section>
+ <title>Reports</title>
+ <para>The module provides two functions for viewing the reports to get an overview of the services provided for a program or a program stage.</para>
+ </section>
+ </section>
+ </section>
+ <section>
+ <title>User guide</title>
+ <para>There are two additions in the module in both maintenance and services module - </para>
+ <orderedlist>
+ <listitem>
+ <para><emphasis role="italic">Persons and Programs maintenance module </emphasis>- Definition meta data, include person attributes, person attribute groups, identifier types, relationships, program and program-stages, validation for program and formula to generate aggregate data value.</para>
+ <para>When the ‘<emphasis role="italic">Persons and Programs</emphasis>’ options is chosen from the main <emphasis role="italic">Maintenance</emphasis> menu, the following screen appears -</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/persons_and_programs_main_page.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Individual records module</emphasis> - Support main functions for person registration, tracking information and individual reports.</para>
+ <para>When the ‘<emphasis role="italic">Individual Records</emphasis>’ options is chosen from the main <emphasis role="italic">Services</emphasis> menu, the following screen appears -</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/individual_records_main_page.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ </orderedlist>
+ <section>
+ <title>Persons and Programs maintenance</title>
+ <para>The content in this part is for the expert users or administrative users who are capable and responsible for development and change.</para>
+ <para>Each of the options for the maintenance will be described in the following section. The options for the maintenance will be described in the following section - </para>
+ <itemizedlist>
+ <listitem>
+ <para>Person Attribute</para>
+ <para>Create, modify and view Person attributes. An attribute can be used to register extra information for a Person.</para>
+ </listitem>
+ <listitem>
+ <para>Person Attribute Group</para>
+ <para>Create, modify and view Person attribute groups. Groups makes it more convenient to add attributes to a Person.</para>
+ </listitem>
+ <listitem>
+ <para>Person Identifier Type</para>
+ <para>Create, modify and view Person identifier types. Any type and multiple identifiers can be registered.</para>
+ </listitem>
+ <listitem>
+ <para>Relationship Type</para>
+ <para>Create, modify and view relationship types. A relationship is typically wife and husband or mother and child.</para>
+ </listitem>
+ <listitem>
+ <para>Person Registration Form</para>
+ <para>Define custom person registration form.</para>
+ </listitem>
+ <listitem>
+ <para>Program</para>
+ <para>Create, modify and view programs. A program has program stages and defines which actions should be taken at each stage.</para>
+ </listitem>
+ <listitem>
+ <para>Person Aggregation Query Builder</para>
+ <para>Define formulas, expressions, rules for aggregation data from tracker to aggregation module</para>
+ </listitem>
+ <listitem>
+ <para>Validation Criteria</para>
+ <para>Create, modify and view validation criteria. A criteria is used for validation of Person data. </para>
+ </listitem>
+ <listitem>
+ <para>Schedule Message </para>
+ <para>Configure message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit.</para>
+ </listitem>
+ <listitem>
+ <para>Schedule Automated Aggregation</para>
+ <para>Schedule an automated person aggregation process, e.g. to run all pre-defined aggregation queries every midnight. </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 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>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Name</emphasis> - Name of person attribute.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Description</emphasis> - Description of person attribute.</para>
+ </listitem>
+ <listitem>
+ <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 inherit 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. In addition to supporting basic data such as <emphasis role="italic">Number</emphasis>, <emphasis role="italic">Text</emphasis>, <emphasis role="italic">Yes/No</emphasis>, <emphasis role="italic">Date</emphasis>, the system supports a value type as <emphasis role="italic">Predefined value</emphasis> for defining attribute values. Users only can select on value in the defined list for each person registered. E.g code values which record the information on access to HIV prevention services can be pre-defined, include <emphasis role="italic">T</emphasis>, <emphasis role="italic">TR</emphasis>, <emphasis role="italic">TRR</emphasis>, <emphasis role="italic">TRRD</emphasis>, <emphasis role="italic">TRRDm</emphasis>, <emphasis role="italic">TRRDmDb</emphasis> as <emphasis role="italic">PMTCT Code</emphasis> attribute.</para>
+ <para>The system also supports a value type as <emphasis role="italic">Calculated</emphasis> for calculating a number based on other attribute values, e,g. caculate gestational age, EDD, ... in Mother care program.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
+ <section id="patient_attribute_group">
+ <title>Person attribute group</title>
+ <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 and select <emphasis role="italic">Person Attribute Group</emphasis> option.</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.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>
+ <para>To access the person identifier type 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 Identifier Type</emphasis> option to create a new identifier type.</para>
+ <para>To creating a new identifier type, click the <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Person Identifier Type Management </emphasis>window to go to <emphasis role="italic">Add New Person Identifier Type</emphasis> window.</para>
+ <para>Basic information -</para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Name</emphasis> - Name of identifier type.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Description</emphasis> - Description of identifier type.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Mandatory</emphasis> - Entering value for the identifier is required or not.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Related</emphasis> - Representative re-uses the identifier of person.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Number of characters</emphasis> - Maximum number of characters for value inputed. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Type</emphasis> - Data type of value inputted, includes <emphasis role="italic">Text</emphasis>, <emphasis role="italic">Number</emphasis> and <emphasis role="italic">Letter Only</emphasis>.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
+ <section id="relationship_type">
+ <title>Relationship type</title>
+ <para>Relationship type section provides a mechanism for defining relationship types and link persons through these relationship types by creating specific relationships.</para>
+ <para>To access the relationship type maintenance module, from <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it and select <emphasis role="italic">Relationship Type</emphasis> option.</para>
+ <para>To define a new relationship type, click <emphasis role="italic">Add</emphasis> button into <emphasis role="italic">Relationship Type Management </emphasis>window to go to <emphasis role="italic">Add new Relationship Type</emphasis> window.</para>
+ </section>
+ <section id="person_registration_form">
+ <title>Person Registration Form</title>
+ <para>Person registration form section provides a mechanism for defining custom registration form for each available program in system or for normal registration form.</para>
+ <para>To access the person registration form maintenance module, from <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Persons and Programs</emphasis> option and click on it and select <emphasis role="italic">Person Registration Form</emphasis> option.</para>
+ <para>To define a custom program registration form, please select a program in list and click <emphasis role="italic">Add</emphasis> button.</para>
+ <para>To define a normal registration form, please don't select any program in list and click <emphasis role="italic">Add</emphasis> button.</para>
+ </section>
+ <section id="program">
+ <title>Program and Program stage</title>
+ <para>The section provides a mechanism for defining health programmes and action for each stage of the programme. </para>
+ <section>
+ <title>Program</title>
+ <para>To access the program 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">Program</emphasis> option.</para>
+ <para>To define a new program, click the <emphasis role="italic">Add new</emphasis> button on the main page. Fill all fields with read asterisk, and then click the <emphasis role="italic">Add</emphasis> button.</para>
+ <para>Basic information -</para>
+ <para><emphasis role="italic">Program details<emphasis role="italic"> section</emphasis></emphasis> - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Name</emphasis> - The name of the program</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Description</emphasis> - Descriptions, meanings, explanation, etc. of/about the program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Type</emphasis> - There are three types of program: multi events with registration, single event with registration and single event without registration.</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="italic">Form details </emphasis>section - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Show provided elsewhere</emphasis> - Set show/hide provided elsewhere column in data entry form.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Block entry form after completed</emphasis> - 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.</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="italic">Enrollment details</emphasis> section - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Generate events 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 it is not checked, the due dates are generated based on incident date.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Ignore to generate overdue events</emphasis> - When a person enrolls into the program, the events corresponding to the program-stages are created. If this field is checked, the system will ignore to generate overdue events. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Only enroll one </emphasis>- Check on it if a person only can enroll the program one time. For example, Child Vaccination Program, Post-mortem examination, PSI's IPC process. This will avoid a person enrolling more than one into a program when it doesn't make sense.</para>
+ </listitem>
+ <listitem>
+ <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">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">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 identifier types 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, the first icon under Operations, corresponding to the program you would like and select organisation units where provide the program.</para>
+ <para>To assign a program for user roles, click <emphasis role="italic">Assign program to userroles</emphasis> icon, the second icon under Operations, corresponding to the program you would like. Please select user role which you want in <emphasis role="italic">Available</emphasis> section and click <emphasis role="italic">Move selected items</emphasis> button or double click on the user role to move to <emphasis role="italic">Selected</emphasis> section. Finally, click <emphasis role="italic">Ok</emphasis> to finish.</para>
+ <para>To create validation rules for programs, click <emphasis role="italic">Program validation rule management</emphasis> icon, the fifth icon under Operations, corresponding to the program you would like. Then click <emphasis role="italic">Add</emphasis> 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. </para>
+ <para>To set authority for sharing the program, click Sharing Settings icon, the sixth icon under Operations, corresponding to the program you would like. You can see a default authority and <emphasis role="italic">Public Access</emphasis> in the form with three authorities as follows -</para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">None</emphasis> - The program is private one. Just the user who created it can see and use it.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Read Only </emphasis>- The user who are not owner of this program only can see it, not edit and delete it. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Read and Write</emphasis> - All users can edit and delete it.</para>
+ </listitem>
+ </itemizedlist>
+ <para>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.</para>
+ <para>To translate the name of a program, click <emphasis role="italic">Translation</emphasis> icon, the seventh icon under Operations, corresponding to the program you would like.</para>
+ </section>
+ <section>
+ <title>Program stage</title>
+ <para>To define a program stage, click the <emphasis role="italic">Program Stage Management</emphasis> icon, the seventh 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>
+ <para><emphasis role="italic">Program stage details</emphasis> section - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Name</emphasis> - Name of the program stage</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Description</emphasis> - The description of the program stage</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Scheduled days from start</emphasis> - The minimum number of days to wait for starting the program stage.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Auto-generate event</emphasis> - Un-check this to prevent for creating an event of this program stage automatically when a person enroll into the program.</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="italic">Repeatable program stage details</emphasis> section - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Repeatable</emphasis> - specify the program stage as repeatable or not.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Display generate event box after completed</emphasis> - Un-check on it if you don't want to display <emphasis role="italic">Create new event box </emphasis>to create new event for a repeatable stage after clicking <emphasis role="italic">Complete</emphasis> button for an event of the stage in data entry form. This field is checked as default.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Standard interval days</emphasis> - Specify the number of days to repeat the repeatable program stage.</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="italic">Form details</emphasis> section - </para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Complete allowed only if validation passes</emphasis> - The event created by this program stage is completed if all validation rules are passed.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Description of report date</emphasis> - The description for report date which is displayed in case entry form.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Data elements <emphasis role="italic">section</emphasis></emphasis> - Select person data elements which belong to the program stage. We have three options for each selected data element. The first one is <emphasis role="italic">Compulsory</emphasis> option. Please check it if the data value of the selected one is compulsory. The second one is <emphasis role="italic">Allow provided elsewhere</emphasis> option, please check it if the data value of this one can be provided by other facilities. The last one is<emphasis role="italic"> Display in reports</emphasis> 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.</para>
+ </listitem>
+ </itemizedlist>
+ <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 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>
+ <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"> Design data entry form <emphasis role="italic">icon, the fifth icon</emphasis></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 each section. Click <emphasis role="italic">Section management</emphasis> icon, the <emphasis role="italic">
+ <emphasis role="italic">forth icon</emphasis>
+ </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 form</emphasis> - List all data elements which belong to the program stage.</para>
+ </listitem>
+ </orderedlist>
+ <para>To sort 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>Aggregation query builder</title>
+ <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">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">Manual person aggregation</emphasis> is used for generating routine data values from individual data by period and organization unit. Please refer the <emphasis role="italic">Service</emphasis> module to see this part.</para>
+ </listitem>
+ </itemizedlist>
+ <section>
+ <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>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/example_query.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>Basic information -</para>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Name</emphasis> - Provide name of query, this name is usually same with the name of aggregate data element. For example Number of mothers got VAT, Number of children got BCG vaccine,...</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Dataset</emphasis> - Select dataset contains data elements which will be used to link with individual data.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Data element</emphasis> - Select aggregate data element which will be used to link with individual data.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Operator</emphasis> - There are six operators</para>
+ <para>1) Select <emphasis role="italic">Number of persons</emphasis> if aggregate based on persons;</para>
+ <para>2) Select <emphasis role="italic">Number of visits</emphasis> if aggregate data based on times that persons received services.</para>
+ <para>3) Select <emphasis role="italic">Sum of data element values </emphasis>to get sum of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
+ <para>4) Select <emphasis role="italic">Average of data element values </emphasis>to get average of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
+ <para>5) Select <emphasis role="italic">Minimum of data element values </emphasis>to get min of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
+ <para>6) Select <emphasis role="italic">Maximum of data element values </emphasis>to get max of data values of data element in <emphasis role="italic">Data element for sum/average</emphasis> field with the criteria in the condition field.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Program</emphasis> - Select program needed for aggregation.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Program Stage</emphasis> - Select program stage from the selected program above.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Data element for sum/average/min/max</emphasis> - Select an data element for operator as Sum / Average / Min / Max.</para>
+ </listitem>
+ </itemizedlist>
+ <para>Next section included 3 tabs: <emphasis role="italic">Data elements</emphasis>, <emphasis role="italic">Person attributes</emphasis> and <emphasis role="italic">Program</emphasis>. Depend on the requirement of data aggregation, data element, person attributes, and number of programs are selected. </para>
+ <para><emphasis role="bold">
+ <emphasis role="underline"><emphasis role="italic">Data elements tab</emphasis>:</emphasis>
+ </emphasis> List all available data elements from selected program stage. To create a formula related to each data element, double click on the data element. The formula of the data element is filled on the condition field, like [DE:1.2.3], in with: </para>
+ <itemizedlist>
+ <listitem>
+ <para>1 - id of the selected program.</para>
+ </listitem>
+ <listitem>
+ <para>2 - id of the selected program stage.</para>
+ </listitem>
+ <listitem>
+ <para>3 - id of the selected data element.</para>
+ </listitem>
+ </itemizedlist>
+ <note>
+ <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 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>
+ <itemizedlist>
+ <listitem>
+ <para>The number of persons who enrolled the selected program.</para>
+ </listitem>
+ <listitem>
+ <para>The number of persons / times that ( Date of enrollment - Date of incident ) is greater then a certain number.</para>
+ </listitem>
+ <listitem>
+ <para>The number of persons who visited the selected program stage OR the number of visits what are registered in the system.</para>
+ </listitem>
+ <listitem>
+ <para>The number of persons by age at the report-time.</para>
+ </listitem>
+ </itemizedlist>
+ <para><emphasis role="bold">
+ <emphasis role="italic">
+ <emphasis role="italic">
+ <emphasis role="underline">Condition section </emphasis>
+ </emphasis>
+ </emphasis>
+ </emphasis>- This section contains comparing operations (<, <=, >, >=, =, != ), calculation operation (+), priority operation ( ( ) ), boolean values (Yes, No), status operations (=NULL, != NULL), relation operations (AND, OR). These operations are used for supporting in setting condition for query. </para>
+ <para><emphasis role="italic">
+ <emphasis role="bold">
+ <emphasis role="underline">Description section</emphasis>
+ </emphasis>
+ </emphasis> - Show description for the condition above. </para>
+ <para>E.g To get number of <emphasis role="italic">girls</emphasis> who got <emphasis role="italic">Vitamin A dose 6</emphasis> enrolled <emphasis role="italic">Child Health program</emphasis> on <emphasis role="italic">January 2012</emphasis>. Then query is created as in the figure below. Note that January 2012 is period parameter which user will select when generate report. It is not set in the query.</para>
+ </section>
+ <section>
+ <title>Sample of person aggregation</title>
+ <para>E.g. Find the number of the children vaccinated BCG by defining a linking rule between the data elements of aggregate dataset named <emphasis role="italic">Number of children - BCG</emphasis> and the data element of a program stage named <emphasis role="italic">BCG dose given</emphasis>.</para>
+ <orderedlist>
+ <listitem>
+ <para>From <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Data Element and Indicators</emphasis> option and click on it. Select <emphasis role="italic">Data Element</emphasis> option to define two new data elements -</para>
+ <para>1) Define a new data element named <emphasis role="italic">Number of children - BCG</emphasis> with <emphasis role="italic">Aggregate</emphasis> option for Domain Type.</para>
+ <para>2) Define a new data element named <emphasis role="italic">BCG dose give date</emphasis> with <emphasis role="italic">Patient</emphasis> option for Domain Type.</para>
+ </listitem>
+ <listitem>
+ <para>From <emphasis role="italic">Maintenance</emphasis> menu, go to <emphasis role="italic">Datasets</emphasis> option and click on it. Select <emphasis role="italic">Dataset</emphasis> option to create a new dataset named <emphasis role="italic">BCG Report</emphasis> and add <emphasis role="italic">Number of children - BCG</emphasis> data element into the dataset.</para>
+ </listitem>
+ <listitem>
+ <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">Program</emphasis> option to create a program named <emphasis role="italic">Child Health Program</emphasis> with a stage named <emphasis role="italic">Birth Details</emphasis> and add the <emphasis role="italic">BCG dose given</emphasis> data element into this stage.</para>
+ </listitem>
+ <listitem>
+ <para>Create a new aggregation query builder named <emphasis role="italic">Number of children - BCG Builder </emphasis>to linking between the data elements.</para>
+ </listitem>
+ <listitem>
+ <para>From <emphasis role="italic">Services</emphasis> menu, go to <emphasis role="italic">Individual Records </emphasis>option and click on it. Select <emphasis role="italic">Person</emphasis> option below <emphasis role="italic">Registration</emphasis> header in the left menu to register three persons named <emphasis role="italic">Micheal</emphasis>, <emphasis role="italic">Alice</emphasis> and <emphasis role="italic">Tom</emphasis> in <emphasis role="italic">Ngelehun CHC</emphasis> and enroll them into <emphasis role="italic">Child Health Program</emphasis>.</para>
+ <para>1) For <emphasis role="italic">Micheal</emphasis>, open the <emphasis role="italic">Birth Details</emphasis> stage into <emphasis role="italic">Child Health Program</emphasis>. Enter value for <emphasis role="italic">BCG dose give date</emphasis> data element as "<emphasis role="italic">2012-01-18</emphasis>".</para>
+ <para>2) For <emphasis role="italic">Alice</emphasis>, open the <emphasis role="italic">Birth Details</emphasis> stage into Child Health Program. Enter Enter value for <emphasis role="italic">BCG dose give date</emphasis> data element as "<emphasis role="italic">2012-01-18</emphasis>".</para>
+ <para>3) For <emphasis role="italic">Tom</emphasis>, no enter any data value for <emphasis role="italic">Birth Details</emphasis> stage.</para>
+ <warning>
+ <para>Before entering data value for the stage, choose <emphasis role="italic">Report Date</emphasis> as "<emphasis role="italic">2012-01-18</emphasis>".</para>
+ </warning>
+ </listitem>
+ <listitem>
+ <para>From <emphasis role="italic">Services</emphasis> menu, go to <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Manual person aggregation</emphasis> option to run<emphasis role="italic"> Number of children - BCG Builder</emphasis> to get data value and save it into database.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/person_aggregation_form.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <screenshot>
+ <screeninfo>- Result after running the query builder</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/example_person_aggregation_result.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ </orderedlist>
+ </section>
+ </section>
+ <section id="validation_criteria">
+ <title>Validation criteria</title>
+ <para>Validation criteria section provides a mechanism for defining criteria for persons when enrolling a program.</para>
+ <para>To access the validation criteria 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">Validation Criteria</emphasis> option to create a new program.</para>
+ <para>To create a new validation criterion, click the <emphasis role="italic">Add new</emphasis> button. Fill all fields with read asterisk, and click <emphasis role="italic">Add</emphasis> button.</para>
+ <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 change.</para>
+ <para>To translate the name of a program, click <emphasis role="italic">Translation</emphasis> icon, the third icon under Operations, corresponding to the validation criteria you would like.</para>
+ </section>
+ <section id="schedule_sending_message">
+ <title>Schedule automated message reminder</title>
+ <para>This function is used for scheduling message reminders to be automatically sent to enrolled persons XX days before scheduled appointments and/or XX days after a missed visit. When the schedule is started, messages for each person are generated based on templates defined in each stage at midnight (Ref.<emphasis role="italic"> Add program stage </emphasis>section for defining a template message). On the time, the scheduled messages are sent.</para>
+ <para>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</emphasis> button.</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>
+ </section>
+ <section id="scheduling_aggregation_query_builder">
+ <title>Schedule Automated Aggregation</title>
+ <para>The aggregation query builder jobs can be automatically scheduled to run on regular intervals. At midnight, this job runs and get all datasets which have data elements defined into Aggregate Query Builder formulas. Based on the period types of datasets, the system runs formulas at the end of end-date of current period. E.g if today is on 1A.M. in 2013-02-01, the system gets a monthly dataset and other period-type datasets with aggregate formulas, then system will only run aggregate formulas of the monthly dataset with period as Jan 2013.</para>
+ <para><emphasis role="italic"><emphasis role="italic">Click</emphasis> Start</emphasis> button will enable the scheduled job to run at mid-night or can be run immediately by pressing <emphasis role="italic">Execute</emphasis> button.</para>
+ </section>
+ </section>
+ <section>
+ <title>Individual records module</title>
+ <para>Each of the options for the services will be described in the following section -</para>
+ <itemizedlist>
+ <listitem>
+ <para>Find/Add Person</para>
+ <para>Register, edit and search private information of persons. Support person dashboard for managing relationships, program enrollment, entering case entry form, ....
+ </para>
+ </listitem>
+ <listitem>
+ <para>Visit Schedule</para>
+ <para>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.</para>
+ </listitem>
+ <listitem>
+ <para>Program Tracking</para>
+ <para>Support the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
+ </listitem>
+ <listitem>
+ <para>Multiple Individual records</para>
+ <para>Enter data for multiple program stages and persons for a program. The entry screen gives an overview of the stage status.
+ </para>
+ </listitem>
+ <listitem>
+ <para>Single event with registration </para>
+ <para>The data to register is defined by a single event with registration program.</para>
+ </listitem>
+ <listitem>
+ <para>Single event without registration</para>
+ <para>Register Single events without registration. The data to register is defined by a single event without registration program.</para>
+ </listitem>
+ <listitem>
+ <para>Program summary</para>
+ <para>View the summary report to get an overview of the services provided for a program.
+ </para>
+ </listitem>
+ <listitem>
+ <para>Tabular report</para>
+ <para>Use an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute/data element.
+ </para>
+ </listitem>
+ <listitem>
+ <para>Program Statistics </para>
+ <para>Program statistics on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc. </para>
+ </listitem>
+ <listitem>
+ <para>Manual Person Aggregation</para>
+ <para>Generate routine data values from patient data by month (or other intervals if desired) and organisation unit.
+</para>
+ </listitem>
+ </itemizedlist>
+ <section id="patient">
+ <title>Find/Add Person</title>
+ <para>The first step in the tracking is the registration of person/case in the application. In the registration process, the details - which are related to the personal information, identification, contract and location details & health provider details, are entered in the application. In the registration itself, person is provided with the unique identification number. This number will be unique and will not match with the identification number of any person in the state jurisdiction. The issue of identification number will be the responsibility of facility where person is registered first time.</para>
+ <warning>
+ <para>No matter what program persons need to enroll, they must register into the system first. Then health providers will enroll the persons into relevant programs. E.g. every pregnant women and the child need to be registered first as a person, then they will be enrolled in Mother Care program or Child Health program.</para>
+ </warning>
+ <para>To access <emphasis role="italic">Person management </emphasis>function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on the left menu to proceed. Then, after to select organisation unit.</para>
+ <para>Click the<emphasis role="italic"> List All Persons</emphasis> button to list all persons in the selected organisation unit. If a program in list on the right side is selected, the system will load persons who enolled into the program.</para>
+ <para>For the registration process, the details - which are related to the personal information, identification, contact and location details, and health provider details, are entered.</para>
+ <orderedlist inheritnum="inherit" continuation="restarts" arch="">
+ <listitem>
+ <para>To register a person, go to the <emphasis role="italic">Services</emphasis> menu, select option <emphasis role="italic">Individual Records</emphasis>.</para>
+ </listitem>
+ <listitem>
+ <para>Click the <emphasis role="italic">
+ <emphasis>
+ <emphasis role="italic">Find/Add person</emphasis>
+ </emphasis>
+ </emphasis> option below <emphasis role="italic">Person</emphasis> header to go to <emphasis>Person management</emphasis> window.</para>
+ </listitem>
+ <listitem>
+ <para>Select a facility from the facilities hierarchy displayed on the left side of the screen. Then click the <emphasis role="italic">Add new</emphasis> button on the right side.</para>
+ <note>
+ <para>To register new person and enroll him/her into a certain program, please select a program in list on main page and click <emphasis role="italic">Add new</emphasis> button. The person attributes and person identifier types which belong to the selected program will be displayed on the registration form.</para>
+ </note>
+ </listitem>
+ <listitem>
+ <para>Start process of registration by providing name, location details, identification details, contact details and other details like <emphasis role="italic">child contact name</emphasis> and <emphasis role="italic">child contact type</emphasis>. Then click the <emphasis role="italic">Add</emphasis> button to complete to process of registration or click the <emphasis role="italic">Person management</emphasis> to navigate to previous page. </para>
+ <para>To continue to register other new person, click the <emphasis role="italic">Add && Register new </emphasis>button.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/register_person_page.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <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>
+ <para><emphasis role="italic">Search existing person</emphasis> tab is used for searching available persons and users can select one person in the result list to set relationship. The criteria to search is based on identifier, attribute and name of persons.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Add new person</emphasis> tab is used for registering a new person for relationship. When adding a person in this form, you need to select one user-defined relationship type in the list. Finally, click <emphasis role="italic">Add</emphasis> button.</para>
+ </listitem>
+ </itemizedlist>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/representative.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ </orderedlist>
+ <section>
+ <title>Person dashboard</title>
+ <para>The function provides quick access to individual data of a person. Dashboards consist of several sections, some of which provide links to activity programs or relationships of the person . Other sections of the dashboard allow users to enter data values into case entry form, reschedule and set status for each events of activity plan and show messages and report of the program.</para>
+ <para>The dashboard of a person is opened after register successfully or click the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the person who you would like.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="80%" fileref="resources/images/patients_programs/person_dashboard.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>The <emphasis role="italic">Demographics</emphasis> section provides links for editing profile and changing other location of the person. Click on <emphasis role="italic">Edit profile</emphasis> link to update individual information of person. Click on <emphasis role="italic">Change location</emphasis> link to change other location for the person</para>
+ <para>Click on a program link in <emphasis role="italic">Active programs</emphasis> section to open the data entry form for the next visit of the selected program. A form is open below with five tab - </para>
+ <orderedlist>
+ <listitem>
+ <para><emphasis role="italic">Data entry screen </emphasis>tab - Where data is manually registered for each person. Click on a event box in tab. Then fill a report date to open data entry form of the selected event. </para>
+ <para>After entering data values into the data entry form, user should click on <emphasis role="italic">Run validation </emphasis> button before clicking on <emphasis role="italic">Complete</emphasis> button to check reality of data. The event is only completed successfully if all validation is valid.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Identifier / Attribute</emphasis> tab - Load identifier-types and person-attributes which belong to the selected program for users to enter values for this program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Reschedule and set status</emphasis> tab - Provides function for re-scheduling, setting status and sending messages/comments or deleting for each events.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="80%" fileref="resources/images/patients_programs/program_management.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>After entering a message in the field, click on (+) button in <emphasis role="italic">Message</emphasis> column to add a comment for the event. For sending a reminder message, click on (>>) button.</para>
+ <note>
+ <para>Only allow to edit due dates of events with status as overdue or scheduled in future.</para>
+ </note>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Comments and messages</emphasis> tab - Displays a comment/message list of the program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Program report </emphasis>tab - Summary report for the program.</para>
+ </listitem>
+ </orderedlist>
+ <para>The <emphasis role="italic">Active programs</emphasis> section consists of active programs of the person. Click on a program to show detail information below. Besides, there are two link in this tab - </para>
+ <orderedlist>
+ <listitem>
+ <para>The <emphasis role="italic">Active programs</emphasis> section provides links for activity program and the next visit of person for this program. </para>
+ </listitem>
+ <listitem>
+ <para>The <emphasis role="italic">Completed programs</emphasis> section provides a completed program list with links to load events flow of the program.</para>
+ </listitem>
+ <listitem>
+ <para>To enroll the person into a program, click <emphasis role="italic">Enroll</emphasis> link.</para>
+ </listitem>
+ </orderedlist>
+ <para>The <emphasis role="italic">Relationship</emphasis> section consists of relationships of the person. Click on a person in list to open his/her dashboard. Besides, there are two link in this tab - </para>
+ <orderedlist>
+ <listitem>
+ <para>To open Relationship management section, click <emphasis role="italic">Management</emphasis> link.</para>
+ </listitem>
+ <listitem>
+ <para>To register new person for relationship, click <emphasis role="italic">Register new person</emphasis> link.</para>
+ </listitem>
+ </orderedlist>
+ <para>Besides, the system audits user's information who accessed on the dashboard. Click on the <emphasis role="italic">History</emphasis> link in the header to display this information.</para>
+ </section>
+ <section>
+ <title>Person enrollment</title>
+ <para>After the registration, the person needs to be enrolled in any available program. To enroll -</para>
+ <orderedlist>
+ <listitem>
+ <para>Click on <emphasis role="italic">Enroll</emphasis> link from Dashboard of the person to open the Enrollment form.</para>
+ </listitem>
+ <listitem>
+ <para>Select a program from the list.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/select_program_for_person.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ <listitem>
+ <para>After the selection of program, you need to provide two dates:</para>
+ <para>1) <emphasis role="italic">Date of enrollment ( the first field )</emphasis> - The date when person enrolls into the selected program.</para>
+ <para>2) <emphasis role="italic">Date of incident ( the second field )</emphasis> - The date when the person got the disease or he/she has just been committed to an equivalent program for being followed-up.</para>
+ <warning>
+ <para>If the selected program has any identifier types or person attributes, they are displayed below. Users can enter values for them at this time.</para>
+ <para>The <emphasis role="italic">date of incident</emphasis> are important to generate the activity plan for each person. Health provider needs to ensure recording and reporting date of incidence with each case of multi events with registration. However, when to define a program, if it can be set <emphasis role="italic">Generated by enrollment date</emphasis> property as true, the activity plan is generated based on the enrollment date, not incident date. </para>
+ <para>However, the <emphasis role="italic">date of incident </emphasis>is ignored with single event programs. </para>
+ </warning>
+ </listitem>
+ <listitem>
+ <para>Click the <emphasis role="italic">Enroll</emphasis> button to complete the enrollment process.</para>
+ <para>The system will automatically calculate due-date for each event of program and will show it in the <emphasis role="italic">Re-schedule and set status</emphasis> tab. In health programme, a person 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 persons can be updated from time to time when they visit the facility or whenever the health providers need to <emphasis role="italic">track</emphasis>.</para>
+ <para>The system will automatically calculate due-date for each the program stage and will show same the below enrollment. In health program, a person 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 persons can be updated from time to time when they visit the facility or whenever the health providers need to track.</para>
+ </listitem>
+ </orderedlist>
+ </section>
+ <section>
+ <title>Editing person profile</title>
+ <para>After registering a person to a certain program, you can edit profile for that person.</para>
+ <orderedlist>
+ <listitem>
+ <para>Click the second icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit. Or click the <emphasis>Edit profile</emphasis> link in Dashboard of person.</para>
+ </listitem>
+ <listitem>
+ <para>Then a dialog box may appear to require you verify the date of birth if it is not verified. Click <emphasis>OK</emphasis> to go to the edit page.</para>
+ </listitem>
+ <listitem>
+ <para>Click <emphasis role="italic">Update</emphasis> button to update data and go to his/her dashboard.</para>
+ </listitem>
+ </orderedlist>
+ </section>
+ <section>
+ <title>Adding relationship</title>
+ <para>To open <emphasis role="italic">relationship management</emphasis> for a person, click on the <emphasis>Relationship management</emphasis> icon under <emphasis>Operations</emphasis> or click on the <emphasis role="italic">Management</emphasis> link on <emphasis role="italic">Relationships</emphasis> section in Dashboard. The management page appears...</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/management_page.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>To add relationship for a person, you have to click on <emphasis>Search available person</emphasis> link to navigate to <emphasis>search page.</emphasis></para>
+ <para>To register a new person and create relationship with the selected person, click <emphasis role="italic">Register new person</emphasis> link.</para>
+ <para>To set a relative person as representative, click on the Set as representative icon, the first icon under <emphasis>Operations</emphasis> according to the person you would like.</para>
+ </section>
+ <section>
+ <title>Change person location and View person details and history</title>
+ <para>You can change person location by clicking the <emphasis>Change person location</emphasis> icon under <emphasis>Operations</emphasis> or click on <emphasis role="italic">Change location</emphasis> link on <emphasis role="italic">Demographics</emphasis> section in Dashboard. </para>
+ <para>In addition, you can view all person details and history by click on <emphasis>Person details and history</emphasis> icon under <emphasis>Operations</emphasis>.</para>
+ <para>Furthermore, you can download all person details and history in the format of <emphasis role="italic"> XLS</emphasis> or <emphasis role="italic">PDF</emphasis> by clicking <emphasis>Download as Excel</emphasis> or <emphasis>Download as PDF </emphasis>button.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/change_person_location_and_view_details.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </section>
+ <section>
+ <title>Advanced search persons</title>
+ <para>The <emphasis>Advanced search</emphasis> function is used for searching available persons based on full-name, identifiers and person attribute values.</para>
+ <para>To access <emphasis role="italic">Advanced search</emphasis> function, from the <emphasis>Services</emphasis> menu, go the the <emphasis>Individual Records </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on the left menu to proceed. Then, after selecting organisation unit, click on the <emphasis>Search</emphasis> button on the right side.</para>
+ <para> A search form is appeared after clicking. User has to select criteria and input values into the function.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/search_guide.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>After selecting a type for searching, entering keyword and clicking on <emphasis role="italic">Search</emphasis> button, the search result will display on the screen, and then user can interact with these persons.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/search_result.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <note>
+ <para>Please check <emphasis role="italic">Seach in all facilities</emphasis> checkbox for searching whole organisation hierachy tree.</para>
+ </note>
+ </section>
+ </section>
+ <section>
+ <title>Tracking</title>
+ <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit (stage), e.g. that are lost to follow-up. </para>
+ <section id="visit_schedule">
+ <title>Visit Schedule</title>
+ <para>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.</para>
+ <para>Clicking on an event to open the data entry screen, </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 <emphasis role="italic">Show Event List</emphasis> button to get events which are satisfied with searching criteria.</para>
+ <para>Click <emphasis role="italic">Export XLS</emphasis> button to export the result to excel file.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/visit_schedule.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </section>
+ <section id="program_tracking">
+ <title>Program Tracking</title>
+ <para>This function supports the work practices around tracking persons within a health program that have not shown up for a scheduled visit, e.g. that are lost to follow-up.</para>
+ <para>After selecting organisation unit on the left panel, select a program in list. And click on <emphasis role="italic">List All Person</emphasis> button to load all over-due events of persons.</para>
+ <para>Click on <emphasis role="italic">person's name</emphasis> or <emphasis role="italic">Edit profile</emphasis> icon, the first icon under <emphasis role="italic">Operations</emphasis> to open his/her dashboard.</para>
+ <para>Click on an <emphasis role="italic">event <emphasis role="italic">or</emphasis> the Reschedule and set status<emphasis role="italic"> icon</emphasis>, <emphasis role="italic">the second icon <emphasis role="italic">under</emphasis></emphasis> Operations</emphasis> to re-schedule and set status for the selected event or see all tracking history for this event.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" depth="" fileref="resources/images/patients_programs/tracking_program.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>To search events by status and some criteria such as name, identifiers or attributes, click on <emphasis role="italic">Search</emphasis> button next to <emphasis role="italic">List All Persons</emphasis>. A advanced search criteria is shown. After to fill search key values, click on <emphasis role="italic">Search</emphasis> button on this form to display result or click on <emphasis role="italic">Send message</emphasis> button to send a reminder message for person in result.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/program_tracking_search_function.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </section>
+ </section>
+ <section>
+ <title>Data entry</title>
+ <section id="multiple_individual_records">
+ <title>Multiple individual records</title>
+ <para>The multiple individual records function is where individual data is manually registered in the DHIS database. A list events with visited date as current date for each person who enrolled into the selected program are displayed after clicking a multi events with registration.</para>
+ <para>To access the multiple individual records function, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Multiple individual records</emphasis> option on left menu to proceed.</para>
+ <para>To start enter data values, the first step is to open a list events of person who enrolled a certain program by selecting a program in the list on the main page. Follow these steps:</para>
+ <orderedlist>
+ <listitem>
+ <para>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.</para>
+ <para>The system loads multi events with registration which belong to the selected organisation unit.</para>
+ </listitem>
+ <listitem>
+ <para>Select a program in the list and click on <emphasis role="italic">List All Person </emphasis> button. An event list of persons who enrolled into the selected program is shown.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/multi_individual_records_list.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ <listitem>
+ <para>Click an event or click on <emphasis role="italic">Data entry</emphasis> icon, the second icon under <emphasis role="italic">Operations</emphasis> to open data entry form.</para>
+ <para>After filling and selecting data for a form. You have to click on <emphasis>Run validation</emphasis> button to check whether your inputs are valid. Then, click on <emphasis>Complete</emphasis> button to finish the entry.</para>
+ </listitem>
+ </orderedlist>
+ <note>
+ <para>You can see/post comments for each event into case entry form.</para>
+ </note>
+ </section>
+ <section id="single_event_with_registration">
+ <title>Single event with registration</title>
+ <para>The data to register is defined by a single event with registration program. The functionality supports health providers to register person information and input data values for a program into one form.</para>
+ <para>In order to register an event, from the <emphasis role="italic">Services</emphasis> option, go to the <emphasis role="italic">Individual Records</emphasis> option and click it. Then select <emphasis role="italic">Single event with registration</emphasis> option on left menu to proceed.</para>
+ <para>To list all persons in the selected facility, click <emphasis role="italic">List All Persons</emphasis> button.</para>
+ <para>To add new event, select a program in the combo box. And then click <emphasis role="italic">Add new</emphasis> button.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70" fileref="resources/images/patients_programs/create_new_person_single_event_with_registration.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>To update event of a registered person:</para>
+ <orderedlist>
+ <listitem>
+ <para>Click <emphasis role="italic">Advanced search</emphasis> button. Then enter criterion for searching available persons. The search result is displayed below. User can read the user guide for <emphasis>Advanced search</emphasis> function in <emphasis>Person registration</emphasis> section.</para>
+ </listitem>
+ <listitem>
+ <para>Click on <emphasis role="italic">Data entry</emphasis> icon - the first icon under <emphasis>Operations</emphasis>, corresponding to the person you would like to edit, to update data values for the event.</para>
+ </listitem>
+ </orderedlist>
+ </section>
+ <section id="single_event_without_registration">
+ <title>Single event without registration</title>
+ <para>The data to register is defined by a single event without registration program.</para>
+ <para>To register an event, from the <emphasis role="italic">Services</emphasis> option, go to the <emphasis role="italic">Individual Records</emphasis> option and click it. Then select <emphasis role="italic">Single event without registration</emphasis> option on left menu to proceed.</para>
+ <para>To list all events by program in the selected facility, select a program in list.</para>
+ <para>To remove empty events of the selected program, click <emphasis role="italic">Remove empty events</emphasis> button.</para>
+ <para>To add new event, click <emphasis role="italic">Add new</emphasis> button.</para>
+ <para>To update an event -</para>
+ <orderedlist>
+ <listitem>
+ <para>Click <emphasis role="italic">Search</emphasis> button. Then enter criterion for searching person. The person list are displayed below.</para>
+ </listitem>
+ <listitem>
+ <para>Click on <emphasis role="italic">Data entry</emphasis> icon - the first icon, to update value for the event.</para>
+ </listitem>
+ </orderedlist>
+ </section>
+ </section>
+ <section>
+ <title>Reports</title>
+ <para>The sub module provides two functions for individual reports -<itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Program summary</emphasis> - View the summary report to get an overview of the services provided for a program.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Tabular report</emphasis> - An interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute and data element. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Statistical Program</emphasis> - Statistical reports on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc.</para>
+ </listitem>
+ </itemizedlist></para>
+ <section id="program_summary_report">
+ <title>Program summary</title>
+ <para>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.</para>
+ <para>To access the program summary report, choose <emphasis role="italic">Services</emphasis> -> <emphasis role="italic">Individual Records</emphasis> > <emphasis role="italic">Program summary</emphasis>.</para>
+ <para>Select a <emphasis role="italic">organisation unit</emphasis> which provides services on the left menu. Then on the main page, select <emphasis role="italic">Program</emphasis>, <emphasis role="italic">Start date</emphasis>, <emphasis role="italic">End date </emphasis>to get period. After, select Use data from level(s). There are three levels <emphasis role="italic">Selected</emphasis>, <emphasis role="italic">Children Only</emphasis> and <emphasis role="italic">All</emphasis>. Finally, click <emphasis role="italic">Generate</emphasis> button. </para>
+ <para>The result is get based on the date of enrollment of each person 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.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/program_summary_report.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>Click on an event box to display records for this event.</para>
+ <para>Click on the person box to display the details and history of the selected person.</para>
+ <para>The color highlight the status of the stages -</para>
+ <itemizedlist>
+ <listitem>
+ <para>PURPLE - Data entered and uncompleted stages.</para>
+ </listitem>
+ <listitem>
+ <para>RED - Stages open but no data entered while the date estimated for closing/completing is over.</para>
+ </listitem>
+ <listitem>
+ <para>YELLOW - Coming stages.</para>
+ </listitem>
+ <listitem>
+ <para>GREEN- Compete stages.</para>
+ </listitem>
+ <listitem>
+ <para>GREY - Skipped stages.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
+ <section>
+ <title>Tabular report</title>
+ <para>This is an interactive reporting tool for tracker-data using tabular presentation with dynamic filters for each person attribute/data element.</para>
+ <para>There are two types of reports. The first one is case-based report.
+It supports to filter events by each person attributes and data elements. The second one is aggregate report. It allows for aggregation on simple filters annd dynamic updates to report view based on changes to filters.</para>
+ <para>To access the tabular report function, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option and click on it. Select <emphasis role="italic">Tabular report</emphasis> option below Reports header on left menu to proceed. </para>
+ <para>To start a case-based report, the first step is to select a program in the list. Follow these steps -</para>
+ <orderedlist>
+ <listitem>
+ <para>Select a program from list in the left panel. The system will be load data elements which belongs to the selected program.</para>
+ </listitem>
+ <listitem>
+ <para>Choose start-date and end-date. The event list is loaded with report-date between the two dates.</para>
+ </listitem>
+ <listitem>
+ <para>Select one or many <emphasis role="italic">organisation units</emphasis>.</para>
+ </listitem>
+ <listitem>
+ <para>In <emphasis role="italic">Data element </emphasis>tab, Select a <emphasis role="italic">program stage</emphasis>. Double-click data elements which you need to show into the result to move it from <emphasis role="italic">Available</emphasis>field to the <emphasis role="italic">Selected</emphasis> field. Enter filter values for each data elements which you want into the fields below.</para>
+ <note>
+ <para>If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the <emphasis role="italic">Available</emphasis> field.</para>
+ </note>
+ </listitem>
+ <listitem>
+ <para>In the Options tab, there are two options - </para>
+ </listitem>
+ </orderedlist>
+ <itemizedlist>
+ <listitem>
+ <para><emphasis role="italic">Use data from level(s)</emphasis>: Specify the level which you need to get events -</para>
+ <para>1)<emphasis role="italic"> Children only</emphasis>: Individual data will be aggregated from the children of the selected organisation unit.</para>
+ <para>2) <emphasis role="italic">Selected</emphasis>: Individual data will be aggregated from the selected organisation unit. </para>
+ <para>3) <emphasis role="italic">All</emphasis>: Individual data will be aggregated from both selected organisation unit and its children .</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Show hierarchy from level:</emphasis> 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.</para>
+ </listitem>
+ </itemizedlist>
+ <orderedlist continuation="continues">
+ <listitem>
+ <para>Click <emphasis role="italic">Update</emphasis> button on toolbar. The result is shown on the main page.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="60%" fileref="resources/images/patients_programs/tabular_report_result.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ </orderedlist>
+ <para>To start a aggregate report, the first step is to select a program in the list. Follow these steps:</para>
+ <orderedlist>
+ <listitem>
+ <para>Select a program from list in the left panel. The system will be load data elements which belongs to the selected program.</para>
+ </listitem>
+ <listitem>
+ <para>Select <emphasis role="italic">date</emphasis> period ranges / relative periods / fixed periods in corresponding tab.</para>
+ </listitem>
+ <listitem>
+ <para>Select one or many <emphasis role="italic">organisation units</emphasis> by clicking on the hierachy organisation tree or check on <emphasis role="italic">User organisation unit</emphasis> / <emphasis role="italic">User organisation unit chilren</emphasis> checkboxes. Besides, you can also select a group in list and system will load all organisation units which belong to the selected one.</para>
+ </listitem>
+ <listitem>
+ <para>In <emphasis role="italic">Data filters </emphasis>tab, Select a <emphasis role="italic">program stage</emphasis>. Double-click data elements which you need to show into the result to move it from <emphasis role="italic">Available</emphasis>field to the <emphasis role="italic">Selected</emphasis> field</para>
+ <note>
+ <para>If the selected program has only one stage, this field is hidden and data element list of the stage is shown in the <emphasis role="italic">Available</emphasis> field.</para>
+ </note>
+ </listitem>
+ <listitem>
+ <para>In the Options tab, there are options as follows -</para>
+ <para>1) <emphasis role="italic"> Position</emphasis> - Select positions for organisation unit, period and data. The system supports ten positions as follows - </para>
+ <para><itemizedlist>
+ <listitem>
+ <para>Organisation unit: Rows; Period: Rows; Data: Filters </para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Rows; Period: Columns; Data: Filters </para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Rows; Period: Filters; Data: Filters</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Rows; Period: Filters; Data: Columns</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Columns; Period: Rows; Data: Filters</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Columns; Period: Filters; Data: Rows</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Filters; Period: Rows; Data: Filters</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Filters; Period: Rows; Data: Columns</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Filters; Period: Columns; Data: Rows</para>
+ </listitem>
+ <listitem>
+ <para>Organisation unit: Filters; Period: Filters; Data: Rows</para>
+ </listitem>
+ </itemizedlist></para>
+ <para>2) <emphasis role="italic">Aggregate type</emphasis> - Have three options. The first one is used for calculating number of events which satisfy the fitlers. The others are used for calculating sum/average data values of the select data element in <emphasis role="italic">Sum/Avg of </emphasis>option.</para>
+ <para>3) <emphasis role="italic">Sum/Avg of </emphasis>- Select a number data element in list to calculate sum/avg data values of its if aggregate type option is sum or avg.</para>
+ <para>4) <emphasis role="italic">Use completed events</emphasis> - Check it if you want to get only completed events.</para>
+ <para>5) <emphasis role="italic">Use data from level(s) </emphasis>- Specify the level which you need to get events. If the option is <emphasis role="italic">Children only</emphasis>, individual data will be aggregated from the children of the selected organisation unit. If the option is <emphasis role="italic">Selected</emphasis>, individual data will be aggregated from the selected organisation unit. If the option is <emphasis role="italic">All</emphasis>, individual data will be aggregated from both selected organisation unit and its children.</para>
+ <para>6) <emphasis role="italic">Group by</emphasis> - Group the result by data values of the selected data element.</para>
+ <para>7) <emphasis role="italic">Limit records</emphasis> - Limit number of records in result returned.</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="80%" align="center" fileref="resources/images/patients_programs/aggregate_tabular_report.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ </listitem>
+ </orderedlist>
+ <para>To save parameters on the left panel, click <emphasis role="italic">Favorites</emphasis> button on toolbar. The select <emphasis role="italic">Manage favorites</emphasis> option. A form is shown to enter name for favorite and click <emphasis role="italic">Save</emphasis> button.</para>
+ <para>To export the result to excel file, click <emphasis role="italic">Download</emphasis> button, select XLS option. For the aggregate report, the system supports more two types of file as PDF and CSV.</para>
+ </section>
+ <section>
+ <title>Program Statistics </title>
+ <para>The tool provides a tool for generating a statistics report by program.</para>
+ <para>To access <emphasis role="italic">Program Statistics</emphasis> module, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records </emphasis>option. Select <emphasis role="italic">Program Statistics </emphasis>option on left menu. Program statistics is opened. </para>
+ <para>To get statistics report for a program, please do as follows -</para>
+ <orderedlist>
+ <listitem>
+ <para>Select a program in list. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic">Program </emphasis>- Specify program for generating report.</para>
+ </listitem>
+ <listitem>
+ <para>Select <emphasis role="italic">start-date</emphasis> and <emphasis role="italic">end-date</emphasis>. The system will aggregate report based on start-date and end-date.</para>
+ </listitem>
+ <listitem>
+ <para>Click <emphasis role="italic">Generate</emphasis> button to generate report. The result is displayed below. And click <emphasis role="italic">Export XLS</emphasis> button to export the result to excel file.</para>
+ </listitem>
+ </orderedlist>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="80%" align="center" fileref="resources/images/patients_programs/statistical_program_summary_report.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para><emphasis role="italic">Visits scheduled (All)</emphasis> column is the number of events of all stages, includes overdue, skipped, incomplete and complete events.</para>
+ <para><emphasis role="italic">Visits done (#)</emphasis> column is the number of events incomplete and complete.
+</para>
+ <para><emphasis role="italic">Visits done (%)</emphasis> column is percent of visits done (#) events / the number of all visits scheduled.</para>
+ <para><emphasis role="italic">Forms completed</emphasis> column are stage instances where the user has clicked complete.
+</para>
+ <para><emphasis role="italic">Forms completed (%) </emphasis>column is percent of completed events / the number of all visits scheduled.</para>
+ <para><emphasis role="italic">Visits overdue (#)</emphasis> column is the number of overdue visits.</para>
+ <para><emphasis role="italic">Visits overdue (%)</emphasis> column is percent of visits overdue (#) / the number of all visits scheduled.</para>
+ </section>
+ </section>
+ <section id="run_case_aggregation">
+ <title>Manual person aggregation</title>
+ <para>The <emphasis role="italic">Manual person Aggregation</emphasis> module is used for aggregating individual data and import into aggregated data element. </para>
+ <para>To access <emphasis>Manual person aggregation</emphasis> module, from the <emphasis role="italic">Services</emphasis> menu, go to the <emphasis role="italic">Individual Records</emphasis> option. Select <emphasis role="italic">Manual Person Aggregation</emphasis> option on left menu. <emphasis>Manual person aggregation form</emphasis> is opened as below -</para>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/person_aggregation_form.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>In the <emphasis>Person aggregation form</emphasis> above</para>
+ <orderedlist>
+ <listitem>
+ <para>Select <emphasis role="italic">dataset</emphasis> 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.</para>
+ </listitem>
+ <listitem>
+ <para>Select a date range from <emphasis role="italic">From</emphasis> and <emphasis role="italic">To</emphasis> fields.</para>
+ </listitem>
+ <listitem>
+ <para>Select <emphasis role="italic">organisation unit level</emphasis> where person data will be select to aggregate. There are 3 options - </para>
+ <para>- <emphasis role="italic">All</emphasis>: Individual data will be aggregated from both selected organisation unit and its children.</para>
+ <para>- <emphasis role="italic">Children only</emphasis>: Individual data will be aggregated from the children of the selected organisation unit .</para>
+ <para>- <emphasis role="italic"> Selected</emphasis>: Individual data will be aggregated from the selected organisation unit. </para>
+ </listitem>
+ <listitem>
+ <para>Click on the
+<emphasis role="italic">Aggregate</emphasis> button to execute aggregate function. The <emphasis>Person aggregation result</emphasis>page is shown after running successfully.</para>
+ </listitem>
+ </orderedlist>
+ <screenshot>
+ <screeninfo>Figure - Person aggregation result</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" fileref="resources/images/patients_programs/example_person_aggregation_result.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>In <emphasis>Manual person aggregation result</emphasis> page -</para>
+ <itemizedlist>
+ <listitem>
+ <para>Click <emphasis role="italic">Save all values</emphasis> button to save all aggregated data values .</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="italic"><emphasis role="italic">Click</emphasis> Orange arrow</emphasis> icon next to period name for showing list of aggregated data values at this period. Select only necessary data values and click <emphasis role="italic">Save</emphasis> selected values to save them</para>
+ </listitem>
+ <listitem>
+ <para><emphasis><emphasis role="italic">Click </emphasis>Show details</emphasis> icon to view detail information which aggregated.</para>
+ </listitem>
+ </itemizedlist>
+ </section>
+ </section>
+ </section>
+</chapter>
<chapter>
<title>Setting up report functionality</title>
<section>
=== modified file 'dhis-2/dhis-web/dhis-web-caseentry/src/main/webapp/dhis-web-caseentry/app/app.js'
--- dhis-2/dhis-web/dhis-web-caseentry/src/main/webapp/dhis-web-caseentry/app/app.js 2013-03-08 13:56:13 +0000
+++ dhis-2/dhis-web/dhis-web-caseentry/src/main/webapp/dhis-web-caseentry/app/app.js 2013-03-08 16:09:33 +0000
@@ -4439,7 +4439,7 @@
['2', TR.i18n.columns],
['3', TR.i18n.filters] ]
}),
- value: '1',
+ value: '3',
listeners: {
added: function() {
TR.cmp.settings.positionOrgunit = this;
@@ -4464,7 +4464,7 @@
['2', TR.i18n.columns],
['3', TR.i18n.filters] ]
}),
- value: '2',
+ value: '3',
listeners: {
added: function() {
TR.cmp.settings.positionPeriod = this;
@@ -4489,7 +4489,7 @@
['2', TR.i18n.columns],
['3', TR.i18n.filters] ]
}),
- value: '3',
+ value: '1',
listeners: {
added: function() {
TR.cmp.settings.positionData = this;
@@ -4643,11 +4643,6 @@
listeners: {
added: function() {
TR.cmp.settings.dataElementGroupBy = this;
- },
- select: function(cb) {
- if(cb.getValue() != null && cb.getValue()!=''){
- Ext.getCmp('positionDataCbx').setValue( 1 );
- }
}
}
},
