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Message #22901
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 752: Update tracker document.
------------------------------------------------------------
revno: 752
committer: Tran Chau <tran.hispvietnam@xxxxxxxxx>
branch nick: dhis2-docbook-docs
timestamp: Tue 2013-06-04 13:10:01 +0700
message:
Update tracker document.
modified:
src/docbkx/en/dhis2_user_man_persons_and_programs.xml
src/docbkx/en/resources/images/patients_programs/aggregate_tabular_report.png
src/docbkx/en/resources/images/patients_programs/example_person_aggregation_result.png
src/docbkx/en/resources/images/patients_programs/example_query.png
src/docbkx/en/resources/images/patients_programs/go_to_multiple_individual_records.png
src/docbkx/en/resources/images/patients_programs/individual_records_main_page.png
src/docbkx/en/resources/images/patients_programs/multi_individual_records_list.png
src/docbkx/en/resources/images/patients_programs/person_aggregation_form.png
src/docbkx/en/resources/images/patients_programs/person_dashboard.png
src/docbkx/en/resources/images/patients_programs/persons_and_programs_main_page.png
src/docbkx/en/resources/images/patients_programs/program_management.PNG
src/docbkx/en/resources/images/patients_programs/program_tracking_search_function.png
src/docbkx/en/resources/images/patients_programs/tabular_report_result.png
src/docbkx/en/resources/images/patients_programs/tracking_program.png
src/docbkx/en/resources/images/patients_programs/visit_schedule.png
--
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=== modified file 'src/docbkx/en/dhis2_user_man_persons_and_programs.xml'
--- src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2013-06-01 12:33:28 +0000
+++ src/docbkx/en/dhis2_user_man_persons_and_programs.xml 2013-06-04 06:10:01 +0000
@@ -132,6 +132,10 @@
<para>Create, modify and view Person attributes. An attribute can be used to register extra information for a Person.</para>
</listitem>
<listitem>
+ <para>Patient Attribute Visit Schedule</para>
+ <para>Allow to configure which person attributes that are added to the visit schedule. This is very useful when the list is printed and used for tracking in the community. </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>
@@ -190,21 +194,21 @@
</listitem>
<listitem>
<para><emphasis role="italic">Value Type</emphasis> - Data type of value to be entered.
- 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
+ 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">Yes Only, 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>
+ 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_visit_schedule">
+ <title>Patient attribute visit schedule</title>
+ <para>This function supports configuration for person attributes that are added to the visit schedule.This is very useful when the list is printed and used for tracking in the community. </para>
+ <para>Select patient attributes on the left section and move them to the right section and click <emphasis role="italic">Save</emphasis> button.</para>
+ </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>
@@ -253,8 +257,8 @@
<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>
+ <para>To define a custom program registration form, please select a program in list and click <emphasis role="italic">Add</emphasis> icon, the first icon corresponding the program you want to design.</para>
+ <para>Check on<emphasis role="italic"> Auto save person registration forms</emphasis> checkbox in to save the data entry form to being designed.</para>
</section>
<section id="program">
<title>Program and Program stage</title>
@@ -284,19 +288,28 @@
<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>
+ <listitem>
+ <para><emphasis role="italic">Remind completing program after a program stage completed</emphasis> - After an event is completed, the system remind if the user want to complete the program.</para>
+ </listitem>
</itemizedlist>
<para><emphasis role="italic">Enrollment details</emphasis> section - </para>
<itemizedlist>
<listitem>
+ <para><emphasis role="italic">Disable registration fields</emphasis> - Registration fields in default form include full name, gender, dob type, date of birth, phone number, date of death, is dead and health worker. Other attributes and identifier are not required. In custom form, user can define a registration form required above fields.</para>
+ </listitem>
+ <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>
+ <para><emphasis role="italic">Skip 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">Display on all organisation units </emphasis>- Check on it if user want to use the program on all organisation units no mater what the program is assigned to the organisation unit or not. Unchecnk if the program is only used on organisation units assigned.</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>
@@ -309,17 +322,26 @@
<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>
+ <listitem>
+ <para>Template reminder message section - Define template reminder messages which are used for sending messages for person automatically. There are four fields -
+</para>
+ <para>1) <emphasis role="italic">Date to compare</emphasis> - Select the incident date or enrollment date for calculating the date to send messages for persons. </para>
+ <para>2) <emphasis role="italic">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>3) <emphasis role="italic">Parameters</emphasis> - Provide parameters which are used for generating a message for each person. The parameters include <emphasis role="italic">person first name</emphasis>,<emphasis role="italic"> program name</emphasis>, <emphasis role="italic">incident date, days since incident date, enrollment date, days since enrollment date, organisation unit name</emphasis>. Double-click on an option to insert it into template message field below.
+</para>
+ <para>4) <emphasis role="italic">Message</emphasis> - Content of template message. E.g.
+ Dear {patient-name}, please come to your appointment at {due-date}.
+</para>
+ <para>Click <emphasis role="italic">Add more...</emphasis> button to add more template reminder messages.</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 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>
+ <para>To define a program indicator, click <emphasis role="italic">Program Indicator management </emphasis>icon under Operations, corresponding to the program you would like. </para>
+ <para>To set authority for sharing the program, click Sharing Settings icon, the seventh icon under Operations, corresponding to the program you would like. You can see a default authority and <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>
@@ -336,7 +358,7 @@
</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>To define a program stage, click the <emphasis role="italic">Program Stage Management</emphasis> icon, the forth icon under Operations, corresponding to the program you would like and then <emphasis role="italic">Add new</emphasis> button. Fill in the <emphasis role="italic">Name</emphasis> and <emphasis role="italic">Description</emphasis> fields and then select the data elements that should belong to the group from the left panel. Click the <emphasis role="italic">Move</emphasis> selected button to add the selected data elements to the right panel. Click the Remove selected button to remove data elements that have been selected in the right panel. Finally, click the <emphasis role="italic">Add</emphasis> button to save changes, or the <emphasis role="italic">Cancel</emphasis> button to discard any changes.</para>
<para>Basic information -</para>
<para><emphasis role="italic">Program stage details</emphasis> section - </para>
<itemizedlist>
@@ -362,8 +384,7 @@
</listitem>
<listitem>
<para><emphasis role="italic">Display generate event box after completed</emphasis> -
- Uncheck 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
+ Uncheck 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>
@@ -513,15 +534,16 @@
<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>
+ </emphasis>- This section contains comparing operations (<, <=, >, >=, =, != ), calculation operation (+), priority operation ( ( ) ), boolean values (Yes, No), status operations (=NULL, != NULL, DateDiff(xxx, Incident date), DateDiff(xxx, Enrollment date), DateDiff(xxx, Report date) ), relation operations (AND, OR, COMBINE). These operations are used for supporting in setting condition for query. </para>
+ <note>
+ <para>COMBINE operator is used for calculate number of children organidation units completed all program-stage-instances. E.g For the formula like this [PSIC:1149293] COMBINE [PSIC:1150010]. The system will calculated the number of children orgunits of the selected orgunit which have all program-stage-instances with stage-id as <emphasis role="italic">1149293</emphasis> and <emphasis role="italic">1150010</emphasis> completed. You can find this special formula [PSIC:xxx] by clicking on <emphasis role="italic">Completed</emphasis> option in <emphasis role="italic">Program</emphasis> tab.</para>
+ </note>
<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
+ <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>
@@ -546,8 +568,7 @@
<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
+ <para>2) For <emphasis role="italic">Alice</emphasis>, open the <emphasis role="italic">Birth Details</emphasis> stage into Child Health Program. 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>
@@ -605,8 +626,7 @@
<para>Select an option in <emphasis role="italic">Task strategy </emphasis>to set way to get period list for aggregating. There four options - </para>
<para>1) <emphasis role="italic">Last month</emphasis> - Get period list by period-types of
data sets from last month to current date. E.g. for daily datasets, if current date is
- <emphasis role="italic">2013-03-09</emphasis>, period list is get from <emphasis
- role="italic"> 2013-02-09</emphasis> to <emphasis role="italic"> 2013-03-09</emphasis>.
+ <emphasis role="italic">2013-03-09</emphasis>, period list is get from <emphasis role="italic"> 2013-02-09</emphasis> to <emphasis role="italic"> 2013-03-09</emphasis>.
For month datasets, periods list is <emphasis role="italic">Feb 2013</emphasis> and
<emphasis role="italic">Mar 2013.</emphasis></para>
<para>2) <emphasis role="italic">Last 3 month</emphasis> - Get periods by from last 3 month to current date.</para>
@@ -629,7 +649,7 @@
<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>Lost to follow-up</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>
@@ -660,6 +680,10 @@
<para>Program statistics on program performance, e.g. drop-out rates, how many completed every month/year - counts/percentages etc. </para>
</listitem>
<listitem>
+ <para>Program stage completeness</para>
+ <para>Monitor the completeness of events and produce completeness reports for each program </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>
@@ -672,8 +696,7 @@
<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 <emphasis>Individual Records
- </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on
+ <emphasis>Services</emphasis> menu, go 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
@@ -736,7 +759,8 @@
</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 the<emphasis role="italic"> View access log link </emphasis>in the top-right of the dashboard to open history of access log to this person.</para>
+ <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>
@@ -756,7 +780,8 @@
</mediaobject>
</screenshot>
<para>Click <emphasis role="italic">Update</emphasis> button to update enrollment date and incident date and re-schedule visit plan by the new incident date.</para>
- <para>Click <emphasis role="italic">Complete/Quit</emphasis> button to complete/quite the active program.</para>
+ <para>Click <emphasis role="italic">Complete</emphasis> button to complete the active program.</para>
+ <para>Click <emphasis role="italic">Quit</emphasis> button to quite the active program. At that time, the status of over-due events are set as skipped. And events scheduled in the future are removed.</para>
<para>Click <emphasis role="italic">Re-enroll </emphasis>button to re-enroll a completed program.</para>
<para>If the program enrollment which no stage has data values, you can see button <emphasis role="italic">Remove</emphasis> next to <emphasis role="italic">Re-enroll</emphasis> button. Click on it to delete this program enrollment.</para>
<para>After entering a message in the field, click <emphasis role="italic">Post comment</emphasis> icon, the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Message</emphasis> column, next to message text field to add a comment for the event. For sending a reminder message, click on <emphasis role="italic">Send message</emphasis> icon, the <emphasis role="italic">second icon</emphasis> under <emphasis role="italic">Message</emphasis> column.</para>
@@ -876,8 +901,7 @@
<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 <emphasis>Individual Records
- </emphasis>option and click on it. Select <emphasis>Find/Add Person</emphasis> option on
+ <emphasis>Services</emphasis> menu, go 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>
@@ -902,76 +926,76 @@
</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>To access <emphasis role="italic">Visit Schedule </emphasis>module, from the <emphasis role="italic">Services</emphasis> menu, go to the<emphasis role="italic"> Individual Records </emphasis>option. Select <emphasis role="italic">Visit Schedule</emphasis> option on left menu. Visit schedule management is opened. </para>
- <para>To get visit schedule for a program, please do as follows - </para>
- <orderedlist>
- <listitem>
- <para>Select a program - Specify program for getting events.</para>
- </listitem>
- <listitem>
- <para>Select start-date and end-date - The system gets active events based on the these dates</para>
- </listitem>
- <listitem>
- <para>Use data from level(s) - Specify the level which you need to get events. If the option is Children only, individual data will be get from the children of the selected organisation unit. If the option is Selected, individual data will be get from the selected organisation unit. If the option is All, individual data will be get from both selected organisation unit and its children.</para>
- </listitem>
- <listitem>
- <para>Click <emphasis role="italic">Generate</emphasis> button to generate visit schedule. 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="70%" fileref="resources/images/patients_programs/visit_schedule.PNG" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>Click active event below <emphasis role="italic">Program stage </emphasis>column or <emphasis role="italic">second icon</emphasis>, corresponding to the event which you would like to open the data entry screen.</para>
- <para>Click <emphasis role="italic">Person Dashboard</emphasis> icon, the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open dashboard of the person corresponding to the event.</para>
- <para>Click <emphasis role="italic">Person details and history</emphasis> icon, the <emphasis role="italic">third icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open the person history.</para>
- </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>To access <emphasis role="italic">Program Tracking </emphasis>module, from the <emphasis role="italic">Services</emphasis> menu, go to the<emphasis role="italic"> Individual Records </emphasis>option and select <emphasis role="italic">Program Tracking</emphasis> option on left menu. </para>
- <para>To get tracking for a program, please do as follows - </para>
- <orderedlist>
- <listitem>
- <para>Select organisation unit on the left panel.</para>
- </listitem>
- <listitem>
- <para>Select a program in list on the main panel.</para>
- </listitem>
- <listitem>
- <para>Click on <emphasis role="italic">Schedule today</emphasis> button to load over-due events happen on current date. Besides, you can select on<emphasis role="italic"> Schedule 7 days </emphasis>or <emphasis role="italic">Schedule 30 days </emphasis>button to load over-due events happen in date range corresponding.</para>
- </listitem>
- </orderedlist>
- <screenshot>
- <mediaobject>
- <imageobject>
- <imagedata width="70%" depth="" fileref="resources/images/patients_programs/tracking_program.png" format="PNG"/>
- </imageobject>
- </mediaobject>
- </screenshot>
- <para>Click on <emphasis role="italic">person's name</emphasis> link or <emphasis role="italic">Person Dashboard</emphasis> icon, the<emphasis role="italic"> first ico</emphasis>n 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 <emphasis role="italic">second icon </emphasis><emphasis role="italic">
- <emphasis role="italic">under</emphasis>
- </emphasis></emphasis> Operations</emphasis> to re-schedule and set status for the selected event or see all tracking history for this event.</para>
- <para>Click <emphasis role="italic">Person details and history</emphasis> icon, the <emphasis role="italic">third icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open the person history.</para>
- <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 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>To access <emphasis role="italic">Visit Schedule </emphasis>module, from the <emphasis role="italic">Services</emphasis> menu, go to the<emphasis role="italic"> Individual Records </emphasis>option. Select <emphasis role="italic">Visit Schedule</emphasis> option on left menu. Visit schedule management is opened. </para>
+ <para>To get visit schedule for a program, please do as follows - </para>
+ <orderedlist>
+ <listitem>
+ <para>Select a program - Specify program for getting events.</para>
+ </listitem>
+ <listitem>
+ <para>Select start-date and end-date - The system gets active events based on the these dates</para>
+ </listitem>
+ <listitem>
+ <para>Use data from level(s) - Specify the level which you need to get events. If the option is Children only, individual data will be get from the children of the selected organisation unit. If the option is Selected, individual data will be get from the selected organisation unit. If the option is All, individual data will be get from both selected organisation unit and its children.</para>
+ </listitem>
+ <listitem>
+ <para>Click <emphasis role="italic">Show Event List</emphasis> button to generate visit schedule. 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="70%" fileref="resources/images/patients_programs/visit_schedule.PNG" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>Click active event below <emphasis role="italic">Program stage </emphasis>column or <emphasis role="italic">second icon</emphasis>, corresponding to the event which you would like to open the data entry screen.</para>
+ <para>Click <emphasis role="italic">Person Dashboard</emphasis> icon, the <emphasis role="italic">first icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open dashboard of the person corresponding to the event.</para>
+ <para>Click <emphasis role="italic">Person details and history</emphasis> icon, the <emphasis role="italic">third icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open the person history.</para>
+ </section>
+ <section id="program_tracking">
+ <title>Lost to follow-up</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>To access <emphasis role="italic">Program Tracking </emphasis>module, from the <emphasis role="italic">Services</emphasis> menu, go to the<emphasis role="italic"> Individual Records </emphasis>option and select <emphasis role="italic">Program Tracking</emphasis> option on left menu. </para>
+ <para>To get tracking for a program, please do as follows - </para>
+ <orderedlist>
+ <listitem>
+ <para>Select organisation unit on the left panel.</para>
+ </listitem>
+ <listitem>
+ <para>Select a program in list on the main panel.</para>
+ </listitem>
+ <listitem>
+ <para>Select a status event you want to get.</para>
+ </listitem>
+ <listitem>
+ <para>Check on Show only Risk cases if you only want to show risk cases in result.</para>
+ </listitem>
+ <listitem>
+ <para>Click <emphasis role="italic">Show Event List </emphasis>button.</para>
+ </listitem>
+ </orderedlist>
+ <screenshot>
+ <mediaobject>
+ <imageobject>
+ <imagedata width="70%" depth="" fileref="resources/images/patients_programs/tracking_program.png" format="PNG"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>Click on an event to re-schedule and set status for the selected event or see all tracking history for this event.</para>
+ <para>Click on <emphasis role="italic">person's name</emphasis> link or <emphasis role="italic">Person Dashboard</emphasis> icon, the<emphasis role="italic"> first ico</emphasis>n under <emphasis role="italic">Operations</emphasis> to open his/her dashboard.</para>
+ <para>Click <emphasis role="italic">Person details and history</emphasis> icon, the <emphasis role="italic">second icon</emphasis> under <emphasis role="italic">Operations</emphasis>, corresponding to the event which you would like to open the person history.</para>
+ <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>
<title>Data entry</title>
@@ -1049,6 +1073,9 @@
<para>Click on <emphasis role="italic">Data entry</emphasis> icon - the first icon, to update value for the event.</para>
</listitem>
</orderedlist>
+ <note>
+ <para>Currently, we supported offline functionality for single event without registration entry form.</para>
+ </note>
</section>
</section>
<section>
@@ -1063,6 +1090,9 @@
<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>
+ <listitem>
+ <para><emphasis role="italic">Program stage completeness</emphasis> - Monitor the completeness of events and produce completeness reports for each program. </para>
+ </listitem>
</itemizedlist></para>
<section id="program_summary_report">
<title>Program summary</title>
@@ -1160,9 +1190,7 @@
</listitem>
<listitem>
<para>Select one or many <emphasis role="italic">organisation units</emphasis> by
- clicking on the hierarchy organisation tree or check on <emphasis role="italic">User
- organisation unit</emphasis> / <emphasis role="italic">User organisation unit
- children</emphasis> checkboxes. Besides, you can also select a group in list and
+ clicking on the hierarchy organisation tree or check on <emphasis role="italic">User organisation unit</emphasis> / <emphasis role="italic">User organisation unit children</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>
@@ -1295,6 +1323,10 @@
</listitem>
</orderedlist>
</section>
+ <section id="program_stage_completeness">
+ <title>Program stage completeness</title>
+ <para>To generate the completeness of events, select an organisation unit on the left panel. Then select a program which you would like. After to select two dates for Start date and End date field. Finally, click Generate button. The result is children organisation units where finished all events of the selected program by the date range you selected.</para>
+ </section>
</section>
<section id="run_case_aggregation">
<title>Manual person aggregation</title>
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