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Message #31653
[Branch ~dhis2-documenters/dhis2/dhis2-docbook-docs] Rev 1149: basic user guide for tracker capture
------------------------------------------------------------
revno: 1149
committer: Abyot Asalefew Gizaw abyota@xxxxxxxxx
branch nick: dhis2-docbook-docs
timestamp: Thu 2014-07-17 19:09:51 +0200
message:
basic user guide for tracker capture
added:
src/docbkx/en/dhis2_user_man_using_tracker_capture.xml
src/docbkx/en/resources/images/tracker_capture/
src/docbkx/en/resources/images/tracker_capture/search_register.png
src/docbkx/en/resources/images/tracker_capture/tei_dashboard.png
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=== added file 'src/docbkx/en/dhis2_user_man_using_tracker_capture.xml'
--- src/docbkx/en/dhis2_user_man_using_tracker_capture.xml 1970-01-01 00:00:00 +0000
+++ src/docbkx/en/dhis2_user_man_using_tracker_capture.xml 2014-07-17 17:09:51 +0000
@@ -0,0 +1,135 @@
+<?xml version='1.0' encoding='UTF-8'?>
+<!-- This document was created with Syntext Serna Free. --><!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.4//EN" "http://www.oasis-open.org/docbook/xml/4.4/docbookx.dtd"[]>
+<chapter>
+ <title>Using Tracker Capture</title>
+ <section>
+ <title>Overview</title>
+ <para>Tracker capture is an advanced version of the event capture app. While the event capture
+ deals with single event without registration, tracker capture deals with multiple events
+ (including single event) with registration. The implication of this is that, any event
+ capturing has to be for a registered tracked entity. This makes registration/searching of a
+ tracked entity a key component of tracker capture. </para>
+ </section>
+ <section>
+ <title>Registering/searching tracked entity</title>
+ <para>To proceed with the tracker capture one needs to have a tracked entity. As shown in the
+ screenshot below, the first page of the app provides two features for this - searching an
+ existing one or registering a new one.</para>
+ <para/>
+ <screenshot>
+ <screeninfo>Example searching/registration</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/tracker_capture/search_register.png" format="JPG"
+ width="90%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>All searching and registration operations are accessible from the screen shown above.<orderedlist>
+ <listitem>
+ <para>Searching: there are two modes of searching - simple and advanced. The simple one
+ works when by typing a free text on the provided area. The advanced one works when
+ various search criteria are provided in the drop down window. Both search modes return
+ matching list of tracked entity displayed in a table. Clicking on any row takes to the
+ selected tracked entity dashboard.</para>
+ </listitem>
+ <listitem>
+ <para>Registration: this is accessible through the "Register" button. The label for this
+ button changes according to a program selected in the first drop down select box. Since
+ "TB program" is selected and this program is assigned a tracked entity of type "Person",
+ the label has changed to "Register Person". During registration, it is possible to stay
+ on the same page and keep doing more registration or go straight to the dashboard of the
+ registered entity. Selecting a program and doing registration also performs enrollment
+ at the background. If a tracked entity is registered without a program, then enrollment
+ is possible from the tracked entity's dashboard.</para>
+ </listitem>
+ </orderedlist></para>
+ <para/>
+ <para>Both search and registration are dictated by a selected program. It is program attributes
+ which are being used as search criteria, registration attributes and also as columns names for
+ tracked entity list. If no program is selected, the system picks default attributes. If no
+ search criteria is assigned for an attribute, then the attribute has no effect on searching.
+ However to control the appearance or not of an attribute as a column list, one has to go
+ through a menu available under the small gear icon. </para>
+ <para>Once a tracked entity is obtained - either through searching or registration - the app
+ presents the selected tracked entity's dashboard.</para>
+ </section>
+ <section>
+ <title>Tracked entity dashboard</title>
+ <para>All operations on a tracked entity are available from this dashboard. Anticipating
+ multiple usecases or operations on registered tracked entity, we have structured the dashboard
+ as a collection of widgets - more widgets can be added. This helps to scale and handle
+ complexity while staying simple and clean. </para>
+ <screenshot>
+ <screeninfo>Example tracked entity dashboard</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="resources/images/tracker_capture/tei_dashboard.png" format="JPG"
+ width="90%"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>As shown in the figure above, the dashboard starts with three menus at the top: <itemizedlist>
+ <listitem>
+ <para>back button - this helps to go back to the search and registration page</para>
+ </listitem>
+ <listitem>
+ <para>program selection menu - this is to dictate what kind of data to record and track
+ for the selected entity. This also affects the contents of the widgets.</para>
+ </listitem>
+ <listitem>
+ <para>a small gear icon at the right corner - currently this helps to control which
+ widgets to display. From the figure above, there are six widgets on display. The widgets
+ are collapsible, responsive and draggable - this helps to acquire optimal view area as
+ per user needs.</para>
+ </listitem>
+ </itemizedlist></para>
+ <para> The widgets:- <orderedlist>
+ <listitem>
+ <para><emphasis role="bold">Enrollment widget</emphasis> - this helps to enroll the
+ tracked entity for the selected program. If an active enrollment already exists, the
+ widget automatically displays it with some details about it. The widget also helps to do
+ some operations on active enrollment - for example terminate/complete.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Dataentry widget</emphasis> - this is for doing data entry
+ using either default or custom forms (the small black icon helps for switching).
+ Depending on program definition, in particular program stages, events will be displayed
+ in a timely fashion. Clicking on any of them displays the corresponding data entry. It
+ is also possible to create new events. To proceed with data entry, it is mandatory to
+ have event date. Once an event date is specified it is not possible to change due date.
+ The assumption is that by specifying event date, the event has already taken place. If
+ the event hasn't yet occurred, it is possible to change due date - this is effectively
+ doing nothing but rescheduling. The buttons at the bottom help to change the status of a
+ selected event. Another key feature from this widget is addition of multiple notes for
+ an event. Normally data recording is through datalements, however there are cases where
+ it is necessary to record additional information or comments. This is where the notes
+ section comes handy. However, a interesting feature here is - it is not possible to
+ delete a note. The idea is notes are more like log books. </para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Profile widget</emphasis> - this is to edit tracked entity's
+ profile.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Relationship widget</emphasis> - this helps to relate the
+ selected tracked entity (the one whose dashboard is shown) to another tracked entity.
+ Adding a relative is possible by either searching from existing or registering a new
+ one.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Notes widget</emphasis> - this is the same as event notes. The
+ difference between the two is that, here notes are attached not to events but to
+ enrollments. This helps to record some notes based on enrollment - for example why is an
+ enrollment terminated or what is the overall observation of the tracked entity
+ throughout the enrollment.</para>
+ </listitem>
+ <listitem>
+ <para><emphasis role="bold">Report widget</emphasis> - this is to provide a "journal" of the
+ tracked entity per program. A report row is provided for each program the tracked entity
+ is/was associated.</para>
+ </listitem>
+ </orderedlist>
+ </para>
+ </section>
+</chapter>
=== added directory 'src/docbkx/en/resources/images/tracker_capture'
=== added file 'src/docbkx/en/resources/images/tracker_capture/search_register.png'
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=== added file 'src/docbkx/en/resources/images/tracker_capture/tei_dashboard.png'
Binary files src/docbkx/en/resources/images/tracker_capture/tei_dashboard.png 1970-01-01 00:00:00 +0000 and src/docbkx/en/resources/images/tracker_capture/tei_dashboard.png 2014-07-17 17:09:51 +0000 differ