DHIS 2 User Manual

DHIS2 Documentation Team

2.22

Warranty:  THIS DOCUMENT IS PROVIDED BY THE AUTHORS ''AS IS'' AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE AUTHORS OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS MANUAL AND PRODUCTS MENTIONED HEREIN, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

License:  Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.3 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is included in the source of this documentation, and is available here online: http://www.gnu.org/licenses/fdl.html.

Revision History
Revision Revision 1925
Version 2.22 2016-11-23 11:33:56

Table of Contents

About this guide
1. What is DHIS 2?
1.1. DHIS 2 Background
1.2. Key features and purpose of DHIS 2
1.3. Use of DHIS 2 in HIS: data collection, processing, interpretation, and analysis.
1.4. Technical background
1.4.1. DHIS as a platform
1.4.2. Understanding platform independence
1.4.3. Deployment strategies - online vs offline
1.5. Difference between Aggregated and Patient data in a HIS
1.6. Free and Open Source Software (FOSS): benefits and challenges
2. Getting started with DHIS 2
2.1. Using the DHIS 2 demo server
2.2. Using the DHIS 2 live package
2.2.1. Starting the DHIS 2 Live package
2.2.2. Downloading and installing the server version
2.3. Logging on to DHIS 2
2.4. Logging out of DHIS 2
2.5. Quick intro to designing a DHIS 2 database
2.5.1. The organisational hierarchy
2.5.2. Data Elements
2.5.3. Datasets and data entry forms
2.5.4. Validation rules
2.5.5. Indicators
2.5.6. Report tables and reports
2.5.7. GIS
2.5.8. Charts and dashboard
3. Data dimensions in DHIS2
3.1. Data dimensions: Core building blocks in DHIS 2
3.2. Data elements: The What dimension
3.2.1. Data element categories
3.2.2. Data element group sets
3.3. The organisation unit dimension
3.3.1. Organisation unit group sets and groups
3.3.2. Best practice on the use of group sets and groups
3.4. The period dimension in DHIS2
3.4.1. Period Types
3.4.2. Relative periods
3.4.3. Aggregation of periods
3.5. Data collection vs. data analysis
3.5.1. Data collection and storage
3.5.2. Input does not equal Output
3.6. Extended examples of data elements and forms
3.7. How this works in pivot tables
3.8. Case study: From paper forms to multidimensional datasets - lessons learned
3.8.1. From tables to category combinations - designing multi-dimensional data sets
3.8.2. Step-by-step approach to designing datasets
4. Organisation units
4.1. The organisational hierarchy
4.2. Organisation unit maintenance
4.2.1. Organisation units
4.2.2. Organisation unit group sets
4.2.3. Organisation unit groups
4.2.4. Organisation unit level
4.2.5. Hierarchy operations
5. Data elements
5.1. Data elements
5.1.1. Editing data elements
5.1.2. Deleting a data element
5.1.3. Cloning existing data elements
5.1.4. Displaying data element details
5.2. Data element groups
5.3. Data element group editor
5.4. Data element group sets
5.5. Categories
5.6. Category combinations
5.7. Using category combinations as attributes
5.8. Category option combination maintenance
5.9. Category option groups and group sets
5.10. Translations of data elements and other objects
5.10.1. Data element translation
6. Data sets and data entry forms
6.1. Data sets
6.1.1. Data set management
6.1.2. Data set categories
6.2. Data Entry Forms
6.2.1. Section forms
6.2.2. Adding a new section form
6.2.3. Custom Forms
6.2.4. Scripting in custom forms
6.2.5. Data set assignment editor
7. User management
7.1. Creating new users and roles
7.1.1. User maintenance
7.1.2. User role management
7.1.3. User management
7.1.4. User by organisation unit
7.1.5. Managed users
7.1.6. OpenID Support
8. Sharing
8.1. Sharing of objects
8.2. Sharing and access control
8.3. Sharing applied
9. Dashboards
9.1. Setting up the dashboard
9.2. Managing the Dashboard
9.3. Dashboard Sharing
9.4. Messages and feedback
10. Data entry
10.1. Data entry with DHIS 2
10.1.1. Selecting the data entry form
10.1.2. Entering data
10.1.3. Editing and deleting data
10.1.4. Validating data in the form
10.1.5. Offline data entry
10.1.6. Multi-organisation unit data entry
11. Using Data Quality functionality
11.1. Overview of data quality checks
11.2. Data quality checks
11.3. Running Validation Rule Analysis
11.4. Std Dev Outlier Analysis
11.5. Min-Max Outlier Analysis
11.6. Follow-Up Analysis
12. Setting up Data Quality functionality
12.1. Overview of data quality check
12.2. Data quality checks
12.3. Data quality check at the point of data entry
12.3.1. Setting the minimum and maximum value range manually
12.3.2. Generated min-max values
12.4. Validation Rule
12.5. Surveillance Rule
12.6. Validation Rule Group
13. Indicators
13.1. Indicators
13.2. Indicator types
13.3. Indicator groups
13.4. Indicator group sets
13.5. Indicator group editor
14. Using reporting functionality
14.1. Reporting functionality in DHIS 2
14.2. Using standard reports
14.3. Using dataset reports
14.4. Using resources
14.5. Using reporting rate summary
14.6. Using organisation unit distribution reports
15. Using Pivot Table
15.1. Pivot Table overview
15.2. Selecting dimension items
15.3. Arranging the table layout
15.4. Using table options
15.5. Favorites and sharing
15.5.1. Managing favorites
15.5.2. Sharing pivot tables
15.6. Analysis integration
15.7. Downloading data
15.8. Constraints and tips
16. Using Data Visualizer
16.1. Data Visualizer overview
16.2. Selecting chart type
16.3. Selecting series, category and filter
16.4. Selecting indicators and data elements
16.5. Selecting reporting rates
16.6. Selecting fixed and relative periods
16.7. Selecting organisation units
16.8. Selecting organisation unit group sets and data element group sets
16.9. Selecting additional data dimensions
16.10. Selecting chart options
16.11. Displaying a chart
16.12. Downloading chart as image or PDF
16.13. Saving chart as favorite
16.14. Sharing interpretations
16.15. Embed charts in any web page
16.16. Analysis integration
16.17. Exiting the data visualizer module
17. Using GIS
17.1. GIS module overview
17.2. Thematic mapping
17.2.1. Event layer
17.2.2. Facility layer
17.2.3. Boundary layer
17.2.4. Thematic layer 1-4
17.3. Tools
17.3.1. Favorite maps
17.3.2. Create predefined legend sets
17.3.3. Download map as image
17.3.4. Share map interpretation
17.3.5. Embed maps in any web page
17.3.6. Analysis integration
18. Setting up GIS
18.1. Context
18.2. Importing coordinates
19. Setting up report functionality
19.1. Data sources for reporting
19.1.1. Types of data and aggregation
19.1.2. Resource tables
19.1.3. Report tables
19.2. How to create report tables
19.2.1. General options
19.2.2. Selecting data
19.2.3. Selecting report parameters
19.2.4. Data element dimension tables
19.2.5. Report table - best practices
19.3. Report table outcome
19.4. Standard reports
19.4.1. What is a standard report?
19.4.2. Designing Standard reports in iReport
19.4.3. Designing SQL based standard reports
19.4.4. Designing HTML based standard reports
20. Data approval
20.1. Approving and accepting
20.2. Authorities for approving data
20.3. Configuring data approval
20.4. Data visibility
20.5. Approving data
20.6. Approving by category option group set
20.6.1. Approving by one category option group set
20.6.2. Approving by multiple category option group sets
21. Import and export
21.1. Meta-data import
21.1.1. Meta-data import
21.1.2. Importing CSV meta-data
21.1.3. GML data import
21.2. Importing data
21.2.1. XML data import
21.2.2. Importing CSV data
21.2.3. Event data import
21.2.4. Importing PDF data
21.2.5. Importing data from DHIS 1.4
21.3. Exporting data and meta-data
21.3.1. Metadata export
21.3.2. Meta-data detailed export
21.3.3. Data export
21.3.4. Event data export
21.3.5. Exporting data to other systems
22. Data Administration
22.1. Data browser
22.2. Data integrity
22.2.1. Data elements without data set
22.2.2. Data elements without groups
22.2.3. Data elements violating exclusive group sets
22.2.4. Data elements in data set but not in form or sections
22.2.5. Data elements assigned to data sets with different period types
22.2.6. Data sets not assigned to organisation units
22.2.7. Sections with invalid category combinations
22.2.8. Indicators with identical formulas
22.2.9. Indicators without groups
22.2.10. Invalid indicator numerators
22.2.11. Invalid indicator denominators
22.2.12. Indicators violating exclusive group sets
22.2.13. Duplicate periods
22.2.14. Organisation units with cyclic references
22.2.15. Orphaned organisation units
22.2.16. Organisation units without groups
22.2.17. Organisation units violating compulsory group sets
22.2.18. Organisation units violating exclusive group sets
22.2.19. Organisation unit groups without group sets
22.2.20. Validation rules without groups
22.2.21. Invalid validation rule left side expressions
22.2.22. Invalid validation rule right side expressions
22.3. Maintenance
22.4. Resource tables
22.5. Locale Management
22.6. SQL View
22.6.1. Creating a new SQL view
22.6.2. SQL View management
22.7. Duplicate data elimination
22.8. Data statistics
22.9. Lock exceptions
22.10. Min-Max Value Generation
22.11. Constant
22.12. Option sets
22.13. Cache Statistics
22.14. Attributes
22.15. Scheduling
22.16. Data synchronization
23. Settings
23.1. System settings
23.1.1. General settings
23.1.2. Server settings
23.1.3. Appearance settings
23.1.4. Email settings
23.1.5. Access settings
23.1.6. Approval
23.1.7. Calendar settings
23.1.8. Data import
23.1.9. Synchronization settings
23.1.10. OAuth2 clients
24. Mobile
24.1. DHIS 2 Mobile Introduction
24.2. Mobile browser based data entry
24.2.1. Getting started with mobile browser data entry
24.3. J2ME GPRS/3G Client
24.3.1. Data connection availability
24.3.2. J2ME GPRS 3G facility reporting client
24.3.3. Detailed configuration of data sets and reporting forms
24.3.4. Mobile application setup
24.4. SMS Command
24.4.1. Set up SMS command
24.4.2. SMS Command Type
24.5. SMS Service
24.5.1. Setting up SMS service
24.5.2. Gateway Configurations
25. Using Event Capture
25.1. Overview
25.2. Capturing events
26. Using Event Reports
26.1. Event Reports overview
26.1.1. Pivot tables with aggregated values
26.1.2. Event queries
26.1.3. Options
27. Using Event Visualizer
27.1. Event Visualizer overview
27.1.1. Charts with aggregated values
27.1.2. Options
28. Using Tracker Capture
28.1. Overview
28.2. TEI Searching/Registration
28.3. TEI dashboard
28.4. Basic reports
29. Tracker
29.1. Introduction
29.1.1. Background
29.1.2. Getting started with tracker
29.2. User guide
29.2.1. Programs / Attributes
29.2.2. Individual records
30. Program Indicators
30.1. Overview
30.2. Setup
30.3. Indicator evaluation
30.3.1. Aggregation type
30.3.2. Expression
30.3.3. Filter
30.3.4. Functions
30.3.5. Variables
31. Program rules
31.1. Overview
31.2. Setup
31.3. Program rule anatomy
31.4. Adding source fields
31.5. Defining expressions
31.6. Defining actions
31.6.1. Hide field action
31.6.2. Hide section action
31.6.3. Show warning action
31.6.4. Show error action
32. User profiles
32.1. User settings
32.2. User profile
33. DHIS 2 Frequently Asked Questions
A. User authorities
DHIS2 Glossary
Bibliography
Index

List of Figures

1.1. The health information cycle
20.1. Approving at organisation units
20.2. Approving and accepting
20.3. Hiding of unapproved data
20.4. Example category option groups

List of Tables

3.1.
3.2. Example of detailed storage of data values when using data element categories "Place of Service" and "Age" (simplified for readability compared to the actual database table)
3.3.
3.4.
3.5.
6.1. Data entry events
18.1. Organisation unit identifiers supported for GML import
20.1. Example Category Option Groups
20.2. Example Category Option Group Set approval levels
20.3. Example Multiple Category Option Group Sets
20.4. Example Multiple Category Option Group Set approval levels
24.1.
24.2. Gateway Configuration Parameters
30.1. Operators
30.2. Functions
30.3. Variables
31.1. Functions
A.1.