26.6. Open an existing TEI dashboard

There are two ways to find a TEI: simple and advanced search. You can also modify the search results list's layout and download the search results list in several formats.

Example: searching/registration

26.6.1. Simple TEI search

  1. Open the Tracker Capture app.

  2. (Optional) In the organisation unit tree in the left hand pane, select an organisation unit, then a program.

  3. In the right hand search field, type your search criteria.

    The search criteria could for example be a last name. You can search on all TEI attributes.

  4. Click the Search icon.

    A list of TEIs that match your search criteria displays.

  5. If you have selected a program, you can filter the search results based on enrollment status:

    • Only those with active enrollment

    • Only those with completed enrollment

    • Only those with cancelled enrollment

  6. Click a TEI.

    The TEI dashboard opens.

26.6.2. Advanced TEI search

Advanced search is conducted for the organisation units you select in the organisation tree inside the Advanced search window. The left-hand side organisation tree is generated based on your assigned organisation units. So in the Advanced search window you can select organisation units outside your own organisation unit.

  1. Open the Tracker Capture app.

  2. (Optional) In the organisation unit tree in the left hand pane, select an organisation unit, then a program.

    If a program is selected, advanced search allows you to search on the incident date if the program has one.

  3. In the right hand search field, click the Advanced search arrow.

    An expanded search form opens.

  4. Enter your search criteria(s).

    • Organisation unit: The tree displayed here depends on your user role. If the you have role "Search Tracked Entity Instance in All Org Units" or "ALL", a tree with all available organisation units is provided. Otherwise the tree displayed in advanced search is the same as the one on the left-hand side.

    • You can select the scope of the organisation unit search. In the Organisation unit scope section select Selected, Immediate children or All children.

    • Date or enrollment: appears if you have selected a program

  5. Click Search.

    A list of TEIs that match your search criteria(s) displays.

  6. If you have selected a program, you can filter the search results based on enrollment status:

    • Only those with active enrollment

    • Only those with completed enrollment

    • Only those with cancelled enrollment

  7. Click a TEI.

    The TEI dashboard opens.

26.6.3. Find a TEI outside your organisation unit

You can search for a TEI from another organisation unit, outside your assigned organisation units. To do this:

  • Your user role must have "Search Tracked Entity Instance in All Org Units" or "ALL" assigned to it.

  • You must select another organisation unit than your own in the organisation unit tree in the Advanced search window.

26.6.4. Download TEI search results list

  1. Create a TEI search results list.

  2. Click Download as and select a format:

    • XML

    • JSON

    • CSV

26.6.5. Modify TEI search results list's layout

You can select which columns to show or hide in a TEI search result list. Once you've modified the layout, it's saved on your user profile. You can have different layouts for different programs.

  1. Create a TEI search results list.

  2. Click Show/hide columns.

  3. Select the columns you want to display and click Close.