27.3. Manage program stages

27.3.1. About program stages

A program consist of program stages. A program stage defines which actions should be taken at each stage.

27.3.2. Create a program stage

  1. Open the Program / Attributes app and click Program.

  2. Click the program you want to add a program stage to and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click Add new.

  4. Enter program stage details:

    1. Enter a Name.

    2. Enter a Description.

    3. In the Scheduled days from start field, enter the minimum number of days to wait for starting the program stage.

  5. Enter repeatable program stage details.

    1. Specify if the program stage is Repeatable or not.

    2. Select a Period type.

    3. Enter Standard interval days.

      The number of days to repeat the repeatable program stage.

    4. Clear Display generate event box after completed if you don't want to display Create new event box to create new event for a repeatable stage after you click Complete for an event of the stage in data entry form. This field is select by default.

  6. Enter form details.

    Table 27.3. 

    Option

    Action

    Auto-generate event

    Clear check box to prevent creating an event of this program stage automatically when a entity enroll in the program.

    Open data entry form after enrollment

    Select check box to automatically open the event of this stage as soon as the entity has enrolled into the program.

    Report date to use

    If you have selected the Open data entry form after enrollment check box, also select a Report date to use: Date of incident or Date of enrollment.

    This is the date used as report date for an event that has been opened automatically.

    If the Report date to use is selected as one of those two ('incident date'/'enrollment date'), in Dashboard, the 'Report date' of the event will be set as one of those two.

    Block entry form after completed

    Select check box to block the entry form after completion of the event of this stage.

    This means that the data in the entry form can't be changed until you reset the status to incomplete.

    Ask user to complete program when stage is completed

    Select check box to trigger a pop-up which asks the user if he/she wants to create the event of next stage.

    Ask user to create new event when stage is complete

    Select check box to trigger a pop-up which asks the users if he/she wants to create a new event of this stage when an event of this stage is completed.

    This property is active only if you have selected Repeatable.

    Generate events by enrollment date

    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.

    Capture coordinates

    Select check box to capture an event's coordinates.

    Many types of events may be recorded at a facility or be owned-by a health worker at a facility, but actually take place somewhere in the community.

    Complete allowed only if validation passes

    Select check box to enforce that an event created by this program stage is only completed when all validation rules have passed.

    Pre-generate event UID

    Select check box to pre-generate unique event id numbers.

    Description of report date

    Type a description of the report date.

    This description is displayed in the case entry form.


  7. Assign data elements:

    1. In the list of Available data elements, double-click the data elements you want to assign to the program stage.

    2. For each assigned data element, review the properties. You can select:

      Table 27.4. 

      Option

      Description

      Compulsory

      The value of this data element must be filled into data entry form before completing the event.

      Allow provided elsewhere

      Specify if the value of this data element comes from other facility, not in the facility where this data is entered.

      Display in reports

      Display the value of this data element into the single event without registration data entry function.

      Date in future

      Allow to select a date in future for date data elements.


  8. Click Add.

27.3.3. Create a program stage section

  1. Open the Program / Attributes app and click Program.

  2. Click the program you want to add a program stage section to and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click a program stage and select Section management.

  4. Click Add new.

  5. Enter a program stage section Name.

  6. In the list of Available data elements, double-click the data elements you want to assign to the program stage section.

  7. In the list of Available indicators, double-click the indicators you want to assign to the program stage section.

  8. Click Add.

27.3.4. Change program stage sort order

  1. Open the Program / Attributes app and click Program.

  2. Click the relevant program and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click Sort order.

  4. Modify the order of the program stages with the up and down arrows.

  5. Click Save.

27.3.5. Change program stage section sort order

  1. Open the Program / Attributes app and click Program.

  2. Click the relevant program and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click a program stage and select Section management.

  4. Click Sort order.

  5. Modify the order of the program stage sections with the up and down arrows.

  6. Click Save.

27.3.6. Edit program stages

  1. Open the Program / Attributes app and click Program.

  2. Click the relevant program and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click the program stage you want to modify and select Edit.

  4. Modify the options you want.

  5. Click Update.

27.3.7. Display program stages

  1. Open the Program / Attributes app and click Program.

  2. Click the relevant program and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click the program stage you want to display and select Show details.

27.3.8. Translate program stages

  1. Open the Program / Attributes app and click Program.

  2. Click the relevant program and select View program stages.

    A list of existing stages for the selected program opens. If the program doesn't have any program stages, the list is empty.

  3. Click the program stage you want to modify and select Translate.

  4. Select a locale.

  5. Type a Name.

  6. Click Save.