23.2 Manage programs

23.2.1 Create a program

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

  2. Click Add new .

  3. Enter program details:

    1. Enter a program Name .

    2. Enter a Short name .

    3. Enter a Description of the program.

    4. Select a Type .

    5. Select a Tracked entity .

    6. Select a Combination of categories .

    7. Select a Data approval workflow .

    8. Select if you want to Display front page list .

    9. Select if First stage appears on registration page .

    10. Enter number of Completed events expiry days .

      Defines the number of days for which you can edit a completed event. This means that when an event is completed and the specified number of expiry days has passed, the event is locked.

      If you set “Completed events expiry days” to 10", an event is locked ten days after the completion date. After this date you can no longer edit the event.

    11. Select an Expiry period type and enter number of Expiry days .

      The expiry days defines for how many days after the end of the previous period, an event can be edited. The period type is defined by the expiry period type. This means that when the specified number of expiry days has passed since the end date of the previous period, the events from that period are locked.

      If you set the expiry type to “Monthly” and the expiry days to “10” and the month is October, then you can’t add or edit an event to October after the 10th of November.

  4. Enter enrollment details:

    1. Select if you want to Allow future enrollment dates .

    2. Select if you want to Allow future incident dates .

    3. If you want a tracked entity to be able to enroll only once in a program, select Only enroll once (per tracked entity instance lifetime)

      This setting is useful for example in child vaccination or post-mortem examination programs where it wouldn’t make sense to enroll a tracked entity more than once.

    4. Select if you want to Show incident date .

      This setting allows you to show or hide the incident date field when a tracked entity enroll in the program.

    5. Enter a Description of incident date .

      • In an immunization program for child under 1 year old, the incident date is the child’s birthday,

      • In a maternal program, the incident date is the date of last menstrual period.

    6. Enter a Description of enrollment date .

      The date when a tracked entity is registered to the system.

    7. Select if you want to Capture coordinates .

  5. Enter relationship shortcut details:

    1. Select a Relationship type.

      When a baby is born, you can register the baby and enroll him/her into the Child program from the “Delivery” event of the mother. After that, create a relationship as Mother/Child for this mother and the baby.

    2. Enter a Shortcut link label .

      The shortcut link label is displayed in Relation tab in the tracked entity instance (TEI) dashboard.

    3. Select Who is the new relative to the existing entity? .

    4. Select the Program for new relative to be enrolled in .

      Specify a program that new relatives of the tracked entity will be enrolled in

  6. Select if you want to Skip generation of events that are overdue (before enrollment date) .

    When a tracked entity enrolls into the program, the events corresponding to the program stages are created. If you select this field, the system will not generate overdue events.

  7. Assign tracked entity attributes.

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

    2. For each assigned attribute, review the settings. You can select:

      • Display in list

        This is the required field. Verify that at least one attribute has this property.

      • Mandatory

      • Date in future

  8. Click Add .

23.2.2 Assign a program to organisation units

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

  2. Click the program you want to modify and select Assign program to organisation units .

  3. Select organisation units.

  4. Click Save .

23.2.3 Edit programs

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

  2. Click the program you want to modify and select Edit .

  3. Modify the options you want.

  4. Click Update .

23.2.4 Change sharing settings for programs

To set the authority for sharing a program:

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

  2. Click the program you want to modify and select Sharing settings .

  3. (Optional) Add a user group:

    1. Search for a user group and select it.

    2. Click the plus icon.

      The user group is added to the list.

  4. (Optional) If you want to allow external access, select External access (without login) .

  5. Change the settings for the user groups you want to modify.

    • None : The program is private. Only the user who created it can see and use it.

    • Can view : Everyone in the user group can view the program.

    • Can edit and view : Everyone in the user group can view and edit the program.

  6. Click Save .

23.2.5 Delete programs

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

  2. Click the relevant program and select Remove .

  3. Click OK to confirm.

23.2.6 Display programs

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

  2. Click the relevant program and select Show details .

23.2.7 Translate program names

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

  2. Click the relevant program and select Translate .

  3. Select a locale.

  4. Type a Name , Short name and Description .

  5. Click Save .