For the complete DHIS2 documentation index, see llms.txt.

Learner’s Guide to Validation Rules (Config)¶

PERFORM THIS EXERCISE ON THE CONFIGURATION SYSTEM

What is this guide?¶

This guide contains 3 exercises and detailed steps to perform them related to the use of configuring validation rules for the Analytics Tools Level 1 academy. Please perform each of the exercises when prompted by your instructors.

Learning objectives for this session¶

Define a validation rule after reviewing a data set
Create a validation rule to measure internal consistency
Create a validation rule measuring against a generated threshold

Time needed for this session¶

Live demo: 3 demos, ~ 30 mins each

Hands-on exercises: 3 exercises, ~ 30 mins each

Background on this topic/module¶

Validation rules are an excellent tool that can be used to measure a number of consistency measures within a DHIS2 system. As an example, they can be used to manage internal consistency by comparing two or more data items collected during the same process (for example, 2 malaria data items collected at the same time) as well as measuring external consistency by measuring values collected using different mechanisms (for example, data collected via a DHIS2 dataset along with data imported into DHIS2 from a survey).

Thes rules can be run directly in data entry - recommended if measuring internal consistency - as well as through a batch operation called validation analysis. In this session, you will review how to configure these rules in DHIS2.

Table of Contents/Quick Guide¶

Exercise 1 - Create a Validation Rule for HIV¶

Example 1 from HIV Monthly Form

Review the data entry page and decide on a logical validation rule to create¶

We can use the following HIV dataset at the Facility level

Let’s create a rule in which HIV tests positive are less than or equal to HIV tests performed

Create the validation rule HIV tests positive <= HIV tests performed¶

Navigate to the maintenance application in DHIS2 and select the “Validation” tab

Create a new rule by selecting the “+” icon underneath validation rule

Review the fields that will be used to describe the rule. Use your initials to create the rule. [Note: this is only for practice purposes, you would not use initials in a real life scenario]

Here is the description and instruction

HIV tests positive should be less than or the same as HIV tests performed, if not make follow ups to respective facility

Describe the importance and period type as it relates to the validation rule before proceeding.

Open and explain the Left Side Expression¶

Open the left side expression and explain what you are intending to do. The rule you are creating is total HIV tests positive between male and female hence for the left side, select the (HIV tests positive Male + HIV tests positive Female)

Note:

It is recommended to use the disaggregated data elements instead of the total data element as shown in the figure above e.g. HIV tests positive Male + HIV tests positive Female. This is because during validation rule analysis, when looking at the details, if the total data element was selected the details will be empty and you will not be able to drill down to identify where the problem originates from.

Select “Save” once the left side has been selected.

Select the Operator¶

It is “Less than or equal to” in this case, hence select the Less than or equal to operator.

Open the Right Side Expression¶

You will need to do the following for the right side expression:

HIV tests performed Male + HIV tests performed Female,

Create this expression, explaining what you are doing during each step of the way

Click on “Save” when the expression is complete.

Create a Validation Rule Group¶

Go to Maintenance> Validation> Validation Group

Click the add button and fill in the details of the validation group. Use your initials to create the validation rule group.

Place the validation rule you have created into the group and select “Save”

Test the rule in validation rule analysis within the Data Quality App¶

Navigate to the Data Quality app

Select “Run validation”

Select the following inputs:

Date : January 1 2024 - April 1 , 2024
Rule Group : The group you have just made
Parent Organisation unit : Animal Region

You should see the below violations

Did it work for you?

End Exercise 1¶

Activity 2 - Create Validation Rule #2 for stock¶

Review the data entry page and decide on a logical validation rule to create¶

We can use the following dataset at the **Facility **level

Let’s create a rule in which DPT-HepB-Hib doses given are less than or equal to Total DPT-HepB-Hib doses used and wasted.

Nota:

Total used= (Starting balance + Received) - (VVM + Frozen + Expired + Broken + Missing + Ending balance)

Create the validation rule DPT-HepB-Hib doses given <= Total Used DPT-HepB-Hip doses¶

Navigate to the maintenance application in DHIS2 and select the “Validation” tab

Create a new rule by selecting the “+” icon underneath validation rule

Review the fields that will be used to describe the rule. Use your initials to create the rule [Note: this is only for practice purposes, you would not use initials in a real life scenario]

Here is the description and instruction

DPT-HepB-Hib doses given should be less than or the same as total DPT-HepB-Hib doses used and

As doses de DPT-HepB-Hib administradas devem ser menores ou iguais às doses totais de DPT-HepB-Hib usadas, se não for feito o acompanhamento para as respectivas instalações

Describe the importance and period type as it relates to the validation rule before proceeding.

Open and explain the Left Side Expression¶

Open the left side expression. The rule you are creating is total DPT-HepB-Hib doses given which comprises dose 1 to 3; for the left side, select the (DPT-HepB-HIB 1 doses given + DPT-HepB-HIB 2 doses given + DPT-HepB-HIB 3 doses given)

Add a description to the left side to clearly state what does the computed items mean

Select “Save” once the left side has been selected.