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Introduction
The Assign Helper app allows users to assign Organisation Units (OUs) to specific Organisation Unit Groups (OUGs) and Data Sets (DSs) from a single UI, ensuring that a given set of OUs are all correctly assigned to the required data capture Datasets, as well as OUGs for analytical purposes. The app considerably reduces the numbers of steps that are required for completing this process if you were to use the standard DHIS2 Maintenance apps, as well as it clearly shows assignment gaps (missing OUGs or DS assignments).
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As soon as you click on it, you will be redirected to the page show in the first section of this user guide.Back to the top
How to use
Organisation Unit Filter
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Once you have selected the high level Organisation Unit (country), you are now able to look for the Organisation Units you are intending to work and to add them for assignment to their respective Data Set and Organisation Groups. There are currently two ways of doing so: by the Search OU function or the Add/Edit OU function.Back to the top
Search OU (Organisation Unit)
This feature allows you search and add an organisation units based on a written search. To do so, follow the next steps:
Click on "Search OU".
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Write the organisation unit (or part of) you are looking to add. In this particular case, we will write AH_Test_Facility 1, AH_Test_Facility 2 and AH_Test_Facility 3.
As soon as the list shows results, please click on the objective organisation unit to add it to the list.
Once an Organisation unit is added to the list, please click on the checkbox to ensure that the Organisation Unit is added to the main page of the Assign Helper App. The green square shows the search box (With text and the list of results) and the red square shows an Organzation Unit selected (Checkbox checked).
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If everything was done correctly, as soon as you leave the Organisation Unit panel you will see:
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If you see all the Organisation Units marked on red (As if this is an error), rest assure, this is working as intended since we have not assigned any of the Organisation Unit to any Data Set yet.
Add/Edit OU (Organisation Unit)
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Previously selected Organisation Units should display as checked. To add an Organisation Unit, simply click on the checkbox next to the target Organisation Unit. To remove an Organisation Unit, simply unchecked an existing checkbox to do the job.Back to the top
Data Set View
The Data Set View allows to add or remove an Organisation Unit from a Data Set. To do so, you can simply click on the checkboxes to add an Organisation Unit to the Data Set that appear in that row, for example, to assign:
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This arrangement will automatically set each Organisation Unit to the Data Set described previously. If you wish to remove such link, you can simply uncheck any of them to do so, or simply click on the trashcan icon in the right side of the screen. As a friendly reminder, using the trash can elimites all existing links, as for example, If we were to click on the trash can icon for AH_Test_Facility 3 we will terminate the link between this Organisation Unit to both Data Sets.
Adding new configurations
Adding new configurations is currently exclusive to super users only.
Click on “Settings”
In the “Config name” line click on the plus sign.
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This will show several points to fill out in order to have the configuration ready.
Name: Configuration name which will appear in the list of “Configurations”
Org Unit Level to List: This is how the organisation units will list, we recommend setting this up the same as the Org Unit Level and using your country organisation unit level.
Data Sets
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: Select the Data sets that will belong to your configuration and that you need to assigns organisation units to. Clicking the plus sign, will allow you to add one more data set in your configuration.
OrgUnit Group Sets: Select the Organisation Unit Group Sets, which will allow you to assign Organisation Unit Groups to Organisation Units. Clicking the plus sign, will allow you to add one more Organisation Unit Group in your configuration.
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Once everything has been written down, please select “Save”.
Once your configuration is ready, you will be able to see it listed in the “Config Name”.
Organisation Unit View
This tab allows you to assign your Organisation Units to an Organisation Group of a Org Group Set. Simply click on "Organisation Unit View" to look at all available Organisation Group Sets. As with the Data Sets, this is also predefined and cannot be change yet.
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To ensure that all awards are under the same page when it comes to the service delivery provider, the SDP type designation have been standarized. To review the most recent definitions, please review before assigning your organisation unit to the current organisation unit groups: https://docs.google.com/document/d/1xFhnO5S0ZLwemxM_C9CTmYZEC7B7oybf/editBack to the top