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Metadata packages location
The three packages are located in the Metadata folder in this repository. Click here to open the folder.
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Requirements for installation: User
The minimum roles for a user to import the metadata packages are summarized in the tables below:
For RDQA Server Attributes json file:
Metadata | Apps | Tracker | Import-Export | System |
|---|---|---|---|---|
Add/Update Private | Maintenance App | NA | Export metadata | NA |
2. For RDQA Program json file:
Metadata | Apps | Tracker | Import-Export | System |
|---|---|---|---|---|
Add/Update Private Add/Update Public | Maintenance App | Manage Program Rule | Export metadata | NA |
3. For RDQA Program json file:
Metadata | Apps | Tracker | Import-Export | System |
|---|---|---|---|---|
Add/Update Private Add/Update Public | Maintenance App | Manage Program Rule | Export metadata | NA |
| Note |
|---|
Also, data entry users can't have more than 30 organisation units. Having too many OUs can lead to performance issues using the Android App. |
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Installation
Download Packages
Open the Metadata folder located in this repository.
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2. Click on the file and then click on the context menu (three dots).
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3. Click on Download option
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Importing packages
The same process applies to the three json files but it is important to upload the files in the following order:
RDQA Server Attributes
RDQA Program
RDQA Analytics - This package is optional. It does no affect the data capture behavior.
To import any file:
1. Open the Import/Export App
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2. Select the Metadata Import button on the left side menu.
3. Select the correspondent json file.
4. Select JSON as the format.
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5. Do a dry run before importing the file - This step will provide information if there is any incompatibility between your server and the file.
6. If the dry run is successful, start the import process.
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7. Repeat the process for the next file.
Organisation unit assignment
Now that you have imported the files, it is necessary to add organisation units to the program to be able to capture data.
Open maintenance app
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2. Open program and select the RDQA Program
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3. In the Access Menu, select the capture org units
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Sharing
All the packages are configured to have public access to the metadata but to be able to capture information:
Open the maintenance app.
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2. Open program and select the RDQA Program.
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3. Go to Access.
4. In the Roles and access section, click on the program’s name.
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5. Click on Public access and change the DATA sharing to “Can capture and view” or add the users/user groups and change the data sharing to them.
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6. Click on "Apply" and then click on "Apply to selected stages" to copy the sharing settings to all the stages.
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7. Click on the save button to finish the process
Instead of having all the metadata public, it is highly recommended to create two user groups: The RDQA-Admin, which should have access to change metadata and the RDQA-User group, which will include all users that capture data.
To create a user group:
Open the user app
Select User group on the left side menu
Click in the "+" button
Write the name of the group and add all the users you need