PCA - Adding a New Tracker Program

Table of contents:

Add a new program

To add a new program, click the ADD PROGRAM (1) button as shown below.

From the popup window (Create New Program), set the Program Type(*), to Tracker Program (2) from the dropdown list.

Once the Tracker Program has been selected, you will be presented with the following fields to populate;

Basic settings

• Program Type*: Tracker Programs, Event Program or HNQIS 2.0 Programs.

• Program Data Element Prefix*: This is required to avoid conflicts with the metadata generated that is automatically generated by the PCA. Please note the text entered must be unique in the DHIS2 server. The name you choose should be self-explanatory and related to the program.

• Program Name*: Name assigned to the Program.

• Program Short Name*: Short version of the Program Name, sometimes created by replacing words with acronyms.

• Program Code: Code to identify the Program.

• Tracked Entity Type*: Once have you selected a Tracked Entity Type, the program Tracked Entity Attributes are automatically selected.

• Icons:

We recommend you add a suitable Icon to the new Program, there is a wide range of icons to choose from, pick the most relevant one and click SELECT ICON to insert it.

You can change the colour of the Icon from the pop-up window, as you select a colour you will see a live preview of how it looks, click off the colour palette to apply the selected colour.

In Image 3 (Selecting Icon and Colour), you can see that an icon has been selected and styled with a yellow background. If you need to remove either the icon or the styling, simply click the red icon next to the respective button

ICON - See below for full details

• ADD ICON (Button): Add an Icon that will appear on the home screen List of programs.

• SELECT COLOR (Button): Apply style to the Icon with a colour.

• CLOSE (Button): To exit without saving changes or creating a new Program.

• SUBMIT (Button): To save changes and create a new Program click on the Submit button.

Tracker Program Settings

The second section while Creating a Program is the Tracker Program Settings.

Once the section is selected, the following fields will appear:

• Category combination: You can select an option from the dropdown.

• Filter for Tracked Entity Attributes: This field allows you to search for Tracked Entity Attributes, once you have entered the TEA name, you can choose by clicking on the TEA. The selected TEA will appear on the right side, also you can use the arrows to add and remove the TEA into the Tracker Program.

• Tracked Entity Attributes: The attributes will be automatically selected based on the chosen Tracked Entity Type. Additionally, you have the flexibility to include additional Tracked Entity Attributes (TEAs)

Tracked Entity Attributes Form

The previously Tracked Entity Attributes must be displayed in this section.

It must be four columns for each TEA:

1. Display in list: The value of the selected TEA will be displayed in the Tracked Entity Instances list.

2. Mandatory: The TEA must be filled to complete event.

3. Date in future: The TEA will allow selecting a future date.

4. Searchable: The TEA allows to be used as a search filter in the Tracked Entity Instances list.

Use Form Sections

The PCA offers the ability to incorporate sections for the Tracked Entity Attributes (TEAs) that have been chosen within the Tracker Program Sections. To create a new section, simply activate the "Use Form Sections" switch. Once you've established sections, you can effortlessly add TEAs by dragging and dropping the desired attributes from the Available Attributes list into the respective sections.

Adding a new section

1. To add a new section, click on the “ADD NEW SECTION” button.

2. A new Pop-up will appear displaying the Name field, Enter a Form Section Name.

3. Click on the “Save” button. After saving the Section Name, the section will appear in the create new program screen.

Editing a section

1. To edit a section name, click on the “Pencil” icon.

2. A new window will appear, change the new section Name.

3. Click on the “Save” button.

Removing a section

1. click on the "Trash" icon, and the section will be promptly removed. The Form will be automatically updated to show the currently available sections.

Changing the order sections

The PCA allow rearranging the added sections.

1. Click on the dots to the left of the sections.

2. Drag the sections and drop them into the desired position.

Assigning a TEA to a Section

To include a Tracked Entity Attribute (TEA) within a Section, simply click the downward arrow icon and then drag the desired TEA into the selected section.

Removing a TEA from a Section

1. To remove a Tea from a section, click on the ❌ icon.

2. The TEA should be displayed in the available attributes section.

Saving a New Program

To save all changes click the SUBMIT button, you will see a green confirmation notification to confirm the new Program has been created successfully and returned to the PCA Home screen.

Your new Program will appear at the top of the List of programs on the Home screen, please check that the icon and name of the Program are correct, if not you can edit them, click here for full details of how to edit Programs.