Settings Menu

From the Home screen you can view both the About PCA and HNQIS 2.0 Status details by clicking the Cog Icon in the top right corner of the screen which opens a dropdown menu to select from:

• About PCA: displays a pop-up window with relevant information about the application and the DHIS2 server where the app is being used.

• HNQIS 2.0 Status: as the app can be used to configure HNQIS2 checklists, this pop-up window shows the installed version of HNQIS2 Metadata Package. If the package has not been installed, is out of date or is corrupt (missing essential elements), the user will be able to install it from here.

List of programs

A list of all the programs to which the user has access to are displayed in alphabetic order. The list has a pagination functionality that allows the user to navigate between the results pages and also change the page size in order to see more or fewer results per page.

PCA pagination controls

Programs can also be filtered by typing a UID, Name, Short Name or Code in the Search bar on top of the Programs List and then clicking the Search button.

PCA pagination controls

Every Program has a three-dot menu on the far right that contains five menu options: Edit Program, Sharing Settings, Assign Organisation Units, Export JSON Metadata and Delete Program.

Three-dot Menu displaying all the options for each program

Edit Program

Displays a form pre-filled with the selected program properties such as name, short name, icon and others. These properties can be edited (or removed where applicable) and saved to the server.

Sharing Settings

This interface allows users to define access privileges related to the Program to Users and User Groups. If the user possesses the required permissions for the Program, the sharing settings associated with the Program can be updated in several ways. To update the program sharing settings, click on the "Sharing Settings" option in the program menu.

Sharing Settings option is located in the three-dot menu for every Program.

After selecting this option, the Sharing Settings Dialog will appear.

Sharing Settings pop-up window.

The window contains the following elements:

1. Name and creator of the selected Program.

2. List of Users and User Groups who have access to this program. It also displays the permissions that each user has.

3. Permissions list for each User and User Group. This section allows for quick editing of the current permissions in the program.

   • When clicking the permission icon a menu is displayed where new permissions can be selected.

   • When clicking the X icon, the permission is removed from the Program.

Permissions menu displayed when changing the sharing settings of Users and User Groups.

1. Add users and user groups: If the user needs to add a new user/group. The user can start entering the name. The System will start auto-suggesting the users/user groups. Users also need to select the permission they want to provide this user/ user group and then at the end, need to click 'Assign' to assign them the access.

2. Overwrite Existing Behavior: If this checkbox is selected, the system will remove all the other permission and replace them with the selected users/groups and their corresponding permissions. Whereas, if it is not selected, the users/groups will be appended with the existing list.

3. Apply the settings: The user can either apply this sharing setting, just to the Program Level, Program and Program Stages or Program, Program Stages and Data Elements level. Users can select the required level by selecting the dropdown arrow on the button.

> Note: Unlike DHIS2, here user needs to click 'Apply' to save all the changes that were made.

Assign Organisation Units

Users can assign organisation units to the program thru this interface. To assign organisation units, click on the "Assign Organisation Units" option in the program menu. After selecting this option an "Organisation Unit Assignment" Dialog box will appear.

After selecting this option a "Organisation Unit Assignment" Dialog box will appear.

1. Organisation Unit Search: The user can search for the desired organisation units by display name and the result will be populated in Organisation Unit Tree (2).

2. Organisation Unit Tree: This pane will display the organisation unit tree to which the user has got access. Users can select the checkbox corresponding to the organisation unit to assign the program to the organisation unit.

3. Select & Deselect Organisation Units: Users can select/deselect organisation units based on the org unit level or org unit group.

4. Same as 3

5. Actions: Once the user has made the desired changes, they can apply those assignment by clicking 'Apply' button.

Export JSON Metadata

The user is allowed to export the current configuration for the selected program by downloading a JSON file. The downloaded file contains the necessary structure for the program to be imported on any other DHIS2 server.

NOTE: Sharings settings and organisation units are not included in the exported JSON file.

Delete Program [WIP]

After selecting the option a small window will appear for generating the necessary file:

When the process is done you'll be notified. You'll be able to download your file by clicking "Download Now" or cancel the process by clicking "Close".

After clicking "Download Now", the file will be downloaded using your browser as <your program name>.json.

Now you can import the file on any server. The program is exported without any Organisation Units or User Groups assigned, so when inmported on the target server everything will have public access by default.

IMPORTANT: Don't forget to assign any sharing options on the Program, Data Elements, Tracked Entity, etc. on the destination server. This includes checking if the users have capture and view access.

Delete Program

Feature not implemented yet.

Pagination

• The yellow rectangle contains a useful optionset that allows the user to select how many programs wants to dislpay by page.

Program Deatails View

Program Stages in selected program

The program stages listing has the same layout of the programs listing, the main difference is that the stages display a program stage sections count on the far right.

You may also notice that in the PCA menu bar the name of the program appears after Home, this is the Navigation Bar. You can click on Home to return to the programs listing, and it can help you identify which part of the app you're currently in.

After you're familiar with the layout yo can proceed to the Assessment stage of the HNQIS2 program, which you can identify as:

<Program Data Element Prefix>_Assessment

Click on the > icon on the far right to access the stage.

NOTE:

Currently the PCA only allows you to access stages that contain program stage sections, so in this version you won't be able to access the Action Plan section.

Program Stage View

Assesment's sections

• The big red rectangle of the image above displays the sections for the previously selected program stage in the order that are going to be displayed when the program is running.

Sections for Questions

• The section order can be easily modify you just have to follow the next steps.

  1. Choose the section you want to move.

  2. Hold your left click press and drag the section to the new position.

Scores

• The Scores section is contained by the orange rectangle and should not be modified. Is highly recommend keeping it after every other section in the checklist.

Critical steps calculation

• The critical steps calculation always will contain 3 Data elements :

  1. Critical Steps.

  2. Non-critical Steps.

  3. Competency Class.

The value assigned to them will be calculated as his name indicates by some program rules.

Editing assesment

• At this time if you are on the section for program stage screen your will be able to modify the section´s order and DE´s order

• If the user needs to modify the content of any DE. Easily can click on the Right button and maintenance app will open to modify the selected DE.

• If the user made some changes that doesn´t look as expected. Quick reload button ( #5 in the purple rectangle) is the most effective way to get back the original program status.

Validating data

• Validate or Validate & Save(#1 in the purple rectangle): This button will initally display "Validate", but if you make any changes the button will change to "Validate & Save". This button validates all the metadata in the server (hence the Save when changes are made) used by the program, displaying any errors in a "Validation Errors" section.

Saving changes

• When the user is having issues with some program he will be able to restart it by a program rules recalculation

• Click on Validate and then the set up program will be enabled.

• The "save" option for the validation button will be enabled when the user had realize any change in the program.

Recalculate scoring rules

Set up program (Magic button #2 in purple rectangle): This button generates all the Program Rules logic configured in the Program and Data Elements. This button is only enabled after the validation has passed.

• Usually this one will be the last step when the user tries to modify any program.

Excel template

For HNQIS2 programs creation and editing you are going to need the excel template. You can find more information about it on this section Excel template