PCA - Adding a New Tracker Program

Table of contents:

1 Adding a new Program
- 1.1 1 - Basic settings
- 1.2 2 - Tracker Program Settings
- 1.3 3 - Tracked Entity Attributes Form
  - 1.3.1 Use Form Sections
  - 1.3.2 Adding a new Section
  - 1.3.3 Editing a Section
  - 1.3.4 Removing a section
  - 1.3.5 Changing the order of Sections
  - 1.3.6 Assigning a TEA to a Section
  - 1.3.7 Removing a TEA from a Section
2 Saving your Program

Adding a new Program

To add a new Program, click the Add Program button (1) as shown in Image 1.

Image 1: Add Program button located in the PCA Dashboard

The Create New Program window is displayed. Set the Program Type (*) to Tracker Program (2) from the dropdown list (see Image 2).

Image 2: Selecting the Program Type

All fields marked with an asterisk (*) are mandatory

Once the Tracker Program has been selected, you will be presented with the following steps:

1 - 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 that is automatically generated by the PCA. Please note that the text entered must be unique in the DHIS2 instance. 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, should be unique in the DHIS2 instance.
Tracked Entity Type (*): Displayed only for Tracker and HNQIS2 Programs. After selecting a Tracked Entity Type, the Program Tracked Entity Attributes associated to the TET will be automatically selected.

Keep in mind that the Tracked Entity Type field is disabled when creating HNQIS2 Programs as there is a specific TET for those Programs and it is automatically selected.

Program Appearance:

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

You can also change the colour of the Program by clicking the SELECT COLOR button. This will display a colour picker. Here you can modify the parameters or provide a hexadecimal code to select a colour, click outside of the colour picker to apply the selected colour.

If you need to remove either the icon or the colour, simply click the red icon next to the respective button.

If you do not set an Icon, the PCA will display a default icon.

2 - Tracker Program Settings

The second step when creating a Program is the Tracker Program Settings. This step contains the following fields are displayed:

Category Combination: The options available in the server are listed in a drop down field.
Tracked Entity Attributes: The selected TEAs will appear on the right side and the available TEAs on the left side. You can either use the controls displayed on the screen or double-click any TEA to move it to the other side. Remember that you will not be able to remove TEAs associated to the selected Tracked Entity Type.
Filter for Tracked Entity Attributes: This field allows you to search for the available Tracked Entity Attributes. To ease the TEA selection, you can filter the available TEAs by using the search bar located above the available TEAs located on the left side.

3 - Tracked Entity Attributes Form

The previously selected Tracked Entity Attributes are listed in this step. Here you can rearrange the TEAs however you like. You are essentially configuring the entry form that will be displayed when enrolling a Tracked Entity Instance into the program.

For each TEA, four settings are displayed:

Display in list: The value of the selected TEA will be displayed in the Tracked Entity Instances list.
Mandatory: The TEA must be filled to proceed with the registration.
Date in future: The TEA will allow selecting a future date. This is only available for Date Value Types.
Searchable: The TEA will be used as a search filter in the Tracked Entity Instances list.

Use Form Sections

The PCA offers the ability to create Form Sections to group and organise the Tracked Entity Attributes (TEAs) during data entry. To create a new Section, first activate the Use Form Sections switch.

Once you've created the Sections, you can add TEAs by dragging and dropping the desired TEAs from the Available Attributes list into the desired Section (make sure that the section is expanded to add TEAs).

Adding a new Section

To add a new section, click on the Add New Section button.

A new pop-up will appear displaying the a field to enter a the Form Section Name.
Click on the Save button. After saving the Section Name, the section will appear in the Create New Program screen.

Editing a Section

To edit a section name, click on the ✏️ icon.

A new window will appear displaying the current Section Name. If needed, you can change the Section Name here.
So submit your changes click on the Save button.

Removing a section

Click on the 🗑️ icon to remove a Section. The Form will be automatically updated to reflect the changes.

Changing the order of Sections

The PCA allows rearranging the Sections. To do this follow these steps:

1. Click and hold the dots located to the left of any Section.

Drag the Section and drop it in the position where you want to place it. And that is it! The Sections are now rearranged.

Assigning a TEA to a Section

To add a Tracked Entity Attribute (TEA) to a Section, simply expand the target Section and then drag the desired TEA under the Section heading.

Removing a TEA from a Section

To remove a TEA from a Section, click on the ❌ icon.

The TEA should be displayed in the Available Attributes side panel.

Saving your Program

To save all changes, click on the Submit button. The form will be closed and a green confirmation notification will be displayed indicating that the new Program has been created successfully (see Image 17).

Your new Program will appear in the List of Programs on the Home Screen. The PCA automatically filterts the list to display your Program after submitting the form.