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items:programs [2021/05/18 15:59] – [4.05.01. Creating a program] Gary Willetts | items:programs [2023/01/21 07:14] – [4.05.02. Adding indicators to a program] Mark Glover | ||
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You can also manage requisitions by program. This involves using some special settings for master lists. In this method, a program is an extension to a [[items: | You can also manage requisitions by program. This involves using some special settings for master lists. In this method, a program is an extension to a [[items: | ||
* **Order Types:** defined categories setting the maximum number of orders and quantity of stock to be ordered per period. | * **Order Types:** defined categories setting the maximum number of orders and quantity of stock to be ordered per period. | ||
- | * **Period Schedules: | + | * **Period Schedules: |
* **Regimen Data:** a defined list of additional information that may need to be provided by a customer when making a program requisition. | * **Regimen Data:** a defined list of additional information that may need to be provided by a customer when making a program requisition. | ||
- | Examples of items commonly managed by programs include | + | Examples of items commonly managed by programs include |
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{{ : | {{ : | ||
- | 5. Tick the **This master list is a program** checkbox to enable the program based features for this master list. Create a //Store tag// for the program by clicking on the {{: | + | 5. Tick the **This master list is a program** checkbox to enable the program based features for this master list. |
+ | * Create a //Store tag// for the program by clicking on the {{: | ||
+ | * The **Tag** field will be automatically populated with a new tag. Edit this new tag name and click on the {{: | ||
+ | * The field then becomes a drop down list which will contain any existing name tags for you to select. The tick button | ||
+ | * When you click on the **OK** button any new tags you have created will be saved and will appear in the name tags list (see the [[names: | ||
+ | You can edit the tags entered here **until** you close this window. After that, you cannot edit existing ones, you can only delete them and add new ones. | ||
+ | </ | ||
- | Any customers or stores that have a name tag matching the tag you set here will be able to use this program; those that don't have this tag assigned will not be able to use this program. | ||
- | 6. Select the **Period Schedule** from the dropdown list (you must have set the periods | + | Any customers or stores that have a name tag matching the tag you set here will be able to use this **program** and the **schedule** you have set for that tag. |
+ | |||
+ | <WRAP center round info> | ||
+ | You can define multiple tags for each program.\\ | ||
+ | For each tag, you set up both a [[admin: | ||
+ | </ | ||
+ | |||
+ | |||
+ | 6. Select the **Period Schedule** from the dropdown list (you must have set up the [[admin: | ||
{{ : | {{ : | ||
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==== 4.05.02. Adding indicators to a program ==== | ==== 4.05.02. Adding indicators to a program ==== | ||
- | Indicators are used for reporting on the performance of programs | + | Indicators are used for reporting on the performance of programs, e.g. the number of patients treated. Each indicator value provides data on a metric for a particular store and regimen over a given period. |
+ | <WRAP center round info 60%> | ||
+ | Indicators can record any relevant programme data, including that data that may be used to select a regimen (defined as a treatment plan that specifies the dosage, the schedule, and the duration of treatment.) The country that funded this feature uses the term **Regimen data** for these indicators, and so that term has been used in this window. | ||
+ | </ | ||
Indicators allow an organisation to analyse regimen performance and determine what further data should be collected, stored and processed. | Indicators allow an organisation to analyse regimen performance and determine what further data should be collected, stored and processed. | ||
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* Open the program via the **Master List** (Click on the **Master list** icon on the //Item// tab of the Navigator). | * Open the program via the **Master List** (Click on the **Master list** icon on the //Item// tab of the Navigator). | ||
* Click on the **Program Settings** tab. | * Click on the **Program Settings** tab. | ||
- | * In the **Regimen Data** table add fields for the data that should be provided to the supplier with each program requisition | + | * In the **Regimen Data** table add fields for the data that should be provided to the supplier with each program requisition |
* Check the **HIV program** checkbox if you want a fixed set of HIV-related indicators to be entered for this program. | * Check the **HIV program** checkbox if you want a fixed set of HIV-related indicators to be entered for this program. | ||
* If the customer **must** provide this information for supply to occur, tick the **Is required?** box to make this a mandatory requirement. | * If the customer **must** provide this information for supply to occur, tick the **Is required?** box to make this a mandatory requirement. | ||
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2. Double click on the store. | 2. Double click on the store. | ||
- | 3. In the **Tags** field, type in the Store Tag you set for the program above then press //Tab//. | + | 3. In the **Tags** field, type in the Store Tag you set for the program |
{{ : | {{ : |