iHRIS:Add and Edit Demographics (4.0.5): Difference between revisions
(Created page with '{{otherversions|iHRIS:Add and Edit Demographics}} {{IHRIS_Qualify_user_manual_index}} To ensure that standard data types such as cadres, marital status, geographical locations a…') |
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{{IHRIS_Qualify_user_manual_index}} | {{IHRIS_Qualify_user_manual_index}} | ||
To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click <u>Administer Database</u> to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types. | To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click <u>Configure System</u>, then <u>Administer Database</u> to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types. | ||
== Add an Academic Level == | == Add an Academic Level == | ||
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The ''academic level'' is the highest level of education achieved before a health worker enters pre-service training. | The ''academic level'' is the highest level of education achieved before a health worker enters pre-service training. | ||
{| cellpadding="10" border="1" | |||
|- valign="top" | |||
# | | From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]] | ||
# Enter | |- valign="top" | ||
| Under the "Demographic Lists" section, click <u>Academic Level</u>. || [[File:Q_Demographic_Lists.png]] | |||
|- valign="top" | |||
| | |||
# Click <u>Add New Academic Level</u> (to edit and existing academic level, select it from the list). | |||
# Enter the '''Name''' of the academic level. | |||
# Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | # Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | ||
|| [[File:Q_Demographic_Lists_Academic_Lev.png]] | |||
|- valign="top" | |||
|} | |||
=== Troubleshooting === | === Troubleshooting === | ||
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== Add a Certificate == | == Add a Certificate == | ||
The ''certificate'' is the diploma or degree earned at the highest level of education before the health worker entered pre-service training. | The ''certificate'' is the diploma or degree earned at the highest level of education before the health worker entered pre-service training. | ||
{| cellpadding="10" border="1" | |||
|- valign="top" | |||
| From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]] | |||
|- valign="top" | |||
| Under the "Demographic Lists" section, click <u>Certificate</u>. || [[File:Q_Demographic_Lists.png]] | |||
|- valign="top" | |||
| | |||
# Select the '''Academic Level''' with which the certificate is associated. | # Select the '''Academic Level''' with which the certificate is associated. | ||
# Enter | # Enter the '''Name''' of the certificate (to edit an existing certificate, select it from the list). | ||
# Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | # Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | ||
|| [[File:Q_Demographic_Lists_Certificate.png]] | |||
|- valign="top" | |||
|} | |||
=== Troubleshooting === | === Troubleshooting === | ||
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== Add an Identification Type == | == Add an Identification Type == | ||
The ''identification type'' classifies a type of identification, or non-changing information, used to identify a person. Examples of identification types include Passport, Social Security Number and National Health Insurance Card. | The ''identification type'' classifies a type of identification, or non-changing information, used to identify a person. Examples of identification types include Passport, Social Security Number and National Health Insurance Card. | ||
{| cellpadding="10" border="1" | |||
|- valign="top" | |||
# | | From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]] | ||
|- valign="top" | |||
| Under the "Demographic Lists" section, click <u>Identification Type</u>. || [[File:Q_Demographic_Lists.png]] | |||
|- valign="top" | |||
| | |||
# Click <u>Add New Identification Type</u> (to edit and existing identification type, select it from the list). | |||
# Enter the '''Name''' of the identification type. | # Enter the '''Name''' of the identification type. | ||
# Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | # Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | ||
|| [[File:Q_Demographic_Lists_Id_Type.png]] | |||
|- valign="top" | |||
|} | |||
=== Troubleshooting === | === Troubleshooting === | ||
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== Add a Marital Status == | == Add a Marital Status == | ||
''Marital status'' is used to identify a person's legal status. Examples of marital status include Single, Married, Divorced and Widowed. | |||
{| cellpadding="10" border="1" | |||
|- valign="top" | |||
# | | From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]] | ||
|- valign="top" | |||
| Under the "Demographic Lists" section, click <u>Marital Status</u>. || [[File:Q_Demographic_Lists.png]] | |||
|- valign="top" | |||
| | |||
# Select <u>Add New Marital Status</u> (to edit and existing status, select it from the list). | |||
# Enter the '''Name''' of the marital status. | # Enter the '''Name''' of the marital status. | ||
# Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | # Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | ||
|| [[File:Q_Demographic_Lists_Marital_Status.png]] | |||
|- valign="top" | |||
|} | |||
=== Troubleshooting === | === Troubleshooting === | ||
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== Record Verification Changes == | == Record Verification Changes == | ||
A ''verification change'' is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made. | A ''verification change'' is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made. | ||
{| cellpadding="10" border="1" | |||
|- valign="top" | |||
# | | From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. ||[[File:Q_Home_page.png|500px|500px]] | ||
|- valign="top" | |||
| Under the "Administrative Lists" section, click <u>Record Verification Changes</u>. || [[File:Q_Record_Verification_Changes.png]] | |||
|- valign="top" | |||
| | |||
# Select <u>Add New Verification Change</u> (to edit and existing verification change, select it from the list). | |||
# Enter the '''Name''' of the verification change. | # Enter the '''Name''' of the verification change. | ||
# Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | # Click <code>Confirm</code> and confirm that the name entered is correct. If it is not correct, click <code>Edit</code> to change it. If it is, click <code>Save</code> to save it. | ||
|| [[File:Q_Record_Verification_Changes2.png]] | |||
|- valign="top" | |||
|} | |||
=== Troubleshooting === | === Troubleshooting === |
Latest revision as of 10:30, 28 July 2010
Return to the iHRIS Qualify User Manual index page.
To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click Configure System, then Administer Database to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types.
Add an Academic Level
The academic level is the highest level of education achieved before a health worker enters pre-service training.
Troubleshooting
An error message appears when the Confirm button is clicked.
Make sure the name of the academic level has not already been entered. Change the name and try saving again. If you do not want to add the academic level after all, click Return (do not save changes)
.
Add a Certificate
The certificate is the diploma or degree earned at the highest level of education before the health worker entered pre-service training.
Troubleshooting
An error message appears when the Confirm button is clicked.
Make sure all fields were entered and that the certificate has not already been entered. The required fields will be outlined in red. Complete the missing fields and try saving again. If you do not want to add the certificate after all, click Return (do not save changes)
.
Add an Identification Type
The identification type classifies a type of identification, or non-changing information, used to identify a person. Examples of identification types include Passport, Social Security Number and National Health Insurance Card.
Troubleshooting
An error message appears when Confirm is clicked.
Make certain that the identification type was not previously entered. Change the name and try saving again. If you do not want to add the identification type after all, click Return (do not save changes)
.
Add a Marital Status
Marital status is used to identify a person's legal status. Examples of marital status include Single, Married, Divorced and Widowed.
Troubleshooting
An error message appears when Confirm is clicked.
Make certain the marital status has not already been entered. Change the name and try saving again. If you do not want to add the marital status after all, click Return (do not save changes)
.
Record Verification Changes
A verification change is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made.
Troubleshooting
An error message appears when Confirm is clicked.
Make certain that the verification change has not already been entered. Change the name and try saving again. If you do not want to add the verification change after all, click Return (do not save changes)
.
Return to the iHRIS Qualify User Manual index page.