iHRIS:Documentation
These help documents are intended for end users of iHRIS Manage, Qualify and Plan. We have provided step-by-step instructions for completing each action in iHRIS, corresponding with the menu and other options presented after connecting to the system. Following many subsections is a "Troubleshooting" section for solving common problems encountered while working with the system.
If you have any suggestions or questions, or if you have an issue that the user's manual does not address, we encourage you to send us feedback. Click the Feedback button in the top navigation bar of any screen of iHRIS and complete the form that opens, or contact us directly (see the bottom of this page for contact information).
Please note that these help documents are currently being updated for the new release version of iHRIS (as of June 2009).
Developers and system administrators who need help with customizing, installing and administrating iHRIS, please also see the iHRIS Technical Documentation.
Common Procedures in iHRIS
Configure and Administer the Systems
Install iHRIS on a Linux (Ubuntu) Server
Manage Geographical Areas in the Database
- Add or Update a Country
- Add or Update a Region
- Add or Update a District
- Add or Update a County
- Add or Update a Currency
Create Customized Reports and Run Standard Reports
Manage User Accounts
User Access
Using iHRIS Manage
Understand the Modules, User Roles and Functions
Collect Necessary Data Before Installing iHRIS Manage
Configure the Database for Use
Administer the Database and Set the Values for Dropdown Menus
- Add or Update Facility Types
- Add or Update an Office or Facility
- Add or Update a Department
- Add or Update a Registration Council
- Add or Update an Education Type
- Add or Update a Degree
- Add or Update a Language
- Add or Update a Competency Type
- Add or Update a Competency
- Add or Update a Competency Evaluation
- Add or Update an Identification Type
- Add or Update a Benefit Type
- Add or Update a Marital Status
- Add or Update a Reason for Departure
Configure the In-service Training Management Module
Enable the In-service Training Management Module
Set Up and Update the In-service Training Management Module
- Add or Update a Training Course
- Schedule a Training Course
- Add or Update the Status of a Training Course
- Add or Update Requestors of a Training Course
- Add or Update Training Course Evaluation Options
- Add or Update Training Course Categories
- Add or Update a Training Institution
- Add or Update a Funder of a Training Course
- Add or Update a Continuing Education Credit Course
Manage the Organization's Job Structure and Positions
- Add and Update Health Worker Cadres
- Add and Update Job Classifications
- Add and Update Salary Grades
- Add and Update Jobs
Add Positions and Related Information
- Add and Update Salary Sources
- Add and Update Types of Positions
- Add a Position
- Edit a Position
- Discontinue a Position
Manage Employees
Add and Update Information About the Employee
Add and Update Information About the Employee's Salary and Position
- Add a Benefit or Special Payment
- Record the Employee's Departure from the Organization
- Record a Change in Position for the Employee
- Record a Change in Salary for the Employee
Add and Update Employee Qualifications
Schedule and Evaluate Training Courses for the Employee
- Schedule the Employee to Take a Training Course
- Evaluate Competencies Earned from the Training Course
Complete an Application for an Open Position
- Fill out the Job Application
- Record the Details of an Interview by the Applicant
- Log the Decision Whether to Hire the Applicant
Add and Update the Employee's History
- Enter the Employee's Work History
- Enter the Employee's Education History
- Add Notes to the Employee's Record
Disable the Job Application Module
Search Records
Search Records Entered in the System
Using iHRIS Qualify
Understand the Modules, User Roles and Functions
Collect Necessary Data Before Installing iHRIS Qualify
Configure the Database for Use
Administer the Database and Set the Values for Dropdown Menus
- Add or Update Qualifications or Educational Requirements
- Add or Update Health Worker Cadres
- Add or Update Continuing Education Courses
- Add or Update Categories of Disciplinary Action
- Add or Update Reasons for Disciplinary Action
- Add or Update Reasons for Out Migration
- Add or Update Categories of Training Disruption
- Add or Update Reasons for Training Disruption
- Add or Update Academic Levels
- Add or Update Certificates and Degrees
- Add or Update an Identification Type
- Add or Update a Marital Status
- Add or Update Verification Changes
Add Health Facilities and Training Institutions to the Database
- Add or Update Health Facilities
- Associate a Training Institution with a Health Facility
- Add or Update Training Institutions
- Associate a Health Facility with a Training Institution
- Add or Update Pre-service Training Programs
- Enter Inspection Information for a Training Institution
- Add or Update Facility Agents
- Add or Update Facility Types
- Add or Update Facility Statuses
Manage Health Workers
Add a New Record and Enter Basic Information About the Health Worker
- Add a New Record
- Add Identification Information
- Add Demographic Information
- Add Educational Information
- Add Contact Information
Enter Pre-Service Training Information for the Health Worker
- Add a Pre-service Training Program
- Record a Discontinuation in Training
- Record a Resumption in Training
- Set the Graduation Date or Completion of the Pre-service Training Program
- Record Results on the National Qualifying Examination
Add or Update a Health Worker's Registration and License
- Register the Health Worker Upon Completion of Pre-service Training
- Issue a License to the Health Worker
- Renew the Health Worker's License
- Enter Continuing Education Credits Earned by the Health Worker
- Issue a Private Practice License to the Health Worker
- Document a Disciplinary Action or Suspend the Health Worker's License
- Reinstate a Suspended License
Update Deployment, Out Migration and Other Information in the Health Worker's Record
- Record the Health Worker's Deployment at a Health Facility
- Record a Request for Out Migration Verification
- Add Notes to the Health Worker's Record
- Verify Changes in the Health Worker's Record
Disable the Record Verify Module
Search Records
Using iHRIS Plan
Workforce Projection and Modeling: An Overview
An Overview of iHRIS Plan and Data Needed to Run the Program
Manage Workforce Projections
Create and Manage a Workforce Projection
- Add or Update Health Worker Cadres
- Start a New Projection
- Add Population Data
- Add a Pool of Health Workers (Cadre) to the Projection
- Add Workforce Supply Data to the Cadre Pool
- Add Workforce Target Data to the Cadre Pool
- Project Changes in the Workforce Supply
- Create a Visual Model of the Workforce Projection
- Find a Saved Projection
- Copy a Projection
Installing and Using Windows iHRIS
About the Windows Version of iHRIS
Installing and Using the iHRIS Appliance
Data Dictionary
Glossary of Terms Used for Data Entry Fields in iHRIS
Copyright (c) 2007-2009 IntraHealth International, Inc.
Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts.
If you have a question, feedback on our software, or a suggestion for a new feature or improvement, or if you would like to discuss initiating HRIS strengthening activities, please contact the HRIS Development team. You may do so in any of the following ways:
- Click the Feedback button at any point in the iHRIS software.
- Visit the HRIS Strengthening Website at http://www.capacityproject.org/hris/ and click "Contact Us."
- Send us an email at: hris@capacityproject.org
- Write us at:
- HRIS Strengthening Information
- IntraHealth International, Inc.
- 6340 Quadrangle Drive Suite 200
- Chapel Hill, NC 27517
