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| {{IHRIS_Qualify_user_manual_index}}
| | #REDIRECT [[iHRIS:Add and Edit Demographics (4.0.5)]] |
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| 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.
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| == 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.
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| # From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>. | |
| # Under the "Demographic Lists" section, click <u>Academic Level</u>.
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| # Either click <u>Add New Academic Level</u> or select an existing academic level to edit.
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| # Enter or edit the '''Name''' of the academic level.
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| # 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.
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| === Troubleshooting ===
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| '''An error message appears when the Confirm button is clicked.'''
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| 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 <code>Return (do not save changes)</code>.
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| == Add a Certificate ==
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| The ''certificate'' is the diploma or degree earned at the highest level of education before the health worker entered pre-service training.
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| # From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>.
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| # Under the "Demographic Lists" section, click <u>Certificate</u>.
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| # Either click <u>Add New Certificate</u> or select an existing certificate to edit.
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| # Select the '''Academic Level''' with which the certificate is associated.
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| # Enter or edit the '''Name''' of the certificate.
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| # 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.
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| === Troubleshooting ===
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| '''An error message appears when the Confirm button is clicked.'''
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| 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 <code>Return (do not save changes)</code>.
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| == Add an Identification Type ==
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| 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.
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| # From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>.
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| # Under the "Demographic Lists" section, select <u>Identification Type</u>.
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| # Either click <u>Add New Identification Type</u> or select an existing identification type to edit.
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| # Enter the '''Name''' of the identification type.
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| # 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.
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| === Troubleshooting ===
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| '''An error message appears when Confirm is clicked.'''
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| 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 <code>Return (do not save changes)</code>.
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| == Add a Marital Status ==
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| ''Marital status'' is used to identify a person's legal status. Examples of marital status include Single, Married, Divorced and Widowed.
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| # From the home page or left menu, click <u>Configure System</u>, then click <u>Administer Database</u>.
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| # Under the "Demographic Lists" section, select <u>Marital Status</u>.
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| # Either select <u>Add New Marital Status</u> or select an existing marital status to edit.
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| # Enter the '''Name''' of the marital status.
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| # 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.
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| === Troubleshooting ===
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| '''An error message appears when Confirm is clicked.'''
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| 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 <code>Return (do not save changes)</code>.
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| == Record Verification Changes ==
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| 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.
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| # From the home page or left menu, click <u>Administer Database</u>.
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| # Under the "Administrative Lists" section, select <u>Record Verification Changes</u>.
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| # Either select <u>Add New Verification Change</u> or select an existing verification change to edit.
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| # Enter the '''Name''' of the verification change.
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| # 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.
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| === Troubleshooting ===
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| '''An error message appears when Confirm is clicked.'''
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| 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 <code>Return (do not save changes)</code>.
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| {{IHRIS_Qualify_user_manual_index}}
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