Data entry Tracker Capture - LogicalOutcomes/DHIS2-FAQ GitHub Wiki

Task:

  • Enter data into Tracker Capture in DHIS2.

Notes:

  • Tracker Capture is used to track an entity (often an individual) across a Program, which will contain one or more stages. Data is entered during each stage. Tracker Capture requires entities to 'register', allowing them to be tracked over time, in addition to aggregating data across entities.

  • For example, a Tracker Capture Program can monitor individual attendance, as well as aggregate up to show overall attendance percentages.

  • Click Here to see a walkthrough video from the Online Curriculum that is related to this task.

 Instructions:

Step 1: Go to the 'Tracker Capture' app:

Step 2: Select the OrgUnit from the tree on the left side of your browser window:

Step 3: Select the desired Program and click 'Register'. (Note that the words enrollment and registration are used interchangeably)

 

Step 4: Fill in:

  1. Enrollment Date (The date wherein this entity will be recorded as registering for this Program)

  2. Incident Date

  3. Attribute(s)

  4. Click 'Save and add new' to add another event

  5. Click 'Save and Continue' to finish registration and go to the first Program Stage for data entry.

Step 5: The Tracker Dashboard consists of a number of windows, or 'widgets'. Each widget can be removed by clicking the 'x' at the top-right of each one. To add a widget, click the settings button at the top-right of the screen.

 

a. Enrollment widget - this helps to enroll the tracked entity for the selected program. If an active enrollment already exists, the widget automatically displays it with some details about it. The widget also helps to do some operations on active enrollment - for example terminate/complete.

b. Data entry widget - this is for doing data entry using either default or custom forms (the small black icon helps for switching). Depending on program definition, in particular program stages, events will be displayed in a timely fashion. Clicking on any of them displays the corresponding data entry. It is also possible to create new events. To proceed with data entry, it is mandatory to have event date. Once an event date is specified it is not possible to change due date. The assumption is that by specifying event date, the event has already taken place. If the event hasn't yet occurred, it is possible to change due date - this is effectively doing nothing but rescheduling. The buttons at the bottom help to change the status of a selected event. Another key feature from this widget is addition of multiple notes for an event. Normally data recording is through data elements, however there are cases where it is necessary to record additional information or comments. This is where the notes section comes handy. However, an interesting feature here is - it is not possible to delete a note. The idea is notes are more like log books.  

c. Profile widget - this is to edit tracked entity's profile.

d. Relationship widget - this helps to relate the selected tracked entity (the one whose dashboard is shown) to another tracked entity. Adding a relative is possible by either searching from existing or registering a new one. Possible relationships are blood relatives, health worker and patient, or any A>B, B>A connection.  

e. Notes widget - this is the same as event notes. The difference between the two is that, here notes are attached not to events but to enrollments. This helps to record some notes based on enrollment - for example why is an enrollment terminated or what is the overall observation of the tracked entity throughout the enrollment.

An important note on notes:

  • It is not possible to report on the Notes app

  • It is not possible to customize the Notes app fields (for example, to add additional fields)

  • There are two types of Notes possible: User notes and event notes

f. Report widget - this is to provide a "journal" of the tracked entity per program. A report row is provided for each program the tracked entity is/was associated.

  Step 6: Enter data in the 'data entry' widget and click 'Complete' to complete that Program Stage and record the data entered.

Completed stages will change to a gray color in the Timeline Data Entry area. To add a stage, select the '+' icon.