Admin Activating Institutions - hmislk/hmis GitHub Wiki

Activating and Deactivating Institutions

Overview

Institutions can be deactivated (retired) to hide them from operational screens without deleting them. This is useful for seasonal collecting centres, closed branches, or institutions that need to be temporarily taken offline. The Activate Institutions screen allows administrators to find and re-activate any institution that has been retired.

When to Use

  • Bringing a previously deactivated institution back into service
  • Reviewing which institutions are currently inactive
  • Correcting an accidental deactivation

Required Privilege

Reactivate

Navigating to Activate Institutions

  1. Click Administration → Manage Institutions
  2. In the institution management index, navigate to Activate Institutions

Re-activating an Institution

  1. Select the Institution Type filter (or leave as "All Types" to see all inactive institutions)
  2. Click Fill Institutions to load the list of retired institutions
  3. The table shows:
    • No — row number
    • ID — internal identifier
    • Code — institution code
    • Type — institution type
    • Institution Name — the name
    • Status — shown as "Inactive" badge (red)
    • Inactive toggle — shows the current retired state
  4. Find the institution to re-activate
  5. Click Update (green button) in the Activate column

The institution is immediately restored to active status and will reappear in dropdowns and user login screens.

Deactivating an Institution

To deactivate (retire) an institution without deleting it, do so from the institution list or edit form:

  1. Open Administration → Manage Institutions → Institutions
  2. Select the institution
  3. Edit the record and use the deactivation/retire option

Note: Deactivating an institution does not delete any of its historical data, departments, bills, or user accounts. It simply hides it from active use.

Technical Notes (Admin/Developer)

The retired flag on the Institution entity controls visibility. The activate page queries Institution WHERE retired = true. The reactivateRetiredInstitution(ins) method sets ins.retired = false and persists. The Reactivate privilege gates the page.

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