Channel Session Activity Management - hmislk/hmis GitHub Wiki
Channel Session Activity Management
Session Activity Management provides tools to review, track, and manage the activity records associated with channel session instances and appointments. It is used by administrators and supervisors to audit booking activity, manage appointment statuses, and handle workflow exceptions.
Navigation
Menu → Channelling → Channel Scheduling → Channel Activity Management
Requires the ChannelSessionManagement or ChannelSheduleManagement privilege.
This opens the Appointment Activity Management screen (/channel/channel_scheduling/appointment_activity_management).
What Activity Records Capture
The system logs activity against session instances and individual appointments (bookings). Activity records include:
| Activity Type | When Recorded |
|---|---|
| Booking created | When a patient is booked into a session |
| Booking cancelled | When a booking is cancelled |
| Booking rescheduled | When a booking is moved to a different session |
| Booking refunded | When a refund is issued |
| Session started | When the queue is opened |
| Patient called | When a patient's token is called in the queue |
| Patient completed | When a consultation is marked as completed |
| Patient absent | When a patient is marked as not attending |
| Session completed | When the session is closed |
Using the Activity Management Screen
Filtering Activity
Use the filters to narrow the activity list:
| Filter | Description |
|---|---|
| Date range | From/To dates for the activity period |
| Speciality | Limit to a clinical speciality |
| Consultant | Limit to a specific doctor |
| Activity type | Filter by the type of activity (booking, cancellation, etc.) |
| Session instance | View activities for one specific session occurrence |
Activity List
Each row shows:
- Timestamp of the activity
- Activity type
- Session / consultant name
- Patient name (if applicable)
- Performed by (the user who recorded the activity)
Managing Activity Statuses
Administrators can use this screen to:
- Correct an activity status that was incorrectly recorded (subject to privilege)
- Mark sessions as completed if they were not closed through the normal queue process
- Review which staff performed which booking actions for audit purposes
Session Instance Activity vs Patient Activity
The system maintains two levels of activity:
| Level | Entity | Purpose |
|---|---|---|
| Session level | SessionInstanceActivity |
Tracks session lifecycle (started, completed, cancelled) |
| Patient level | PatientSessionInstanceActivity / AppointmentActivity |
Tracks per-patient events within a session |
Both levels are visible in this management screen.