Manage Institutions - hmislk/hmis GitHub Wiki
Manage Institutions
Overview
The Manage Institutions module is the central administration area for maintaining institutions, departments, and sites. It is accessed from Administration > Manage Institutions and provides tools for managing organisational records, system preferences, bulk data operations, and external partner configuration.
Navigation
- Click Administration in the main menu
- Select Manage Institutions
The page displays a left-hand accordion panel with the following sections. Clicking a link loads the corresponding management page in the right-hand content area.
Sections
Preferences
System-wide and department-level configuration:
- Application Preferences - global application settings
- Department Preferences - department-specific settings
- Application Options - application-level options
- Institution Options - institution-level options
- Department Options - department-level options
- User Options - user-level options
Manage
Core entity management for institutions, departments, and sites:
- Manage Institutions - add, edit, activate/deactivate, delete, and audit institutions
- Manage Departments (Own) - manage departments belonging to your own institution
- Manage Departments (All) - manage departments across all institutions
- Manage Sites - manage physical site locations
- List Institutions - view all institutions in a list
- List Departments - view all departments in a list
- Institution Branch - manage institution branches
- Collecting Centres - manage external collection points
- Credit Companies - manage credit and insurance companies
- Manage Areas - manage geographical areas
- Manage Routes - manage service delivery routes
- Manage Bank Accounts - manage institutional bank accounts
- Activate Institutions - bulk activate institutions
Bulk Transactions
Upload and import data in bulk:
- Credit Company Upload - import credit companies from file
- Upload Collecting Centres - import collecting centres
- Upload Agencies - import agencies
- Upload Departments - import departments from file
- Upload Supplier - import suppliers
- Upload Routes - import routes
Developer
Maintenance and data migration tools:
- Bulk Delete Institutions - remove institutions in bulk
- Bulk Delete Departments - remove departments in bulk
- Duplicate Config Options - duplicate configuration options
- Duplicate Departments - duplicate department records
- Duplicate Institutions - duplicate institution records
Key Features
Active / Inactive Status Management
Institutions, departments, and sites all support active/inactive status. Deactivating an entity removes it from transaction screens and dropdowns while preserving its records. See the individual management pages for details:
Effects of Deactivating a Department
When a department is deactivated:
- Login is blocked - users cannot log into a deactivated department
- Transaction restrictions - the department is excluded from transactions such as Pharmacy Disposal Issue and Disbursement Issue Requests
- Reports are unaffected - deactivated departments continue to appear in historical reports
Audit History
Every action on an institution or department (create, edit, activate, deactivate, delete) is recorded with the user, timestamp, and detailed changes. See Institution and Department Audit History.
Required Privilege
Users must have the AdminInstitutions privilege to access this module.