https://github.com/psi-org/mphd/wiki/Assign-Helper-App--(MPHD-implementation)
Content
Introduction
The Assign Helper app allows users to assign Organisation Units (OUs) to specific Organisation Unit Groups (OUGs) and Data Sets (DSs) from a single UI, ensuring that a given set of OUs are all correctly assigned to the required data capture Datasets, as well as OUGs for analytical purposes. The app considerably reduces the numbers of steps that are required for completing this process if you were to use the standard DHIS2 Maintenance apps, as well as it clearly shows assignment gaps (missing OUGs or DS assignments).
As of October 2021, the app hard codes the 5 MPHD Org Unit Group Sets, as well as the 2 datasets used at Facility Level. In the future, PSI plans to make the app generic so it can be used for MPHD District level configuration, as well as for other projects.
Overview
The Assign Helper app has two tabs that shows the current DS and OUG active assignments, as well as missing values highlighted in red. The following screenshot shows the main page of such app when used:
How to access
To access this app, you can simply look into your available App and search for it, as shown in the following screenshot:
As soon as you click on it, you will be redirected to the page show in the first section of this user guide.
How to use
Organisation Unit Filter
The Organisation Unit Filter allows to select the Country (Level 3) that you want to work with.
| Before moving forward with this application usage, please consider that this is currently hard coded for MPHD Facility Data sets and a certain number of Organisation Group Sets, eventually, this app will be released to allow different Data Sets and Organisation Units Group Sets |
|---|
Click on the drop pointing arrow to show all available organisation units within your server at a country level. You can also type to filter your selection.
For this manual we will be utilizing AH_Test_Country as the organisation unit (country level), and the Facility organisation units available within. As a friendly reminder, while the current data sets are intended for facilities at Level 7, it is possible to link OUs at different levels, like Community Workers at level 8.
Once you have selected the high level Organisation Unit (country), you are now able to look for the Organisation Units you are intending to work and to add them for assignment to their respective Data Set and Organisation Groups. There are currently two ways of doing so: by the Search OU function or the Add/Edit OU function.
Search OU (Organisation Unit)
This feature allows you search and add an organisation units based on a written search. To do so, follow the next steps:
- Click on "Search OU".
Write the organisation unit (or part of) you are looking to add. In this particular case, we will write AH_Test_Facility 1, AH_Test_Facility 2 and AH_Test_Facility 3.
As soon as the list shows results, please click on the objective organisation unit to add it to the list.
Once an Organisation unit is added to the list, please click on the checkbox to ensure that the Organisation Unit is added to the main page of the Assign Helper App. The green square shows the search box (With text and the list of results) and the red square shows an Organzation Unit selected (Checkbox checked).
- If everything was done correctly, as soon as you leave the Organisation Unit panel you will see:
If you see all the Organisation Units marked on red (As if this is an error), rest assure, this is working as intended since we have not assigned any of the Organisation Unit to any Data Set yet.
Add/Edit OU (Organisation Unit)
The second function that allows to add or remove an organisation unit from the list is the Add/Edit OU function. It is worth to mention that both functions are capable of performing the same actions, the Add/Edit OU does not allow to search Organisation Units with a written search, but rather, shows all available Organisation Units in a cascade form as shown in the following screenshot:
Previously selected Organisation Units should display as checked. To add an Organisation Unit, simply click on the checkbox next to the target Organisation Unit. To remove an Organisation Unit, simply unchecked an existing checkbox to do the job.
Data Set View
The Data Set View allows to add or remove an Organisation Unit from a Data Set. To do so, you can simply click on the checkboxes to add an Organisation Unit to the Data Set that appear in that row, for example, to assign:
- AH_Test_Facility 1 to MPHD Facility Monthly (custom).
- AH_Test_Facility 2 to MPHD Facility six-Monthly (custom).
- AH_Test_Facility 3 to both Data Sets.
You can simply, leave the checkboxes like this:
This arrangement will automatically set each Organisation Unit to the Data Set described previously. If you wish to remove such link, you can simply uncheck any of them to do so, or simply click on the trashcan icon in the right side of the screen. As a friendly reminder, using the trash can elimites all existing links, as for example, If we were to click on the trash can icon for AH_Test_Facility 3 we will terminate the link between this Organisation Unit to both Data Sets.
Organisation Unit View
This tab allows you to assign your Organisation Units to an Organisation Group of a Org Group Set. Simply click on "Organisation Unit View" to look at all available Organisation Group Sets. As with the Data Sets, this is also predefined and cannot be change yet.
To assign an Organisation Unit you can simply click on the boxes and look for the available Groups, as soon as you have selected one of them, the assigning occurs automatically as shown in the following screenshot:
If for any particular reason, you have mistakenly added an Organisation Unit to the wrong Group, you can simply click on objective box and change it as it appears in the following screenshot:
To remove an Organisation Unit from an Org Unit Group, you can simply select [None]. To remove the Organisation Unit from all Organisation Groups, you can click on the trash can icon, however, keep in mind that doing so will also remove all existing Data Set linked to the removed Organisation Unit.