Metadata management

Content

• Health Areas
  • Action: Update an existing Health Area
  • Action: Add a new Health Area
  • Action: Remove a Health Area
• RDQA Indicators
  • Action: Update an existing Indicator
  • Action: Add a new Indicator
  • Action: Remove an Indicator
• RDQA Indicators - Form Logic
  • Hide/Show Indicators according to health area
    • Update rules names
    • Create new rule
• Donors
  • Action: Update an existing Donor
  • Action: Add a new Donor
  • Action: Remove a Donor
• Projects
  • Action: Update an existing Project
  • Action: Add a new Project
  • Action: Remove a Project
• Remove Donor AND/OR Project fields from the form
• PSI protocol for new metatada requirements

Metadata Management

This guide will help you to edit, create or remove health areas, donors, projects and indicators. All of these are configured as option sets objects, thus it is necessary to have an user with access to edit, update and delete this type of object.

The following images are from servers 2.35 and above

Health Areas

For all the actions below follow the next steps to open the correct option set.

1. Open Maintenance app.

2. Open Option set menu (in Other section).

3. Search for RDQA - Health Areas.

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Action: Update an existing Health Area

1. In the Options section select the health area you want to update.

2. Change the Name, Color or Icon parameter according to your needs.

3. Save changes.

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Action: Add a new Health Area

1. In the Options section click on ADD OPTION button.

2. Add the name of the health area.

3. Add the code. We recommend to use letters or letters and numbers.

4. OPTIONAL - Select a color and Icon.

5. Save new option.

For each health area it is necessary to create an option group which will contain all the indicators related to the health area created.

1. Open Option group object.

2. Click on the "+" button.

3. Add a name and short name.

4. Select RDQA - Indicators in the option set parameter.

5. Select all the new indicators that are related to the health area.

6. Save the option group.

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Action: Remove a Health Area

1. Click on the 3 dot menu in the health area you want to remove.

2. Select Delete option.

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RDQA Indicators

For all the actions below follow the next steps to open the correct option set.

1. Open Maintenance app.

2. Open Option set menu (in Other section).

3. Search for RDQA - Indicators.

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Action: Update an existing Indicator

1. In the Options section select the indicator you want to update.

2. Change the Name, Color or Icon parameter according to your needs.

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Action: Add a new Indicator

1. In the Options section click on ADD OPTION button.

2. Add the name of the health area.

3. Add the code. We recommend to use letters or letters and numbers.

4. OPTIONAL - Select a color and Icon.

5. Save new option.

We recommend to create an "other" indicator if there is a new health area. This will prevent blocking the data entry in case the user can't find the indicator to assess.

6. Exit the option set and open Option group object.

7. Select the health area group that the indicator belongs to.

8. Add the new indicator to the list and save changes.

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Action: Remove an Indicator

1. Open Maintenance app.

2. Open Option Group object.

3. Select the health area group that the indicator belongs to.

4. Remove the indicator from the list and save changes.

These steps don't remove the indicator from the option set but will remove it from the form. This will prevent the user from selecting the wrong indicator.

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RDQA Indicators - Form Logic

For all the actions below follow the next steps to open the correct program rules.

1. Open Maintenance app.

2. Select Program Menu and open Program rule section.

3. Filter the rules by RDQA Program.

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Hide/Show Indicators according to health area

These rules manage the logic of hiding and showing the list of RDQA indicators in the data verification stage according to the health area selected in the registration form.

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To update rules names:

1. Select any rule from PR34 to PR41.

2. Change the name of the rule.

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To create a new rule:

Follow these steps if you added a new health area to the option set.

1. Click on the 3 dot menu of any rule from PR34 to PR 41 and select clone.

2. Change the name of the rule.

3. In the rule expression change the code in single quote to the one from the new health area (see the code in the option).

4. In the rule action, click on the current show option group action and change the group to the new one (which is the one according to the health area).

5. Click on commit and then save the program rule.

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Donors

For all the actions below follow the next steps to open the correct option set.

1. Open Maintenance app.

2. Open Option set menu (in Other section).

3. Search for RDQA - Donor List.

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Action: Update an existing Donor.

1. In the Options section select the donor you want to update.

2. Change the Name, Color or Icon parameter according to your needs.

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Action: Add a new Donor

1. In the Options section click on ADD OPTION button.

2. Add the name of the donor.

3. Add the code. We recommend to use letters or letters and numbers.

4. OPTIONAL - Select a color and Icon.

5. Save new option.

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Action: Remove a Donor

1. Click on the 3 dot menu in the donor you want to remove.

2. Select Delete option.

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Projects

For all the actions below follow the next steps to open the correct option set.

1. Open Maintenance app.

2. Open Option set menu (in Other section).

3. Search for RDQA - Project List.

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Action: Update an existing Project

1. In the Options section select the project you want to update.

2. Change the Name, Color or Icon parameter according to your needs.

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Action: Add a new Project

1. In the Options section click on ADD OPTION button.

2. Add the name of the project.

3. Add the code. We recommend to use letters or letters and numbers.

4. OPTIONAL - Select a color and Icon.

5. Save new option.

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Action: Remove a Project

1. Click on the 3 dot menu in the project you want to remove.

2. Select Delete option.

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Remove Donor AND/OR Project fields from the form

1. Open maintenance App.

2. Open RDQA - Program.

3. Open Data Verification Stage.

4. In the Create data entry form section remove the fields by clicking the "X".

Remove:

• RDQA - Donor List AND RDQA - Donor List - Other AND/OR
• RDQA - Project AND RDQA - Project - Other

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PSI protocol for new metatada requirements

PSI utilises a centralized metadata management. The primary benefit of this approach is the establishment of a single source in charge of adding any new information to the different option sets. RDQA program elements use specific naming conventions and sharings, meaning that if a change is required, it must be asked through the correct channels.

If a health area, indicator, donor or project needs to be added or removed, create a ticket in the PSI Digital Health & Monitoring Helpdesk.

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