Manual for Coordinators: Perbedaan revisi

(→‎Manage)
Baris 94: Baris 94:
 
* The site will change over time. Features will be improved, new features added and new reports created - users should be prepared to adapt to the changing face of the system.}}
 
* The site will change over time. Features will be improved, new features added and new reports created - users should be prepared to adapt to the changing face of the system.}}
  
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==Manage==
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{{fpblock|Manage|Coordinator_manage menu.png|}}
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[[File:Coordinator_manage menu.png|150px|left]]
 
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===Manage : My Profile===
 
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[[File:Coordinator manage my profile menu.png|150px|left]]
 
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Users can visit their profile details and can upload a photo or change their language choice.  Users can check that their details are up to date and should contact their local iSIKHNAS coordinator if their details need correcting or updating.
 
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[[File:Manage my profile.png|500px|center]]
 
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===Manage : Manage Users===
 
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====Manage : Manage Users : User Details====
 
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[[File:Coordinator manage users menu.png|150px|left]]
 
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=====Manage Data Users=====
 
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Coordinators are primarily responsibile for managing users.  District coordinators are responsible for managing most data reporters - vets, para-vets and other people involved in sending reports.  One important role of coordinators is to keep user records up to date and managing the permissions set for each individual.  They do this through the '''Manage : Manage Users : User Details''' menu on the iSIKHNAS website. 
 
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[[File:Manage_individual_users.png|500px|center]]
 
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Remember, there are many thousands of iSIKHNAS users and the most efficient way to search for a particular person is to start to type the person's name or other details in the empty fields at the top of the page.  This will help the system to sort through all the records and find the individual. 
 
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[[File:Find individual user.png|500px|center]]
 
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This will give you a short list of users to choose from.
 
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[[File:Individual user edit.png|500px|center]]
 
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[[File:Edit user icons.png|500px|center]]
 
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Then you choose the middle icon - the pencil - to edit the user's details.  To edit the user's password, click on the left icon - figure with a key. The right hand icon - the red cross - deletes (or hides) the user from the list.
 
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[[File:Edit icons.png|200px|center]]
 
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=====Update Data User=====
 
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Once you have chosen a particular user and clicked on the edit icon you will be taken to the user's details for updating.  This is what you would do for example if someone changes their mobile phone number, moves jobs, changes their area of responsibility, starts work at an identified infrastructure.
 
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[[File:update user.png|500px|center]]
 
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Don't forget to press the Save button on the bottom of the form when you have finished editing.
 
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[[File:Save button.png|200px|center]]
 
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=====Change user password=====
 
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If a user forgets their webaccess password the local iSIKHNAS coordinator should be contacted.  The coordinator will have to access the user's details through the '''Manage : Manage Users : User details : Manage Data Users''' menu.  Choose the correct user through the search headings at the top of the page and click on the '''Change password''' icon.  You will have to give the user a new password.  This can be done by generating one automatically or by giving the user the one of his or her choice.  You do this in the same way as you would during user registration.
 
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Make sure you save and tell the user their new password.
 
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[[File:Change password.png|500px|center]]
 
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=====Create Data User : Registering new users and updating current users=====
 
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All users of iSIKHNAS must be registered before they are able to use the system.  This is the case for both data reporters and data viewers.
 
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New users can be registered to the system in two ways
 
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* in the field by an authorised person using their [[Manuals:Registration|mobile telephone]], or
 
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* by an authorised person, usually the district iSIKHNAS coordinator, via the iSIKHNAS website.
 
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======Registration using the iSIKHNAS website======
 
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Using the iSIKHNAS main menu, go to '''Manage : Manage Users : User details'''. 
 
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Then click on '''Create Data User'''
 
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[[File:manage_user_menu_annotated EN.png|500px|center|Manage User Menu]]
 
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You will be taken to a new '''Create Data User''' form.
 
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[[File:Create data user EN.png|500px|center|Create a new data user form]]
 
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Click your mouse in the '''First name''' field.  The outline colour will change to blue to show that it is active.
 
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[[File:Create_data_user_highlight_box_EN.png|500px|center|Active field]]
 
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=====First name=====
 
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Enter the first name of the new user.  Try to use correct capitalisation for these name fields.  Remember the user name will appear in multiple reports and other areas of the website.  Please make sure it is correctly spelled and as complete as possible.
 
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=====Surname=====
 
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Move to the '''Surname''' field by either pressing [[File:Tab button.jpg|50px]] or by using your mouse to take you to the new field and clicking in the empty box.  This field is only required for those people who use family names. Leave the field empty if there is no surname.
 
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=====Phone=====
 
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Next, enter the '''mobile phone number''' of the new user.  This telephone number must be to the unique to the user.  It must be the number to phone they use every day for their work.  This telephone number will identify the new user to the system every time they report or query data.
 
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=====Email=====
 
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Enter an '''email address''' if the person uses email. The address should be unique to the new user.  It cannot be a group email address, or one that is used by other iSIKHNAS users. By adding an email address, a new user can arrange to have regular reports using iSIKHNAS data, sent by email.  The email address can always be added or changed later. 
 
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=====Password=====
 
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[[File:password.png|500px|center]]
 
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The web password will be useful if users want to visit the iSIKHNAS website to
 
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* Look up data on the site.
 
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* Change a password.
 
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* Change some user details.
 
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You can click the checkbox '''Generate Automatic Password''' to ask the system to make a unique password for the new user.  Write the password on a piece of paper and give it to the new user. 
 
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[[File:Auto password IND.png|center]]
 
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Passwords can be changed later by the user.  Coordinators can also change passwords for users who have forgotten their password.
 
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You can either use a password chosen by the new user by writing the password into the empty field. 
 
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{{hlbox|'''A word about passwords:''' Passwords should not contain personal information, whole words or well known characters or names.  The best password are longer than 8 characters and created by coming up with an entire phrase that’s easy for the user to remember.  Use the first letter, number or symbol from each word in the phrase, keeping punctuation intact as well.
 
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So, let’s take this, for example:
 
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Hi! I’m Dhony. I’m from Sulawesi and I like the number 3!
 
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Use the first letter of each part and some of the punctuation, and the password could become:
 
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H!ImDImfSul&Iltn3!
 
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That’s a good, strong, long password that’ll be hard to crack and easy to remember.}}
 
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=====Location=====
 
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Choose the location of the usual place of work of the new user to the village (desa) level.  Go through each level to pick from the drop down lists.
 
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[[File:Find location 2.png|500px|center]]
 
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When you have finished click '''OK'''.
 
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[[File:Location sinjai.png|700px|center]]
 
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The full location code and name will appear on the form.
 
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=====Infrastructure=====
 
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New users can be assigned to infrastructure where they work.  The main infrastructure types are
 
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* Abattoirs
 
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* Aggregation points
 
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* Laboratories
 
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* Semen collection points
 
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* Markets
 
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* Veterinary services offices
 
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* Checkpoints
 
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New infrastructure can be created by coordinators using the '''Manage : Infrastructure'''
 
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=====Area responsibility=====
 
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As well as being assigned to a particular working location - where a user is phyically based most of the time - users are assigned to one or more '''areas of responsibility'''.  This defines the whole area the user works or is responsible for.  This will tell iSIKHNAS that this person should receive alerts or information relevant to that area.  It helps to filter the data for the user, to make sure only the most relevant data or alerts are sent.
 
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A '''regional coordinator''' for Sulawesi, for example, would be assigned as follows
 
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[[File:Region Sulawesi.png]]
 
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[[File:Loc Sulawesi.png]]
 
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The '''provincial coordinator''' for Sulawesi Seletan would be assigned like this
 
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[[File:Province_SulSel.png]]
 
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[[File:Loc SulSel.png]]
 
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A dinas paravet in Barru, Sulawesi Seletan might be assigned like this
 
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[[File:Kecamatan loc.png]]
 
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[[File:Loc_kec_sul_sel.png]]
 
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And so on
 
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A '''village reporter (Pelsa)''' would be assigned as follows
 
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[[File:Desa_Tassililu.png]]
 
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[[File:Loc_Tassililu.png]]
 
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A pelsa with two desa under her responsibility might look something like this
 
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[[File:Multi_area_of_responsib.png]]
 
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=====Group=====
 
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Each user is given a '''User type''' and is part of a '''User Group'''.  Some users are assigned to more than one group.  This determines what the person is permitted to do, what data they are permitted to submit and view, and what functions they may perform on the iSIKHNAS website.
 
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[[File:Assign User Type.png]]
 
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Users can be assigned to several user types depending on their roles.
 
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[[File:Assign_more_than_one_user_type.png]]
 
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''English''
 
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{{#apGetSQL:select id, name[2], name[2] from groups order by id|Code, User Type}}
 
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====Manage : Manage Users : User Settings====
 
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=====Update User Permissions=====
 
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This part of the website allows coordinators to set the permissions differently for each individual user according to their abilities, training or responsibilities.  The example below shows the way the page is organised.  The name of the user is identified at the top of the page.  You can start typing the name and a drop down list of the closest options will appear.
 
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[[File:Drop_down_list_of_user_names.png|500px|center]]
 
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The list of default permissions will differ according to the User Type the person has been assigned.  Coordinators and vets will have a long list of permissions which are possible to change.  Other users, such as pelsa, will have very few.
 
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[[File:Individual_update_user_permissions_yohan.png|500px|center]]
 
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Individual user permissions can be changed from the default settings by clicking '''on''' or '''off''' the '''Allowed''' and '''Denied''' buttons.
 
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[[File:Permissions with hand cursor.png|500px|center]]
 
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====Manage : Vaccination Programs ====
 
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=====Create Vaccination Programs=====
 
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[[File:Create vaccination program.png|500px|center]]
 
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=====Manage Vaccination Programs=====
 
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[[File:Manage vaccination program.png|500px|center]]
 
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=====Update Vaccination Programs=====
 
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[[File:Update vaccination program.png|500px|center]]
 
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====Manage : Surveillance Programs ====
 
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=====Create Surveillance Programs=====
 
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[[File:Create surveillance program.png|500px|center]]
 
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=====Manage Surveillance Programs=====
 
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[[File:Update surveillance program.png|500px|center]]
 
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=====Update Surveillance Programs=====
 
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[[File:Update surveillance program 2.png|500px|center]]
 
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====Manage Infrastructure====
 
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=====Create infrastructure=====
 
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[[File:Create infrastructure.png|500px|center]]
 
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=====Manage infrastructure=====
 
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[[File:Manage infrastructure.png|500px|center]]
 
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=====Update infrastructure=====
 
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[[File:Update infrastructure.png|500px|center]]
 
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Revisi per 23 Juli 2014 09.00

iSIKHNAS Co-ordinator Manual

Roles and responsibilities:Regional and Provincial coordinators

Leadership

  • Act as an ambassador, information source and spokesperson for the system at the provincial/regional level
  • Safeguard the philosophy and principals upon which iSIKHNAS has been built
  • Report both achievements and problems to the Regional Coordinator or Champions
  • Respond to requests for assistance, advice or new data reports in a timely and constructive manner.
  • Maintain close contact with district coordinators in a supportive and encouraging manner
  • Assist district coordinators with their monitoring, support and analysis roles wherever possible.
  • Respond to problems common to several district coordinators in a collaborative manner in order to resolve difficulties
  • Annual meeting to discuss provincial approaches and issues, share lessons learned and improve monitoring and response.

Support and monitoring

  • Monitor the message log and respond quickly to problems in a supportive manner
  • Respond to feedback and questions from users in a timely and supportive manner
  • Support and improve the pelsa network
  • Monitor and evaluate the performance of the team, set goals and priorities for improvement and development
  • Identify training needs of staff based on monitoring of field reports

User development and administration

  • Assist in the training of district staff and new users
  • Ensure kabupaten coordinators are replaced efficiently whenever this becomes necessary
  • Ensure user details are up to date
  • Facilitate or assist training of specific user groups such as abattoir, production, police or health department, for example.
  • Supervise and monitor all registered users in the area of responsibility
  • Register local infrastructure and create new location codes where necessary and ensure these are up to date.

Reporting

  • Report technical problems, inadequacies or redundancies immediately to the Champions and Regional coordinator

Analysis and management

  • Assist in the analysis of data for the evaluation of activities, performance and priority setting.
  • Assist in the analysis of data for the purposes of budget advocacy for support for ongoing and new activities
  • Make recommendations from the results of data analysis
  • Encourage and facilitate surveillance, vaccination and population data collection activities through iSIKHNAS.

Roles and responsibilities:District coordinators

Leadership

  • Act as an ambassador, information source and spokesperson for the system in the district
  • Safeguard the philosophy and principals upon which iSIKHNAS has been built
  • Ensure users can access and refer to you easily and freely.
  • Share the coordination role with one or more deputies.
  • Respond to requests for new data reports or suggested changes

User development and administration

  • Register new Pelsa and Dinas users correctly
  • Recruit and train new Pelsa and Dinas users in all relevant aspects of the system
  • Ensure user details are up to date
  • Facilitate or assist training of specific user groups such as abattoir, production, police or health department, for example.
  • Supervise and monitor all registered users in the area of responsibility

Support and monitoring

  • Monitor the message log and respond quickly to problems in a supportive manner
  • Respond to feedback and questions from users in a timely and supportive manner
  • Assist para-vets to respect and support the work of village pelsa
  • Monitor and evaluate the performance of the team, set goals and priorities for improvement and development
  • Identify training needs of staff based on monitoring of field reports

Reporting

  • Report technical problems, inadequacies or redundancies immediately to the Champions and Provincial coordinator

Analysis and management

  • Assist in the analysis of data for the evaluation of activities, performance and priority setting.
  • Assist in the analysis of data for the purposes of budget advocacy for support for ongoing and new activities
  • Make recommendations from the results of data analysis
  • Manage surveillance, vaccination and population data collection activities through iSIKHNAS.
  • Register local infrastructure.
  • Manage and update location codes within your area.= Use of the website for administration and coordination

Using the iSIKHNAS Website for Administration and Monitoring

A few important things to remember about the website.

Security

  • Every user must be registered before they can be given access (a password) to the iSIKHNAS website. The password ensures the website remains as secure as possible. The data on the website should never be shared with anyone without authorisation.
  • The website automatically logs a user out after a certain time of inactivity. So if you leave your desk for a while and return, you will probably find that you will have to log back in to the website. This is done for security reasons.

View

  • Every user will have a different view of the website and different access rights to parts of the website according to their assigned User Type and Location.
  • This acts to simplify the site for users and adapt it to suit each user's core interests and responsibilities.
  • The site will change over time. Features will be improved, new features added and new reports created - users should be prepared to adapt to the changing face of the system.

Manage

Coordinator manage menu.png

Read more...




Analysis of data

  • How to ask for a new report to be made
    • Defining your question
    • Making sense of the outputs
    • Printing reports, editing Excel files
  • Using the data to support your monitoring role
  • Management and support structures
  • Roles and responsibilities of everyone involved
  • Policy changes, technical issues and assistance with analysis
  • Where to go for help
  • Role and responsibilities of the coordinator
  • How to motivate and reassure staff
  • Monitoring the system
    • Reacting to problems
    • Dealing with questions, requests, problems, flaws
    • Giving and sharing feedback
  • Developing a culture of ongoing training
    • iSIKHNAS modules
    • Staff development courses available
  • Developing a strong network of village level reporters
    • Signs recognition training
    • Developing respect for their role and a sense of pride the work they do
    • Keeping people involved

Reports

New

Disease

Vaccination

Surveillance Program

Movement

Abattoir

Laboratory

Users

Codes

System

View reports

Saved reports


Administration

Interface

Menu system

Menu system by Group User

Generate Interface

News stories

Reference codes

  • Diseases
    • Species
    • Signs
    • Animal types
    • Syndromes
  • Laboratory
    • Testype
    • Laboratory sections
    • Submission reasons
    • Submitter types
    • Specimen forms
    • Age units
    • Test methods
    • Test targets
    • Qualitative findings
    • Units for quantitative findings
    • Uncertainty types
    • Test results
  • Drugs
    • Drug class
    • Drug types
    • Drugs
  • Production
    • Straws
    • Colour
    • Animal purposes
    • Event types
  • Infrastructure types

SMS metadata

·         Modem status

·         Edit SMS messages

·         Edit SMS Fields

·         Test SMS message

·         Create SMS handler

Excel metadata

·         Import jobs

·         Import tables

·         Import fields

·         Field types

Metadata for reference export

·          

Business Rules

·          

Reports

·         Reports

·         Saved reports

·         Report subscriptions

·         Field types

·         Regenerate reports for PL/R

Templates

·         HTML templates

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