Add and Edit Demographics (4.0.4)

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Return to the iHRIS Qualify User Manual index page.

To ensure that standard data types such as cadres, marital status, geographical locations and the like are enforced across the system, those standard data types must be created as lists. These lists are used to create selection menus that provide standard options for selection when adding records, jobs and positions. Click Administer Database to create and update standards lists of data for selection in system menus. Only the Data Operations Manager and System Administrator can create data types.

Contents

Add an Academic Level

The academic level is the highest level of education achieved before a health worker enters pre-service training.

  1. From the home page or left menu, click Configure System, then click Administer Database.
  2. Under the "Demographic Lists" section, click Academic Level.
  3. Either click Add New Academic Level or select an existing academic level to edit.
  4. Enter or edit the Name of the academic level.
  5. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when the Confirm button is clicked.

Make sure the name of the academic level has not already been entered. Change the name and try saving again. If you do not want to add the academic level after all, click Return (do not save changes).

Add a Certificate

The certificate is the diploma or degree earned at the highest level of education before the health worker entered pre-service training.

  1. From the home page or left menu, click Configure System, then click Administer Database.
  2. Under the "Demographic Lists" section, click Certificate.
  3. Either click Add New Certificate or select an existing certificate to edit.
  4. Select the Academic Level with which the certificate is associated.
  5. Enter or edit the Name of the certificate.
  6. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when the Confirm button is clicked.

Make sure all fields were entered and that the certificate has not already been entered. The required fields will be outlined in red. Complete the missing fields and try saving again. If you do not want to add the certificate after all, click Return (do not save changes).

Add an Identification Type

The identification type classifies a type of identification, or non-changing information, used to identify a person. Examples of identification types include Passport, Social Security Number and National Health Insurance Card.

  1. From the home page or left menu, click Configure System, then click Administer Database.
  2. Under the "Demographic Lists" section, select Identification Type.
  3. Either click Add New Identification Type or select an existing identification type to edit.
  4. Enter the Name of the identification type.
  5. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the identification type was not previously entered. Change the name and try saving again. If you do not want to add the identification type after all, click Return (do not save changes).

Add a Marital Status

Marital status is used to identify a person's legal status. Examples of marital status include Single, Married, Divorced and Widowed.

  1. From the home page or left menu, click Configure System, then click Administer Database.
  2. Under the "Demographic Lists" section, select Marital Status.
  3. Either select Add New Marital Status or select an existing marital status to edit.
  4. Enter the Name of the marital status.
  5. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when Confirm is clicked.

Make certain the marital status has not already been entered. Change the name and try saving again. If you do not want to add the marital status after all, click Return (do not save changes).

Record Verification Changes

A verification change is an option that can be selected whenever a person's record is verified. Typical options might include: Corrected Demographics; Corrected Training; Corrected License/Registration and No Changes Made.

  1. From the home page or left menu, click Administer Database.
  2. Under the "Administrative Lists" section, select Record Verification Changes.
  3. Either select Add New Verification Change or select an existing verification change to edit.
  4. Enter the Name of the verification change.
  5. Click Confirm and confirm that the name entered is correct. If it is not correct, click Edit to change it. If it is, click Save to save it.

Troubleshooting

An error message appears when Confirm is clicked.

Make certain that the verification change has not already been entered. Change the name and try saving again. If you do not want to add the verification change after all, click Return (do not save changes).

Return to the iHRIS Qualify User Manual index page.

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