 Okay, so what I'm going to do I'm going to go back to the program that we were working on yesterday. Okay, and since then many of you have created a similar program. Okay, and talk about the last two components. Right. So we've gone through and I'll just review kind of what we've done right. So this is the just reviewing this this part here, where we've gone through and the individual details right first we had to go through everything going through the design, identifying our tract entity, our relationship types we're going to get to that next week, our option sets, any of the attributes, right. And we also discussed the data elements, the number and then we looked at the design again to discuss what we actually implement inside of DHS to along with the scheduling and everything. And then you know we're kind of at the stage where we're going through finally able to build the program after all these component pieces were in place right. So, we're just following this kind of stepwise approach to create our program so we entered in our program details entered in our enrollment details, added in our tract entity attributes which you don't need to be made before we design the program. Then we added in our program stages and this is kind of where we got to yesterday, right before before the time was kind of up, right. So, after this is all done after we've created our program stages. Okay, and you make sure that within those program stages, you know, you assign your data elements. And you create your sections for your form. Okay, and you enter in the appropriate details. Hopefully, you know, there's several pieces of information that Pamela had reviewed the other day and then we also provided links to the documentation because there are so many options that can be performed when creating your program. All right, so just depending on which stage you were looking at they were different settings. We talked about this aspect of scheduling for some of the stages, for example, some of them had, you know, two to three months scheduling so that was 60 days for a particular stage. Some of you were asking about the end of treatment stage. Right. That's this one here. Okay. The big thing here is the other ones were auto generated, which means once you open the program, you see those program stages available. We didn't automatically generate this end of treatment one, and we didn't put any scheduling we just put zero here right because if they die if they're lost to follow up. It happens unexpectedly, or if they're cured before receiving their final phase of treatment, then they can end their treatment right so that can happen at any point in time so there's no real scheduling associated with that. And then for the last stage we also have this special option here tick, ask user to complete the program when the stage is complete because they've gone through all kind of complete kind of continuum of care as it relates to this particular program. Right. And these different options, you know, I'm talking about it as it is specific to this example, but you know you just kind of got to go through for each stage you create for every program you're looking at and decide you know which options you would apply. You know whether or not you want something automatically generated if it's scheduled for example it's often a good idea so you can kind of see where where the date is based on your enrollment date for example, and kind of have a look at how things are viewed. Right. So we created the stages, and now we're going to move to the access tab okay and I'm just going to kind of explain that again. So we're all on the same page here. All right. So in the access tab what we do is we assign the organization units of the program, and we can assign some sharing settings. And we're going to actually cover sharing settings in a lot more detail next week. So we will go over some additional components of sharing, but at minimum we have to kind of apply some minimum sharing settings to the program. So we can see it in track or capture. So we can enter data because there's kind of different sharing settings for different objects that we can use for our program itself. Right. And if any of you had exposure to creating an event program for example. The sharing settings that we discuss here are very similar to what we would discuss in using an event program. And if this sharing concept is kind of new to you, and you know you're not even familiar with the term necessarily, as it applies to the HIs to will explain it briefly right now, just you have some understanding. Okay, so the first thing we do is we assign the program to our organization units right, and this is basically allowing us to say, well where do we want. People to be able to access this program when they enter data. And thus, you know when we perform analysis it will also be our lowest level available. When we pull out information when we're performing analysis functions. Okay. So in this case, what has happened here. So there's many different ways we can assign this to the organization units, and this is very similar is if we're working with aggregate data sets, or for working with event programs actually the process is very similar right we just kind of select where we want these data capture or data entry organization units to be, and also affecting our analysis right. So we can go through and use any of these toggles associated with the access panel. So we can for example assign the program to all organization units within a specific level. So let me just deselect them right so this is what you'd see by default, zero organization units selected right you'd have to decide which organization units you've signed this to right so you can just branch out your tree by clicking on the arrow buttons. Right, and then you'll see the levels within that. And if you want you can just kind of select one by one, but chances are you're going to be assigning this to many organized organization units maybe all the hospitals in your system maybe all the facilities in your system, everything at a certain level within your system right. That can be quite cumbersome to do one by one right. So that's why we have these toggles here the organization unit level, or the organization unit groups right so if I do deselect again and let's say I wanted to assign them to all of my, all of my private hospitals, for example, I could select that group. I could click on select, and then it'll go through and assign them just to the private hospitals in my hierarchy, right and I could continue and I could assign them to more groups. If I just wanted to do a subset so if I want to do district hospitals as well. Yeah I could do that and you'll see it just adds it on it doesn't remove the previous assignment. It'll only do that if I deselect or start to deselect right so I can deselect within a group. For example, deselect my district hospitals, it'll remove the assignment from district hospitals, right. Now often a common way to do it if we're assigning it to many organization units is to use the level function, right. So for example you will depending on your system you know it might not look anything like this the names for all the levels. Maybe country is the only one that shared, and maybe all your other levels are named differently, maybe there's local names for the levels as well. Okay. So I pretend that we, you know are assigning everything to the lowest level in our hierarchy in our case that's the facility. So if we were to select facility and say select, it'll just assign it to all the organization units in that facility. Okay. So what this does is when I go to track or capture or when I go to analysis eventually right because I've entered data. If I entered data then I can perform analysis at the facility level with data that's present. I can enter data at the facility level by selecting this in track or capture. Right. So this is the first step for access to assign these the program to the organization units where we want people to enter our data. All right. The second step is then to apply sharing settings. All right. So we're going to talk more about sharing settings. You know later on as I mentioned. Okay, but what the sharing settings basically allow us to do is give us the secondary level access right of what actual metadata. And what we can do with that information right how can we interact with certain components of the system right so let's say in our case a user has access to all the organization units within our district right now what we have to do next this kind of say well within this program when they access this program at a facility in our district what can they do right can they enter data. Can they just view the data. Can they just see the metadata associated with the program. Okay. Here this is where we kind of define this and we'll talk about this more to kind of assess this out and describe it in more detail going forward right. And hopefully some of this is a little bit familiar to you because, you know, you would see the same thing when working with event programs right. And what you'll see by by kind of default often is that it might look like something like this, or like this. Okay, where public access is can edit and view and the data is set to no access, and it's not assigned to any users or user groups so all I did here is I clicked on the program. Okay, to bring up that dialogue. Okay, and I'm just setting it to its default. But you would what you might see in a system if you're creating a program for the first time. Okay, so what we can do from here and if I just select this setting, you'll see the different levels of sharing right we have one setting for metadata, and one setting for data, right so the metadata is of course you know all the variables and everything associated with the program in this case. It's just applying settings to the program itself so when I say metadata I'm saying you know the program itself are people going to be able to see it or not, right, because if they can't see it if I say no access for example, then you're not going to be able to see the program, even though it's assigned to one of those organization units. So one of those, and there's no metadata sharing applied, I won't be able to see the program in my selected at all. Okay. And same for the data right then I won't be able to view any data associated with the program at all. If, if I say no access right and often for the public user so what we mean by public user is basically, you know, anyone who logs into the system. Right. So if I have a login and I have permissions to go into tracker capture and either enter data review some of the programs, right what happens to that user type. Okay. Are they able to see things by default or not. Now to segment our system. We often say, we just assign this no access, and then we give specific users or user groups access to the components they need right, especially an integrated systems this can help a lot. It's not really, well depending on your policies right doesn't have to be something that's masking the data, but it can really help an end user kind of navigate the system right if they don't have access to all these things they're not really going to use. Okay, so what we do is then, as I mentioned, we actually take this and assign it to specific entities right so either users or user groups. So I could for example just assign it to my user, which is this one here. Okay, and you would have your own user that you know you've been logging in with for a couple days in order to kind of assign appropriate sharing settings for the program, right. The other thing that you'll notice is once you do this will you won't notice it that the others will is your program will disappear from their list right because we're working in an integrated setup right now there's a lot of users, making their programs, and you're able to see you know the program they've made. But once you set up the sharing setting, they won't be able to see your program anymore. Okay, in maintenance. So, what we can do is for your own user you just find your user and just type in, you know, your username, for example, here, or September one that I'm using here. Okay, and then I select, you know you can apply sorry I should say. This user I can apply the sharing settings here before I add them in. Okay, because whatever I select here that's what's going to be applied. So if I look at the person here, they have this metadata can edit and view and data no access right. But what I want to do is I want this user, because they're my user, right I want to assign them basically metadata can edit and view. This means they can modify the metadata for the program. And then I'll say data can capture and view, because this means they can enter data, and they can also view data associated with the program essentially. Okay, we're going to cover these in more detail but for now. I just to make sure you can access your program in track or capture in this exercise as well as the assignment. Okay, we just want to make sure you apply the appropriate sharing settings but we will talk about the implications and different implications of all this stuff in a bit more detail. Alright, now once this is done. Okay, and I'll select apply. Okay, what I want to do then is basically you'll see here this, you know, kind of notification that says this differs from the program. All right, because the sharing settings that applied here if I open this up, and it'll look like this, I guess. Let's say that this is the default, that what you're seeing. Okay, public metadata, read and write access, no public data access or something like this. Okay, so because you can apply sharing settings both to your program, as well as your program stages. And we're going to talk about the implications of this later on because you can do some very interesting things by segmenting off your access and applying different sharing settings to your stages, then to your program. But for now we're just going to apply the sharing settings uniformly. Okay, so our user is going to have the same level of access to our program and our program stages. Now once we've done it to our program we can just cascade it down. Okay, so we've set it all up correctly for our program for the moment, and we want the sharing settings for our program stages, each of the program stages we made to be the same. Okay, so by default they're all selected but if they weren't, you know I might look at this, you could just select all the stages. And then what I'm going to do to cascade the sharing settings down is select this apply to selected stages. And what that's if I just click on this. Okay, what it's going to do is take the sharing settings that have applied to the program and cascade those down. And they're exactly the same for each of my program stages. Okay, and you can see now that it's this is the same settings that I've applied already. Okay. So for now, we're just going to keep the sharing settings the same between the program program stages, we will talk about what it looks like when these are different later on. But once this is done. Okay, so I've applied all my access, click on save. And what I can do, I'll just go back to my program real quick actually. And I'll just modify the version. Pam mode briefly touched on this variable, but it kind of forces you to download the latest version of this form. In this case it'll have you know the organization units have assigned and the sharing settings for example, this is new parts of that version of the form. What I can also do if I'm really paranoid and I want to make sure that sure things work. Just go to my cash here clear out. Okay, and then I'll go to tracker capture after I've assigned those sharing settings. And I'll attempt to find my program right data entry so I signed it to the facility level. So depending on where you sign it I can see it here. I'm able to register a case I'm able to do this because I applied that that data level access data can capture and view right so because I said my user can enter data. So I'm able to go into tracker capture and enter this data at this program level. Okay, so I can turn some information for example. And then hopefully, you know, because I applied sharing settings access levels to my stages I should be able to interact with those as well. Okay, so then, you know, you can try to test your program. And I know some of you are having some challenges so we'll try and help you through those now. Okay. So I see here that when I look at the program now right I see for example, this is the day it was registered. This event is scheduled 60 days roughly this is roughly 150 days from the date of the date that I see here. Okay, and then I have if I go to add a stage, I'm able to add this end of treatment stage at any date, basically. Okay, it's not scheduled it's not automatic generated because I didn't take that box. I can enter data in each of these stages, because this is just inherited the same level of access that my user had from my program. Okay, so I have data can capture and view access to all these program stages and I have metadata can view, which means I can see all the variables. And I can interact with all the metadata all the option sets, you know everything all the data elements in the program itself because that's how it's been assigned in this scenario, right I can see everything within this program stage basically. There's some more layers to this theoretically but we're not going to get into that right now, but at least because I said okay this this user can enter data into this program stage and see the metadata for this, this particular stage. And then at the same for all three. Right. So if I were to enter data here, I can also see the information. Same for this one. And then same for end of treatment right. They're all the same because I've entered that information. Okay. Or our sorry I've set up a configuration so they can enter information. Right. Yeah, so so that's kind of the last step in this process is to make sure your let me just change some of these dates so it's in order still some of you were asking about this. Okay, so that's the last step in this process. When you after create your program stages and everything. Okay, you should assign the access access control. And one thing I mentioned yesterday. And also is that, you know, sometimes if you want to kind of see the, the program, kind of as it's progressing, like maybe you've created one program stage, and you just want to check it out. Right. You just want to kind of see does it doesn't make sense anymore, or not. And in order to do that, you know, if I make one program stage, you might just want to go ahead and assign some access to the program right away even if you have maybe you have two or three stages or whatever several other stages you're still working on. What we've done in this scenario is kind of create the whole thing, and then go check it in track or capture, we could enter some data test they'll make sure it's kind of meeting our specifications. But you don't have to you know you can kind of move back and forth between those processes right can make this stage and then you can assign, assign it to some arguments assign some sharing settings check it out. The stage is okay and then you can go back and continue with your configuration, especially if it's kind of a larger configuration and you're trying to keep track of several components. So you can jump around between these two steps, a little bit, if you need to. Right, but you need a program stage in place before you can kind of go in and do the program, and then you need to sign assign some level of access between the organization units and sharing in order to view the program in the actual tracker capture. So so that's kind of the last component of this and if you hadn't had a chance to kind of complete the configuration of your program, you know these are the kind of final two exercises I think in that learners guide. You can have a look and kind of going through those. If you've tried to do this for your program, and you're not seeing what you expect in data entry. Maybe you can troubleshoot a little bit and see if this was the reason if it's not, you know, let us know and work through it, we can access your program even and have a look together you can let us know one slot. Okay, so what I'm going to do now I'm just going to give everyone a little bit of time. Okay, in order to work through the last part of the learners guide. I'm going to give you a couple of exercises in case you hadn't had a chance to complete your program or you're kind of looking at completing the program here right so if I look at exercise 12 and 13, the last two exercises. Okay, in the worksheet in the learners guide. Okay just goes over assigning access and kind of walks you through step by step in case you missed a step when I was presenting. I'll tell you to kind of go through that. And then after you're done, you know, like I said, make sure you go to track or capture and check if everything's appearing correctly. If it's still not, and you've kind of gone through and checked everything. You've assigned your data elements or attributes. You've assigned sharing settings assigned to organization units. You know, let us know and we'll try and walk you through, you know, we can we can communicate with you. Okay, so that's the best way will be on slot I think if there are questions about that. All right, so give everyone just about another 10 minutes before we come back together. Okay, to give it a try and go through these two exercises, and then we'll then I'll introduce the assignment that great an assignment. All right. If you have any questions about anything. Just let us know on on slack preferably but of course we will also answer in this chat if needed.