โ† Training Hub

System Navigation Guide

How to find your way around DHIS2 โ€” for data entry staff and programme partners

00

What We'll Cover

๐ŸงญSection 1 โ€” Core Navigationfor Everyone
๐Ÿ“‹Section 2 โ€” Data Entry Appfor Data Entry Users
๐Ÿ“กSection 3 โ€” Capture Appfor Data Entry Users
๐Ÿ‘คSection 4 โ€” User Managementfor Partner/Admin Users
โš ๏ธSection 5 โ€” Common Gotchasfor Everyone
01

Core Navigation (for Everyone)

The Top Bar

โŠž

App Menu

Click to open all available apps. Your apps depend on your role.

๐Ÿ”

Search Bar

Type an app name to find it quickly โ€” faster than scrolling.

๐Ÿ””

Notifications

System messages and alerts appear here.

๐Ÿ‘ค

Profile Icon (top right)

Access your profile, change password, and log out.

User Profile & Password

  1. 1

    Click your profile icon (top right) โ€” shows your name and a dropdown menu

  2. 2

    Select "Edit profile" โ€” opens your profile settings page

  3. 3

    Scroll to "Change password" โ€” enter current password, then new password twice

  4. 4

    Click Save โ€” you will be logged out and asked to log in with the new password

โš ๏ธ First login: Change your temporary password immediately. Use at least 8 characters with letters and numbers.

Language & Locale Settings

๐ŸŒ
Interface Language โ€” Changes DHIS2 menus and labels (English or Nepali)
๐Ÿ—„๏ธ
Database Language โ€” Changes names of programmes, data elements and forms
๐Ÿ“
How to change โ€” Profile icon โ†’ Edit profile โ†’ scroll to Settings โ†’ choose language โ†’ Save

๐Ÿ’ก Tip: If you switch to Nepali and can't find a setting, the menus are in the same position โ€” just translated.

Browser Cache & Cache Cleaner

When to clear:

  • Dashboards show old or blank data
  • Forms or apps behave unexpectedly
  • After your role or group was changed
  • After a system update

DHIS2 way

App menu โ†’ search "Cache" โ†’ open Browser Cache Cleaner โ†’ click Clear All. Then refresh the page.

Browser way

Ctrl+Shift+Delete (Windows) or Cmd+Shift+Delete (Mac) โ†’ clear cached images and files.

02

Data Entry App (for Data Entry Users)

Opening a Data Entry Form

  1. 1

    Open the Data Entry app โ€” App menu (โŠž) โ†’ click Data Entry

  2. 2

    Select the Dataset โ€” choose "Health facility data collection tools" from dropdown

  3. 3

    Select your Organisation Unit โ€” pick your assigned ward or health facility from the tree

  4. 4

    Select the Period โ€” choose correct month and year

Filling & Saving Data

โœ๏ธ

Click a cell and type the number โ€” press Tab to move to next field, cell turns green when saved

๐Ÿ’พ

Data saves automatically โ€” each cell saves when you move away, no need to click Save per row

โœ…

Click "Complete" when finished โ€” marks form as fully submitted for that period, do only when all fields filled

โš ๏ธ Warning: Do not click Complete until all data for that month is entered. Completed forms are harder to edit.

Editing a Previous Entry

  1. 1

    Open Data Entry and select the same dataset, org unit, and period โ€” previously entered values appear

  2. 2

    If form shows as "Completed" โ€” click Incomplete first โ€” unlocks the form for editing

  3. 3

    Edit the values you need to change โ€” click cell, clear old value, type correct number

  4. 4

    Click Complete again when done

โ„น๏ธ Can't edit? If the period has expired (past the submission deadline), only a Superuser can reopen it. Contact your system administrator.

03

Capture App (for Data Entry Users)

Finding a Programme

  1. 1

    Open the Capture app โ€” App menu (โŠž) โ†’ click Capture

  2. 2

    Select your Organisation Unit โ€” use org unit selector at top

  3. 3

    Select the Programme โ€” only programmes your group has access to appear

โ„น๏ธ Don't see your programme? You may not be in the right User Group. Contact your administrator to be added to Capture Entry Community Group or Capture Entry HF Group.

Registering a New Event

  1. 1

    Click "+ New Event" โ€” button appears top right of programme's event list

  2. 2

    Fill in the event date โ€” date the visit or assessment took place, not today's date if different

  3. 3

    Fill in all required fields โ€” fields marked with * are mandatory

  4. 4

    Click Save Event โ€” event appears in event list

Searching & Editing Events

๐Ÿ”

Use the search bar โ€” filter events by date range or other fields

โœ๏ธ

Click Edit on any row โ€” opens event form with existing values

๐Ÿ“ฑ

Works on mobile too โ€” open DHIS2 URL in mobile browser, events save with slow connection

04

User Management (for Partner/Admin Users)

Reset a Password

  1. 1

    Find the user โ†’ click โœ๏ธ Edit

  2. 2

    Scroll to the Password field

  3. 3

    Enter a new temporary password and Save

  4. 4

    Share the new password securely with the user

Disable a User

  1. 1

    Find the user โ†’ click โœ๏ธ Edit

  2. 2

    Find the "Disable" toggle or checkbox

  3. 3

    Enable it and Save โ€” the user cannot log in anymore

  4. 4

    To re-enable: repeat and uncheck the disable toggle

๐Ÿ’ก Tip: Disable users who leave the programme โ€” do not delete accounts. Disabling keeps the data history intact.

05

Common Gotchas (for Everyone)

โŒ Dataset not visible in Data Entry app

โœ… Fix: You are not in the right User Group. Ask admin to add you to Dataset Entry Group. Then log out and back in.

โŒ Programme not visible in Capture app

โœ… Fix: Your group doesn't have access. Ask admin to add you to Capture Entry Community Group or Capture Entry HF Group.

โŒ Form is locked / can't edit

โœ… Fix: Period may have expired or form is Complete. Click Incomplete to unlock. If period expired, contact Superuser admin.

โŒ Health facility not in the org unit list

โœ… Fix: Account not assigned to that facility. Ask admin to edit your account and assign correct Organisation Unit.

โŒ "You don't have permission" error

โœ… Fix: Your role doesn't allow that action. Contact admin โ€” may need different role or additional authorities.

โŒ Forgot password / locked out

โœ… Fix: Too many failed attempts locks account. Contact a user manager (partner1โ€“4) or admin to reset your password.

How to Log Out Properly

  1. 1

    Click your profile icon (top right corner)

  2. 2

    Click "Log out"

  3. 3

    Close the browser tab โ€” especially on shared computers

โš ๏ธ Shared computers: Always log out after your session. Never leave DHIS2 open and unattended.

โ„น๏ธ Session timeout: DHIS2 automatically logs you out after a period of inactivity. Save your work frequently.

Useful Links

๐ŸŒ DHIS2 ServerSave the Children โ€” ANC Programme

Hello World โ€” Health Informatics Training Series