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1         Overview

Team Management module is an OpenMRS module developed by Interactive Health Solutions for OpenSRP project that helps the user to manage multiple teams of a project. It allows users to add/edit/delete team role, team and team members. Each team hierarchy can own any team, team has only one supervisor. User can easily transfer member to another team/team hierarchy, make a new team supervisor, make new team hierarchy supervisor (which itself would be another team hierarchy), view team hierarchy/members/teams, view team hierarchy/team/team members history.

The features are different for different users and the functionality varies according to user roles. Furthermore, it provides data via REST calls.

2         Requirements

2.1       Required downloads

• JDK (Java Development Kit) 6.0 or higher:
• Apache Tomcat 7.0
• OpenMRS (Open Medical Record System) 1.9.X or higher - This module has been tested with OpenMRS 1.9.X and 1.11.X versions
• Other OpenMRS Modules
  • OpenMRS UI Framework
  • Rest Web Services

2.2       Required tables in database

Import the tables “team”, “team_member”, “team_role”, “team_log”, “team_member_log”, “team_role_log”, “team_member_location” and “team_member_patient” in your OpenMRS schema. These will be provided to you in a single SQL file.

3         Using Team Management Module

3.1       Navigating to main page

After logging in to OpenMRS, go to Administration, click on “New Team Hierarchy (Role)” to create a new team hierarchy, under the heading “Team Management Module”.

3.2       Team Hierarchy

3.2.1       Add Team Hierarchy

After clicking on “New Team Hierarchy (Role)”, you’ll be redirected to the page to add a new team hierarchy (role).

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You would see the added team hierarchy now in the list.

3.2.2       Editing and Deleting Team Hierarchy

To edit a team hierarchy, click on the pencil button in “Edit” column (to edit a team hierarchy’s name, identifier, owns team), “Report To” column (to transfer a team hierarchy to another team hierarchy) and “Voided” column (to delete the team hierarchy) in the team hierarchy list. The placement of button is shown below. You should click on the button corresponding to the team hierarchy you want to edit.

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After editing the team hierarchy (role), you would see the success message in green right below the “Team Roles” heading.

3.3       Team

3.3.1       Add Team

Navigate back to main page and click on “New Team”.

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You would see the added team now in the list.

3.3.2       Editing and Deleting Team

To edit a team, click on the pencil button in “Edit” column (to edit a team’s name, identifier), “Current Supervisor” column (to transfer a team to another team supervisor), “Location” column (to change team’s location) and “Voided” column (to delete the team) in the team list. The placement of button is shown below. You should click on the button corresponding to the team you want to edit.

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After editing the team, you would see the success message in green right below the “Teams” heading.

3.3.3       View Team History

To view a team history, click on the button in “History” column in the team list. The placement of button is shown below. You should click on the button corresponding to the team’s history you want to view.

By clicking on the button in “History” column, following table would be displayed.

3.4       Team Member

3.4.1       Add Team Member

Navigate back to main page and click on “New Team Member”

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You would see the added team member now in the list.

3.4.2       Editing and Deleting Team Member

To edit a team member, click on the pencil button in “Edit” column (to edit a team member’s name, middle name, family name and identifier), “Role” column (to change a team member’s role assigned to it), “Team” column (to change a team member’s team assigned to it), “Location” column (to change team member’s locations), “Is Data Provider” column (to change whether team member is a data provider or not) and “Voided” column (to delete the team member) in the team member list. The placement of button is shown below. You should click on the button corresponding to the team member you want to edit.

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After editing the team member, you would see the success message in green right below the “Team Members” heading.

3.4.3       View Team Member History

To view a team member history, click on the button in “History” column in the team list. The placement of button is shown below. You should click on the button corresponding to the team member’s history you want to view.

By clicking on the button in “History” column, following table would be displayed.

3.5       Filter Option

The Team Management Module 2.0.0 provides a search of team member by its name, identifier, team role, and team name, supervisor it is reporting to and by its location, for the easiness of the user to find the record in a huge list. When redirected to the team member list page, you would find a huge list of team members and it would be difficult to find a specific team member. So, for user’s feasibility, the users can use the filter option to search a member by name and id (identifier). Also, a team member can be searched by the team it is working in, what team role is assigned to it and whom it is reporting. See the image below for the placement of the filter option.

3.6       REST Calls

3.6.1       Team Role

3.6.1.1       URLs

3.6.1.2       Parameters

3.6.2       Team Role Log

3.6.2.1       URLs

3.6.2.2       Parameters

3.6.3       Team