Title: Configure Provider Registry User Interface
Course: RHEA Provider Registry > Section: Administration of Provider Registry User Interface

Configure Provide Registry

In the rightmost dropdown menu in the navigation bar, we have the "Configure System."

Configure System - Main Menu

The configuration menu has several options.

The two options that you will use most are "Administer Users" and "Manage Reports"

Administer Users - Main Page

Clicking on Administer Users, takes you to the main user administartion page.

In the drop down list you can select to add a new user or edit an existing user.

Let us select the user "Bill Smith" who we see has the role of "Provider Manager"

Administer User - Bill Smith

Selecting Bill Smith takes you to the overview page for Bill Smith's user data.

In order to change his role from a "Provider Manager" to an "Adminstrator", we click "Update this information"

Edit Bill Smith's Details

After clicking "Update this information," we get to the edit page for Bill Smith.

At the top, we see Bill Smith's username.

Next we see the identifying information such as Given Name, Surname and email address.

Next we see the user role.  We want to select Bill to be an "Administrator"

Next we can change Bill's password information.  If we leave the password field blank, it will preserve the password.

Once we have finished the changes, we click the "Confirm" button.

Confirm Bill Smith's Details

Clicking on "Confirm" we come to the page where we review the changes we have made.

If the information is incorrect, we can click the "Edit" button to return to the edit page.

If the information is correct, we can click the "Save" button.

Manage Reports - Form Relationships

Returning to the Configure System page, we can see the options to manage the reports in the system.

There are three main options here. The first is "Form relationsips"

This is an advanced feature.  It lets you define different ways the data structures (which we call forms) in the system is related to one another.

A form is, loosely speaking, a table in the database.  There is a form for "provider," a form for "post," a form for "post_type," a form for "post_category,"  a form for "facilty," as well for each of the levels of administrative units (Country, Province, District, Sector).

For example, you can define a relationship where you start with the list of providers, Left Join in their postings, and then Join in the facility that they work at.

As the Provider Registry has very few data structures (or forms) there are not many interesting relationships that can be defined.

As the interesting ones have already been defined, you will not likely need to use the "Form Relationships" link.

Mange Reports - Reports

The next option under Manage Reports are the "Reports."

The "Reports" allow you to define slices of the data in the database.

Clicking the Edit link by each report takes you to the report editor page. There are a few things that we do here:

- Select a form relationship from which we want to pull data from
- Select the fieds in the relationship that we want to include in our report
- Define any limits (or filters) that we want to add to the reports
- Create links between data fields and views of that record

The other links by a report are used to generate the reports.

The timestamp shows you the last time the report was edited.

Manage Reports - Report Views

The third option under Manage Reports are the "Report Views."

Whereas the "Report" defines which data we want to include in the report table in the database, the "Report View" is what defines the data we display to the end user.

Here we see the Search report as well as the Providers reports.

Clicking on the name of the report view will take you to that report view.

Clicking on Edit will take you to the page where you can modify the report view.

Here you can choose the columns of the report to display as well as their ordering.