HMIS Augmented HMIS Portal Features - Karnataka - SharePoint... · Augmented HMIS Portal Features...

HMIS

Augmented HMIS Portal Features

Ministry of Health & Family Welfare

2Training Topics

Augmented HMIS Portal Features Open / Launch HMIS Augmented Portal Login into HMIS Augmented Portal Dashboard for State/UT/PRC/RRC users Purpose & Usage of Select features of HMIS Sharing Forum:

Personalization Notifications Online Chat Document Libraries Register Issues related to HMIS Activities Discussion Board Search

2

Personalization Notification ChatDocument

Libraries

Registering

Issue s

Discussion

BoardSearch

3Augmented HMIS Portal Features 3

Dashboard

A dashboard is a user interface that organizes and presents information in a way

which is easy to read.

Notifications

A Communication channel between MoHFW & State/UT/PRC/RRC users.

Online Chat

It’s a Real Time communication between two or more users.

Personalization

“It’s the way I like it”. This feature enables the end user to place / organize the

content on his dashboard as per their convenience and liking.

4Augmented HMIS Portal Features – contd.. 4

Issues raised by National User

A platform where National User can raise Issues to States/ PRCs related to

HMIS Activities

Register Issues related to HMIS Activities

A platform to raise the Issues faced by States/ PRCs related to HMIS Activities

Libraries

An organized collection of documents under various categories. The HMIS

Portal has the following libraries:

Shared Library

State/UT/PRC/RRC Library

5Augmented HMIS Portal Features – contd.. 5

Discussion Board

A forum where the participants share their views on the topic/subject in the

form of posted messages.

Search

A service for finding any information on the HMIS Portal in any form like

document, text etc. The advanced feature let’s the user define various

parameters to narrow down the search criteria for faster and specific searching.

6Getting Started with Augmented HMIS Portal

How to Launch /Open Augmented HMIS Portal

6

7

Step1: Click on Start Button on the Windows

desktop

Step 2: Click on Internet Explorer

Step 3: Enter the URL “https://nrhm-mis.nic.in” of HMIS

Portal in the address bar of the internet explorer

Steps to Open Augmented HMIS Portal 7

8Step 1 – Launch Internet Explorer 8

When user clicks on the Internet Explorer tab a new window will open where user will enter the URL of the HMIS SharePoint application.

1. Click on Start

2. Click on Internet Explorer

9Step 2 – Enter the URL in the browser 99

1. Enter the URL ofThe HMIS SharePoint Application“https://nrhm-mis.nic.in/”

HMIS SharePointApplication’s URL

2. Click here

10Home Page of the HMIS Portal 10

11

How to launch the Augmented HMIS Portal

Topics Learnt 11

12Login Into the HMIS Portal

How to Login into the HMIS Portal

12

13

Click on HMIS Sharing Forum from the left menu bar in HMIS SharePointPublic Portal.

A new login page will open.

Pass valid credentials (User Name and Password) and click on “Log In”button.

After passing valid credentials user will navigate to the correspondingState/UT/PRC/RRC Site.

Steps to Login as State/UT/PRC/RRC Site 13

14Step 1 – Click on the Portal Login link 14

When User click on HMIS Sharing Forum link, a new login window will open.

1. Click here tologin into HMIS

Sharing Forum

15Step 2 – Login Window 15

After passing the valid credentials and clicking on Login Button, user will be directed towards their corresponding workspace.

1. Enter the User Name 2. Enter the

Password

4. Click on Log In Button

3. Enter the Captcha code

16Step 3 – State/UT/PRC/RRC specific workspace (Dashboard View) 161.Logged InUser Name

2. Shared LibraryChart

3. Quota UsageChart

4. Issue/ComplaintLibrary

5. State-PRCLibrary

6. Shared Library

7. Live Connect

9. Notifications

9. DiscussionBoard

10. Search

17

How to Login into the HMIS Portal

Various parts of Dashboard

Topics Learnt 17

18Features of HMIS Portal

How to Personalize the Dashboard

18


Libraries

Registering

Issue s

Discussion

BoardSearch

19

“It’s the way I like it”.

This feature enables the end user to place / organize the content on

their dashboard as per their convenience and liking.

What is Personalization 19

20

Edit the page from Edit button on the top Menu .

Move the web parts as per requirement.

After making the changes save and close the page.

Steps for Dashboard Personalization 20

21Step1 – Edit

When user clicks on Edit Page button then current page will open in editable mode.

1. Click on Edit button on the Top Menu

22Step2 - Move the Web Parts and Save the changes 22

In the above screen we have interchanged the position of Online Chat with Quota Usage Chart

1. Click on Save & Close Button

23

What is Personalization Feature

How to change the position of various items on the dashboard

Topics Learnt 23


How to use Notification feature

24


Libraries

Registering

Issue s

Discussion

BoardSearch

25

Notification is a way of delivering a message to a set of defined recipients.

Notification refers to different Orders, Circulars etc. sent by the ministry.

In the HMIS Portal, the notifications will be sent from National level users

to the State/UT/PRC/RRC Users.

The notification will be displayed on the user’s dashboard on the basis of

date of creation i.e. newly created notification will be displayed first.

State/UT/PRC/RRC level user can only read the notifications sent by

National User.

What is Notification 25

26

Click on any of the notification displayed in the notification section on

the dashboard.

The Notification screen will open in read only mode for

State/UT/PRC/RRC users.

Steps to read the Notifications 26

27Step 1 – Click on Notification on Dashboard 27

Notifications Section

1. Click on theNotification

28 28Step 2 - Notification Open in read only mode…

Title

Body

Sent To

PeriodicityCreated By

Last Modified By

Click here to exit From this windowAttachment if any

Notifications will be available for view for the days mentioned in the periodicity

29

What is Notification

How to read a notification

Topics Learnt 29

30Features of HMIS Portal - Chat 30

Chat Features• How to use online Chat feature• How to Change the Status of the User• How to initiate Chat• How to Add other Online Users in Chat• How to Close the Chat• How to Manage Friends• How to Manage Groups• How to Start Group Chat


Libraries

Registering

Issue s

Discussion

BoardSearch

31Online Chat – Live Connect Features 31

2.Logged In User Name

3. Manage Friends

1. Chat PopupWindow

4. Manage GroupChat

5. Start GroupChat

6. Showing PresenceStatus

7. List of Online Users(Users from the Same State/UT/PRC/RRC)

8. List of Online Friends (Users from other State/UT/PRC/RRC)

32Step 1 – How to change the status 32

1. System will provide the functionality to the user to change their current status. User can select any of the status: Available Busy Not at Desk Not Available

33All other online users and friends. 33

List of all online users from the same State/UT/PRC/RRC

Other online friends

34Step 2 – Initiate Chat 34

1. Click on any user to initiate the chat

35Step 2 – Initiate Chat cntd… 35

1. Logged in User

2. User with whom logged in user is doing chat

3. Text area to type the chat message

4. Click on Send to send the chat message

5. Click Close to close the chat window

36Step 3 – Add other online users in chat 36

1. Click here to add other online users in chat

37Step 3 – Add other online users in chat cntd… 37

List of all other online users available for chat.

1. From here usercan add one or moreonline users for chat

2. Click on Add Selected Member

38 38Step 3 – Add other online users in chat cntd…

1. List of added users in chat

39 39Step 4 – Close the Chat

1. Click Close button to Close the Chat

40Step 5 – How to Manage Friends 40

1. Click here to manageFriends like add other online friends or Remove the friends from existing chat list

41Step 5 – Manage Friends (Add New Friend to chat list) 41

42Step 5 – Manage Friends (Remove Existing Friend from the chat list) 42

1. Select the option “Remove Friends” to remove the existing users from the chat list

2. Select the user whom you wantto remove from the chat list.

3. Click on Remove Selected to remove The Selected users from the chat list

43Step 6 – Manage Groups 43

1. Click here toManage Groups

44Step 6 - Manage Groups (Add New Chat Group) cntd… 44

1. Insert the name by which user wants To Create new group

2. Shows all the usersOf the application.Select any user or multiple users and click on “>>” button

3. Select the Users andClick on “>>” button

4. Selected Users

5. Click on Create Group

45Step 6 – Manage Groups (Remove Existing Group) cntd… 45

1. Select a group

2. Click on Remove button

46Step 6 – Manage Groups (Update Existing Group) cntd… 46

1. Select a group

2. Click on UpdateGroup to add newuser or delete theexisting users inThe chat group.

47Step 6 – Manage Groups (Start Group Chat…) cntd… 47

1. Select a group

2. Click on Start Group Chat.

48Step 7 – Start Group Chat 48

1. Click here To start Group Chat

49Step 7 – Start Group Chat cntd… 49

1. Choose any Existing Group from Select Group Drop down

2. Select at least Two online users tostart Group chat

3. Click on Start Chat

50Step 7 – Start Group Chat cntd… 50

1. Group Name

2. Group Members

3. Chat Initiator

4. user7 and user4Are chat group members

51Step 7 – Start Group Chat (Create New Group) cntd… 51

1. From here User can alsocreate new Group to initiate the chat with other Online users

52

How to use online Chat feature

How to Change the Status of the User

How to initiate Chat

How to Add other Online Users in Chat

How to Close the Chat

How to Manage Friends

How to Manage Groups

How to Start Group Chat

Topics Learnt 52


How to use Document Libraries

•Shared Library

•State/UT/PRC/RRC Specific Library

53


Libraries

Registering

Issue s

Discussion

BoardSearch

54

Document Library is an organized collection of documents under

various Document Categories. The HMIS Portal has following libraries:

Shared Library – As the name suggests, this library is a

shared library between all the users. The States/ PRC users

have read rights on this library.

State/PRC Library – This library is State/UT/PRC/RRC

specific library. The content of this library is specific to users

in same State/UT/PRC/RRC. This library by default contains

Documents like- Facility Master of Specific State

What is Document Library 54

55Graphical Representation of Library… 55

State/PRCLibrary

Quota UsageChart

Total Allotted Quota

Used QuotaBalance Quota

56Steps to read and download documents from Shared Library 56

Click on the document to be read from the Dashboard in Shared library

section.

System will prompt for the opening / saving of the document.

If you want to download the document, select save.

If you want to read the document, select open.

57Step 1 – Click the Document to be downloaded from Shared Library 57

State/UT/PRC/RRCuser can only read or download the documents which has been uploaded by National users.

1. Click on the nameof the document

58 58Step 2 – Save the Document to a local folder from Shared Library

When a user clicks on the name of the document a new pop up window will open. From here user can save or download the document uploaded by National user.

1. Click onSave

59 59

1. Click on Save

Step 3 – Save the Document to a specific folder in local drive

60 60Step 4 – Open the Downloaded Document / Folder

After clicking on Save Button, this window will open. From here user can open the document and also can open the folder containing the downloaded document.

Click here to openthe document.

Click here to openthe folder containing the downloaded document.

Click here to closethe window.

61

State/UT/PRC/RRC users would send request (email etc) to the Administrator

for uploading of a document in their library. Administrator based on the

approval of the required official will then upload the document in the library.

Going ahead the system will also provision for a workflow for approval and uploading

documents i.e. the State/UT/PRC/RRC users will have the right to upload new documents

in this library which will then be routed to the administrator / specified national user for

approval. Once approved the document would be available in the library.

Steps to Upload a document in State-PRC Library 61

62Steps to Upload a document in State-PRC Library 62

Click on the Add document link in the State / PRC Library Section.

System will prompt for selecting the file to be uploaded.

Click on “choose folder” option and select the State Folder.

Provide the Other properties associated with the document like Title of

the Document, Keyword for searching etc.

Click on Save.

63Step -1 Click on the Add document link 63

1. Click on Add Document link.

State –PRC Library

64Step -2 Select the file to be uploaded 64

1. Click on “Choose File” Option

2. Select the File to be uploaded.

3. Click on Open.

65Step -3 Select the file to be uploaded 65

1. Click on “Choose Folder” Option

2. Select the Folder in which the File is to be

uploaded.

3. Click on OK.2. Click on OK.

66Step – 4 Enter the properties associated with the document 66

1. Add Name, Title, Document Category, Enterprise Keyword

2. Click on Save button.

67Document Uploaded 67

Document uploaded Successfully.

68Document Library Features: Sorting and Filtering the records. 68

1. Click on Open Menu a new drop down will open

2. Click here to sort “Type”In Ascending order

3. Click here to sort “Type”In Descending order

4. Choose any of the file type to filter the document library items.

69

How to Read / Download the documents from

document libraries

How to upload a document to the document

library

Topics Learnt 69


How to register an Issue related to HMIS activities

70


Libraries

Registering

Issue s

Discussion

BoardSearch

71

A platform to raise the Issues faced by States/ UTs / RRCs / PRCs related to

HMIS Activities

What is Issue Register 71

State/UT/PRC/RRCUsers Platform to raise issues related to HMIS activities

72

Click on Add New Item in Issues / Complaints section at the dashboard

to register a new issue.

A new screen will open where the user can fill the information like title,

Issue status, priority, Description, comments.

Click on save to register the issue.

The new issue will be added to your issue list. You can view the status

of any issue from the issues/ complaints section on the dashboard.

Steps to register Issue related to HMIS activities 72

73 73Step 1- Register New Issue

1. Click on Add New Item

Issue Complaint Section

74 74Step 2 – Add the information related to issue

When user click on Add New Button a new window will open. From here user can add the properties of the new Issue/Complaint and also assign it to another user.

1. Add Title

2. Select Status By default it is Active for a new issue

3. Select Priority

4. Add Description

75 75Step 3 - Add New Issue

1. Click on Save

76New Issue has been added 76

New Issue/Complaint

77

How to register an issue related to HMIS

Activities and getting its status

Topics Learnt 77


How to use Discussion Board

78


Libraries

Registering

Issue s

Discussion

BoardSearch

79

A forum where the participants share their views

on the topic/subject in the form of posted

messages.

List of the Topics initiated by National user will

be displayed on the dashboard in Discussion

Board Section

Selected State/UT/PRC/RRCuser can reply on the

topic and view the reply of other users as well

What is a Discussion Board 79

80

State/UT/PRC/RRC users can participate in the discussions initiated by

national users. State/UT/PRC/RRC users can reply on discussions by clicking

on reply button placed at the bottom of the discussion board

Select the Topic / Discussion you want to participate in by checking the checkbox in

front of the topic.

System will display it’s details at the bottom

Click on the reply button at the bottom

A new window will open where the user can type in his reply.

Click on save button to send your reply.

User can view the replies by expanding the “+” button available in front of each topic.

Steps to participate in a Discussion 80

81Discussion Board 81

Discussion Board

Reply Button

82Step 1 – Select a discussion you want to participate in 82

1. Select Topic to you to participate in

2. Click on Reply

83Step 2 – New window for entering reply 83

1. Enter Reply

Discussion Initiator Information

2. Click on Save Button

84Step 3 – View the replies 84

1. Click on + button to expand

The Reply Text will appear here

2. Select the reply to view the details

85

How to participate in the Discussion Board

Topics Learnt 85


How to use Search feature

86


Libraries

Registering

Issue s

Discussion

BoardSearch

87

Search is a service for finding any information on the HMIS Portal in any form

like document, text, image etc. The advanced feature let’s the user define

various parameters to narrow down the search criteria for faster and specific

searching. The search option is available at the top right corner of the

dashboard.

Two types of Search available in HMIS Portal are:

Full Text Search – Content Based

Meta Data based Search – Based on Properties

The search results will be based on user rights.

How Search Option works 87

88

Click on the text box for searching the text available at the top right

corner of the dashboard.

Enter Text to search.

Click on search icon to initiate search.

Steps to Search a Document 88

89Step 1 – Click on Search textbox 89

1.Click on SearchTextbox

3. Click on Search button

2. Enter the text for search

90Search Result… (Full Text Search) 90

Search Result

91Step 2 – Click on Advance Search… 91

1. Click on Advance Search

92Advance Search- Based on result Type 92

1. Search based upon language

3. Click on Search2. Search based upon Result Type like Document, PowerPoint Presentation etc.

93Advance Search Result… 93

Search Result

1. Here Result Type = “Documents”

94Advance Search – Meta Data Search 94

1. Search based upon language

2. Select the propertyattached to the document like Title, Author etc. 3. Enter Text to Search

in the Property

4. For addinganother filter

select And /Or Operator

Based upon requirement

5. Click onSearch

95Advance Search: Example 95

Result Type = Excel Document

Filter based upon Name. Where name contains “mmr’

Click on Search Button

96 96Advance Search: Example (Result)

97

How to use Search feature

97Topics Learnt

98

Open HMIS Data Entry Portal

Login With your existing user name password.

Click on Change Password option.

Provide Old Password, New Password .

Click on “Change Password” Button.

Steps to Change Password 98

99Step 1 – Open HMIS Portal and Login 99

1.Provide Credentials

2. Click on Login.

100Step 2 – Click on Change Password Option 100

1.Click on Change Password Option.

101Step 2 – Enter Old , New Passwords 101

1.Enter Old, NewPasswords.

2.Click on Change Password button.

Kindly note the Password policy is the same as that of HMIS.

Thank You

HMIS Augmented HMIS Portal Features - Karnataka - SharePoint... · Augmented HMIS Portal Features...

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