LOGIN AND NAVIGATION IN DATIM September 2017
Training Overview Understand how to log in to DATIM Walkthrough DATIM login criteria Get a valid login for DATIM use during the training - understand the different DATIM login needed for the training Understand how to navigate to Apps in DATIM Learn how to find different applications in DATIM Understand how to navigate the orgunit hierarchy and find a site Appreciate the organization tree setup structure in DATIM Understand how to change the password DATIM Data for Accountability, Transparency, and Impact
What I need to Access DATIM A computer Reliable internet Valid username and password A good browser DATIM Data for Accountability, Transparency, and Impact
Who get access to DATIM PEPFAR Implementing Partner UGS Staff MoH Staff TWG Staff SI Staff Other government staff Etc. DATIM Data for Accountability, Transparency, and Impact
Procedure for getting Access to DATIM Communicate to you supervisor if in need of Access Your supervisor should initiate an email to the concern USG staff stating the reason for the account request The USG staff will approach the DATIM manager to create the account An Email will be sent to your mail with instructions to create your account DATIM Data for Accountability, Transparency, and Impact
initial login screen A splash screen always displays when you access any DATIM instance Click “I Agree” to the terms and conditions of the system prior login DATIM Data for Accountability, Transparency, and Impact
Login Window Key in a valid username and password respectively Then click on sign in DATIM Data for Accountability, Transparency, and Impact
Dashboard Usually the first page when you login is a dashboard But this can be custom set to any other page
Access to Apps from the menu 1 1. click on the “App” icon A list of applications will be displayed for you select the “app” you would like to use Most of the functionality is organized in different Apps in the system. To access these click on the “Apps” symbol on the Top menu bar and a list of Apps that you have access to will appear. Click on any of the Apps to open them. DATIM Data for Accountability, Transparency, and Impact
customize the Apps menu shortcuts 1 Nine apps will be shown at a time in the list. If you want to see more Apps you can click on the “More apps” link at the bottom of the list. That will take you to the full list of Apps. There you can also rearrange the order of the Apps to make sure your nine most useful apps appear in top and are easily accessible. To rearrange the Apps, drag and drop the App icons to the desired position. 1. Nine “Apps” are shown by default To see more “Apps” click on the more Apps tab Drag the “App” Icon to rearrange the app position DATIM Data for Accountability, Transparency, and Impact
Access an App by searching for its name Click on the “App” search box and begin typing the name of the “App” to access i.e. “data ent” A list of all “Apps” beginning with the keyed in letters will be displayed
locating a site in the organization unit hierarchy Go to data Entry App Then locate the Organization hierarchy on the left pane Drill down to the parrot site Or any other site of your choice 1 Go to Data Entry and show how to locate the Parrot Site in Demoland. Explain that all sites are organized in a hierarchy with the admin levels of their specific country. Demoland has the following administrative levels: Country,Region,District So to find “Parrot Site” expand the Animal Region, then expand Bird District and look for the Parrot Site as show in the screenshot here. Click on the site to select it. The selected site will change colour from black to orange. 2
Change your password 1 1. Click on the “profile” icon at the top right corner of the system Then click the ‘”Account ” application 2
Change your password 1. Type the old password 2. Type the new password 3. re-enter the new password 4. Click on Save 1 2 3 4
Discussion, QA and Demo DATIM Data for Accountability, Transparency, and Impact