Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2...

4
Quick Reference Guide – Client Upload Dubai Health Authority HASANA Program Quick Reference Guide - Client Upload

Transcript of Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2...

Page 1: Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2 Create Client Profiles (register clients on Hasana) Step 1: Prepare the client

Quick Reference Guide – Client Upload

Dubai Health Authority HASANA Program Quick Reference Guide - Client Upload

Page 2: Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2 Create Client Profiles (register clients on Hasana) Step 1: Prepare the client

Quick Reference Guide – Client Upload

2

Create Client Profiles (register clients on Hasana)

Step 1: Prepare the client upload template with the required information

• Enter the required information for each student on the Data Entry tab of the upload template

• Create a new line for each student

Step 2: Review the client upload template

• Review the template to make sure the information is complete and correct and follows the Hasana rules (for example date of birth format should be yyyy-mm-dd)

Step 3: Select the Upload tab

• Click on the “Upload” tab

• You do not need to enter any data on this tab

Step 4: Save the client upload template as .txt file

• Go to the “File” menu and select “Save As”

• Change the file format to “tab delimited text (.txt)”

• Select the location where you want to save the file

Step 5: Save the text file

• If you get any warning messages, click Ok, Submit or Yes

Step 6: Login to Hasana using your username and password

Page 3: Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2 Create Client Profiles (register clients on Hasana) Step 1: Prepare the client

Quick Reference Guide – Client Upload

3

• Login to Hasana and choose your role correct role (for example: DHA_Immunization_Nurse…)

• Click on the “Immunization” tab

Step 7: Select “Upload Clients”

• Select “Upload Clients” under the Client section

• This will open a new page

Step 8: Choose the mandatory fields

• Check: Emirates ID, Date of Birth and Gender. The system will reject any students who does not have these three fields

• Un-check the validate address and

Parent/Guardian Information

Step 9: Select the text file to upload the list of students

• Scroll down to the “Upload File” section of the page and click on “Browse”

• Select the text file you saved in step 5 (above)

Step 10: Upload the text file to create the students on Hasana

• Notice the name of your file next to the “Browse” button

• Click on Upload

Step 11: Confirm the students were successfully added

• Confirm that the number of clients added matches the number of students included in the upload template

Page 4: Quick Reference Guide – Client Upload Reference Guides...Quick Reference Guide – Client Upload 2 Create Client Profiles (register clients on Hasana) Step 1: Prepare the client

Quick Reference Guide – Client Upload

4

Step 12: Detect any upload errors

• If a client(s) was rejected, Hasana will prepare an error file

• Download the rejection file to understand the error and fix the upload file

Step 13: Understand and re-solve upload errors

• Scroll all the way to the right of the error file to understand the reason(s) for rejection

• Fix the errors in the upload template and re-upload

Upload template required information (example)

Description Example Type

Emirates ID number 784565432223456 15 digits starts with 784

Emirate Dubai Select from list

ID2 Type Student ID Select from list

ID2 123456 Enter value

ID3 Type Passport number Select from list

ID3 2345789 Enter value

Last Name Ali Enter value

First Name Mohammad Enter value

Middle Name Ahmed Enter value (or leave blank

School Board Dubai Private Schools Do not change

School Name Repton school-FZ-LLC Select from list

Gender Male Select from list

Nationality United Arab Emirates Select from list

DOB (yyyy-mm-dd) 2010-02-02 Enter value, follow format

Org ID Do not change

Telephone1 Type Mother's mobile number Select from list

Telephone1 Area Code 55 Enter value

Telephone1 Number 5434581 Enter value

SMS Telephone 1 Yes Select from list

Telephone2 Type Emergency contact Select from list

Telephone2 Area Code 56 Enter value

Telephone2 Number 5434581 Enter value

Email Type Personal Select from list

Email Address [email protected] Enter value