Administer InteLIS¶
This page maps every task under ADMIN to its guide. It also lists the changes that need agreement before anyone makes them.
Installing, updating and backing up InteLIS are server tasks. They are covered by the installation and maintenance guides.
Where each task is¶
| Menu | Holds | Guide |
|---|---|---|
| Users & Roles → Users, Roles | Logins and what each login can reach | Users and roles |
| Facilities | Health facilities, testing labs, lab targets, signatories | Facilities and testing labs |
| Facilities → Bulk Upload | Many facilities added or updated from one Excel file | Add or update many facilities |
| Facilities → a testing lab → Interface Tool Connections | Connection codes for the Interface Tool | Interface Tool connections |
| Settings → Instruments | Analyzers and how their result files are read | Instruments |
| Test Settings, one tab per test | The dropdown lists on each module's request form | Request form lists |
| Reference Lists → Geographical Divisions, Implementation Partners, Funding Sources | The lists shared by every module | Request form lists |
| Settings → Lab Storage | The lab's freezers and other sample storage | Request form lists |
| Settings → General Configuration | Settings that apply to the whole installation | General configuration |
| Monitoring | Audit trail, activity, page usage, sync, log files | Monitoring and audit |
| Reports | Lab Performance Indicators, Instrument Activity, Sample Referral Network | Monitoring and audit |
Test Settings shows a tab only for the tests the installation runs.
A second administration area, System Admin, sits outside this menu at
/system-admin and has its own login. See
System Admin area.
On a LIS, facilities and lists are read-only
A LIS shows Facilities and the request form lists without add or edit buttons. They are maintained on the STS and reach the LIS when it syncs. Instruments, users and Lab Storage are still maintained on the LIS itself.
Two levels of administrator¶
| Level | Owns |
|---|---|
| Lab administrator | Users, instruments, Interface Tool connections, audit trail lookups |
| National administrator | All of the above, plus roles, facilities, request form lists, General Configuration and Geographical Divisions |
Choose the installation type.
InteLIS enforces the split only through the privileges on each role. The same holds for national staff signed in to the STS.
- Give lab administrators a role without the national-level pages.
- Keep Roles, General Configuration and Geographical Divisions on the national administrator's role only.
Most trouble in the field comes from national-level settings changed by lab-level staff.
Lab staff sign in to the STS with a testing-lab role. InteLIS enforces the split for every such user except those holding the built-in Admin role.
- Expect these five ADMIN pages, and no others: Users, Instruments, Audit Trail, User Activity Log and Log File Viewer. Role privileges decide which of the five appear.
- Send every other change to the national administrator on the STS.
Users and instruments stay limited to the user's own lab. The Audit Trail opens only samples of that lab.
Changes that need agreement¶
Each change below applies to the whole installation the moment it is saved. Setting it back does not undo its effect on records already created.
| Change | Where | Effect |
|---|---|---|
| Sample ID format or prefix | General Configuration, per module | New samples get the new format. Existing samples keep the old one |
| Sample Lock Days, Sample Expiry Days | General Configuration → Global Settings | Decide when a record stops accepting edits |
| Same user can Review and Approve | General Configuration → Global Settings | Lets one person review and approve the same result |
| VL, EID, COVID-19 or TB Auto Approve API Results | General Configuration, per module | Results arriving through the API are approved with no human check |
| Country of Installation | General Configuration → Global Settings | Changes the request form every user sees |
| Training Mode | General Configuration → Global Settings | Marks the installation as practice |
| Role privileges | Users & Roles → Roles | Apply at once to every user holding the role |
| Deleting a list entry | Any Test Settings tab or Reference Lists page | Records that used the entry become unreadable. Set it inactive instead |
| Renaming or removing a province or district | Reference Lists → Geographical Divisions | Facilities under it lose their link, and report filters stop matching |
Rules that hold everywhere¶
- One login per person. The activity log and the tester, reviewer and approver names record whoever was signed in.
- Retire, never delete. An inactive entry leaves the form and stays readable on the records that use it.
- Never give an old login to a new person. The old records stay attached to the old name.
- Change one setting at a time. Check its effect before changing the next.