everything you ever wanted to know about using urs cenk erdil, hmis manager caitlin madevu-matson,...

84
Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Upload: eliana-age

Post on 14-Jan-2016

215 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Everything you ever wanted to know about using URS

Cenk Erdil, HMIS ManagerCaitlin Madevu-Matson, SI Specialist

Strategic Information Unit22 May 2014

Page 2: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Rationale

• You may recall past URS webinars– April 2012

– February 2013

• We are back by popular demand!– Your responses to the SI webinar survey in Nov 2013

• This webinar will be especially useful to – clinical and programmatic staff who do not routinely use URS,

but would like to use the data to answer a variety of questions

• URS is a valuable resource for ALL ICAP teams

Page 3: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Objectives

• Provide a URS refresher on general data use– Basics– Dashboard– Reports Module

• Answer your questions – A compiled list based on a recent survey

Page 4: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Background

• Web-based, Scalable & Flexible• Globally accessible:– http://urs2.icap.columbia.edu

• ICAP’s central data repository• Mainly used for two reasons:–Submit data for routine indicators–General data use

Page 5: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Background

• URS general data use:–Up-to-date ICAP required indicator statistics–Monitoring progress to targets

• Data reported to ICAP-NY, including:–Mostly ICAP-required indicators– Some indicators that are not ICAP-required

Page 6: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Login to URS

A B C

http://urs2.icap.columbia.edu

Page 7: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Forgot Password

Page 8: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Login to URS

A B C

http://urs2.icap.columbia.edu

Page 9: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Register for an Account

Page 10: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Report a Bug / Issue

Page 11: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Report a Bug / Issue

Page 12: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Overall Structure of URS

Page 13: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Overall Structure of URS

Page 14: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard - Definition

Page 15: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard - Tabs

Page 16: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Program Areas

Page 17: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Priority Indicators

Page 18: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard - Targets

Page 19: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Graphs and Tables

A

Page 20: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Graphs and Tables

A

B

Page 21: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Graphs and Tables

Page 22: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

Page 23: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

Page 24: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

Page 25: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

A

Page 26: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

AB

Page 27: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

A CB

Page 28: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filters

CD

AB

Page 29: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example

Page 30: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example

Page 31: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example

Page 32: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example

Page 33: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example 2

Page 34: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Filter Example 2

Page 35: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Priority Indicators

Page 36: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Priority Indicators

Page 37: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Priority Indicators

Page 38: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Priority Indicators

Page 39: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Targets

Page 40: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Dashboard – Targets

Page 41: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports

• Reports: provide users the ability to adapt how data are presented– Query: user-defined questions– Constructed indicator: user-defined calculated

indicators that use formulas

21

Page 42: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – New Query Variables

21

3

4

Funding source: can select all, or subset

Program area: can select all, or subset

Time period: Quarter and year

Indicators: Add or unselect- will be limited by what program areas

are selected in #2

Page 43: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – Add Indicators32 1

Page 44: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – New Query Variables

21

3

4

5

Funding source: can select all, or subset

Program area: can select all, or subset

Time period: Quarter and year

Indicators: Add or unselect- will be limited by what program areas

are selected in #2

Organizations

Page 45: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – Organizations Selection

Page 46: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – New Query Variables

21

3

4

5

Funding source: can select all, or subset

Program area: can select all, or subset

Time period: Quarter and year

Indicators: Add or unselect- will be limited by what program areas

are selected in #2

Organizations

Page 47: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – New Query Options

12

34

Unit status: default is Active, all

Chart type: table or graph- Bar graph can be stacked

Grouping and series- How to show variables

Calculation: default is sum

5 Overall: option to have totals

Page 48: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – Saved Queries

1

Page 49: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Reports – Saved Queries2 3 4 1

Page 50: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Your Questions!

Page 51: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see progress to targets?

• Dashboard

• Use saved query

Page 52: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see progress to targets?

Page 53: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see progress to targets?

Page 54: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I adapt a saved query?

• Changing variables

– Time period changes

– Indicator changes

– Organizational unit changes

• Changing options how data are presented

– Chart type changes

– Grouping or series changes, e.g. in columns/y axis and rows

– Beware, there are 5 types of variables but only 2 can vary in one

table query- the others have to remain constant or will be combined

Page 55: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Page 56: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Column : Organizational Unit / Row : Data

Page 57: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Page 58: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Column : Time Period / Row : Data

Page 59: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Column : Time Period / Row : Organizational Unit

Page 60: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Page 61: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

Column : Time Period / Row : Organizational Unit

Page 62: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

X-axis : Organizational Unit / Series : Data

Page 63: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I track the number of patients on second line regimens?

X-axis : Time Period / Series : Organizational Unit

Page 64: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Page 65: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Page 66: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Page 67: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Page 68: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Column : Program area / Row : Organizational Unit by Region

Page 69: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Column : Time period (Q) / Row : Organizational Unit by Region

Page 70: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Column : Time period (Q) / Row : Program Area

Page 71: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I see how many sites reported in a program area and if it has changed over time?

Page 72: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Where do I go on URS to see what analyses have already been done?

• (not on URS…) Master Slides

– Contain standard graphs and information for all program areas for all

countries supported by ICAP for anyone to use

– Generated every 6 months : June and December

– Available on Data Dissemination Wiki, under Slides

– http://icapdatadissemination.wikischolars.columbia.edu/

– NOTE: need to be invited to join, send your M&E Director or SI

Specialist an email for access!

• (on URS) Dashboards and Saved Queries

Page 73: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Where do I go (on URS) to see what analyses have already been done?

Page 74: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Overall n=854447

Cote d'Ivoire n=5288

Mozambique

n=247857

Tanzania n=136378

Kenya n=256929

Ethiopia n=206507

Kazakhstan n=1488

0%

50%

100%

61% 67% 62% 62% 61% 57%49%

31% 28% 31% 30% 28% 35%51%

5% 7% 7% 11% 8%

Women 15+ Men 15+ Children <15

AGE AND SEX DISTRIBUTION OF PATIENTS ENROLLED IN CARE, BY COUNTRY, AS OF

SEPTEMBER 30, 2013

Perc

ent o

f pat

ient

s

Source: ICAP URS November 2013Notes: Data are only from clinics currently supported and reporting.

Page 75: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Is there a cheat sheet to understand how and where to pull data on the URS?

• Yes! A few useful

resources are

available:

– URS User manual

– This presentation

Page 76: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Is there a cheat sheet for indicators on the URS?

• Reported versus Calculated indicators

• Yes! A few useful resources are available:

– Reporting SOP : describes how reporting at ICAP works

– Import instructions : guide of reported indicators that should

be imported by program area

– Constructed indicators : list of calculated indicators that are

already programmed in URS

Page 77: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Where are the indicator cheat sheet resources?

At any time you are logged in, ICAP M&E Resources is top right

Drop down menu with the latest version available

for download:– Reporting SOP

– Instructions for Import

– Constructed Indicators Constructed IndicatorsMay 2014

Page 78: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How do I use the Import Instructions?

• Excel document organized with one program area per tab

• Headings on each tab are the same

Unique ID to identify indicators

Long description of what is reported

Optional: if sub-categories exist

Required by ICAP?1= yes0= no

Page 79: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How do I use the Constructed Indicators Guide?

• Similar to Import Instructions, all on one tab

• Includes Formulas

Unique ID to identify indicators

Long description of what is reported

Formula used in calculation (URS ID)

Page 80: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Can I get information about viral loads or those suspected of treatment failure on URS?

• No. Neither viral load nor suspected treatment

failure are in the URS aggregate data

– Not ICAP required indicators

– Information about suspected treatment failure

using CD4 analysis is available in Patient Level

Reports (Standard of Care report) that you can

download from URS M&E Resources.

Page 81: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

How can I tell if data are still coming in or are finalized for a quarter?

• URS is a live system

• SI Unit Director sends out

Reporting Milestones each

quarter that states when

data should be finalized

• Usually 1 month after the end of a quarter, you can assume it is final: but it is

always best to reach out to your M&E director or SI Specialist to be sure and

if you have additional questions

Page 82: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

If targets are not available initially do you go back and enter them when available?

• Yes!

• SI Specialists and country M&E teams are responsible

for entering targets

• If you don’t see targets, please reach out to your M&E

staff or the SI Specialist

Page 83: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Summary

• URS2 is widely available for making use of routinely collected program data

• Dashboards are pre-set graphs and tables for quick reference

• Easily create your own reports to view the data you want in tables or graphs

• Resources on how to use URS2 are accessible– E.g. URS User manual, the Reporting SOP and Indicator

guides

• SI Unit and M&E Directors are also available

Page 84: Everything you ever wanted to know about using URS Cenk Erdil, HMIS Manager Caitlin Madevu-Matson, SI Specialist Strategic Information Unit 22 May 2014

Thanks!

Let us know if you have any questions:

Caitlin – [email protected][email protected]