Compilation about Deactivate, Mark as Cancel, Delete TE/TEI or enrollments

[ctejo (Carlos Tejo)]

This is a compilation about each of these “features”, based on documentation and information in the CoP.

Meaning

Deactivate a tracked entity (TE) (previously known as tracked entity instance): Deactivating a TE will cause the TE to become “read-only”. This means you cannot enter data, enrol the TE or edit the TE profile. Technically, the TE field inactive changes to true.

Cancel enrollment. Technically, the enrollment field status changes to CANCELLED. This is affecting only the enrolment in that program, so TE can be re-enrolled in that program or in other programs.

Analytics

Based on CoP, TE is considered for analytics (including PI) even if TE is deactivated (it is not considered if TE or enrolment is deleted).

Implementation in Tracker Capture (old) / Capture (new/web) / Android app

	Tracker Capture (old)	Capture (new/web)	Android app
Delete TE	X	X	X
Delete Enrollment	X	X	X
Deactivate TE	X	planned	No
Mark Enrollment as Cancelled	X	X	X (counterintuitive, it is called “Deactivate”)

Tracker Capture

Documentation (Tracker Capture to Capture Transition Kit)

Capture (web/new)

Android app

Note: The action “Deactivate” does not deactivate the TE but it cancels the enrollment.

Documentation

CoP Sources

Clarification needed - are deactivated TEI enrollments included in Program Indicators?

Hi The user manual is not clear on this topic, partially because the nomenclature is mixed up - the term “deactivated” is used synonymously with “canceled”. For me, “canceled” has a different intuitive meaning than deactivated, but both terms do not clearly convey if the data for all practical purposes are “softDeleted”. When something is softdeleted, it is marked as deleted (and thus excluded from all analysis and reporting) but not physically removed from the database. If you deactivate a T…

Deactivate/Activate tei enrollment in Capture App

Hi, Community. I’m testing the web Capture App and I wanted to ask if there is a way of activating/deactivating a TEI enrollment as we did in tracker-capture through enrollment widget: [image] In Capture App we have this elements in the enrollment widget [image] And I wanted to understand if, for example, “Mark as cancelled” is like deactivate an instance or it is something completely diferent? Or if this deactive/activate feature is being left out the new Capture App? Thanks in advance. …

"Deactivate TEI" (Tracker Capture) available in Capture app?

In the (deprecated) Tracker Capture app we have the possibility to “Deactivate” TEIs and “Activate” TEIs but do not find the same function in the Capture app. Is an equivalent function for “deactivating” and “activating” TEIs available in the Capture app? Thanks for your advice, George

Compilation about Deactivate, Mark as Cancel, Delete TE/TEI or enrollments

Hi @carlos, Sorry for the late reply. Just a clarification about the behavior of the Android app: the action “Deactivate” does not deactivate the TE but it cancels the enrollment. I guess this name is legacy from the old Tracker Capture app, where the action was called “Deactivate” enrollment. So, the missing functionality in Android (according to the list) would be “Deactivate TE”. It is not the roadmap at the moment, but we will take it into account to review it. Regards, Víctor

[vgarciabnz (Victor Garcia)]

Hi @carlos,

Sorry for the late reply. Just a clarification about the behavior of the Android app: the action “Deactivate” does not deactivate the TE but it cancels the enrollment. I guess this name is legacy from the old Tracker Capture app, where the action was called “Deactivate” enrollment.

So, the missing functionality in Android (according to the list) would be “Deactivate TE”. It is not the roadmap at the moment, but we will take it into account to review it.

Regards,

Víctor

[ctejo (Carlos Tejo)]

Hi @vgarciabnz ,

Thanks a lot for the update. I have updated the post, reflecting these new insights.

With this new information, I think that it will be worthy to update the documentation in Program features - DHIS2 Documentation in order to be accurate.

Also, does it make sense to update the wording in the Android app and use the “Mark as cancelled” as in Capture web app?