Introduction

Customizing HIFIS is an ongoing task, as your organizational requirements change and as your staff becomes more familiar with the software. There are some things you can do to ensure you are making the most of the customization features available:

Ask Employees for Feedback

Employees who use the HIFIS software every day will know what can be done to make the software easier to use. Consider asking them to keep track of:

  • fields which are never used;
  • information which is most often missed because it is not a mandatory field;
  • drop-down lists which are too long; and
  • information which is specific to your organization such as funders, referrers and local cities.

Once you have gathered employee feedback, this module will show you how to make the changes to HIFIS.

Pay Special Attention to your Reports

Funders may ask you to keep track of certain statistics and provide specific information on your clientele. HIFIS provides a large number of reports designed to help with this. You can make sure that information is being entered in fields that are needed for these reports in the Mandatory fields section and set the age brackets used in some reports using the Age Brackets function.

Note: If you are an administrator currently focusing on configuring HIFIS for the first time, pay special attention to the following topics:

  • Look-Up Tables
  • Localized Tables
  • New Programs

Scenario

Louise and John, the evening HIFIS administrator, meet to discuss how they are going to work together to make HIFIS easier to use. They decide to create a questionnaire to collect information from the users about how to improve HIFIS.

On the second Tuesday of each month, Louise and John will meet to decide which changes to make and John will make them.

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