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Creating and Re‐assigning CHAs for eCHIS Kenya

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philip edited this page Sep 12, 2025 · 8 revisions

Creating CHAs

The CHT now supports having single user accounts supervising multiple places. In this guide, we'll show you how to create a CHA who will manage multiple CHUs on a single account

  1. First we will click on + Add which is on the top navigation bar and select Create New under Community Health Unit. You should see the form below. Next fill out the CHA's details

fill cha details

  1. After filling the CHA's details, we will now begin adding the CHUs that they will supervise. Click on the green Add button shown in the image above and you will be presented with a form for filling the CHUs details. Fill in the details and click on the Add button again to save them.

fill another chu

  1. In this example we've filled out the CHU form twice for the CHUs CHU One and CHU Two

list

  1. After you're done, click on Save to go back to the homepage and you'll find the CHA and the two CHUs we want to create for them. From here you can choose to edit the details for the individual CHUs, remove CHUs if added erroneously added and even add more CHUs by clicking on the Add again

homepage

  1. If you choose to Add more CHUs to the CHA, you'll be presented with the initial form where you can add more CHUs. In this example we've added another CHU CHU Three

add chu

  1. After you've confirmed that all the details are correct, click on the upload button to upload the CHA to the instance

homepage again

  1. If you check the instance, you'll find that the CHUs are created and all share the same Primary Contact. You can also confirm this after you download the credentials file where you'll find that the CHA's username and password are the same for all three CHUs

instance

Re-assigning CHAs

Scenario 1: You have a CHA with multiple user accounts for each CHU they supervise but you want the CHA to have one user account for all the CHUs they supervise

Using the previous example, let's assume CHU One, CHU Two and CHU Three had already been created for a CHA and the CHA had 3 user accounts CHA_1 CHA_2 and CHA_3 for each CHU. We now want to have one user account CHA_1 for the three CHUs.

  1. First click on Manage in the top navigation bar and select "Re-assign Community Health Unit". Next we will fill in the form and select CHU Two which is in Machakos.

fill_chu

  1. Next we'll click on the Add button which will add CHU Two to the list below the form, meaning it's ready to be re-assigned

reassign_list

  1. Next we will repeat the process and add CHU Three as well

both_chus

NB: The CHU whose account will be used to supervise the others should not be added to the list; otherwise, it will be disabled and will not appear in the final merged account User interface

  1. From here, we need to go to the ECHIS instance to get a URL Link to the CHA_1 account. We can do this by searching for the CHU One and clicking on their primary contact, in this case Test Cha

search_chu_one

chu_one_contact

  1. Next, copy their URL from the browser and paste it in the user management tool

cha_url_2

link

  1. Lastly click on the Re-assign button and wait for a green success message to show next to the CHU names. If all is successful, CHU One, CHU Two and CHU Three are all supervised by Test Cha on one user account. Click on Done to go back to the homepage.

sucess

  1. Remember: Log in to the eCHIS instance and confirm that the reassigned CHUS are appearing under the CHA account that the CHUs have been assigned under

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