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Acknowledgements
Abbreviations
Introduction
Chapter 1. Identifying general requirements
A. Organization
1.1 Is there a functioning TB recording and reporting system in place?
1.2 Who needs to provide overall oversight and participate in decisionmaking related to the adoption, design and implementation of an
electronic recording and reporting system for TB?
B. Scope
1.3 What are the primary objectives of building an electronic recording and reporting system for TB care and control?
1. 4 Who are the users and beneficiaries of the system?
1.5 Which patients will the system cover?
1.6 Which locations will the system cover?
1.7 Will the system be a stand-alone system or will it be integrated with other electronic systems?
1.8 What elements of paper-based recording and reporting should be maintained?
1.9 Is the basic unit of recording clinical data a patient, a case or a group of cases?
1.10 What data items need to be captured?
Chapter 2. Identifying detailed requirements
A. Capabilities
2.1 Who enters data, where and when will data be entered, and how do data flow within the system?
2.2 What data quality assurance processes are required?
2.3 How is feedback provided to system users?
2.4 What standard outputs, reports and other analyses are required?
2.5 What are the data entry screen or interface requirements?
2.6 How will data confidentiality and security be ensured?
B. Resources
2.7 What staffing is required?
2.8 What user support is needed?
2.9 What technical support is needed?
2.10 What level of service availability, response times and contingency planning is required?
2.11 What funding is required for both start-up and routine operations?
2.12 How long will electronic data be retained and will they be archived?
C. Infrastructure
2.13 How is the electronic recording and reporting software made available to users?
2.14 What devices will users need to use the system?
2.15 What database software is required?
2.16 Where will the servers be located?
2.17 What communications networks are needed?
2.18 What are the electrical power needs?
D. Case studies
2.19 Key characteristics of an established system in China and of a system under development in Kenya
Chapter 3. Selecting a solution
3.1 Looking for a solution
3.2 Procurement
3.3 Choosing the solution
3.4 Finalizing the agreement
Chapter 4. Implementing an electronic recording and reporting system
4.1 The general implementation phases
4.2 Planning
4.3 System development and roll-out (including pilot phase, training at field and central level, and scale-up)
4.4 Maintenance (including evolution, monitoring and evaluation)
Annex 1. Development of this document
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