Record Health Checkups and Measurements
Record Health Checkups and Measurements
Create and manage comprehensive health records for students and faculty, including physical measurements, eye vision details, and medical conditions.
Time: 5–10 minutes Module: OpenEduCat Health Enterprise Permissions: Health User or Health Manager
Prerequisites
- Student or faculty record exists in the system
- Access to OpenEduCat → Health menu
- Health User or Health Manager role assigned
Steps
1. Create a New Health Record
- Navigate to OpenEduCat → Health
- Click New to create a health record
- Select the record type:
- Choose Student and select the student, OR
- Choose Faculty and select the faculty member
The name field auto-populates from the selected person.
2. Enter Physical Measurements
Complete the required measurement fields:
| Field | Action |
|---|---|
| Height | Enter height value (required, must be > 0) |
| Height UOM | Select unit (cm, feet, inches) |
| Weight | Enter weight value (required, must be > 0) |
| Weight UOM | Select unit (kg, lb) |
3. Record Eye Vision Details (If Applicable)
- Check Eyeglasses if the person wears corrective lenses
- When enabled, additional fields appear:
| Field | Options | Description |
|---|---|---|
| Eyeglasses No | Text | Prescription reference number |
| Eye Status | Hyperopia / Myopia / Bifocal | Type of vision correction |
| Eye With Number | Right / Left / Both | Which eye(s) affected |
- Enter prescription values based on eye status:
For Hyperopia (Farsightedness):
| Field | Description |
|---|---|
| Right Eye Hyperopia | Right eye power value |
| Left Eye Hyperopia | Left eye power value |
For Myopia (Nearsightedness):
| Field | Description |
|---|---|
| Right Eye Myopia | Right eye power value |
| Left Eye Myopia | Left eye power value |
4. Document Medical Conditions
In the Other Details section:
| Field | When to Check | Additional Field |
|---|---|---|
| Physical Challenges | Person has physical disability | Add details in Physical Challenges Note |
| Major Diseases | Person has chronic conditions | Add details in Major Diseases Note |
| Regular Checkup | Person requires periodic monitoring | Flags for follow-up tracking |
5. Add Medical History Entries
- Scroll to Checkup Details section
- Click Add a line to record checkup entries
- For each entry, provide:
- Date: When the checkup occurred
- Checkup Detail: Description of the medical event
- Recommendation: Doctor’s recommendations
6. Save and Confirm
- Click Save to store the record in Draft state
- Review all entered information
- Click Confirm to finalize the health record
Once confirmed, the record becomes read-only and visible on the parent portal.
Field Reference
Main Health Record (op.health)
| Field | Technical Name | Type | Required | Description |
|---|---|---|---|---|
| Type | type | Selection | Yes | ’student’ or ‘faculty’ |
| Student | student_id | Many2one | Conditional | Student record (if type=student) |
| Faculty | faculty_id | Many2one | Conditional | Faculty record (if type=faculty) |
| Name | name | Char | Computed | Auto-populated from person |
| Height | height | Float | Yes | Height measurement |
| Weight | weight | Float | Yes | Weight measurement |
| Height UOM | height_uom_id | Many2one | No | Height unit of measure |
| Weight UOM | weight_uom_id | Many2one | No | Weight unit of measure |
| Eyeglasses | eyeglasses | Boolean | No | Wears corrective lenses |
| Eyeglasses No | eyeglasses_no | Char | No | Prescription number |
| Eye Status | eye_status | Selection | No | Hyperopia/Myopia/Bifocal |
| Eye With Number | eye_with_number | Selection | No | Right/Left/Both |
| Physical Challenges | physical_challenges | Boolean | No | Has physical disability |
| Physical Challenges Note | physical_challenges_note | Text | No | Disability details |
| Major Diseases | major_diseases | Boolean | No | Has chronic conditions |
| Major Diseases Note | major_diseases_note | Text | No | Condition details |
| Regular Checkup | regular_checkup | Boolean | No | Requires monitoring |
| State | state | Selection | No | Draft or Confirmed |
| Company | company_id | Many2one | No | Company record |
| Active | active | Boolean | No | Archive flag |
Eye Vision Fields
| Field | Technical Name | Type | Visible When |
|---|---|---|---|
| Right Eye Hyperopia | right_eye_hyperopia | Float | eye_status = ‘hyperopia’ AND eye_with_number in (‘right’, ‘both’) |
| Left Eye Hyperopia | left_eye_hyperopia | Float | eye_status = ‘hyperopia’ AND eye_with_number in (‘left’, ‘both’) |
| Right Eye Myopia | right_eye_myopia | Float | eye_status = ‘myopia’ AND eye_with_number in (‘right’, ‘both’) |
| Left Eye Myopia | left_eye_myopia | Float | eye_status = ‘myopia’ AND eye_with_number in (‘left’, ‘both’) |
State Workflow
┌─────────┐ Confirm ┌───────────┐│ Draft │──────────────▶│ Confirmed │└─────────┘ └───────────┘ ▲ │ │ Set to Draft │ └──────────────────────────┘| State | Description | Allowed Actions |
|---|---|---|
| Draft | Initial state, editable | Edit all fields, Confirm |
| Confirmed | Finalized, read-only | Set to Draft, View on portal |
Accessing Health Records
From Health Menu
Navigate to OpenEduCat → Health to view all records.
From Student Form
- Open a student record
- Click the Health smart button (shows count)
- View or create health records for that student
From Faculty Form
- Open a faculty record
- Click the Health smart button
- View or create health records for that faculty member
Search and Filter Options
Quick Filters
- Archived: Show archived records
Group By Options
| Group | Description |
|---|---|
| Student Name | Group by student |
| Eye Glasses | Group by eyeglass usage |
| Physical Challenge | Group by disability status |
| Major Disease | Group by chronic condition status |
| Regular Checkup | Group by monitoring requirement |
Parent Portal View
Parents can view confirmed health records through the student portal:
Visible Information:
- Height with unit of measure
- Weight with unit of measure
- Eye status (Hyperopia/Myopia/Bifocal)
- Eye prescription values (Right-Left format)
Hidden for Privacy:
- Physical challenges and notes
- Major diseases and notes
- Medical history entries
- Checkup recommendations
- Draft records
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Height/Weight validation error | Value is 0 or negative | Enter positive values |
| Cannot select both student and faculty | Mutual exclusion constraint | Choose only one type |
| Eye fields not showing | Eyeglasses not checked | Enable Eyeglasses checkbox |
| Record not on portal | State is Draft | Confirm the record |
| Cannot edit confirmed record | Read-only when confirmed | Click “Set to Draft” first |
Validation Rules
- Height and Weight: Must be greater than 0
- Student/Faculty: Only one can be selected (enforced by onchange)
- Type consistency: Auto-set based on student/faculty selection
Tips
- Unit consistency: Use consistent UOM across all records for accurate comparisons
- Regular updates: Create new health records periodically rather than editing old ones
- Documentation: Use the Checkup Details section to maintain complete medical history
- Privacy: Sensitive medical conditions are hidden from portal view by design
Related Tasks
Security Notes
| Role | Capabilities |
|---|---|
| Health User | View all, edit own company records, no delete |
| Health Manager | Full CRUD access, cross-company (with permissions) |
Multi-company rules ensure users only see records from their assigned companies.