Instructions for User Administrators: Creating new ER user accounts

Celeste Scott -


This article describes how to process expenditure reporting (ER) account requests and is relevant for Primary User Administrators and User Administrators only.


What’s New for FY2019 PEPFAR Program Expenditure Reporting?

The United States Government (USG) requires an annual report of expenditures of PEPFAR programs at the end of each fiscal year (1 October–30 September). The purpose of this reporting is to better understand the costs the USG incurs to provide a broad range of HIV services and support and subsequently use this information to improve program planning. It is important that staff are identified to report expenditure data in DATIM prior to the reporting period open date on October 1, 2019.

For more information about what’s new with ER in DATIM, please refer to this article: What’s New for FY2019 PEPFAR Program Expenditure Reporting?

Why do users need a separate account in DATIM for expenditure reporting?

To perform expenditure reporting data entry and approval, all Implementing Partner and Agency Field users will need a DATIM account that only has permissions for ER. Agency HQ users will also need a DATIM account; however, this user type is specific to ER, and thus cannot cross over with other data streams.

There are several reasons for ER-specific accounts, most essentially because a user cannot have different types of user actions configured with different data streams within the same account.  Additionally, the individuals who need to participate in ER may or may not already have roles in other data streams collected in DATIM.

What's new with user administration in DATIM?

With the recent release of DATIM 1.28.e (DHIS2 2.30) the user administration app in DATIM has been updated. Before you begin creating ER user accounts, please consult the following resources:

Send ER user account invitations

  • Navigate to DATIM and the User Administration App.
  • Follow the instructions in the image below for each ER account invitation you wish to send.

Implementing Partner



Agency Field



Agency HQ



This document contains the images above and is downloadable/printable for easy reference:

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