Consolidated guidance on tuberculosis data generation and use: module 1: tuberculosis surveillance: web annex D: reporting of aggregated data and calculation of core indicators: templates and formulae

Web Annex D Reporting of aggregated data and calculation of core indicators: templates and formulae Consolidated guidance on tuberculosis data generation and use Module 1 Tuberculosis surveillance

Web Annex D Reporting of aggregated data and calculation of core indicators: templates and formulae Consolidated guidance on tuberculosis data generation and use Module 1 Tuberculosis surveillance Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Annex D. Reporting of aggregated data and calculation of core indicators: templates and formulae ISBN 978-92-4-008092-8 (electronic version) © World Health Organization 2024 Some rights reserved. This work is available under the Creative Commons Attribution-NonCommercial- ShareAlike 3.0 IGO licence (CC BY-NC-SA 3.0 IGO; https://creativecommons.org/licenses/by-nc-sa/3.0/igo). Under the terms of this licence, you may copy, redistribute and adapt the work for non-commercial purposes, provided the work is appropriately cited, as indicated below. In any use of this work, there should be no suggestion that WHO endorses any specific organization, products or services. The use of the WHO logo is not permitted. If you adapt the work, then you must license your work under the same or equivalent Creative Commons licence. If you create a translation of this work, you should add the following disclaimer along with the suggested citation: “This translation was not created by the World Health Organization (WHO). WHO is not responsible for the content or accuracy of this translation. The original English edition shall be the binding and authentic edition”. Any mediation relating to disputes arising under the licence shall be conducted in accordance with the mediation rules of the World Intellectual Property Organization (http://www.wipo.int/amc/en/mediation/ rules). Suggested citation. Web Annex D. Reporting of aggregated data and calculation of core indicators: templates and formulae. In: Consolidated guidance on tuberculosis data generation and use. Module 1: Tuberculosis surveillance. Geneva: World Health Organization; 2024. Licence: CC BY-NC-SA 3.0 IGO. Cataloguing-in-Publication (CIP) data. CIP data are available at http://apps.who.int/iris. Sales, rights and licensing. To purchase WHO publications, see https://www.who.int/publications/book- orders. To submit requests for commercial use and queries on rights and licensing, see https://www.who.int/ copyright. Third-party materials. If you wish to reuse material from this work that is attributed to a third party, such as tables, figures or images, it is your responsibility to determine whether permission is needed for that reuse and to obtain permission from the copyright holder. The risk of claims resulting from infringement of any third- party-owned component in the work rests solely with the user. General disclaimers. The designations employed and the presentation of the material in this publication do not imply the expression of any opinion whatsoever on the part of WHO concerning the legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of its frontiers or boundaries. Dotted and dashed lines on maps represent approximate border lines for which there may not yet be full agreement. The mention of specific companies or of certain manufacturers’ products does not imply that they are endorsed or recommended by WHO in preference to others of a similar nature that are not mentioned. Errors and omissions excepted, the names of proprietary products are distinguished by initial capital letters. All reasonable precautions have been taken by WHO to verify the information contained in this publication. However, the published material is being distributed without warranty of any kind, either expressed or implied. The responsibility for the interpretation and use of the material lies with the reader. In no event shall WHO be liable for damages arising from its use. This publication forms part of the document entitled Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. It is being made publicly available for transparency purposes and information. Chapter 1. Template for annual reporting of aggregated data in a paper-based surveillance system 1 Chapter 2. Template for quarterly reporting of aggregated data in a paper-based surveillance system 7 Chapter 3. How to calculate the totals required to complete the templates 11 Chapter 4. Additional elements that are recommended, or that may be considered for inclusion, in countries with a case-based digital surveillance system 29 Chapter 5. Calculating indicators from aggregate totals 33 Contents

1Facility name___________________________ Report for calendar year_______ New episodes Re-registered casesc New casesb Recurrent cases Unknown previous treatment history Pulmonary, bacteriologically confirmed REG.1 REG.2 REG.3 REG.8 Pulmonary, clinically diagnosed REG.4 REG.5 REG.6 REG.9 Extrapulmonary, bacteriologically confirmed or clinically diagnosed REG.7 REG.10 Total new episodes REG.11 = REG.1 + REG.2 + REG.3 + REG.4 + REG.5 + REG.6 + REG.7 Total notified REG.12 = REG.1 + REG.2 + REG.3 + REG.4 + REG.5 + REG.6 + REG.7 + REG.8 + REG.9 + REG.10 0–4 5–9 10–14 15–19 20–24 25–34 35–44 45–54 55–64 ≥65 Age unknown/not recorded Female REG.13 REG.14 REG.15 REG.16 REG.17 REG.18 REG.19 REG.20 REG.21 REG.22 REG.23 Male REG.24 REG.25 REG.26 REG.27 REG.28 REG.29 REG.30 REG.31 REG.32 REG.33 REG.34 Totala REG.35 = Sum of REG.13 to REG.34 With documented HIV status REG.36 HIV-positive REG.37 HIV-positive on antiretroviral treatment REG.38 a Include all people diagnosed with TB regardless of whether anti-TB treatment was started or not. Do not include patients transferred in from other facilities. b People diagnosed with TB who have never been treated for TB or have only ever taken TB drugs for less than 1 month. c Treatment after failure, treatment after lost to follow-up or treatment after unknown outcome of most recent anti-TB treatment. a The total should be the same as the total number of new episodes of TB in Block 1 (REG.11). Chapter 1 Template for annual reporting of aggregated data in a paper-based surveillance system Block 1 All people diagnosed with TB diseasea during the calendar year by site of disease, method of diagnosis and previous treatment history (including people diagnosed with drug-resistant TB and people diagnosed with TB but who did not start treatment) Block 2 All people with new episodes of TB (REG.11: see Block 1) by age group and sex Block 3 HIV testing and ART coverage among all people with new episodes of TB (REG.11: see Block 1) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D2 Among those who have never been treated for TB (REG.1) Among those previously treated for TB (recurrent REG.2 + re-registered REG.8) Among those with unknown previous treatment history (REG.3) Total With documented test result for rifampicin DST.1 DST.2 DST.3 DST.4 = DST.1 + DST.2 + DST.3 Resistant to rifampicin (RR-TB) DST.5 DST.6 DST.7 DST.8 = DST.5 + DST.6 + DST.7 No documented test results for bedaquiline Susceptible to bedaquiline Resistant to bedaquiline (XDR-TB) No documented test results for linezolid DST.21 DST.22 DST.23 Susceptible to linezolid DST.24 DST.25 DST.26 Resistant to linezolid (XDR-TB) DST.27 DST.28 DST.29 Total number with XDR-TB DST.30 = DST.23 + DST.26 + DST.27 + DST.28 + DST.29 Among those with a documented test result for rifampicin who have never been treated for TB (DST.1) Susceptible to isoniazid Resistant to isoniazid Susceptible to rifampicin DST.9 DST.10 Resistant to rifampicin DST.11 DST.12 Total tested for both rifampicin and isoniazid DST.13 = DST.9 + DST.10 + DST.11 + DST.12 Among those with a documented test result for rifampicin who are previously treated (DST.2) Susceptible to isoniazid Resistant to isoniazid DST.14 DST.15 DST.16 DST.17 DST.18 = DST.14 + DST.15 + DST.16 + DST.17 RR-TB with documented test result for fluoroquinolones DST.19 RR-TB and resistant to any fluoroquinolones (pre-XDR-TB) DST.20 Block 4 Rifampicin susceptibility testing among people with pulmonary bacteriologically confirmed TB (REG.1, REG.2, REG.3 and REG.8: see Block 1) Block 7 Bedaquiline and/or linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant TB (RR-TB) and fluoroquinolone- resistant TB (pre-XDR-TB) (DST.20: see Block 6) Block 5 Isoniazid susceptibility testing among people with pulmonary bacteriologically confirmed TB who have also had rifampicin susceptibility testing (DST.1 and DST.2: see Block 4) Block 6 Fluoroquinolone susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant TB (RR-TB) (DST.8: see Block 4) 3Chapter 1. Template for annual reporting of aggregated data in a paper-based surveillance system Registered in this facilitya Transferred in to start treatment after registration in another facility Transferred out after registration to start treatment in another facility Net registered in this facility after accounting for transfers Died before treatment started Lost to follow- up before treatment startedb Started on treatment in this facilityc ENR.1a ENR.1b ENR.1c ENR.1 = (ENR.1a + ENR.1b – ENR.1c) ENR.2 ENR.3 ENR.4 = (ENR.1 – ENR.2 – ENR.3) Regimen type appropriate for the person Started on treatment in this facilityd Regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status) ENR.5 Regimens designed to treat rifampicin-susceptible TB (people living with HIV) ENR.5.H Short (≤12 months) regimens designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB) ENR.6 Long (>12 months and ≤24 months) regimens designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB) ENR.7 Include all new TB episodes and all people re-registered for TB, including those with unknown previous treatment history. (The shaded columns are optional, but could be used to help calculate cohort size) a Registered column (ENR.1a) must be equal to sum of Block 1 (REG.12 ). b Includes people who did not start treatment for any reason. c Includes people transferred in to start treatment and excludes those who died, were lost to follow-up or transferred out before the start of treatment. d Sum of (ENR.5 + ENR.6 + ENR.7) must be equal to ENR.4. Block 8 Enrolment on treatment among all registered people diagnosed with TB disease (REG.12: see Block 1) Number started treatment in this facility by regimen type Consolidated guidance on tuberculosis data generation and use. M odule 1. Tuberculosis surveillance. W eb Αnnex D 4 Regimen type appropriate for the person Started treatment in this facilitya Transferred in to continue treatment after starting treatment at another facility Transferred out to continue treatment in another facility after starting treatment in this facility Cohort size after accounting for transfersb Treatment outcomes Treatment successful Treatment failed Died for any reason after starting TB treatment Lost to follow- up after starting TB treatment Not evaluatedCured Treatment completed Regimens designed to treat rifampicin- susceptible TB (irrespective of HIV status)c OUT.1a OUT.1b OUT.1c OUT.1 = (OUT.1a + OUT.1b - OUT.1c) OUT.2 OUT.3 OUT.4 OUT.5 OUT.6 OUT.7 Regimens designed to treat rifampicin- susceptible TB (people living with HIV)c OUT.1a.H OUT.1b.H OUT.1c.H OUT.1.H = (OUT.1a.H + OUT.1b.H - OUT.1c.H) OUT.2.H OUT.3.H OUT.4.H OUT.5.H OUT.6.H OUT.7.H Short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/ XDR-TB)d OUT.8a OUT.8b OUT.8c OUT.8 = (OUT.8a + OUT.8b - OUT.8c) OUT.9 OUT.10 OUT.11 OUT.12 OUT.13 OUT.14 a The numbers registered for each regimen type should match the numbers reported in Block 8 in the previous calendar year (so OUT.1a = ENR.5 in the previous year, Out.1a.H = ENR.5.H in the previous year, OUT.8a = ENR.6 in the previous year). b Add people transferred in to continue treatment after starting at another facility and remove people transferred out to continue treatment at another facility. c Includes people with other resistance patterns (eg isoniazid-resistant TB) with no documented resistant to rifampicin. d Includes people who do not have DST results but are put on treatment regimens for drug-resistant TB; for example contacts of people with confirmed drug-resistant TB. This introduces a major change from previous practice – that is when a person is transferred during treatment then the facility where a person finishes their treatment is the one responsible for reporting the outcome, not the facility where a person started their treatment. Another change is that, unlike the WHO guidance published in 2013, the patient categories include all new TB episodes and all people re-registered for TB, including those with unknown previous treatment history. Comparison with success rates reported under the earlier framework may be difficult, since the rate is likely to be lower when the new definitions are used. (The shaded columns are optional, but could be used to help calculate cohort size) Block 9 Treatment outcomes for people started on a short (≤12 months) treatment regimen one year before the current reporting year 5 Chapter 1. Tem plate for annual reporting of aggregated data in a paper-based surveillance system Regimen type appropriate for the person Started treatment in this facilitya Transferred in to continue treatment after starting treatment at another facility Transferred out to continue treatment in another facility after starting treatment in this facility Cohort size after accounting for transfersb Treatment outcomes Treatment successful Treatment failed Died for any reason after starting TB treatment Lost to follow- up after starting TB treatment Not evaluatedCured Treatment completed Long (>12 months and ≤24 months) regimens designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB)c OUT.15a OUT.15b OUT.15c OUT.15 =(OUT.15a + OUT.15b – OUT.15c) OUT.16 OUT.17 OUT.18 OUT.19 OUT.20 OUT.21 a The numbers registered for each regimen type should match the numbers reported in Block 8 from 2 calendar years ago (so OUT.15a = ENR.7 two years ago). b Add people transferred in to continue treatment after starting at another facility and remove people transferred out to continue treatment at another facility. c Includes people who do not have DST results but are put on treatment regimens for drug-resistant TB; for example contacts of people with confirmed drug-resistant TB. (The shaded columns are optional, but could be used to help calculate cohort size) Block 10 Treatment outcomes for people eligible for a longer (>12 months and ≤24 months) treatment regimen two years before the current reporting year Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D6 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (REG.1, REG.2 and REG.3; see Block 1) SCR.1 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB who were evaluated for TB (disease or infection) SCR.2 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB who started TB preventive treatment in the previous calendar year and who completed treatment TPT.5 The following are elements corresponding to the five additional indicators recommended for reporting and use in countries with case-based digital surveillance systems as well as additional indicators that are options to be considered in countries with case-based digital surveillance systems, as listed in Table 4.7 and Table 4.9 of Chapter 4. These data items could also be collected through periodic surveys based on a random sample of patient records, instead of routine continuous surveillance. Tested using a WHO-recommended rapid diagnostic (WRD) as the initial diagnostic test (regardless of result) REG.39 New episodes of clinically diagnosed pulmonary TB tested using a WRD as the initial diagnostic test REG.40 RR-TB with documented test result for bedaquiline DST.31 RR-TB with documented test result for linezolid DST.32 Diagnostic tests for TB performed using WHO-recommended rapid diagnostics (WRDs) LAB.1 Positive results among the diagnostic tests for TB performed using WRDs LAB.2 Block 3b Testing among all people with new episodes of TB (REG.11: see Block 1) Block 6b Bedaquiline and linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant TB (RR-TB) (DST.8: see Block 4) Block 12 Screening for TB and provision of TB preventive treatment among household contacts of people with a new episode of bacteriologically confirmed pulmonary TB Block 13 Completion of TB preventive treatment for people who started on treatment one year before the current reporting year Block 11 Data from the laboratory information system on testing of people with presumptive TB Aged <5 years All ages Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (REG.1, REG.2 and REG.3; see Block 1) eligible for TB preventive treatment TPT.1 TPT.2 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB started on TB preventive treatment TPT.3 TPT.4 7Chapter 2 Template for quarterly reporting of aggregated data in a paper-based surveillance system Facility name___________ Report for quarter _______ of calendar year ________ New episodes New casesb Recurrent cases Unknown previous treatment history Pulmonary, bacteriologically confirmed REG.1 REG.2 REG.3 Pulmonary, clinically diagnosed REG.4 REG.5 REG.6 Extrapulmonary, bacteriologically confirmed or clinically diagnosed REG.7 Total new episodes REG.11 = REG.1 + REG.2 + REG.3 + REG.4 + REG.5 + REG.6 + REG.7 a Include Include all people diagnosed with TB regardless of whether anti-TB treatment was started or not. Do not include patients transferred in from other facilities. b People diagnosed with TB who have never been treated for TB or have only ever taken TB drugs for less than 1 month. Block 1 All people diagnosed with TB diseasea during the calendar year by site of disease, method of diagnosis and previous treatment history (including people diagnosed with drug-resistant TB and people diagnosed with TB but who did not start treatment) 0–4 5–9 10–14 15–19 20–24 25–34 35–44 45–54 55–64 ≥65 Age unknown/not recorded Female REG.13 REG.14 REG.15 REG.16 REG.17 REG.18 REG.19 REG.20 REG.21 REG.22 REG.23 Male REG.24 REG.25 REG.26 REG.27 REG.28 REG.29 REG.30 REG.31 REG.32 REG.33 REG.34 Totala REG.35 = Sum of REG.13 to REG.34 With documented HIV status REG.36 HIV-positive REG.37 HIV-positive on antiretroviral therapy REG.38 a The total should be the same as the total number of new episodes of TB in Block 1 (REG.11). Block 2 All people with new episodes of TB (REG.11: see Block 1) by age group and sex Block 3 HIV testing and ART coverage among all people with new episodes of TB (REG.11: see Block 1) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D8 With documented test result for rifampicin DST.4 Resistant to rifampicin (RR-TB) DST.8 Block 4 Rifampicin susceptibility testing among people with pulmonary bacteriologically confirmed TB (REG.1, REG.2 and REG.3: see Block 1 and re-registered cases) Block 5 to Block 7 do not apply for quarterly reporting. Registered in this facilitya Transferred in to start treatment after registration in another facility Transferred out after registration to start treatment in another facility Net registered in this facility after accounting for transfers Died before treatment started Lost to follow- up before treatment startedb Started on treatment in this facilityc ENR.1a ENR.1b ENR.1c ENR.1 = (ENR.1a + ENR.1b – ENR.1c) ENR.2 ENR.3 ENR.4 = (ENR.1 – ENR.2 – ENR.3) Regimen type appropriate for the person Started on treatment in this facility Regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status) ENR.5 (The shaded columns are optional, but could be used to help calculate cohort size) a Registered column (ENR.1a) must be equal to sum of Block 1 (REG.11). b Includes people who did not start treatment for any reason. c Includes people transferred in to start treatment and excludes those who died, were lost to follow-up or transferred out before the start of treatment. Block 8 Enrolment on treatment among all people diagnosed with a new episode of TB disease (REG.1 – REG.7: see Block 1) Number started treatment in this facility by regimen type 9 Chapter 2. Tem plate for quarterly reporting of aggregated data in a paper-based surveillance system Regimen type Started treatment in this facilitya Transferred in to continue treatment after starting treatment at another facility Transferred out to continue treatment in another facility after starting treatment in this facility Cohort size b Treatment outcomes Treatment successful Treatment failed Died for any reason after starting TB treatment Lost to follow- up after starting TB treatment Not evaluatedCured Treatment completed Regimens designed to treat rifampicin- susceptible TBc OUT.1a OUT.1b OUT.1c OUT.1 = (OUT.1a + OUT.1b - OUT.1c) OUT.2 OUT.3 OUT.4 OUT.5 OUT.6 OUT.7 a The numbers registered should match the numbers reported in Block 8 for the same quarter in the previous calendar year (so OUT.1a = ENR.5 in the same quarter of the previous year). b Add people transferred in to continue treatment after starting at another facility and remove people transferred out to continue treatment at another facility. c Includes people with other resistance patterns (eg isoniazid-resistant TB) with no documented resistant to rifampicin. This introduces a major change from previous practice – that is when a person is transferred during treatment then the facility where a person finishes their treatment is the one responsible for reporting the outcome, not the facility where a person started their treatment. Another change is that, unlike the WHO guidance published in 2013, the patient categories include all new TB episodes and all people re-registered for TB, including those with unknown previous treatment history. Comparison with success rates reported under the earlier framework may be difficult, since the rate is likely to be lower when the new definitions are used. (The shaded columns are optional, but could be used to help calculate cohort size) Block 9 Treatment outcomes for people started on a short (≤12 months) treatment regimen one year before the current reporting year Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D10 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (REG.1, REG.2 and REG.3; see Block 1) SCR.1 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB who were evaluated for TB (disease or infection) SCR.2 The following are elements corresponding to the five additional indicators recommended for reporting and use in countries with case-based digital surveillance systems, as listed in Table 4.4 of Chapter 4. These data items could also be collected through periodic surveys based on a random sample of patient records, instead of routine continuous surveillance. Tested using a WHO-recommended rapid diagnostic (WRD) as the initial diagnostic test (regardless of result) REG.39 Block 3b Testing among all people with new episodes of TB (REG.1 – REG.7: see Block 1) Block 12 Screening for TB and provision of TB preventive treatment among household contacts of people with bacteriologically confirmed pulmonary TB All ages Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (REG.1, REG.2 and REG.3; see Block 1) eligible for TB preventive treatment TPT.2 Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB started on TB preventive treatment TPT.4 Block 6b does not apply for quarterly reporting. Diagnostic tests for TB performed using WHO-recommended rapid diagnostics (WRDs) LAB.1 Positive results among the diagnostic tests for TB performed using WRDs LAB.2 Block 11 Data from the laboratory information system on testing of people with presumptive TB 11 The tables below show how the totals required to complete the example templates for quarterly and annual reporting can be calculated. These calculations should be automated in a digital case-based surveillance system. The calculations assume there are no missing values in the data items used in the formulae; this should be enforced within the system. In the absence of a digital case-based system, the calculations need to be carried out manually by the people compil- ing the report. This is a difficult and time-consuming task with a high chance of errors being made. Tally sheets can help to simplify the task. Chapter 3 How to calculate the totals required to complete the templates Block 1 All people diagnosed with TB disease during the calendar year by site of disease, method of diagnosis and previous treatment history Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New pulmonary bacteriologically confirmed TB new_pulm_labconf REG.1 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and transfer_in != Y Recurrent pulmonary bacteriologically confirmed TB rec_pulm_labconf REG.2 registered_date in the reporting period and denotifed != Y and tx_history = R and disease_site = P and diagnosis_method = B and transfer_in != Y Pulmonary bacteriologically confirmed TB with unknown treatment history unk_pulm_labconf REG.3 registered_date in the reporting period and denotifed != Y and tx_history = U and disease_site = P and diagnosis_method = B and transfer_in != Y New pulmonary clinically diagnosed TB new_pulm_clindx REG.4 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = C and transfer_in != Y Recurrent pulmonary clinically diagnosed TB rec_pulm_clindx REG.5 registered_date in the reporting period and denotifed != Y and tx_history = R and disease_site = P and diagnosis_method = C and transfer_in != Y Pulmonary clinically diagnosed TB with unknown treatment history unk_pulm_clindx REG.6 registered_date in the reporting period and denotifed != Y and tx_history = U and disease_site = P and diagnosis_method = C and transfer_in != Y Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D12 Block 1 All people diagnosed with TB disease during the calendar year by site of disease, method of diagnosis and previous treatment history (continued) Block 2 All people with new episodes of TB by age group and sex Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New, relapse and previous treatment unknown extrapulmonary TB newrel_ep REG.7 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = E and diagnosis_method = (B or C) and transfer_in != Y Re-registered pulmonary bacteriologically confirmed TB rereg_pulm_labconf REG.8 registered_date in the reporting period and denotifed != Y and tx_history = P and disease_site = P and diagnosis_method = B and transfer_in != Y Re-registered pulmonary clinically diagnosed TB rereg_pulm_clindx REG.9 registered_date in the reporting period and denotifed != Y and tx_history = P and disease_site = P and diagnosis_method = C and transfer_in != Y Extrapulmonary re-registered TB rereg_ep REG.10 registered_date in the reporting period and denotifed != Y and tx_history = P and disease_site = E and diagnosis_method = (B or C) and transfer_in != Y Total new episodes of TB c_newinc REG.11 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and transfer_in != Y Total number of people diagnosed with TB and registered c_notified REG.12 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and transfer_in != Y Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New episodes of TB in females aged 0–4 years newinc_f04 REG.13 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = F and age < 5 and transfer_in != Y New episodes of TB in females aged 5–9 years newinc_f59 REG.14 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = F and age >= 5 and age < 10 and transfer_in != Y Continue with this pattern for females in age groups 10–14, 15–19, 20–24, 25–34, 35–44, 45–54, 55–64, then: 13Chapter 3. How to calculate the totals required to complete the templates Block 2 All people with new episodes of TB by age group and sex (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New episodes of TB in females aged 65 years and over newinc_f65plus REG.22 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = F and age >= 65 and transfer_in != Y New episodes of TB in females with age unknown newinc_fageunk REG.23 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = F and age not filled in and transfer_in != Y New episodes of TB in males aged 0–4 years newinc_m04 REG.24 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = M and age < 5 and transfer_in != Y New episodes of TB in males aged 5–9 years newinc_m59 REG.25 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = M and age >= 5 and age < 10 and transfer_in != Y Continue with this pattern for males in age groups 10–14, 15–19, 20–24, 25–34, 35–44, 45–54, 55–64, then: New episodes of TB in males aged 65 years and over newinc_m65plus REG.33 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = M and age >= 65 and transfer_in != Y New episodes of TB in males with age unknown newinc_mageunk REG.34 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and sex = M and age not filled in and transfer_in != Y Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D14 Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New pulmonary bacteriologically confirmed TB with documented test result for rifampicin new_pulm_ labconf_r_rlt DST.1 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test result for rifampicin ret_pulm_labconf_r_ rlt DST.2 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and transfer_in != Y Pulmonary bacteriologically confirmed TB with unknown previous treatment history and with documented test result for rifampicin unk_pulm_ labconf_r_rlt DST.3 registered_date in the reporting period and denotifed != Y and tx_history = U and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and transfer_in != Y Total pulmonary bacteriologically confirmed TB with documented test result for rifampicin pulm_labconf_r_rlt DST.4 registered_date in the reporting period and denotifed != Y and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and transfer_in != Y Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People with new episodes of TB tested for HIV at the time of TB diagnosis or with known HIV status at the time of TB diagnosis newinc_hivtest REG.36 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and hiv_status = (P or N) and transfer_in != Y People with new episodes of TB that are HIV-positive newinc_hivpos REG.37 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and hiv_status = P and transfer_in != Y People with new episodes of TB that are HIV-positive and that have started or continued on antiretroviral therapy (ART) newinc_hivpos_art REG.38 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and hiv_status = P and (art_date < notified date or art_date within the reporting period) and transfer_in != Y Block 3 Testing among all people with new episodes of TB Block 4 Rifampicin susceptibility testing among people with pulmonary bacteriologically confirmed TB 15Chapter 3. How to calculate the totals required to complete the templates Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: susceptible to rifampicin and susceptible to isoniazid new_pulm_labconf_ rs_hs DST.9 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = S and inh_susceptibility = S and transfer_in != Y New pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: susceptible to rifampicin and resistant to isoniazid new_pulm_labconf_ rs_hr DST.10 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = S and inh_susceptibility = R and transfer_in != Y New pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: resistant to rifampicin and susceptible to isoniazid (RR- TB) new_pulm_labconf_ rr_hs DST.11 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = R and inh_susceptibility = S and transfer_in != Y Block 4 Rifampicin susceptibility testing among people with pulmonary bacteriologically confirmed TB (continued) Block 5 Isoniazid susceptibility testing among people with pulmonary bacteriologically confirmed TB who have also had rifampicin susceptibility testing Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New pulmonary bacteriologically confirmed TB with documented resistance to rifampicin (RR-TB) new_pulm_labconf_ rr DST.5 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = R and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented resistance to rifampicin (RR-TB) ret_pulm_labconf_rr DST.6 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and transfer_in != Y Pulmonary bacteriologically confirmed TB with unknown previous treatment history and with documented resistance to rifampicin (RR-TB) unk_pulm_labconf_ rr DST.7 registered_date in the reporting period and denotifed != Y and tx_history = U and disease_site = P and diagnosis_method = B and rif_susceptibility = R and transfer_in != Y Total pulmonary bacteriologically confirmed TB with documented resistance to rifampicin (RR-TB) pulm_labconf_rr DST.8 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and transfer_in != Y Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D16 Block 5 Isoniazid susceptibility testing among people with pulmonary bacteriologically confirmed TB who have also had rifampicin susceptibility testing (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions New pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: resistant to rifampicin and resistant to isoniazid (MDR-TB) new_pulm_labconf_ rr_hr DST.12 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = R and inh_susceptibility = R and transfer_in != Y New pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: total tested new_pulm_ labconf_r_h_rlt DST.13 registered_date in the reporting period and denotifed != Y and tx_history = N and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and inh_susceptibility = (S or R) and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: susceptible to rifampicin and susceptible to isoniazid ret_pulm_labconf_ rs_hs DST.14 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = S and inh_susceptibility = S and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: susceptible to rifampicin and resistant to isoniazid ret_pulm_labconf_ rs_hr DST.15 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = S and inh_susceptibility = R and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: resistant to rifampicin and susceptible to isoniazid (RR-TB) ret_pulm_labconf_ rr_hs DST.16 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and inh_susceptibility = S and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: resistant to rifampicin and resistant to isoniazid (MDR-TB) ret_pulm_labconf_ rr_hr DST.17 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and inh_susceptibility = R and transfer_in != Y Previously treated pulmonary bacteriologically confirmed TB with documented test results for rifampicin and isoniazid: total tested ret_pulm_ labconf_r_h_rlt DST.18 registered_date in the reporting period and denotifed != Y and tx_history = (R or P) and disease_site = P and diagnosis_method = B and rif_susceptibility = (S or R) and inh_susceptibility = (S or R) and transfer_in != Y 17Chapter 3. How to calculate the totals required to complete the templates Block 6 Fluoroquinolone susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant TB Block 7 Bedaquiline and/or linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB (pre- XDR-TB) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB with no documented susceptibility test result for bedaquiline and no documented susceptibility test result for linezolid pulm_labconf_rr_ fqr_ bdqu_lzdu DST.21 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = U and lzd_susceptibility = U and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB susceptible to bedaquiline and no documented susceptibility test result for linezolid pulm_labconf_rr_ fqr_ bdqs_lzdu DST.22 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = S and lzd_susceptibility = U and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB resistant to bedaquiline and no documented susceptibility test result for linezolid (XDR-TB) pulm_labconf_rr_ fqr_ bdqr_lzdu DST.23 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = R and lzd_susceptibility = U and transfer_in != Y Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Pulmonary bacteriologically confirmed rifampicin-resistant TB with documented test result for susceptibility to fluoroquinolones pulm_labconf_rr_ fq_rlt DST.19 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = (S or R) and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant TB with documented resistance to fluoroquinolones pulm_labconf_rr_fqr DST.20 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and transfer_in != Y Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D18 Block 7 Bedaquiline and/or linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB (pre- XDR-TB) (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB with no documented susceptibility test result for bedaquiline and susceptible to linezolid pulm_labconf_rr_ fqr_ bdqu_lzds DST.24 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = U and lzd_susceptibility = S and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB susceptible to bedaquiline and susceptible to linezolid pulm_labconf_rr_ fqr_ bdqs_lzds DST.25 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = S and lzd_susceptibility = S and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB resistant to bedaquiline and susceptible to linezolid (XDR-TB) pulm_labconf_rr_ fqr_ bdqr_lzds DST.26 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = R and lzd_susceptibility = S and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB with no documented susceptibility test result for bedaquiline and resistant to linezolid (XDR-TB) pulm_labconf_rr_ fqr_ bdqu_lzdr DST.27 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = U and lzd_susceptibility = R and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB susceptible to bedaquiline and resistant to linezolid (XDR-TB) pulm_labconf_rr_ fqr_ bdqs_lzdr DST.28 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = S and lzd_susceptibility = R and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB resistant to bedaquiline and resistant to linezolid (XDR-TB) pulm_labconf_rr_ fqr_ bdqr_lzdr DST.29 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and bdq_susceptibility = R and lzd_susceptibility = R and transfer_in != Y 19Chapter 3. How to calculate the totals required to complete the templates Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered in the reporting facility ENR.1 registered_date in the reporting period and denotifed != Y and (add people transferred in to start treatment at this facility and exclude people transferred out to start treatment in another facility) People registered in the reporting facility who died before treatment started ENR.2 registered_date in the reporting period and denotifed != Y and tx_started = N and notx_reason = died and (add people transferred in to start treatment at this facility and exclude people transferred out to start treatment in another facility) People registered in the reporting facility who were lost to follow-up before treatment started ENR.3 registered_date in the reporting period and denotifed != Y and tx_started = N and notx_reason = lost and (add people transferred in to start treatment at this facility and exclude people transferred out to start treatment in another facility) People who started treatment in the reporting facility ENR.4 registered_date in the reporting period and denotifed != Y and tx_started = Y and tx_start_date = within the reporting period and (add people transferred in to start treatment at this facility and exclude people transferred out to start treatment in another facility) People who started on treatment regimens in the reporting facility designed to treat rifampicin- susceptible TB (irrespective of HIV status) ENR.5 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_start_date = within the reporting period and (exclude those who did not start treatment or transferred out before start of treatment, add any people transferred in before start of treatment) Block 7 Bedaquiline and/or linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant and fluoroquinolone-resistant TB (pre- XDR-TB) (continued) Block 8 Enrolment on treatment among all registered people diagnosed with TB disease Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Total with pulmonary bacteriologically confirmed XDR- TB DST.30 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and fq_susceptibility = R and (bdq_susceptibility = R or lzd_susceptibility = R) and transfer_in != Y Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D20 Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using regimen designed to treat rifampicin-susceptible TB (irrespective of HIV status): cohort size OUT.1 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Block 8 Enrolment on treatment among all registered people diagnosed with TB disease (continued) Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People who started on treatment regimens in the reporting facility designed to treat rifampicin- susceptible TB (people living with HIV) ENR.5.H registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_start_date = within the reporting period and (exclude those who did not start treatment or transferred out before start of treatment, add any people transferred in before start of treatment) People who started on short (≤12 months) treatment regimens in the reporting facility designed to treat rifampicin-resistant TB (RR- TB/MDR-TB/pre-XDR-TB/XDR-TB) ENR.6 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_duration <= 12 and tx_started = Y and tx_start_date = within the reporting period and (exclude those who did not start treatment or transferred out before start of treatment, add any people transferred in before start of treatment) People who started on long (>12 months and ≤24 months) treatment regimens in the reporting facility designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB) ENR.7 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_duration > 12 and tx_duration <= 24 and tx_started = Y and tx_start_date = within the reporting period and (exclude those who did not start treatment or transferred out before start of treatment, add any people transferred in before start of treatment) 21Chapter 3. How to calculate the totals required to complete the templates Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): cured OUT.2 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = B and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = cure and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): treatment completed OUT.3 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = cmplt and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): treatment failed OUT.4 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = fail and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): died for any reason after starting TB treatment OUT.5 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = died and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D22 Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): lost to follow-up after starting TB treatment OUT.6 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = lost and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a regimen designed to treat rifampicin- susceptible TB (irrespective of HIV status): not evaluated OUT.7 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and tx_started = Y and tx_outcome = neval and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: cohort size OUT.1.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: cured OUT.2.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = B and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = cure and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) 23Chapter 3. How to calculate the totals required to complete the templates Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: treatment completed OUT.3.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = cmplt and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: treatment failed OUT.4.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = fail and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: died for any reason after starting TB treatment OUT.5.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = died and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: lost to follow-up after starting TB treatment OUT.6.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = lost and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D24 Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who are living with HIV and started treatment using a regimen designed to treat rifampicin-susceptible TB: not evaluated OUT.7.H registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (S or U) and tx_regimen_type = ds and hiv_status = P and tx_started = Y and tx_outcome = neval and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): cohort size OUT.8 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_duration <= 12 and tx_started = Y and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): cured OUT.9 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = B and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = cure and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): treatment completed OUT.10 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = cmplt and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) 25Chapter 3. How to calculate the totals required to complete the templates Block 9 Treatment outcomes for people who started on a short (≤12 months) treatment regimen one year before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): treatment failed OUT.11 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = fail and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): died for any reason after starting TB treatment OUT.12 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = died and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): lost to follow-up after starting TB treatment OUT.13 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = lost and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a short (≤12 months) regimen designed to treat rifampicin-resistant TB (RR-TB/ MDR-TB/pre-XDR-TB/XDR-TB): not evaluated OUT.14 registered_date 12 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration <= 12 and tx_outcome = neval and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D26 Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB): cohort size OUT.15 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_duration > 12 and tx_duration <= 24 and tx_started = Y and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB): cured OUT.16 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = B and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = cure and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/ pre-XDR-TB/XDR-TB): treatment completed OUT.17 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = cmplt and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Block 10 Treatment outcomes for people who started on a longer (>12 months and ≤24 months) treatment regimen two years before the current reporting year 27Chapter 3. How to calculate the totals required to complete the templates Block 10 Treatment outcomes for people who started on a longer (>12 months and ≤24 months) treatment regimen two years before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB): treatment failed OUT.18 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = fail and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/ pre-XDR-TB/XDR-TB): died for any reason after starting TB treatment OUT.19 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = died and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB): lost to follow-up after starting TB treatment OUT.20 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = lost and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D28 Block 10 Treatment outcomes for people who started on a longer (>12 months and ≤24 months) treatment regimen two years before the current reporting year (continued) Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People registered who started treatment using a long (>12 months and ≤24 months) regimen designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre- XDR-TB/XDR-TB): not evaluated OUT.21 registered_date between 12 and 24 months earlier than the reporting period and denotifed != Y and tx_history = (N or R or U or P) and disease_site = (P or E) and diagnosis_method = (B or C) and rif_susceptibility = (R or U) and tx_regimen_type = rr and tx_started = Y and tx_duration > 12 and tx_duration <= 24 and tx_outcome = neval and (add people transferred in to continue treatment after starting at another facility and exclude people transferred out to continue treatment in another facility after starting at this facility) 29 Chapter 4 Additional elements that are recommended, or that may be considered for inclusion, in countries with a case-based digital surveillance system Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Pulmonary bacteriologically confirmed rifampicin-resistant TB with documented test result for susceptibility to bedaquiline DST.31 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and bdq_susceptibility = (S or R) and transfer_in != Y Pulmonary bacteriologically confirmed rifampicin-resistant TB with documented test result for susceptibility to linezolid DST.32 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or P or U) and disease_site = P and diagnosis_method = B and rif_susceptibility = R and lzd_susceptibility = (S or R) and transfer_in != Y Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions People with new episodes of TB tested using WHO-recommended rapid diagnostics as the initial diagnostic test (regardless of test result) newinc_wrd REG.39 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = (P or E) and diagnosis_method = (B or C) and wrd = Y and transfer_in != Y People with new episodes of clinically diagnosed pulmonary TB tested using WHO-recommended rapid diagnostics as the initial diagnostic test (regardless of test result, noting that by definition a positive result means the person should be classified as having bacteriologically confirmed TB) newinc_pulm_ clindx_wrd REG.40 registered_date in the reporting period and denotifed != Y and tx_history = (N or R or U) and disease_site = P and diagnosis_method = C and wrd = Y and transfer_in != Y Block 3 Testing among all people with new episodes of TB Block 6b Bedaquiline and linezolid susceptibility testing among people with pulmonary bacteriologically confirmed rifampicin-resistant TB (RR-TB) Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D30 Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of people at the specified location matching the following conditions Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB SCR.1 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB evaluated for TB (disease or infection) SCR.2 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.screened = Y Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB aged <5 years eligible for TB preventive treatment TPT.1 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.age < 5 and contact.tpt_eligible = Y Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (all ages) eligible for TB preventive treatment TPT.2 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.tpt_eligible = Y Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB aged <5 years started on TB preventive treatment TPT.3 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.age < 5 and contact.tpt_started = Y Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (all ages) started on TB preventive treatment TPT.4 linked index case (contact.index_id = index.person_id) has: index.registered_date in the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.tpt_started = Y Block 11 Data from the laboratory information system on testing people with presumptive TB This is not covered here as it relates to laboratory information systems. Block 12 Screening for TB and provision of TB preventive treatment among household contacts of people with bacteriologically confirmed pulmonary TB 31Chapter 4. Additional elements that are recommended, or that may be considered for inclusion, in countries with a case-based digital surveillance system Name of reported total Code (verbose) Short code shown in the example annual report template Formula: Sum of cases at the specified location matching the following conditions Household contacts of people with a new episode of bacteriologically confirmed pulmonary TB (all ages) started on TB preventive treatment the previous calendar year and who completed treatment TPT.5 linked index case (contact.index_id = index.person_id) has: index.registered_date 12 months before the reporting period and index.denotifed != Y and index.tx_history = (N or R or U) and index.disease_site = P and index.diagnosis_method = B and contact.tpt_started = Y and contact.tpt_start_date = 12 months before the reporting period and contact.tpt_completed = Y (add people transferred in to continue TPT after starting at another facility and exclude people transferred out to continue TPT in another facility after starting at this facility) Block 13 Completion of TB preventive treatment for people who started on treatment one year before the current reporting year Validation rules: REG.11 = REG.1 + REG.2 + REG.3 + REG.4 + REG.5 + REG.6 + REG.7 REG.12 = REG.1 + REG.2 + REG.3 + REG.4 + REG.5 + REG.6 + REG.7 + REG.8 + REG.9 + REG.10 REG.35 = REG.13 + REG.14 + REG.15 + REG.16 + REG.17 + REG.18 + REG.19 + REG.20 + REG.21 + REG.22 + REG.23 + REG.24 + REG.25 + REG.26 + REG.27 + REG.28 + REG.29 + REG.30 + REG.31 + REG.32 + REG.33 + REG.34 REG.35 ≤ REG.11 REG.36 ≤ REG.11 REG.37 ≤ REG.36 REG.38 ≤ REG.37 DST.1 ≤ REG.1 DST.2 ≤ (REG.2 + REG.8) DST.3 ≤ REG.3 DST.4 = DST.1 + DST.2 + DST.3 DST.5 ≤ DST.1 DST.6 ≤ DST.2 DST.7 ≤ DST.3 DST.8 = DST.5 + DST.6 + DST.7 DST.8 ≤ DST.4 (DST.11+DST.12) ≤ DST.5 DST.13 = DST.9 + DST.10 + DST.11 + DST.12 DST.13 ≤ DST.1 (DST.16+DST.17) ≤ DST.6 DST.18 = DST.14 + DST.15 + DST.16 + DST.17 DST.18 ≤ DST.2 DST.19 ≤ DST.8 DST.20 ≤ DST.19 (DST.21 + DST.22 + DST.23 + DST.24 + DST.25 + DST.26 + DST.27 + DST.28 + DST.29) ≤ DST.20 DST.30 = DST.23 + DST.26 + DST.27 + DST.28 + DST.29 ENR.1a = REG.12 (ENR.5 + ENR.6 + ENR.7) = ENR.4 OUT.1a = ENR.5 from the previous year OUT.1a.H = ENR.5.H from the previous year OUT.8a = ENR.6 from the previous year OUT.15a = ENR.7 from two years previously (OUT.2 + OUT.3 + OUT.4 + OUT.5 + OUT.6 + OUT.7) = OUT.1 (OUT.2.H + OUT.3.H + OUT.4.H + OUT.5.H + OUT.6.H + OUT.7.H) = OUT.1.H (OUT.9 + OUT.10 + OUT.11 + OUT.12 + OUT.13 + OUT.14) = OUT.8 (OUT.16 + OUT.17 + OUT.18 + OUT.19 + OUT.20 + OUT.21) = OUT.15 Optional REG.39 ≤ REG.11 REG.40 ≤ (REG.4 + REG.5 + REG.6) DST.31 ≤ DST.8 DST.32 ≤ DST.8 33 Here are the formulae to calculate the minimum set of indicators listed in Table 4.6 of Chapter 4 using the example annual form: Chapter 5 Calculating indicators from aggregate totals Indicator Formula People diagnosed with TB disease Number of people diagnosed with a new episode of TB REG.11 Notification rate: Number of people diagnosed with a new episode of TB per 100 000 population REG.11 × 100 000 / [population estimate for the area and year, if available] Number of people re-registered for TB treatment REG.8 + REG.9 + REG.10 Bacteriological confirmation: Percentage of people diagnosed with a new episode of pulmonary TB whose disease was bacteriologically confirmed (REG.1. + REG.2. + REG.3.) × 100 / (REG.1. + REG.2. + REG.3. + REG.4 + REG.5 + REG.6.) Rifampicin-resistant TB (RR-TB): Number of people diagnosed with bacteriologically confirmed pulmonary TB that is resistant to rifampicin Total: DST.8 For treatment history = new: DST.5 For treatment history = previously treated: DST.6 Documentation of HIV status: Percentage of people diagnosed with a new episode of TB whose HIV status was documented REG.36 × 100 / REG.11 HIV status: Percentage of people who are HIV-positive, among those with documented HIV status REG.37 × 100 / REG.36 Antiretroviral therapy for people living with HIV: Percentage of people living with HIV diagnosed with a new episode of TB who were on or newly enrolled on antiretroviral therapy REG.38 × 100 / REG.37 Coverage of testing for drug resistance among people with bacteriologically confirmed pulmonary TBa Testing for RR-TB: Percentage of people diagnosed with bacteriologically confirmed pulmonary TB who were tested for rifampicin susceptibility Total: DST.4 x 100 / (REG.1 + REG.2 + REG.3 + REG.8) For treatment history = new: DST.1 × 100 / REG.1 For treatment history = previously treated: DST.2 × 100 / (REG.2 + REG.8) Testing for multi-drug resistant TB (MDR-TB): Percentage of people diagnosed with bacteriologically confirmed pulmonary TB who were tested for susceptibility to both rifampicin and isoniazid For treatment history = new: DST.13 × 100 / REG.1 For treatment history = previously treated: DST.18 × 100 / (REG.2 + REG.8) Testing for isoniazid-resistant rifampicin-susceptible TB (Hr- TB): Percentage of people with documented test results for susceptibility to rifampicin who were tested for susceptibility to isoniazid (DST.13 + DST.18) × 100 / (DST.1 + DST.2) Testing for pre-extensively drug-resistant TB (pre-XDR-TB): Percentage of people with rifampicin-resistant pulmonary TB who were tested for susceptibility to fluoroquinolones DST.19 × 100 / DST.8 Testing for extensively drug-resistant TB (XDR-TB): Percentage of people with pulmonary TB resistant to both rifampicin and fluoroquinolones (pre-XDR-TB) who were tested for susceptibility to bedaquiline and linezolid (DST.25 + DST.26 + DST.28 + DST.29) × 100 / DST.20 Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D34 Indicator Formula Coverage of testing for drug resistance among people with bacteriologically confirmed pulmonary TB (continued) Testing for bedaquiline resistance in pre-extensively drug-resistant TB (pre-XDR-TB): Percentage of people with pulmonary TB resistant to both rifampicin and fluoroquinolones (pre-XDR-TB) who were tested for susceptibility to bedaquiline (DST.22 + DST.23 + DST.25 + DST.26 + DST.28 + DST.29) × 100 / DST.20 Testing for linezolid resistance in pre-extensively drug-resistant TB (pre-XDR-TB): Percentage of people with pulmonary TB resistant to both rifampicin and fluoroquinolones (pre-XDR-TB) who were tested for susceptibility to linezolid (DST.24 + DST.25 + DST.26 + DST.27 + DST.28 + DST.29) × 100 / DST.20 Results from testing for drug resistance among people with bacteriologically confirmed pulmonary TB RR-TB: Percentage of people tested for RR-TB who were resistant to rifampicin Total: DST.8 x 100 / DST.4 For treatment history = new: DST.5 × 100 / DST.1 For treatment history = previously treated: DST.6 × 100 / DST.2 MDR-TB: Percentage of people tested for MDR-TB who had MDR-TB For treatment history = new: DST.12 × 100 / DST.13 For treatment history = previously treated: DST.17 × 100 / DST.18 Hr-TB: Percentage of people tested for Hr-TB who had Hr-TB (DST.10 + DST.15) × 100 / (DST.13 + DST.18) Pre-XDR-TB: Percentage of people tested for pre-XDR-TB who had pre-XDR-TB DST.20 × 100 / DST.19 XDR-TB: Percentage of people tested for XDR-TB who had XDR-TB (DST.26 + DST.28 + DST.29) × 100 / (DST.25 + DST.26 + DST.28 + DST.29) People treated for TB disease Treatment initiation: Percentage of people diagnosed with TB and registered as a TB case who were started on TB treatment ENR.4 × 100 / ENR.1 Treatment initiation: Percentage of people diagnosed with TB and registered as a TB case who died before starting TB treatment ENR.2 × 100 / ENR.1 Treatment initiation: Percentage of people diagnosed with TB and registered as a TB case who were lost to follow-up before starting TB treatment ENR.3 × 100 / ENR.1 Treatment outcome: Percentage of TB patients who were cured out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.2 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.2.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.9 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.16 × 100 / OUT.15 35Chapter 5. Calculating indicators from aggregate totals Indicator Formula People treated for TB disease (continued) Treatment outcome: Percentage of TB patients who completed TB treatment out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.3 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.3.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.10 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.17 × 100 / OUT.15 Treatment outcome: Percentage of TB patients who were successfully treated (cured or who completed TB treatment) out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): (OUT.2+OUT.3) × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): (OUT.2.H+OUT.3H) × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): (OUT.9+OUT.10) × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): (OUT.16+OUT.17) × 100 / OUT.15 Treatment outcome: Percentage of TB patients whose treatment failed out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.4 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.4.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.11 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.18 × 100 / OUT.15 Treatment outcome: Percentage of TB patients who died for any reason after starting TB treatment out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.5 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.5.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.12 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.19 × 100 / OUT.15 Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D36 Indicator Formula People treated for TB disease (continued) Treatment outcome: Percentage of TB patients who were lost to follow-up after starting TB treatment out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.6 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.6.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.13 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.20 × 100 / OUT.15 Treatment outcome: Percentage of TB patients to whom no treatment outcome was assigned, excluding those lost to follow- up, out of those who started TB treatment For regimens designed to treat rifampicin-susceptible TB (irrespective of HIV status): OUT.7 × 100 / OUT.1 For regimens designed to treat rifampicin-susceptible TB (people living with HIV): OUT.7.H × 100 / OUT.1.H For short (≤12 months) regimens designed to treat rifampicin- resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.14 × 100 / OUT.8 For long (>12 months and ≤24 months) regimen designed to treat rifampicin-resistant TB (RR-TB/MDR-TB/pre-XDR-TB/XDR-TB): OUT.21 × 100 / OUT.15 Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case who were cured Note: The denominator for case outcomes is net number registered after adjusting for transfers before and after starting treatment. This is equal to (ENR.1 + OUT.1b – OUT.1c + OUT.8b – OUT.8c + OUT.15b – OUT.15c) This is equivalent to (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.8 are from the report one year ago OUT.15 is from this year’s report And assuming OUT.1a = ENR.5, OUT.8a = ENR.6, OUT.15a = ENR.7 Therefore the percentage of registered TB cases who were cured = (OUT.2 + OUT.9 + OUT.16) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.2, OUT.8, OUT.9 are from the report one year ago OUT.15, OUT.16 is from this year’s report Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case who completed TB treatment (OUT.3 + OUT.10 + OUT.17) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.3, OUT.8 OUT.10 are from the report one year ago OUT.15, OUT.17 are from this year’s report 37Chapter 5. Calculating indicators from aggregate totals Indicator Formula People treated for TB disease (continued) Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case who were successfully treated (cured or who completed TB treatment) (OUT.2 + OUT.3 + OUT.9 + OUT.10 + OUT.16 + OUT.17) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.2, OUT.3, OUT.8, OUT.9, OUT.10 are from the report one year ago OUT.15, OUT.16, OUT.17 are from this year’s report Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case whose treatment failed (OUT.4 + OUT.11 + OUT.18) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.4, OUT.8, OUT.11 are from the report one year ago OUT.15, OUT.18 are from this year’s report Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case who died for any reason before starting, or during the course of, TB treatment (ENR.2 + OUT.5 + OUT.12 + OUT.19) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.2, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.5, OUT.8, OUT.12 are from the report one year ago OUT.15, OUT.19 is from this year’s report Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case who were lost to follow-up before starting or during TB treatment (ENR.3 + OUT.6 + OUT.13 + OUT.20) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.3, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.6, OUT.8, OUT.13 are from the report one year ago OUT.15, OUT.20 is from this year’s report Case outcome: Percentage of the total number of people diagnosed with TB and registered as a TB case to whom no treatment outcome was assigned, excluding those lost to follow- up (OUT.7 + OUT.14 + OUT.21) × 100 / (ENR.1 + OUT.1 – ENR.5 + OUT.8 – ENR.6 + OUT.15 – ENR.7) Where: ENR.1, ENR.5, ENR.6, ENR.7 are from the report two years ago OUT.1, OUT.7, OUT.8, OUT.14 are from the report one year ago OUT.15, OUT.21 is from this year’s report a Only results susceptible or resistant are considered when calculating indicators related to susceptibility testing. Consolidated guidance on tuberculosis data generation and use. Module 1. Tuberculosis surveillance. Web Αnnex D38 Here are the formulae to calculate the set of indicators listed in Table 4.7 and Table 4.9 of Chapter 4, using the example annual form: Indicator Formula People with presumptive TB Number of diagnostic tests for TB performed using molecular WHO-recommended rapid diagnostics LAB.1 Percentage of tests for TB that were positive using molecular WHO-recommended rapid diagnostics LAB.2 × 100 / LAB.1 People diagnosed with TB disease Rapid testing for TB: Percentage of people diagnosed with a new episode of TB who were initially tested with a WHO-recommended rapid diagnostic REG.39 × 100 / REG.11 Percentage of people with a new episode of TB that is clinically diagnosed who had a WHO-recommended rapid diagnostic test result REG.40 × 100 / (REG.4 + REG.5 + REG.6) Testing for bedaquiline resistance in people with rifampicin- resistant TB: Percentage of people with pulmonary TB resistant to rifampicin who were tested for susceptibility to bedaquiline DST.31 × 100 / DST.8 Testing for linezolid resistance in people with rifampicin-resistant TB: Percentage of people with pulmonary TB resistant to rifampicin who were tested for susceptibility to linezolid DST.32 × 100 / DST.8 People treated for TB disease Treatment outcomes disaggregated by age group and sex: Percentage of TB patients in each of the following categories out of those diagnosed with TB, disaggregated by age group and sex: cured; treatment completed; treatment failed; died; lost to follow- up; not evaluated (not applicable to the template annual reporting form shown further above as it would need a very complex and impractical table. This is more suited to digital case-based systems) Contacts of people diagnosed with bacteriologically confirmed TB disease Contact investigation: Percentage of household contacts (or all close contacts) who were evaluated for TB (disease or infection) SCR.2 × 100 / SCR.1 Initiation of TB preventive treatment among contacts: Percentage of household contacts (or all close contacts) who were started on TB preventive treatment, out of those eligible For contacts aged <5 years: TPT.3 × 100 / TPT.1 For contacts of all ages: TPT.4 × 100 / TPT.2 Completion rate for TB preventive treatment among contacts: Percentage of household contacts (or all close contacts) who completed TB preventive treatment TPT.5 × 100 / (TPT.4 from the previous year) 39Chapter 5. Calculating indicators from aggregate totals References 1. Definitions and reporting framework for tuberculosis – 2013 revision: updated December 2014 and January 2020. Geneva: World Health Organization; 2013 (https://apps.who.int/iris/handle/10665/79199). For further information, please contact: Global Tuberculosis Programme World Health Organization 20, Avenue Appia CH-1211 Geneva 27 Switzerland Web site: www.who.int/tb