Here you will find materials to help you use SORMAS-ÖGD, such as adaptations to the server, info on symptom diaries or role assignments. Wenn Sie etwas nicht finden, kontaktieren Sie uns bitte über unsere Supporthotline. Special training materials such as quick reference guides or videos can be found under the Training Materials tab.



The PDF manual including screenshots of the application explains the first steps and basic functions of SORMAS ÖGD.
In doing so, it complements the training courses and training videos and should help to enable a successful start in SORMAS ÖGD.

RKI case definition for SORMAS

SORMAS currently uses the COVID-19 case definitions of the Robert Koch Institute (RKI).
Originally, the WHO case definitions were used; however, since the criteria of the RKI have to be fulfilled for the transmission of the reporting data by the health authorities, these have recently been adapted.
Thus, the migration concept of the RKI case definition categories will be applied from now on.

Symptom diaries

Currently, the SORMAS team is working with many partners on various interfaces to other digital software applications. This includes the symptom diaries SORMAS-SB and Climedo. Together with SORMAS, these are intended to facilitate the tracking of contacts. Once the external security audits and pilots are successfully completed, the symptom diaries will be available to health departments. In our info sheets you will find all essential functions.

Info sheet Symptom diary SORMAS-SB

PDF info sheet for the SORMAS-SB symptom diary.


PDF manual for participants

Info sheet Symptom diary Climedo

PDF info sheet for the Climedo symptom diary.
For more information on the Climedosymptom Diary, please visit the project website SORMAS@DEMIS. (click here)


PDF manual for health offices


Rollout SORMAS-X (activation of interfaces)

Interface descriptions

SORMAS-X rollout project flow

Overview rollout strategy - project flow of SORMAS-X interface activation to SurvNet & Demis

Interface - DEMIS to SORMAS

PDF documentation of the interface from DEMIS to SORMAS.
The description of the DEMIS-SORMAS interface is intended for all public health departments that use SORMAS with interfaces and read laboratory reports into SORMAS via the DEMIS interface.

Introduction SORMAS-X with interfaces

PDF documentation for the SORMAS-X introduction. We recommend that you read this document before rolling out to SORMAS-X with interfaces

Interface - SORMAS to SurvNet

PDF documentation of the interface from SORMAS to SurvNet.
The description of the SORMAS to SurvNet interface is intended for all public health departments that use SORMAS with interfaces and transmit data to SurvNet as a reporting system in accordance with the Infection Protection Act for further reporting to the state agency.

Data cleansing and reconciliation when importing from Survnet to SORMAS

This PDF document describes the data cleansing and matching process when importing from SurvNet to SORMAS.

Interface - SORMAS to SurvNet - Hospitalizations

PDF document with detailed description of the mapping from SORMAS to SurvNet as well as special features in the mapping with hints for recording hospitalizations in SORMAS. This document will be incorporated into the SORMAS to SurvNet interface documentation currently under revision.

Interface - SORMAS to SORMAS (S2S)

PDF documentation of the interface from SORMAS to SORMAS (S2S). The description of the SORMAS to SORMAS interface is intended for all health departments that use SORMAS with interfaces and have activated the S2S interface, allowing them to exchange cases and contacts with other health departments

Data cleansing and matching when importing from Survnet to Sormas

This PDF document describes the data cleansing and matching process when importing from SurvNet to SORMAS.

IfSG - or SurvNet relevant fields visually displayed in SORMAS

This document provides an overview of all IfSG-relevant fields within a case record and in a cluster that are transferred to SurvNet. For this purpose, all fields relevant for transfer are marked in color on screenshots of the SORMAS interface.


Admin Manual

In the admin manual incl. Screenshots will describe the functions that can be performed by Administator:inside in SORMAS. In addition to the first steps, such as creating users and storing infrastructure data, the procedure for importing, exporting, mass processing mode and duplicate detection is described. It complements the administrator training and the training videos and should help to enable a successful start in SORMAS ÖGD.

Entry Module Manual

The current version of the entry module in SORMAS offers users the possibility to collect entries to persons, to convert these entries to cases and to import the German entry declaration (DEA) as .csv files. In the following, this preliminary version will be explained in more detail.

User role concept and notification function in SORMAS

The user role concept offers the possibility to create user roles with specific user rights, to edit them and to export them. The notification function can be used to inform about changes to entities via e-mail and/or SMS.

Standard user roles

The list of standard user roles that cannot be changed by offices is a supplement to the document "User role concept and notification function in SORMAS

Configuration options for SORMAS Server

After installing a SORMAS server, configurations can be customized individually to make SORMAS user-defined.
The configurations in the document stored here are based on German systems and especially the hosting of the server at Fa. Net link tailored.
You can find the general guide on GitHub. (click here)

Import documents

Examples for all imports

A collection of CSV files for test import with fictitious data concerning all possible import situations in SORMAS.

UTF-8 conversion

Conversion table with umlauts and special characters in UTF-8 standard.

Overview mandatory information imports

The file provides you with an overview of the data fields that must be filled in to achieve a successful import.

Example samples test results

The file is an example of how to create multiple samples and test results for the same case.

Import guide

The PDF instruction incl. Screenshots explains how to perform a successful import.

SORMAS in process

Containment safely under control: Optimize workflow with SORMAS

Work sharing and controlled workflow processes have many advantages and can simplify complex workflows. With SORMAS, you can use a basic process model that facilitates a transparent procedure in contact person management based on the division of labor. It has been developed in cooperation with the Health Department of the City of Nuremberg and the TH Nuremberg.

The complex tasks of containment are often handled by changing personnel. Here, a structured procedure based on the flow principle is the best way to divide the work: All tasks are broken down into small, manageable subtasks that can be worked through quickly, step by step. This makes the overall process much more transparent and thus easier to control.

Based on the experience of the Nuremberg Health Department, the Academy for Public Health in cooperation with the City of Nuremberg and the Technical University of Nuremberg has developed a basic process model that you can use with SORMAS. Index and contact persons can be passed from team to team in a continuous workflow. Each team only needs to specialize in a relatively small number of individual tasks. The workflow is controlled consistently via the “tasks” in SORMAS and thus remains traceable at all times. This has the advantage that new employees only have to learn parts of the containment process in detail and can therefore be trained more quickly. In addition, it is possible to see at any time how much needs to be done in which task area, where bottlenecks exist and where personnel may be needed.

The basic process model is visually represented in detailed steps in comprehensive documentation. You can move interactively through the process model and follow each work step click by click in SORMAS.

The health department of the city of Nuremberg has already been using this process since 2020, initially in its own software solution, and then also implemented it in SORMAS in July 2021 with the transfer of the data. Since August 2021, more than 6,500 cases and more than 7,700 KP situations with over 1,500 events have been processed in SORMAS using the flow principle. In the process, more than 45,000 tasks were generated across all sub-steps and processed and monitored by the Nuremberg City Health Department.

The division into detailed work steps is not only suitable for large health offices, but also for the organization of containment in small offices. This makes the complex field of containment more transparent: Efforts and activities are easier to control. The interactive PDFs explain step by step the processes in the individual work steps. They are suitable, for example, for training employees in the individual process teams.

For more details on the history of process development, see the article “Surfing the Health Department – Digital Transformation in Corona Containment,” link:

If you have any questions about the use of SORMAS according to the flow principle, you have the opportunity to address them directly to your colleagues from the Nuremberg Health Department in the weekly SORMAS experience exchange.