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Elaboration and Content Validity of an instrument on the activities of Community Health Workers

Abstract

Objective

to develop and validate the content and appearance of an instrument to identify activities performed by community health workers in Family Health Strategy.

Method

this is a methodological study composed of three stages: the first was the elaboration of the instrument based on a literature review, the second consisted of content validity by ten expert judges, and the third by apparent validity by the target population. For analysis, the content validity index was calculated.

Results

Initially, the instrument consisted of 45 items arranged in ten dimensions. The experts analyzed and suggested modification of terms and addition and dismemberment of items. All suggestions were accepted, and the final version of the instrument consisted of 60 items. The content validity index was ≥ 0.90 for all items. The instrument covered the activities recommended by ministerial regulations and activities that are outside the scope of action, but which are present in the practice of the community health workers.

Conclusion and implications for practice

The instrument presented satisfactory validity and reflected the reality of the community health workers, and its items are composed of the wide range of activities developed by these professionals.

Keywords:
Community Health Workers; Family Health Strategy; Primary Health Care; Professional Competence; Validity Study

Resumo

Objetivo

elaborar e conduzir a validação de conteúdo e de aparência de um instrumento para identificação das atividades desempenhadas pelos agentes comunitários de saúde na Estratégia Saúde da Família.

Método

trata-se de um estudo metodológico composto por três etapas: a primeira foi a elaboração do instrumento a partir da revisão de literatura; a segunda foi constituída pela validação de conteúdo por 10 juízes experts; e a terceira pela validação aparente pela população-alvo. Para a análise, calculou-se o Índice de Validade de Conteúdo.

Resultados

inicialmente, o instrumento foi composto por 45 itens dispostos em 10 dimensões. Os especialistas analisaram e sugeriram a modificação de termos e o acréscimo e o desmembramento de itens. Todas as sugestões foram acolhidas e a versão final do instrumento foi composta por 60 itens. O Índice de Validade de Conteúdo foi ≥ 0,90 para todos os itens. O instrumento abrangeu as atividades preconizadas pelas normativas ministeriais e pelas atribuições que fogem do escopo de atuação, mas que estão presentes na prática dos profissionais.

Conclusão e implicações para a prática

o instrumento apresentou validade satisfatória e refletiu a realidade do trabalho dos agentes comunitários de saúde, sendo seus itens compostos pela ampla gama de atividades desenvolvidas por esses profissionais.

Palavras-chave:
Agente Comunitário de Saúde; Atenção Primária à Saúde; Competência Profissional; Estratégia Saúde da Família; Estudo de Validação

Resumen

Objetivo

desarrollar y realizar la validación de contenido y la apariencia de un instrumento para la identificación de las actividades realizadas por los agentes comunitarios de salud en la Estrategia de Salud de la Familia.

Método

se trata de un estudio metodológico compuesto por tres etapas: la primera fue la elaboración del instrumento, a partir de una revisión bibliográfica; la segunda consistió en la validación de contenido por 10 jueces expertos y la tercera en validación aparente por parte de la población objetivo. Para el análisis se calculó el Índice de Validez de Contenido.

Resultados

Inicialmente, el instrumento constaba de 45 ítems, ordenados en diez dimensiones. Los expertos analizaron y sugirieron la modificación de los términos y la adición y desmembración de elementos. Todas las sugerencias fueron aceptadas y la versión final del instrumento constó de 60 ítems. El Índice de Validez de Contenido fue ≥ 0,90 para todos los ítems. El instrumento abarcó actividades recomendadas por normas ministeriales y actividades que están fuera del ámbito de actuación, pero que están presentes en la práctica profesional.

Conclusión e implicaciones para la práctica

El instrumento presentó validez satisfactoria y refleja la realidad del trabajo de los agentes comunitarios de salud. Sus ítems están compuestos por la amplia gama de actividades desarrolladas por estos profesionales.

Palabras clave:
Agentes Comunitarios de Salud; Atención Primaria de Salud; Competencia Profesional; Estrategia de Salud de la Familia; Estudio de Validación

INTRODUCTION

Primary health care (PHC) has undergone important transformations in recent years in Brazil, and there is evidence of its positive effects on the health of the Brazilian population and the operationalization of the principles and guidelines of the Unified Health System (SUS).11 Pinto LF, Giovanella L. Do Programa à Estratégia Saúde da Família: expansão do acesso e redução das internações por condições sensíveis à atenção básica (ICSAB). Cien Saude Colet. 2018;23(6):1903-14. http://dx.doi.org/10.1590/1413-81232018236.05592018. PMid:29972498.
http://dx.doi.org/10.1590/1413-812320182...
,22 Macinko J, Mendonça CS. Estratégia Saúde da Família, um forte modelo de Atenção Primária à Saúde que traz resultados. Saúde Debate. 2018;42(1):18-37. http://dx.doi.org/10.1590/0103-11042018s102.
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The organization and development of the PHC are regulated by the National Policy of Primary Health Care (PNAB), which has the Family Health Strategy (FHS) as a priority measure to expand and consolidate Basic Care (BC). Nonetheless, the PNAB has recognized other strategies for organizing Primary Care throughout Brazil.33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...

The 2017 edition of the PNAB introduced significant changes in the organizational and functional dimensions, indicating the flexibility of the organizational modality: the FHS and traditional BC. Additionally, it disclosed changes in the attributions of professionals and the composition of the healthcare team, in addition to the number of community health workers (CHWs),44 Melo EA, Mendonça MHM, Oliveira JR, Andrade GCL. Mudanças na Política Nacional de Atenção Básica: entre retrocessos e desafios. Saúde Debate. 2018;42(1):38-51. http://dx.doi.org/10.1590/0103-11042018s103.
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with the possibility of teams being composed of only one CHW.55 Morosini MVGC, Fonseca AF, Lima LD. Política Nacional de Atenção Básica 2017: retrocessos e riscos para o Sistema Único de Saúde. Saúde Debate. 2018;42(116):11-24. http://dx.doi.org/10.1590/0103-1104201811601.
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Although some authors have considered these changes as a shortcoming, mischaracterization, and regression of PHC,44 Melo EA, Mendonça MHM, Oliveira JR, Andrade GCL. Mudanças na Política Nacional de Atenção Básica: entre retrocessos e desafios. Saúde Debate. 2018;42(1):38-51. http://dx.doi.org/10.1590/0103-11042018s103.
http://dx.doi.org/10.1590/0103-11042018s...

5 Morosini MVGC, Fonseca AF, Lima LD. Política Nacional de Atenção Básica 2017: retrocessos e riscos para o Sistema Único de Saúde. Saúde Debate. 2018;42(116):11-24. http://dx.doi.org/10.1590/0103-1104201811601.
http://dx.doi.org/10.1590/0103-110420181...

6 Silva TL, Soares AN, Lacerda GA, Mesquita JFO, Silveira DC. Política Nacional de Atenção Básica 2017: implicações no trabalho do Agente Comunitário de Saúde. Saúde Debate. 2020;44(124):58-69. http://dx.doi.org/10.1590/0103-1104202012404.
http://dx.doi.org/10.1590/0103-110420201...
-77 Giovanella L, Franco CM, Almeida PF. Política Nacional de Atenção Básica: para onde vamos? Cien Saude Colet. 2020;25(4):1475-82. http://dx.doi.org/10.1590/1413-81232020254.01842020. PMid:32267447.
http://dx.doi.org/10.1590/1413-812320202...
what is observed is an expansion of the FHS, with an 11.6% increase in coverage between 2013 and 2019.88 Giovanella L, Bousquat A, Schenkman S, Almeida PF, Sardinha LMV, Vieira MLFP. Cobertura da Estratégia Saúde da Família no Brasil: o que nos mostram as Pesquisas Nacionais de Saúde 2013 e 2019. Cien Saude Colet. 2021;26(Supl. 1):2543-56. http://dx.doi.org/10.1590/1413-81232021266.1.43952020.
http://dx.doi.org/10.1590/1413-812320212...

Among the members of the FHS team, the work of the CHWs stands out for playing a key role in bringing the community and health service closer together.99 Morosini, MV, Fonseca, AF. Os agentes comunitários na Atenção Primária à Saúde no Brasil: inventário de conquistas e desafios. Saúde Debate. 2018;42(1):261-74. http://dx.doi.org/10.1590/0103-11042018S117.
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These professionals are essential in sharing knowledge between the health team and the community, approaching the disease, daily interactions, recognizing needs, identifying problems, guidance, referrals, follow-up, and carrying out health protection and promotion actions.33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...
,1010 Almeida MCS, Baptista PCP, Silva A. Cargas de trabalho e processo de desgaste em Agentes Comunitários de Saúde. Rev Esc Enferm USP. 2016;50(1):95-100. https://doi.org/10.1590/S0080-623420160000100013. PMid:27007426.
https://doi.org/10.1590/S0080-6234201600...
,1111 Santos FAAS, Sousa LP, Serra MAAO, Rocha FAC. Fatores que influenciam na qualidade de vida dos agentes comunitários de saúde. Acta Paul Enferm. 2016;29(2):191-7. http://dx.doi.org/10.1590/1982-0194201600027.
http://dx.doi.org/10.1590/1982-019420160...

In principle, the CHWs should work in the FHS teams based on the professional competencies established by the PNAB.33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...
Nevertheless, the most recent version of this policy produced changes promoting the de-characterization of the educational nature of the work of these professionals as well as creating an erroneous competition between the preventive and health promotion nature of their work and conducting procedures considered more curative, which had until then been attributed to nursing technicians.66 Silva TL, Soares AN, Lacerda GA, Mesquita JFO, Silveira DC. Política Nacional de Atenção Básica 2017: implicações no trabalho do Agente Comunitário de Saúde. Saúde Debate. 2020;44(124):58-69. http://dx.doi.org/10.1590/0103-1104202012404.
http://dx.doi.org/10.1590/0103-110420201...

Studies have reported the lack of clear delimitations in the CHWs’ attributions, the excess number of functions, bureaucratization, the performance of tasks that go beyond the expected for their function, and the overload of activities.1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
http://dx.doi.org/10.11606/S1518-8787.20...

13 Lopes DMQ, Lunardi Fo WD, Beck CLC, Coelho APF. Cargas de trabalho do Agente Comunitário de Saúde: pesquisa e assistência na perspectiva convergente-assistencial. Texto Contexto Enferm. 2018;27(4):e3850017. http://dx.doi.org/10.1590/0104-07072018003850017.
http://dx.doi.org/10.1590/0104-070720180...
-1414 Alonso CMC, Béguin PD, Pueyo V, Duarte FJCM. Agente comunitário de saúde: um mundo profissional em busca de consolidação. Physis. 2021;31(1):e310129. http://dx.doi.org/10.1590/S0103-73312021310129.
http://dx.doi.org/10.1590/S0103-73312021...
The CHW is seen as a polyvalent worker who, given the lack of definition of the margins of their professional attributions and the idealization of their role, has their scope of action constantly expanded.1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
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One example of the incorporation of new functions was the insertion of the common attributions between CHWs and the endemic disease control agents (ECAs), proposed by the PNAB of 2017.33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...
,55 Morosini MVGC, Fonseca AF, Lima LD. Política Nacional de Atenção Básica 2017: retrocessos e riscos para o Sistema Único de Saúde. Saúde Debate. 2018;42(116):11-24. http://dx.doi.org/10.1590/0103-1104201811601.
http://dx.doi.org/10.1590/0103-110420181...

These facts reveal a need to review the CHWs’ practices and fine-tune their actions, especially to avoid deviation and excess functions.1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
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The wide range of duties CHWs can significantly impact their health and, consequently, the quality of services provided to the community.1515 Krug SBF, Dubow C, Santos AC, Dutra BD, Weigelt LD, Alves LMS. Trabalho, Sofrimento e Adoecimento: a realidade de agentes comunitários de saúde no sul do Brasil. Trab Educ Saúde. 2017;15(3):771-88. http://dx.doi.org/10.1590/1981-7746-sol00078.
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These issues justify the need for an instrument that identifies the activities performed by these workers to contribute to the analysis of their work practice, which can improve their quality of life and work and advance the care offered by PHC.

The functions performed by CHWs have been the subject of research since the beginning of their work in the FHS; nevertheless, no validated instrument has been identified to cover the various dimensions related to the activities performed by this professional.1616 Costa SM, Araújo FF, Martins LV, Nobre LLR, Araújo FM, Rodrigues CAQ. Agente comunitário de saúde: elemento nuclear das ações em saúde. Cien Saude Colet. 2013;7(18):2147-56. http://dx.doi.org/10.1590/S1413-81232013000700030.
http://dx.doi.org/10.1590/S1413-81232013...

17 Barreto ICHC, Pessoa VM, Sousa MFA, Nuto SAS, Freitas RWJF, Ribeiro KG et al. Complexidade e potencialidade do trabalho dos Agentes Comunitários de Saúde no Brasil contemporâneo. Saúde Debate. 2018;42(1):114-29. http://dx.doi.org/10.1590/0103-11042018s108.
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-1818 Garcia ACP, Lima RCD, Gavalote HS, Coelho APS, Vieira ECL, Silva RC et al. Agente Comunitário de Saúde no Espírito Santo: do Perfil às Atividades Desenvolvidas. Trab Educ Saúde. 2017;15(1):283-300. http://dx.doi.org/10.1590/1981-7746-sol00039.
https://doi.org/10.1590/1981-7746-sol000...
Given this scenario, this study sought to fill this gap in the literature to develop and conduct the content and appearance validity of an instrument to identify the activities performed by CHWs in the FHS.

METHODOLOGY

With a methodological nature, this study is part of the project entitled “Work and health conditions of community health workers in northern Minas Gerais: a longitudinal study.” This research stage was developed in Montes Claros, a large city located in northern Minas Gerais State, Brazil. The study was conducted from May to July 2018, in which the proposed instrument was submitted to content validity and apparent validity.

Content validity is largely a matter of judgment involving efforts a priori to analyze each item of the instrument and a posteriori to assess the relevance and understanding of the content.1919 Beck CT, Gable RK. Ensuring content validity: an illustration of the process. J Nurs Meas. 2001;9(2):201-15. http://dx.doi.org/10.1891/1061-3749.9.2.201. PMid:11696942.
http://dx.doi.org/10.1891/1061-3749.9.2....
,2020 Lynn, MR. Determinação e quantificação da validade do conteúdo. Nurs Res. 1986;35:382-5. http://dx.doi.org/10.1097/00006199-198611000-00017.
http://dx.doi.org/10.1097/00006199-19861...
This study focuses on the phases of this process and consists of three stages.

Stage 1 - elaboration of the instrument items

The preparation of the items on the activities performed by CHWs was based on the national guidelines contained in the PNAB,33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...
which is a document that establishes the review of guidelines to organize the BC within SUS and provides the attributions of the professionals of the teams that work in the BC (including CHWs). In addition, a literature review of articles that address the subject was conducted through a search in the Biblioteca Virtual em Saúde [Virtual Health Library] platform by filtering Brazilian articles produced from 2013 and considering the five years before this project, in 2018. For this, the descriptors in health sciences “community health workers,” “family health strategy,” and “professional competence” were used. The articles that presented descriptions and analyses of the activities performed by CHWs were selected. Even though the activities of CHWs arouse interest in the scientific world, there are differences regarding the activities performed and their insertion in the health labor market both in Brazil and other countries.2121 Samudio JLP, Brant LC, Martins ACFDC, Vieira MA, Sampaio CA. Agentes Comunitários De Saúde Na Atenção Primária No Brasil: multiplicidade de atividades e fragilização da formação. Trab Educ Saúde. 2017;15(3):745-69. http://dx.doi.org/10.1590/1981-7746-sol00075.
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Hence, we opted to search for studies in national databases and choose references that addressed the knowledge produced in the literature regarding the activities performed by CHWs in Brazil.

After analyzing the researched material, the main items within the subject were identified for the instrument’s composition. The researchers, who had theoretical and practical experience with the theme, oversaw the document construction process. Forty-five items were elaborated and corresponded to the primary activities performed by CHWs. Afterward, the items were organized by related areas based on the similarity of the activities, and ten dimensions were defined that expressed the functions recommended by the national guidelines, in addition to those that are not provided in these documents but are present in the CHWs’ professional routine, as evidenced by research on the subject.99 Morosini, MV, Fonseca, AF. Os agentes comunitários na Atenção Primária à Saúde no Brasil: inventário de conquistas e desafios. Saúde Debate. 2018;42(1):261-74. http://dx.doi.org/10.1590/0103-11042018S117.
http://dx.doi.org/10.1590/0103-11042018S...
,1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
http://dx.doi.org/10.11606/S1518-8787.20...
,1616 Costa SM, Araújo FF, Martins LV, Nobre LLR, Araújo FM, Rodrigues CAQ. Agente comunitário de saúde: elemento nuclear das ações em saúde. Cien Saude Colet. 2013;7(18):2147-56. http://dx.doi.org/10.1590/S1413-81232013000700030.
http://dx.doi.org/10.1590/S1413-81232013...
,2121 Samudio JLP, Brant LC, Martins ACFDC, Vieira MA, Sampaio CA. Agentes Comunitários De Saúde Na Atenção Primária No Brasil: multiplicidade de atividades e fragilização da formação. Trab Educ Saúde. 2017;15(3):745-69. http://dx.doi.org/10.1590/1981-7746-sol00075.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2222 Riquinho DL, Pellini TV, Ramos DT, Silveira MR, Santos VCF. O cotidiano de trabalho do agente comunitário de saúde: entre a dificuldade e a potência. Trab Educ Saúde. 2018;16(1):163-82. http://dx.doi.org/10.1590/1981-7746-sol00086.
http://dx.doi.org/10.1590/1981-7746-sol0...

The items were designed to explore various activities performed in the reality of CHWs’ work. For all items, clarity and objectivity were valued, choosing an accessible language usually used in the daily life of the ESF. To complete the instrument, a Likert scale was inserted before each item to measure the performance of the activity described: 0 = never; 1 = rarely; 2 = sometimes; 3 = almost always; 4 = always. Additionally, the CHWs were asked to identify how much they agreed with carrying out the activity.

Step 2 - content validity

After its construction, a group of expert judges submitted the instrument for content validity. Content evaluation is essential in developing new measures because it represents the beginning of mechanisms to associate abstract concepts with observable and measurable indicators,2323 Wynd CA, Schmidt B, Schaefer MA. Two quantitative approaches for estimating content validity. West J Nurs Res. 2003;25(5):508-18. http://dx.doi.org/10.1177/0193945903252998. PMid:12955968.
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involving qualitative and quantitative procedures. Qualitative data collected from respondents familiar with a given concept help enrich and extend what is known about the topic, serving as a valuable input source.2424 Tilden VP, Nelson CA, May BA. Use of qualitative methods to enhance content validity. Nurs Res. 1990;39(3):172-5. http://dx.doi.org/10.1097/00006199-199005000-00015. PMid:2342905.
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For quantitative analysis, scale developers provide evidence of content validity by calculating the content validity index (CVI) using item relevance ratings by experts in the subject studied.2525 Polit DF, Beck CT. The content validity index: are you sure you know what’s being reported? Critique and recommendations. Res Nurs Health. 2006;29(5):489-97. http://dx.doi.org/10.1002/nur.20147. PMid:16977646.
http://dx.doi.org/10.1002/nur.20147...

The members of the expert judges’ group were intentionally chosen by snowball sampling, which uses chains of reference, where identified people are asked to indicate new contacts with the desired characteristics.2626 Vinuto J. A amostragem em bola de neve na pesquisa qualitativa: um debate em aberto. Temáticas. 2014;22(44):203-20. http://dx.doi.org/10.20396/tematicas.v22i44.10977.
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The inclusion criteria included having at least a master’s degree, developing research in the area of PHC, and working and/or management experience in the FHS.

Therefore, ten judges were identified to evaluate the instrument; this number is in line with Lynn’s proposal (1986), who advised a minimum of five and a maximum of ten experts participating in this process.2020 Lynn, MR. Determinação e quantificação da validade do conteúdo. Nurs Res. 1986;35:382-5. http://dx.doi.org/10.1097/00006199-198611000-00017.
http://dx.doi.org/10.1097/00006199-19861...

Contact with the experts was established by e-mail. An online evaluation questionnaire was sent via Google Docs®, in addition to the informed consent form and an invitation letter explaining the study proposal. The electronic addresses were accessed by different means, including personal or telephone contact, when they were unavailable in scientific publications.

After the judges agreed to participate, they evaluated the instrument using a specific evaluation questionnaire, which allowed the specialists to analyze each item regarding relevance and semantic quality. Relevance was assessed using a Likert scale: irrelevant, not very relevant, relevant, very relevant. The clarity of each item was rated positively or negatively (yes or no). There was also a space for formulating suggestions regarding the need to add, modify, or remove any item. At the end of the questionnaire, the specialists made a global evaluation of the instrument through an open question, which allowed the discussion and formulation of suggestions for the instrument as a whole. This evaluation and debate process carried out by the judges on the instrument items took place via e-mail in a three-round process. When there was a delay in responding to the instrument analysis, the authors contacted the judges via telephone, whose number was provided in the initial communication with the judges.

The data were entered into an electronic spreadsheet, and the experts’ agreement as to the relevance of the items was checked using the CVI, which was calculated by dividing the number of judges who reviewed the item as relevant or very relevant by the total number of judges. In this study, the CVI value above 0.90 for each item was considered adequate, since the acceptable index of agreement among the members of the expert committee should be at least 0.80, but preferably higher than 0.90.2525 Polit DF, Beck CT. The content validity index: are you sure you know what’s being reported? Critique and recommendations. Res Nurs Health. 2006;29(5):489-97. http://dx.doi.org/10.1002/nur.20147. PMid:16977646.
http://dx.doi.org/10.1002/nur.20147...

Step 3 - apparent validity

After the judges’ evaluation and the proposed adjustments, the instrument was submitted for apparent validity (face validity) by the target population (a group of 15 CHWs). These CHWs comprised the sample of participants for the pilot study of the larger work in which this study is inserted and were randomly selected among those who did not meet the inclusion criteria of the parent project: working as CHWs for over six months and being in active practice.

Apparent validity or face validity allows us to verify if the proposed instrument is apparently adequate to measure what is intended from the point of view of those who will use the instrument. It is not considered a sophisticated or mandatory evaluation, although it is complementary to construct validity and indispensable for later evaluations.2727 Amendola F, Alvarenga MRM, Gaspar JC, Yamashita CH, Oliveira MAC. Validade aparente de um índice de vulnerabilidade das famílias a incapacidade e dependência. Rev Esc Enferm USP. 2011;45(spe2):1736-42. http://dx.doi.org/10.1590/S0080-62342011000800017. PMid:22569664.
http://dx.doi.org/10.1590/S0080-62342011...
In this phase, the intention was to evaluate understanding, clarity, size of the instrument (number of questions), time to complete, and suggestions for improvement. The inclusion of people related to the study population is important and ensures the correction of sentences and terms that are not very clear.2828 Alexandre NM, Coluci MZ. Validade de conteúdo nos processos de construção e adaptação de instrumentos de medidas. Cien Saude Colet. 2011;16(7):3061-8. http://dx.doi.org/10.1590/S1413-81232011000800006. PMid:21808894.
http://dx.doi.org/10.1590/S1413-81232011...
A flowchart of the development and validity process detailing the steps mentioned is illustrated in Figure 1.

Figure 1
- Flowchart of the development and validity steps of the instrument “Identification of the activities performed by CHWs.”

Ethical aspects

This study complies with Resolution no. 466 of 2012, which regulates research involving human beings, and was registered under CAAE no. 80729817.0.0000.5146 and approved by the Research Ethics Committee of the State University of Montes Claros (Unimontes) under opinion no. 2,425,756 on December 8, 2017.

RESULTS

In its preliminary version, the instrument was developed by analyzing the literature on the subject, resulting in 45 items composed of the main activities performed by CHWs. These items were divided into ten dimensions, namely: recognition of the area/population enrolled; health care actions; regulatory process from primary care; information for planning and monitoring of health actions and programs; health surveillance; information systems; management of inputs required for the proper functioning of the basic health unit; procedures; interdisciplinary and teamwork; and other actions, according to local needs.

The judges who evaluated the instrument were composed of 10 experts in the area; they had an average age of 41 years and consisted of seven nurses and three physicians, all with a record of experience and scientific production in the area according to their Lattes curricula. Among these professionals, six had master’s degrees, four had PhDs, five specialized in Family Health Residency, and three had experience in municipal management of Family Health teams.

The final definition of the items occurred after three rounds, in which the specialists evaluated the instrument and suggested the addition of questions and the dismemberment and modification of terms to improve understanding. In the third round, the CVI was equal to or higher than 0.90 in all items, so there was no need for exclusion in this phase. The items added by the judges covered scheduling medical appointments, scheduling dental appointments, scheduling visits for upper-level professionals, monitoring the directly observed treatment (supervised dose) of tuberculosis patients, updating data in the National Health Card; delivering medications and prescriptions at home, performing tasks outside working hours, home visits in uncovered areas, and unit janitorial activities. The terms “vulnerability” and “risk classification” were recommended to be clarified and the expression “health education” be replaced by “collective activity focused on health education.” In the item referring to the activity “update of anthropometric data of children,” the judges proposed to dismember it for the adult, elderly, and pregnant women segments, which was repeated in the item “check the vaccination card.”

All suggestions made by the judges were accepted, and the instrument was increased by 15 items. The version of the instrument with 60 items was forwarded to the experts and reached the acceptable level of agreement (CVI ≥ 0.90).

After this step, the instrument was validated by representatives of the target population in an analysis known as face or apparent validity.2727 Amendola F, Alvarenga MRM, Gaspar JC, Yamashita CH, Oliveira MAC. Validade aparente de um índice de vulnerabilidade das famílias a incapacidade e dependência. Rev Esc Enferm USP. 2011;45(spe2):1736-42. http://dx.doi.org/10.1590/S0080-62342011000800017. PMid:22569664.
http://dx.doi.org/10.1590/S0080-62342011...
For this phase, 15 CHWs from three FHS teams in the city answered the instrument. These CHWs ranged in age from 18 to 41 years old, were predominantly female, and were selected because they did not meet the inclusion criteria of the parent study (at the time of collection, they were in deviation from function, on leave, or had worked in the category for less than six months).

The average time used for filling out the instrument was 15 min, and no difficulties were reported concerning understanding the questions and filling out the instrument. The final version of the instrument and the CVI for each item are listed in Table 1.

Table 1
The instrument used to identify activities performed by CHWs and the content validity index (CVI) of the items.

DISCUSSION

This study developed and performed the content validity and apparent validity of a self-administered instrument composed of 60 items to identify the activities performed by CHWs in FHS teams. Validity generally refers to the degree to which an instrument measures the variable it intends to measure. Among the types of validity, content validity indicates to what extent the instrument has an appropriate sample of items to measure the specific construct and adequately cover its domain.2525 Polit DF, Beck CT. The content validity index: are you sure you know what’s being reported? Critique and recommendations. Res Nurs Health. 2006;29(5):489-97. http://dx.doi.org/10.1002/nur.20147. PMid:16977646.
http://dx.doi.org/10.1002/nur.20147...

The validity process of the instrument, with the participation of experienced judges and scholars in the area, presents an advance and support to the discussions regarding this theme. The instrument can favor the analysis of the activities performed and help conduct a better definition of the CHWs’ scope of work, since the fragilities in the delimitation of the tasks developed by this profession impose contradictions and hinder the professional construction of the CHWs.1414 Alonso CMC, Béguin PD, Pueyo V, Duarte FJCM. Agente comunitário de saúde: um mundo profissional em busca de consolidação. Physis. 2021;31(1):e310129. http://dx.doi.org/10.1590/S0103-73312021310129.
http://dx.doi.org/10.1590/S0103-73312021...

The work of CHWs and their function in the FHS have been extensively researched, with studies showing the complexity of these professionals’ work in PHC. However, there is a lack in the literature of an instrument that has undergone some stage of the validity process to perform this analysis. In the literature search, we found articles on the subject with a qualitative approach99 Morosini, MV, Fonseca, AF. Os agentes comunitários na Atenção Primária à Saúde no Brasil: inventário de conquistas e desafios. Saúde Debate. 2018;42(1):261-74. http://dx.doi.org/10.1590/0103-11042018S117.
http://dx.doi.org/10.1590/0103-11042018S...
,1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
http://dx.doi.org/10.11606/S1518-8787.20...
,1515 Krug SBF, Dubow C, Santos AC, Dutra BD, Weigelt LD, Alves LMS. Trabalho, Sofrimento e Adoecimento: a realidade de agentes comunitários de saúde no sul do Brasil. Trab Educ Saúde. 2017;15(3):771-88. http://dx.doi.org/10.1590/1981-7746-sol00078.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2121 Samudio JLP, Brant LC, Martins ACFDC, Vieira MA, Sampaio CA. Agentes Comunitários De Saúde Na Atenção Primária No Brasil: multiplicidade de atividades e fragilização da formação. Trab Educ Saúde. 2017;15(3):745-69. http://dx.doi.org/10.1590/1981-7746-sol00075.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2222 Riquinho DL, Pellini TV, Ramos DT, Silveira MR, Santos VCF. O cotidiano de trabalho do agente comunitário de saúde: entre a dificuldade e a potência. Trab Educ Saúde. 2018;16(1):163-82. http://dx.doi.org/10.1590/1981-7746-sol00086.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2929 Almeida AM, Machado BR, Silva FMR, Quadros KAN. Dificuldades dos agentes comunitários de saúde na prática diária. Rev Med Minas Gerais [periódico na internet]. 2016; [citado 2018 maio 15];26:e1800. Disponível em: http://www.rmmg.org/artigo/detalhes/2081
http://www.rmmg.org/artigo/detalhes/2081...
,3030 Justo CMP, Gomes MHA, Silveira C. Limites e imposições dos instrumentos de controle do trabalho de agentes comunitários de saúde da Estratégia Saúde da Família. Saude Soc. 2015;24(2):594-606. http://dx.doi.org/10.1590/S0104-12902015000200016.
http://dx.doi.org/10.1590/S0104-12902015...
and non-validated questionnaires built from observational studies.1616 Costa SM, Araújo FF, Martins LV, Nobre LLR, Araújo FM, Rodrigues CAQ. Agente comunitário de saúde: elemento nuclear das ações em saúde. Cien Saude Colet. 2013;7(18):2147-56. http://dx.doi.org/10.1590/S1413-81232013000700030.
http://dx.doi.org/10.1590/S1413-81232013...

17 Barreto ICHC, Pessoa VM, Sousa MFA, Nuto SAS, Freitas RWJF, Ribeiro KG et al. Complexidade e potencialidade do trabalho dos Agentes Comunitários de Saúde no Brasil contemporâneo. Saúde Debate. 2018;42(1):114-29. http://dx.doi.org/10.1590/0103-11042018s108.
http://dx.doi.org/10.1590/0103-11042018s...
-1818 Garcia ACP, Lima RCD, Gavalote HS, Coelho APS, Vieira ECL, Silva RC et al. Agente Comunitário de Saúde no Espírito Santo: do Perfil às Atividades Desenvolvidas. Trab Educ Saúde. 2017;15(1):283-300. http://dx.doi.org/10.1590/1981-7746-sol00039.
https://doi.org/10.1590/1981-7746-sol000...

The content validity comprises the psychometric analysis feasible for studies of this nature, where the objective is not the reduction of factors or dimensions but a positive and suitable qualitative evaluation of the expressed content, an important phase in the development of instruments in the health area.2828 Alexandre NM, Coluci MZ. Validade de conteúdo nos processos de construção e adaptação de instrumentos de medidas. Cien Saude Colet. 2011;16(7):3061-8. http://dx.doi.org/10.1590/S1413-81232011000800006. PMid:21808894.
http://dx.doi.org/10.1590/S1413-81232011...

In the content validity of the proposed instrument, the judges made constructive criticism and suggestions and evaluated the relevance of the questions and the clarity of the statements. This was a very important stage because, based on the adjustments suggested by those who had expertise in the area, the quality of the instrument could be improved to adapt and enhance the questions to the target audience. Among the items added by the judges, aspects that were not foreseen in the federal norms were highlighted, and administrative and bureaucratic activities were inserted that are not part of the professional competence despite being ordinarily added to the CHWs’ activities.

There was a broad discussion about the need to insert activities outside the scope of work of CHWs. As these activities are observed in the daily practice of these professionals, besides being identified by some studies,1212 Alonso CMC, Béguin PD, Duarte FJCM. Trabalho dos agentes comunitários de saúde na Estratégia Saúde da Família: metassíntese. Rev Saude Publica. 2018;52(14):1-13. http://dx.doi.org/10.11606/S1518-8787.2018052000395. PMid:29489997.
http://dx.doi.org/10.11606/S1518-8787.20...
,2121 Samudio JLP, Brant LC, Martins ACFDC, Vieira MA, Sampaio CA. Agentes Comunitários De Saúde Na Atenção Primária No Brasil: multiplicidade de atividades e fragilização da formação. Trab Educ Saúde. 2017;15(3):745-69. http://dx.doi.org/10.1590/1981-7746-sol00075.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2222 Riquinho DL, Pellini TV, Ramos DT, Silveira MR, Santos VCF. O cotidiano de trabalho do agente comunitário de saúde: entre a dificuldade e a potência. Trab Educ Saúde. 2018;16(1):163-82. http://dx.doi.org/10.1590/1981-7746-sol00086.
http://dx.doi.org/10.1590/1981-7746-sol0...
,2929 Almeida AM, Machado BR, Silva FMR, Quadros KAN. Dificuldades dos agentes comunitários de saúde na prática diária. Rev Med Minas Gerais [periódico na internet]. 2016; [citado 2018 maio 15];26:e1800. Disponível em: http://www.rmmg.org/artigo/detalhes/2081
http://www.rmmg.org/artigo/detalhes/2081...
,3030 Justo CMP, Gomes MHA, Silveira C. Limites e imposições dos instrumentos de controle do trabalho de agentes comunitários de saúde da Estratégia Saúde da Família. Saude Soc. 2015;24(2):594-606. http://dx.doi.org/10.1590/S0104-12902015000200016.
http://dx.doi.org/10.1590/S0104-12902015...
the judges decided to keep these items and added others with this characteristic. This inclusion relied on the experience that the members of the expert committee had in the area.

Another decisive factor for incorporating activities that exceed the duties of the CHWs in the instrument is that they generate work overload and can cause illness and suffering for these professionals.1313 Lopes DMQ, Lunardi Fo WD, Beck CLC, Coelho APF. Cargas de trabalho do Agente Comunitário de Saúde: pesquisa e assistência na perspectiva convergente-assistencial. Texto Contexto Enferm. 2018;27(4):e3850017. http://dx.doi.org/10.1590/0104-07072018003850017.
http://dx.doi.org/10.1590/0104-070720180...
,1515 Krug SBF, Dubow C, Santos AC, Dutra BD, Weigelt LD, Alves LMS. Trabalho, Sofrimento e Adoecimento: a realidade de agentes comunitários de saúde no sul do Brasil. Trab Educ Saúde. 2017;15(3):771-88. http://dx.doi.org/10.1590/1981-7746-sol00078.
http://dx.doi.org/10.1590/1981-7746-sol0...
The performance of these activities shows a lack of clarity and limits in the activities performed by the CHWs, which mischaracterizes their work, generating distortions and a lack of definition of their role.2222 Riquinho DL, Pellini TV, Ramos DT, Silveira MR, Santos VCF. O cotidiano de trabalho do agente comunitário de saúde: entre a dificuldade e a potência. Trab Educ Saúde. 2018;16(1):163-82. http://dx.doi.org/10.1590/1981-7746-sol00086.
http://dx.doi.org/10.1590/1981-7746-sol0...
The consequence of this process is demotivation, one of the primary difficulties experienced daily by CHWs, since they feel unhappy and cannot see that the objective of their work is being fulfilled.2929 Almeida AM, Machado BR, Silva FMR, Quadros KAN. Dificuldades dos agentes comunitários de saúde na prática diária. Rev Med Minas Gerais [periódico na internet]. 2016; [citado 2018 maio 15];26:e1800. Disponível em: http://www.rmmg.org/artigo/detalhes/2081
http://www.rmmg.org/artigo/detalhes/2081...

The third edition of the PNAB, published in 2017 and in force at the time of this study, updates and indicates the attributions of PHC professionals, including CHWs. However, this document disclosed that the professionals may exercise their duties in Primary Care Teams or Family Health Teams according to local priorities determined by the managers. In addition to this possibility of adding other activities provided for by the PNAB,33 Portaria nº 2.436, de 21 de setembro de 2017 (BR). Aprova a Política Nacional de Atenção Básica, estabelecendo a revisão de diretrizes para a organização da Atenção Básica, no âmbito do Sistema Único de Saúde (SUS). Diário Oficial da União [periódico na internet], Brasília (DF), 26 set 2017 [citado 15 abr 2018]. Disponível em: http://bvsms.saude.gov.br/bvs/saudelegis/ gm/2017/prt2436_22_09_2017.html
http://bvsms.saude.gov.br/bvs/saudelegis...
the document, when describing the common duties to all team members, also left unclear what the limits of each professional’s activities would be, including those of the CHWs.

The natural consequence of the lack of definition of the role and functions of the CHWs is that they end up assuming responsibilities that would be of the entire health team3030 Justo CMP, Gomes MHA, Silveira C. Limites e imposições dos instrumentos de controle do trabalho de agentes comunitários de saúde da Estratégia Saúde da Família. Saude Soc. 2015;24(2):594-606. http://dx.doi.org/10.1590/S0104-12902015000200016.
http://dx.doi.org/10.1590/S0104-12902015...
or performing the functions of other professionals, such as nursing technicians and ECAs,55 Morosini MVGC, Fonseca AF, Lima LD. Política Nacional de Atenção Básica 2017: retrocessos e riscos para o Sistema Único de Saúde. Saúde Debate. 2018;42(116):11-24. http://dx.doi.org/10.1590/0103-1104201811601.
http://dx.doi.org/10.1590/0103-110420181...
,66 Silva TL, Soares AN, Lacerda GA, Mesquita JFO, Silveira DC. Política Nacional de Atenção Básica 2017: implicações no trabalho do Agente Comunitário de Saúde. Saúde Debate. 2020;44(124):58-69. http://dx.doi.org/10.1590/0103-1104202012404.
http://dx.doi.org/10.1590/0103-110420201...
being unable to discern their own limits.3030 Justo CMP, Gomes MHA, Silveira C. Limites e imposições dos instrumentos de controle do trabalho de agentes comunitários de saúde da Estratégia Saúde da Família. Saude Soc. 2015;24(2):594-606. http://dx.doi.org/10.1590/S0104-12902015000200016.
http://dx.doi.org/10.1590/S0104-12902015...
In general, the CHW is responsible for performing tasks that make them a generic assistant to the other professionals. Sometimes, these actions can be performed to supply the absence of other workers or because they are incorporated into the dynamics of work organization. One of the direct implications of this configuration of the CHW’s work is the danger of becoming an advanced instrument of action with markedly medicalizing traits in the territory, with questionable impact on the population’s quality of life.99 Morosini, MV, Fonseca, AF. Os agentes comunitários na Atenção Primária à Saúde no Brasil: inventário de conquistas e desafios. Saúde Debate. 2018;42(1):261-74. http://dx.doi.org/10.1590/0103-11042018S117.
http://dx.doi.org/10.1590/0103-11042018S...

There may be other methods to analyze the activities developed by CHWs. Nevertheless, the aim of this study was to build an instrument to identify which tasks are being performed by CHWs, focusing on the main activities, including planned and unplanned ones. We must emphasize the difficulty of building an instrument that identifies the actions performed by CHWs, considering the large number and variety of activities performed, because, according to some authors, the field of action is comprehensive and complex.1717 Barreto ICHC, Pessoa VM, Sousa MFA, Nuto SAS, Freitas RWJF, Ribeiro KG et al. Complexidade e potencialidade do trabalho dos Agentes Comunitários de Saúde no Brasil contemporâneo. Saúde Debate. 2018;42(1):114-29. http://dx.doi.org/10.1590/0103-11042018s108.
http://dx.doi.org/10.1590/0103-11042018s...
,1818 Garcia ACP, Lima RCD, Gavalote HS, Coelho APS, Vieira ECL, Silva RC et al. Agente Comunitário de Saúde no Espírito Santo: do Perfil às Atividades Desenvolvidas. Trab Educ Saúde. 2017;15(1):283-300. http://dx.doi.org/10.1590/1981-7746-sol00039.
https://doi.org/10.1590/1981-7746-sol000...
The instrument, now validated, can help health managers and members of the FHS team, to the extent that CHWs can answer the instrument and record their performance in each item, marking their level of agreement in performing that activity.

Studies conducted in different regions of Brazil99 Morosini, MV, Fonseca, AF. Os agentes comunitários na Atenção Primária à Saúde no Brasil: inventário de conquistas e desafios. Saúde Debate. 2018;42(1):261-74. http://dx.doi.org/10.1590/0103-11042018S117.
http://dx.doi.org/10.1590/0103-11042018S...
,2222 Riquinho DL, Pellini TV, Ramos DT, Silveira MR, Santos VCF. O cotidiano de trabalho do agente comunitário de saúde: entre a dificuldade e a potência. Trab Educ Saúde. 2018;16(1):163-82. http://dx.doi.org/10.1590/1981-7746-sol00086.
http://dx.doi.org/10.1590/1981-7746-sol0...
,3131 Guanaes-Lorenzi C, Pinheiro RLA. (A (des)valorização do agente comunitário de saúde na Estratégia Saúde da Família. Cien Saude Colet. 2016;21(8):2537-46. http://dx.doi.org/10.1590/1413-81232015218.19572015. PMid:27557026.
http://dx.doi.org/10.1590/1413-812320152...
have identified problems in the work of CHWs, so the lack of knowledge about the activities performed by these professionals is a hindrance to their work.2929 Almeida AM, Machado BR, Silva FMR, Quadros KAN. Dificuldades dos agentes comunitários de saúde na prática diária. Rev Med Minas Gerais [periódico na internet]. 2016; [citado 2018 maio 15];26:e1800. Disponível em: http://www.rmmg.org/artigo/detalhes/2081
http://www.rmmg.org/artigo/detalhes/2081...
,3030 Justo CMP, Gomes MHA, Silveira C. Limites e imposições dos instrumentos de controle do trabalho de agentes comunitários de saúde da Estratégia Saúde da Família. Saude Soc. 2015;24(2):594-606. http://dx.doi.org/10.1590/S0104-12902015000200016.
http://dx.doi.org/10.1590/S0104-12902015...
Based on the instrument developed, it will be possible to shed more light on the activities performed by CHWs and analyze their work. Research such as this one is crucial because it helps to reliably measure the construct studied so that there is an identification with the reality of the work of these professionals. The analysis of the CHWs’ answers can promote productive debates and discussions, with the implementation of measures and clarifications about the work of the CHWs, both for the members of the health team and for the community.

CONCLUSION AND IMPLICATIONS FOR PRACTICE

The final version of the instrument showed satisfactory validity of content and appearance, as well as reflecting the reality of the CHWs’ work. Its items comprise a wide range of activities developed by these professionals. It is an innovative instrument with the potential to be applied in various PHC settings in the country, since it recognizes the regulated attributions and those that go beyond the activities of this professional, allowing one to know possible generators of work overload. This instrument can promote the triggering of considerations about how the work of CHWs is being performed, allowing institutions, managers, and the workers themselves to develop a careful look at the theme, encouraging them to reflect on improvements in the work of these professionals, in supporting the teams, and in providing services to the community. The analysis of these issues must be inserted in a larger context of the discussion about the work process of the FHS teams and the attributions of its members.

The limitations of this study are related to the fact that content analysis is a subjective process, so its use does not exclude the need for other measures. In addition, the participants belong to a single city in the analyzed country, in which some issues may be very specific, such as the characteristics of the service and the way professionals, managers, and coordinators of the Family Health teams work, as well as cultural issues of the participants themselves.

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Edited by

ASSOCIATED EDITOR

SCIENTIFIC EDITOR

Publication Dates

  • Publication in this collection
    05 Sept 2022
  • Date of issue
    2022

History

  • Received
    28 Mar 2022
  • Accepted
    01 Aug 2022
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