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Navigate to the Case List tab of the Pregnancy Module

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You can add properties to the display by clicking on Add Property and then starting to type the name of the property. A dropdown will provide suggestions of properties that have already been saved to the case.

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You should now have two items in your Case List: name and lmp

Change Display Text

For each property we can change the Display Text- the text that the user sees. Just type directly into the box.

Try changing the Display Text for "Name" to "Woman's Name"

Change the Display Text for "Lmp" to "LMP Date"

Change Property Format

If you click on one of the Format drop-down menus you will see a number of different options:

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You can find details on each of these at Case List and Case Detail Configuration.

 

Change the Format for lmp to "Date"


You now have a case list with two properties, using the most appropriate format and readable display text:
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Case List and Case Details

This may be a good time to distinguish between Case List and Case Details

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Case List and Case Details are configured on two separate tabs in the module. So far you have been working on the case list, but we will also want to add to the case details. You can configure which items appear in the case list and detail views by the check marks that appear in each column. Add two more

Configure Case Details

Go to the Case Detail tab to start working on the Case Details

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You will notice that "name" is already added as a property

Add two additional properties, total_children and feeling_sick, by clicking on each one.

We only want to keep two case properties in our case list- let's decide that name and lmp are the most important things. By default, the "name" property is selected for case list and case detail, and all other properties default to just the case detail.

Un-select "Case List" for total_children and feeling_sick so that your screen looks like this:

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There are now 3 case properties in the Case Details. You may notice that we are keeping the property name in both case list and details - depending upon what is best for your users it may make sense to keep some properties in both places. Update the Display Text until it looks like this: 

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NOTES:

  • You can remove properties by clicking on the "X" on the right side of any row.
  • You can change the order of properties by grabbing on the left side of any row and dragging it up and down.
  • Don't forget to save!

Advanced Use of the Case List

Change Display Text

For each property we can change the Display Text- the text that the user sees. Just type directly into the box.

Try changing the Display Text for "Name" to "Woman's Name"

Change Property Format

If you click on one of the Format drop-down menus you will see a number of different options:

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You can find details on each of these here.

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Change Sorting

Sorting the case list is a potentially very powerful tool. For example, keeping a list alphabetical may be useful for some workers to quickly find a case (though they can also search in the list).

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You can sort by a case property by clicking on "Sort by this" next to any Case Property.the Add Sort Property button in the Case List tab. You can then choose the property, or series of properties you want to sort by, and specify the direction of sorting. A property does not have to be displayed in the Case List in order for you to sort by it. 

More detail on sorting is available at Case List and Case Detail Configuration 

Filtering

You can also filter the case list. For example, you may have a module that only deals with very malnourished children, so you only want to see children with the correct status in the case list.

Go to the next part


Panel
titleGuide to the Advanced Case Management Tutorial
  1. Saving Data to Case Properties
  2. Advanced Case List Configuration
  3. Loading Data from the Case
  4. Referencing Data Loaded from the Case

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