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titleCase Management Tutorial: Requiring a Case Learning Objectives

In the Form Case Management Settings Part of the Case Management Tutorial you will learn:

  • How to make a form require a case
  • How to load data into a caseWhy data must be loaded into the make a form close a case

1. Configure the Home Visit Form

Navigate to the Home Visit/Followup Form and again, go to the Case Management tab:


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Recall the four different types of forms under case management. Here we want the form to require selection of a case in order to be accessed.

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You should see a slightly different array of options from the Registration Form:

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This time there is no option to "register a new case" since we are requiring a case to update or close.

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  • Navigate to the Birth Outcome Form
  • Click on the Case Management Tab
  • Just like above, set the form type to "updates or closes a case"
  • This time, also put a tick mark in "Close Case" at the bottom of the Case Management Tab

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  • Save your changes 

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Go to the next section


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titleGuide to the Basic Case Management Tutorial
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Basic Case Management Tutorial Home

  1. Adding Follow-up Forms - add two more forms to your application with more practice in form building
  2. Registering a New Case - get to know the Form Case Management Tab and how to make your Registration Form open a New Case.
  3. Configure a Follow-up Form - how to make a form require selection of a case before opening it and close out a case
  4. Module-level Case Management Settings - how to prepare all of your module-level case management and test out your new application