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In the default CommCare model, each CommCare user has their own list of cases, comprised of the cases he/she has created. When a mobile worker registers a pregnant mother on CommCare Mobile, let's call her 'Monica' in this example, the 'Monica' case will only appear in this specific mobile worker's case list (What's a case list is? Learn moreSee https://dimagi.atlassian.net/wiki/x/8xrKfw). The 'Monica' case will not be show in anyone else's case list, meaning no other mobile worker can perform a follow-up visit with Monica.
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Make sure any CommCare applications that you want to have share cases with one another are located in the same project space.
Turn on case sharing for your application(s), by doing the following for each app:
Go to app settings (by clicking the gear icon next to the app name).
Select the "Advanced Settings" tab.
Check the "Case Sharing" checkbox.
Add your mobile users to case sharing groups, by doing the following:
Go to the "Users" page.
Click on "Groups".
Enter a name for the group and then click on the "+ Create Group" button.
On the new page that loads, click "Edit Settings" and then turn on Case Sharing.
Under the "Group Membership" tab, add all users who you wish to have share cases with each other in this group, by entering each username one at a time and then clicking "Update".
If you're sharing cases between two or more different CommCare applications, make sure that the case type matches between all the menus you want to have share case lists.
It is important to note that by default case sharing assumes all users are in exactly one case sharing group (or location). If a user is not in a group, or is in more than one group, apps will throw an error for any form that creates a new case unless additional configuration is provided to clarify the owner of the case.
To configure case sharing for users in multiple groups, you can read the following guides depending on what features you are using.
You can find steps to address issues with those configurations on this page: Debugging Case Sharing errors: https://dimagi.atlassian.net/wiki/x/EzLKfw.
Advanced
You can structure your case sharing groups such that a "supervisor" user is in multiple case sharing groups. If you are on the Advanced plan or higher, this is easy to set up through Organizations. For more information, see Assigning cases to one of multiple groups.
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Often if you have an error in case management (i.e. you did not follow one of the steps above), you will see a message indicating that your user is not in a case sharing group or is in more than one case sharing group. If you see this, go back and check your case sharing settings or visit the page Debugging Case Sharing errors to https://dimagi.atlassian.net/wiki/x/EzLKfw to know more about the error. It is likely that 1 of your users is not in exactly one case sharing group.
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Once the forms are submitted they will update the case in the order in which they are received (according to the server received time). If one of the forms closed a case and a subsequent form attempts to update that case, the case will not be reopened but the (now closed) case will be updated.
Is there a way to specify case sharing for different groups by menu or a specific case type?
Unfortunately this use case is not currently supported in the app builder. However, you can configure this manually by specifying the "owner_id" property for new cases which you don't want to share to be set to the id of the current user (defined in the form as a hidden value) in the normal case property configuration screen. That will result in those cases not being shared.