...
...
...
...
...
Note: Locations have now been renamed organizations: see wiki here.
What is a location in CommCare Supply?
...
IMPORTANT: Before you begin, make sure that you have completed Location Types/Organization Levels.
There are two ways to register locations in CommCare Supply:
...
(Note: You may want to create a phone number for each mobile worker if you want to test the SMS report interface later. )
Manual creation
Go to Setup/Locations Users - Organization Structure, hit "New 'Location' at state top level" and create a new location. Name the location at the top level . Return to previous page and click on the plus sign to the left of the newly created top-level location. Repeat the practice until you create the lowest-level locationand click, "Create Location." Hit "New Child Location" and fill out the relevant information until you've created all relevant locations for the necessary levels. Geographic coordinates for lowest-level location is locations are necessary for CommCare Supply map reports to have outputs.
Default location hierarchy has five types of location.
Upload Locations from Excel
Assuming in your project there are 3 mobile workers and each of them manages the inventory of 2 facilities. The first thing to do is to bulk upload 6 clinics. To do this, you first go to Setup and to Users and select LocationsOrganization Structure. Go click 'Bulk Import LocationsUpload', and then download the location configuration fileorganization structure.
In this example we updated the default location hierarchy from five to two levels. Accordingly in the excel file there would be five tabs.
to what is pictured below. Each level in the hierarchy is represented by a tab in the download.
In the download, Site code is the unique identifier in each tab that differentiate it differentiates locations from one another. It must be assigned to each level of location from top level to the bottom . levellevel. For each tab in the Locations.xlsx (except the first tab), parent_site_code is the site_code in the previous tab.
...
Save the excel file and upload it. Once it is successfully uploaded, select 'Manage LocationsOrganization Structure' and you should be able to see the , in this example, three districts and clinics within each district.
Archiving locations
- Archiving a location that has facilities or location groups below it (eg. archiving an entire region under which are districts, under which there are individual facilities), all locations beneath the archived location will also become archived
- Mobile devices which have synced since archiving the location will no longer be able to report on that location, and the supply-point case associated with that location will be closed.
- Mobile devices which have not synced to the server will still be able to report information about that location, even though it is archived.
- Any archived location will be filtered out of CommCare Supply reports unless the user specifically selects that they be included in the search.
- Archived location will no longer be included in the bulk excel download of locations.
- Un-archiving the location will allow mobile users to once again report information about that location, it will reopen the supply-point case associated with any locations reporting stock, and these locations will once again automatically be included in the standard CommCare Supply report filters. All values will be the same as were last reported about that location.