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Organizations lt you represent the real-world structure of your project and enable CommCareHQ to be smarter about how features, such as case sharing, work. You can create |
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a Organization Structure that represents geographic or organizational elements in your project. For example, you may create a hierarchy of regions, clinics and attached CHWs for your project. Each element in your structure is |
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a Location. |
Note: In order to use this feature, you must have Case Sharing enabled in your app. For more information, please see this page.
Once you've defined a hierarchy, it can be used to simplify managing the project:
- Case Sharing can be configured so that cases are assigned to a location. Then higher levels can see cases of lower levels (ex. Mobile workers at a clinic can see the CHWs' cases)
- Lookup Tables can be assigned to a location allowing all mobile workers at that unit and below it to see that lookup table's data
- Your organization structure can be displayed inside your forms (ex. Allowing users to choose the village for a given beneficiary from a list).
In the future, "Organizations" will also enable reporting and data exports (allowing you to download data or a view a report for users at and below a particular organization unit).
Using Organizations
- Setting up Organization Levels and Structure
- Assigning Mobile Workers to a Location
- Case Sharing using Organizations
- Location-Based Data Access and User Editing Restrictions
Data Management
- Viewing Data Assigned to Locations
- Reassign Cases to a Location
- Assigning Cases to Locations When Using the Excel Importer
- Assigning Lookup Table Rows to a Location
- Exact Search for Locations
Advanced
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