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How to put your mobile workers into groups, allowing easier mobile worker management.
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When to use Groups
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Here are some common use cases for groups:
If you have supervisors or staff that will monitor collected data, they may need to only see data of a subset of your Mobile Workers. This can simplify reporting significantly, as you will be able to easily filter by only the group of users you are interested in (see Filter reports by groupsee https://dimagi.atlassian.net/wiki/x/VgrKfw for more details).
For example: If you have field level workers that encompass different catchment areas, you may want to organize Mobile Workers based on geographic region or other categories, including health center, mobile health unit or hospital, etc.
If you are using case sharing, groups are critical to defining who is in a case sharing group.
You may also want to send SMS/text messages to all members of a group.
You may add Mobile Workers to multiple groups. In other words, Mobile Workers can be in more than one group.
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Manually creating and managing the groups is easy for small projects.
The bulk upload feature is easier for large projects or projects with lots of groups.
Managing Groups Manually
Navigate to CommCare HQ -> Users -> Application Users: Groups (see image below).
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Create Groups
To create a group, type in a name, this will be the name of your group and then click on "+ Add Group" button.
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You will then see your group configuration page.
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Group Name: Here you can change the name of the group.
Case Sharing: determines Determines whether the members of the group will share cases; the default setting is OFF (see Case Sharinghttps://dimagi.atlassian.net/wiki/x/ITLKfw for more information).
Reporting: determines Determines whether the group name will appear in the filter for reports; the default setting is ON.
Please note that changes may not be reflected in CommCare immediately, but will happen once the mobile app syncs with the server.
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If you have to create a lot of groups or work with a lot of users, it will be easier to use the Bulk Upload feature. For more information on this feature see Managing Mobile Users Create and Manage CommCare Mobile Workers.
When you download your users Excel file, note that the second tab has a list of all your groups. The key information about each group is the same as the settings above:
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