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Case Sharing allows your field team to share responsibilities of a case load.

Overview

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? See 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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To configure case sharing for users in multiple groups, you can read the following guides depending on what features you are using.

• https://dimagi.atlassian.net/wiki/x/4SfKfw

• https://dimagi.atlassian.net/wiki/x/2CTKfw

You can find steps to address issues with those configurations on this page: 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. https://dimagi.atlassian.net/wiki/spaces/commcarepublic/pages/2215117507/Organizations+Overview#%5BhardBreak%5DCase-Sharing-using-Organizations

Errors

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 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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