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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.

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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. 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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