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The sections below walk through how to use the Organizations Feature in CommCare. In order to use this feature, you must have Case Sharing enabled in your app. For more information, please see https://dimagi.atlassian.net/wiki/x/ITLKfw. |
More information about case sharing can be found here: Case Sharing
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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 support reporting and data exports (allowing you to download data or a view a report for users at and below a particular organization unit).
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The Organization Structure lets you easily configure parent locations to view their child location's data (ex. A supervisor viewing their supervisee's data). In the example diagram below, users assigned to Fermathe Hospital can view the data for their health workers, and users assigned Grace Children's Hospital can view their health worker's data, but Fermathe Hospital can't view Grace Children's data, and each health worker cannot view each other's data.
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