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The forms are linked together now but it's time to configure some of the higher level settings

Panel
titleBasic Case Management Tutorial: Module Settings

In the Module Settings Part of the Case Management Tutorial you will learn how to:

  • Define a Case Type at the Module Level
  • Configure a Case List
  • Configure Case Details

 

Define a Case Type

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The first thing we need to do is to define a case type. Each case list in an application could deal with a different type of case. For example, you might have one module that deals with pregnancies and another one that deals with babies. These are different types of cases so we need to specify.

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By clicking on "Case List" you can edit the name of the case list to make it "Pregnancy":

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We also want to change the "Label for Cases" - where there is a list of cases on the phone you can think of this as the title of that list. Let's opt for: Pregnant Women.

  • Under the "Settings" tab enter case type "pregnancy"
  • Confirm you have something like what is below and save your changes: 

Setting up the Case List

We also want to change the "Label for Cases" - where there is a list of cases on the phone you can think of this as the title of that list. Let's opt for: Pregnant Women.

  • Under the "Settings" tab enter case type "pregnancy"
  • Confirm you have something like what is below and save your changes: 

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Additionally, you want the case to show up properly on the phone's case select screen when choosing a case.  Enter "Pregnant Women" on the "Case List" tab.

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Similarly, you want to know whether or not you have selected the correct case on the confirmation page.  Enter "Pregnant Women" on the "Case Detail" tab. 

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Don't forget to save your changes!

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