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Note: In order to use this feature, you must have Case Sharing enabled in your app. For more information, please see this pagesee https://dimagi.atlassian.net/wiki/x/ITLKfw.
Once you've defined a hierarchy, it can be used to simplify managing the project:
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In the future, "Organizations" will also enable 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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Set Your Organization Levels
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Organization Level: The name of the organization level (ex. District or Clinic).
Parent Level: The parent level for the organization level (ex. the parent level of Clinic is District). For the top level of your organization hierarchy, set the Parent Type to -top level-.
Owns Cases: This controls whether locations of this type are able to have cases created and assigned to them. For example, you may have Health Workers that own cases, but districts do not. If there are multiple workers assigned to a single location at this level they will share cases if this box is checked. Depending on your use case, you might want to see the Show Orphan Case Alerts on Mobile Worker Edit Page project setting https://dimagi.atlassian.net/wiki/x/XTPKfw for more information.
View Child Data: For an organization level that has child organization levels, this controls whether a location at that level can view cases assigned to child locations. For example, you may want to have Clinics view cases owned by each child Health Worker.
Here's a simple example of the organization levels for a project:
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Once you've configured your Organization Levels, you can create the the Organization Structure for your project. The Organization Structure is comprised of locations that can represent a geographical hierarchy (i.e .a state or a district), a real world location (i.e. a Clinic) or just a programmatic point in the hierarchy (i.e. a Supervisor and Health Workers).
Click on the Users tab and choose Organization Structure.
Click on the "New location at top level" to create your first location.
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Once you've created a location, you can click New Child Location, or go back to the Locations page to create more locations.
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Name and Organization Level
Coordinates: This is useful for map-based reports if using Organizations in CommCare Supply project
Parent: Change or move the location to a different parent. Currently only locations with no children can be moved.
Site Code: A unique identifier for the location that can be used when assigning cases to the location via Excel or assigning lookup table rows to the location
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Bulk Importing your Organization Structures
Once you've created your Organization Levels, you can also use Excel to create or update the organization structure. Using Excel might be easier when managing larger numbers of locations.
1. Go to the Organization Structure page (Users tab -> Organization Structure) and then choose Bulk Upload.
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2. Download the Excel file - it will list a tab for each organization level. You can add (or edit rows) in this Excel document to create new locations. For each location you're required to provide the following information:
Name: The name of the location
Site Code: This is a unique identifier for the location and cannot contain any spaces or special characters
Parent Site Code: This is the site code of the parent of this location. If the location doesn't have a parent, leave this column blank
Latitude and Longitude: Optional columns to set the coordinates of the location.
3. Once you've created or updated your Excel file, upload the Excel file using the same download page.
Note: You cannot move locations using the bulk upload (changing the parent site code for an existing location will result in an error).
Assigning Mobile Workers to Location
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