"Organizations" are a CommCare feature that let you represent the real-world structure of your project and enable CommCareHQ to be smarter about how features, such as case sharing, work. You can create a hierarchy or tree of "locations" that represent geographic or organizational elements in your project. For example, you may create a hierarchy of regions, clinics and attached CHWs for your project.
Once you've defined a hierarchy, it can be used to simplify managing the project:
- Case Sharing can be configured so that cases are assigned to a particular location. Then higher levels can see cases of lower levels (ex. Mobile workers at a clinic can see the CHW's cases)
- Lookup tables [link] can be assigned to a location allowing all mobile workers at that location and below it to see that lookup table's data
- Locations 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 reporting and data exports (allowing you to download data or a view a report for users at and below a particular location).
Using Locations
- Setting Up Locations and Location Types
- Assigning Mobile Workers to a Location
- Using Case Sharing With Locations
- Viewing Data Assigned to Locations
- Bulk Import of Locations
Data Management
- Reassigning Cases Between Locations
- Assigning Cases to Locations using the Case Importer
- Assigning Lookup Table Rows to a Location
Advanced
- Assigning Cases to One of Multiple Locations
- The Location Fixture (XML)
- Custom Data for Locations