Advanced Case Management Tutorial Part 2 - Advanced use of the Case List

We now have many saved case properties and one thing we can immediately do with them is to reference them in the Case List view.

Adding Properties to the Case List

Navigate to the Case List tab of the Pregnancy Module

You can add properties to the display by clicking on Add Property and then starting to type the name of the property. A dropdown will provide suggestions of properties that have already been saved to the case.

Click on Add Property and then type in lmp to add it to the list of items that will show up in your Case List

You should now have two items in your Case List: name and lmp.

This may be a good time to distinguish between Case List and Case Details

Case List - this identifies the properties that are used in the list of cases. For example, if you tried out the Basic Case Management Tutorial app on a phone, you would have found that when you clicked on the Home Visit form, instead of going directly to the form you were brought to a list which showed the name of the Pregnant Woman. That is because in the Basic tutorial we only kept "name" in the Case List. However, you can put any case property in the Case List, and can even remove the name if you choose to. It is important, however, to remember that the case list shows one case per row, so on most phones there is only enough room for two properties in the case list.

Here is an example of a case list that shows two properties- "Child Name" and "Child DoB (date of birth)"

Case Details - this is the list of additional information that the user will see about each case. After the user selects a case from the case list, they will see case details. There is no real technical limit to how many details you can include in a case details view, but think about what will be useful for the mobile user to see before starting a session with a particular client. 

Here is an example of how a case details view might appear on a smartphone:

Case List and Case Details are configured on two separate tabs in the module. So far you have been working on the case list, but we will also want to add to the case details. You can configure which items appear in the case list and detail views by the check marks that appear in each column. 

Add two more properties, total_children and feeling_sick by clicking on each one.

We only want to keep two case properties in our case list- let's decide that name and lmp are the most important things. By default, the "name" property is selected for case list and case detail, and all other properties default to just the case detail.

Un-select "Case List" for total_children and feeling_sick so that your screen looks like this:

NOTES:

• You can remove properties by clicking on the "X" on the right side of any row.
• You can change the order of properties by grabbing on the left side of any row and dragging it up and down.
• Don't forget to save!

Advanced Use of the Case List

Change Display Text

For each property we can change the Display Text- the text that the user sees. Just type directly into the box.

Try changing the Display Text for "Name" to "Woman's Name"

Change Property Format

If you click on one of the Format drop-down menus you will see a number of different options:

You can find details on each of these here.

Change Sorting

Sorting the case list is a potentially very powerful tool. For example, keeping a list alphabetical may be useful for some workers to quickly find a case (though they can also search in the list).

However, you could also sort by something like a date, which may help to prioritize certain cases. For example, if you had a case property called next_visit, you may want to sort your case list by that property so that the cases with an upcoming next_visit date go to the top of the list.

You can sort by a case property by clicking on "Sort by this" next to any Case Property.

More detail on sorting is available at Case List and Case Detail Configuration

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