Basic Case Management Tutorial Part 4 - Module Case Management Settings

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

1. Define a Case Type

The first thing we need to do is to define a case type. Each module 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 and we need to specify.

The name of the case type should be simple- let's just call it: pregnancy

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

• Navigate to the Module Settings by clicking on "Pregnancy" on the left side of the screen (the one with the folder icon next to it)
• Click on the "Case Management" Tab
• For case type fill in "pregnancy" and for Label for Cases fill in "Pregnant Women"
• Confirm you have something like what is below and save your changes:

2. Configure the Case List

We also need to do at least a little basic set up for that list of women. At a minimum we should have their names on the list!

• While still on the Pregnancy module settings, click on the "Case List" tab
• You will see a list of several different case properties, one of which is called simple "name"
• Click on "name" and you will see it jump to the top:

3. Test Your Application!

Make a new build of your application and test it out. You should notice the following:

1. You cannot enter the Home Visit or Birth Outcome forms without having registered someone using the Registration Form
2. Each case you add using the Registration Form shows up on the List you see when clicking on Home Visit or Birth Outcome
3. If you fill out a Birth Outcome form for someone their name will be removed from the Case List

Congratulations! You've built your first app with case management!

The next tutorial is that Advanced Case Management Tutorial where you will learn about some of the powerful things that Case Management can do.

Go back to the main page of this tutorial or the list of tutorials.