[Learning Module] Case Management
- Nwabundo Dike
- Gillian Javetski
- Jeremy W.
Case Management Overview |
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Covers configuring case management in an application. |
Tutorial Available for This Module
You can learn all the topics in this module by completing the Basic Case Management Tutorial and the Advanced Case Management Tutorial.
This module requires completion of:
CommCareHQ Overview
Form Builder Basics
Advanced Form Building
Learning Objective | Details | Link to resources |
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Explain the different options for Form Action on the Case Management tab of Form Settings |
| Basic Case Management Tutorial Part 2- Registering a New Case |
Configure a form to register a new case |
| Basic Case Management Tutorial Part 2- Registering a New Case |
Make a form require a case to be selected before opening it |
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Configure a form to close a case |
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Define a Case Type at the Module Level |
| Basic Case Management Tutorial Part 4 - Module Case Management Settings |
Save data to the case and explain the purpose of saving case properties from a form |
| Advanced Case Management Tutorial Part 1 - Saving Data to Case Properties |
Load data into a case and explain the purpose of loading case properties into a form |
| Advanced Case Management Tutorial Part 3 - Case Management Window |
Within a form, reference data that is loaded from the case |
| Advanced Case Management Tutorial Part 4 - Referencing Data from the Case |
Distinguish between the case list and case details |
| Basic Case Management Tutorial Part 4 - Module Case Management Settings |
Add properties to the Case List |
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Add properties to the Case Details |
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Configure the sorting of the Case List |
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Configure a Filter for the Case List |
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Correctly use the options for data type in the case list and details view | (Plain, Date, Time Since or Until Date, Phone Number etc.) |