Organizations

"Organizations" is 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 Organization Structure 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.   Each element in your structure is a Location.  

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 location. Then higher levels can see cases of lower levels (ex. Mobile workers at a clinic can see the CHWs' cases)
• Lookup Tables can be assigned to a location allowing all mobile workers at that unit and below it to see that lookup table's data
• Your organization structure 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 organization unit).

Using Organizations

1. Setting up Organization Levels and Structure
2. Assigning Mobile Workers to a Location
3. Case Sharing using Organizations
4. Bulk Import Organization Structure
5. Locations for Logistics Management

Data Management

1. Viewing Data Assigned to Locations
2. Reassign Cases to a Location
3. Assigning Cases to Locations When Using the Excel Importer
4. Assigning Lookup Table Rows to a Location

Advanced

1. Assigning Cases to One of Multiple Locations
2. Referencing Locations in Applications
3. The Location Fixture (XML)
4. Custom Data for Locations
5. Examples of Organization Structures