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

Basic Case Management Tutorial: Module Settings

In the Module Settings Part of the Case Management Tutorial you will learn how to:

  • Define a Case Type at the Module Level
  • Configure a Case List
  • Configure Case Details

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 Managment" 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 that list of women will look like. 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:



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