This page lists some examples of organization structures that were used in projects. They can be used as models when you are designing the levels and permissions for the locations in your project.
WARNING: Advanced Techniques
Some of the designs below may involve custom xml or other advanced features; they are provided here just as examples to help design location hierarchies.
Example 1: Agricultural Extension Agents
In this project, the primary users are Agricultural Extension Agents who were using an application to monitor farms.
Here is the government/administrative hierarchy where they were working:
The people involved in the project were in the following hierarchy:
Provincial Managers (PM)
Use a separate PM application in which they should be able to see cases created by any user in the entire province
Each PM is responsible for all cases/data collected by all of the district supervisors and extension agents in their province.
District Supervisors (DS)
Also work as Extension Agents, but should be able to see and update cases of other Extension Agents in their district
Each supervisor is responsible for exactly one District, which includes 3-5 Administrative Posts
Extension Agents (EA)
Collects data using the Extension Agent app
Each extension agent is responsible for one or more Administrative Posts
Notes on each level
Administrative Post - Cases are actually owned by the Administrative Post, so when a mobile worker creates a case it is assigned to a Post. (NOTE: This means if you had multiple workers assigned to one location at this level that they would see each other cases)
Extension Agent - a level was created for the Extension Agents; this is the level to which Mobile Workers who are Extension Agents are assigned. This may seem a bit strange because you have to create both a mobile worker account as well as a location, but there advantages to this, as described below.
District - this is the level to which District Supervisors are assigned; this allows them to view cases created by any Extension Agents in their district and to create cases for any administrative post in their district
Province - the provincial manager can see all cases below. Mobile workers at the PM level are assigned to locations at this level.
This app used the location hierarchy as a Lookup Table as described in Assigning cases to one of multiple groups. Imagine you are an Extension Agent assigned to the Extension Agent level, which has three Administrative Posts under it. When create a case you would see a lookup table question which shows a list of the three Administrative Posts assigned to you. When you choose one and then submit the form that new case is assigned to the post you selected. It is also not necessary to maintain a separate lookup table