Day 2

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Sessions

2A - Case Management Refresher and Advanced Topics - Module will briefly recap the key elements of case management and outline all of the major applications of case managent in CommCare.

2B - User Case - Module will introduce the user case, a special type of case associated with the mobile worker, against which you can save or reference data. Common uses will be discussed and demonstrated.

2C - Case List and Case Details - Module will cover advanced topics related to configuring case lists and case details.

2D - Advanced Case Management/Workflow Design - Module will cover how to hide or display modules, forms, or cases in CommCare based on certain criteria; and describes when to use each filtering option to support workflow design.

2E - Organizations - Module will introduce "organizations", a feature which lets you represent the real-world structure of your project and enables CommCare to be smarter about how features such as case sharing work. Module covers common use cases; as well as adding, editing, and managing organizations.

Key References and Documentation

2A - Case Management Advanced Topics

Presentation

Documentation:

• Case Sharing
• Child Cases

2B - User Case

Presentation

Documentation:

• Custom User Data
• User Case

2C - Case List and Case Details

Documentation:

• Case List and Details
• Tabs

2D - Advanced Case Management/Workflow Design

Presentation

Documentation:

• Menu Navigation Options
• Form Display Conditions
• Module Filters

2E - Organizations

Presentation

Documentation:

• Organizations

Practice Suggestions

• Organizations: Take one of your projects and try to map out the organization structure. Which level(s) should own cases? How many levels should there be?
• User Case: Try your hand at designing a workflow that would be used during group counseling sessions. You want to be able to quickly update the records of all participants by indicating which topics they were exposed to. Which features would you use?