1 - this should work out fine - as long as you keep the old users on the
old, non case sharing app you should have no problems.
2 - you’re right, historical cases will not be shared. But you can
reassign them to the correct owner_id through our case reassignment UI on
the “Manage Data” section of CommCare
On Thu, Oct 18, 2012 at 2:08 PM, Ray Brunsting firstname.lastname@example.org wrote:
Not allowing the nurse to create new cases is fine for now, and I can see
that makes things more complex.
A couple follow-on questions:
1 - If we only add a subset of our mobile workers to a case sharing group
and give them the updated application, will that cause problems for the
remaining users? (e.g. can we try this out with 5 of our mobile workers
without impacting other mobile workers…as long as the other mobile
workers continue to use a version of the application with case sharing
2 - Will historical cases, created with an earlier version of the
application, be shared with the nurse? (I suspect the answer is “no”, since
the owner_id of existing cases is equal to the user_id)
On Thu, Oct 18, 2012 at 1:48 PM, Amelia Sagoff email@example.com wrote:
It sounds like what you want to do is currently supported, although the
warning still holds true in most cases.
To achieve your setup (a nurse or supervisor seeing the case lists of all
the CHWs in their area, while each CHW only sees his or her own case list),
you would have to put the nurse in multiple case sharing groups. If you
wanted Nurse1 to see cases from CHW1, CHW2, and CHW3, you would create the
GROUP1: Nurse1, CHW1
GROUP2: Nurse1, CHW2
GROUP3: Nurse1, CHW3
This will cause errors if the nurse ever creates a case. However, this
will work if the nurse is simply reviewing or modifying existing cases
created by a CHW.
If you want your nurse to be able to create cases, the nurse has to assign
them to a particular CHW. Ben’s wiki page details how to add custom xml to
your form that will allow you to do this. Note that this is just for
advanced users until it is better supported by CommCareHQ!
Thanks for the questions, Ray, we’ll update the documentation to make this
On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting firstname.lastname@example.org wrote:
We’re planning to try out the case sharing capabilities, and have a few
To get up-to-speed, I have review the following two Wiki pages:
1 - Case Sharinghttps://confluence.dimagi.com/display/commcarepublic/Case+Sharing,
last edited by Amelia on July 12 (
2 - Assigning cases to one of multiple groupshttps://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups,
last edited by Benjamin on Sep 12 (
The first page includes the following statement, which appears
inconsistent with the uses described in the second page:
“NOTE: all users must be in exactly one case sharing group. Users not
in a case sharing group, or in more than one group, will cause errors.”
I guess I’m wondering if Amelia’s warning is still applicable or if the
case sharing capabilities have changed since July 12.
Our use case scenario is similar to the one described by Benjamin. For
example, we want to provide a nurse in a health post with access to all
cases managed by the CHWs associated with the health post. While the nurse
should see all cases, each CHW should only see their own case list. While
the nurses and CHWs may use the same application initially, in the longer
term we will likely provide separate applications.
(e.g. nurses may be given a reduced application that only include case