A few questions related to care sharing

Users
1

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (
Case Sharing - CommCare Public - CommCare Public)
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 (
Assigning cases to one of multiple groups - CommCare Public - CommCare Public
)

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
review/update forms, potentially avoiding the issue Benjamin is trying to
handle)

Any updates/advice is appreciated!

Thanks, Ray

2

Hi Ray,

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
following groups:

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
more clear.

Amelia

··· On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting wrote:

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (
Case Sharing - CommCare Public - CommCare Public)
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 (
https://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups
)

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
review/update forms, potentially avoiding the issue Benjamin is trying to
handle)

Any updates/advice is appreciated!

Thanks, Ray

--
Amelia Sagoff

3

Thanks Amelia.

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
turned off)
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)

Ray

··· On Thu, Oct 18, 2012 at 1:48 PM, Amelia Sagoff wrote:

Hi Ray,

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
following groups:

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
more clear.

Amelia

On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting ray@tula.org wrote:

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (
Case Sharing - CommCare Public - CommCare Public)
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 (
https://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups
)

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
review/update forms, potentially avoiding the issue Benjamin is trying to
handle)

Any updates/advice is appreciated!

Thanks, Ray

--
Amelia Sagoff

--
Ray Brunsting, CTO, Tula Foundation / www.tula.org

4

Hi Amelia,

Just a follow up on this solution you provided. So if I have about 60 CHWs
who will register deaths that need need to have a verbal autopsy completed
by one person. Do I need to create 60 different groups with one CHW and the
Verbal Autopsy specialist? Creating smaller village groups to be accessed
by CHWs in the same group would have helped but we dont want to have cases
shared among the CHWs since they each have over 150 cases which would mean
over 1000 cases for smaller village groups.

Regards

··· On Thursday, October 18, 2012 8:49:08 PM UTC+3, Amelia Sagoff wrote: > > Hi Ray, > > 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 > following groups: > > 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 > more clear. > > Amelia > > On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting <r...@tula.org wrote: > >> We're planning to try out the case sharing capabilities, and have a few >> preliminary questions. >> >> To get up-to-speed, I have review the following two Wiki pages: >> 1 - Case Sharing, >> last edited by Amelia on July 12 ( >> https://confluence.dimagi.com/display/commcarepublic/Case+Sharing) >> 2 - Assigning cases to one of multiple groups, >> last edited by Benjamin on Sep 12 ( >> https://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups >> ) >> >> 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 >> review/update forms, potentially avoiding the issue Benjamin is trying to >> handle) >> >> Any updates/advice is appreciated! >> >> Thanks, Ray >> > > > > -- > Amelia Sagoff >
5

Hi Ray,

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

Good luck!

Amelia

··· On Thu, Oct 18, 2012 at 2:08 PM, Ray Brunsting wrote:

Thanks Amelia.

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
turned off)
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)

Ray

On Thu, Oct 18, 2012 at 1:48 PM, Amelia Sagoff amsagoff@gmail.com wrote:

Hi Ray,

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
following groups:

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 more clear.

Amelia

On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting ray@tula.org wrote:

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (
Case Sharing - CommCare Public - CommCare Public)
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 (
https://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups
)

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
review/update forms, potentially avoiding the issue Benjamin is trying to
handle)

Any updates/advice is appreciated!

Thanks, Ray

--
Amelia Sagoff

--
Ray Brunsting, CTO, Tula Foundation / www.tula.org

--
Amelia Sagoff

6

Hi Mourice,

You are right that the best way is to create 60 different case sharing
groups. If you want the verbal autopsy specialist to be able to see cases
from all 60 CHWs, but the CHWs do not want to share their cases with each
other, the verbal autopsy specialist will need to be in a separate case
sharing group with each CHW.

To read more about case sharing, see:
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing

Thanks,
Amelia

··· On Thu, Jan 16, 2014 at 7:58 AM, Mourice Barasa wrote:

Hi Amelia,

Just a follow up on this solution you provided. So if I have about 60 CHWs
who will register deaths that need need to have a verbal autopsy completed
by one person. Do I need to create 60 different groups with one CHW and the
Verbal Autopsy specialist? Creating smaller village groups to be accessed
by CHWs in the same group would have helped but we dont want to have cases
shared among the CHWs since they each have over 150 cases which would mean
over 1000 cases for smaller village groups.

Regards

On Thursday, October 18, 2012 8:49:08 PM UTC+3, Amelia Sagoff wrote:

Hi Ray,

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
following groups:

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 more clear.

Amelia

On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting r...@tula.org wrote:

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (https://confluence.dimagi.
com/display/commcarepublic/Case+Sharing)
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 (https://confluence.dimagi.
com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups)

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
review/update forms, potentially avoiding the issue Benjamin is trying to
handle)

Any updates/advice is appreciated!

Thanks, Ray

--
Amelia Sagoff

--
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7

Hi Guys,

Thought I might jump in to quickly add that we have had Nurses as members
of several groups now in the field for several weeks with no problems. Two
quick additions:

  1. HQ will give you a warning when you deploy a build that you have
    users in several groups; I have been successfully ignoring that warning.
  2. Switching the owner_id from the CHW to the group associated with the
    CHW's village was similarly painless. If fact, I took the opportunity to
    clean out old test cases from the CHW case lists.

Cheers,

Ben

··· On Thursday, October 18, 2012, Amelia Sagoff wrote:

Hi Ray,

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

Good luck!

Amelia

On Thu, Oct 18, 2012 at 2:08 PM, Ray Brunsting ray@tula.org wrote:

Thanks Amelia.

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
turned off)
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)

Ray

On Thu, Oct 18, 2012 at 1:48 PM, Amelia Sagoff amsagoff@gmail.com wrote:

Hi Ray,

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
following groups:

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
more clear.

Amelia

On Thu, Oct 18, 2012 at 1:35 PM, Ray Brunsting ray@tula.org wrote:

We're planning to try out the case sharing capabilities, and have a few
preliminary questions.

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 (
Case Sharing - CommCare Public - CommCare Public)
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 (
https://confluence.dimagi.com/display/commcarepublic/Assigning+cases+to+one+of+multiple+groups
)

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
review/upd

--
Amelia Sagoff