Archiving and deleting users

Hi Users,

I’d like to announce a feature that many people have been craving since day
one. Starting right now, you can archive and delete users.

Let me first say before anyone gets too excited that there’s still some
ironing out to do. But let me explain how it works and what I have yet to
do.

First, we decided to give you two different ways to unclutter your reports.
You may either archive a user, removing them from the limelight while
keeping their data around in the export; or you can delete a user,
removing all their data permanently.

Let me give two scenarios to illustrate the use of each kind. Let’s say that
while you were testing your app, you submitted a user registration, called
"test". You might play around with the user and submit a few forms, but at
the end of the day, none of that data is real so it shouldn’t interfere with
the real data. In this case you would want to delete the user and all
their data. Let’s say instead that you have a CHW who has submitted some
data but who has taken a leave of absence. You don’t want them showing up in
your reports day-to-day, but you want to keep their data around. Then you
would archive them.

Currently, even when you archive a user, their data still shows up in some
of the reports. Over the next few days I’ll be working on making it more
intuitive and filtering out archived users where appropriate. As it stands,
only the Case Activity report correctly filters out archived users, but the
intention is that all one-row-per-chw reports will exclude archived users,
while actuals data logs (such as the Case List, Submit History, and all
exports) will include data by active as well as archived users, so that none
of the data is lost.

I will keep everyone updated!

Cheers,
Danny

Hey Danny,

I want to say that this is a great new feature for those using the CCHQ
reports frequently.

Keep us updated as the archiving function develops, but I do have a question
about it now though. After you “archive” a user, is there a way to
"un-archive" them? Following your example, if a CHW returns from a leave of
absence who was previously archived, we would want to have their username be
displayed in the reports again.

Thanks!
Nick

Nick P. Amland

CommCare Field Fellow
Dimagi, Inc.
Dodoma, Tanzania
Google Voice: 253.642.7790
TZ Mobile: +255 762 740 996
Email: namland@dimagi.com namland08@gmail.com

··· On Mon, Sep 26, 2011 at 3:05 PM, Daniel Roberts wrote:

Hi Users,

I’d like to announce a feature that many people have been craving since day
one. Starting right now, you can archive and delete users.

Let me first say before anyone gets too excited that there’s still some
ironing out to do. But let me explain how it works and what I have yet to
do.

First, we decided to give you two different ways to unclutter your reports.
You may either archive a user, removing them from the limelight while
keeping their data around in the export; or you can delete a user,
removing all their data permanently.

Let me give two scenarios to illustrate the use of each kind. Let’s say
that while you were testing your app, you submitted a user registration,
called “test”. You might play around with the user and submit a few forms,
but at the end of the day, none of that data is real so it shouldn’t
interfere with the real data. In this case you would want to delete the
user and all their data. Let’s say instead that you have a CHW who has
submitted some data but who has taken a leave of absence. You don’t want
them showing up in your reports day-to-day, but you want to keep their data
around. Then you would archive them.

Currently, even when you archive a user, their data still shows up in some
of the reports. Over the next few days I’ll be working on making it more
intuitive and filtering out archived users where appropriate. As it stands,
only the Case Activity report correctly filters out archived users, but the
intention is that all one-row-per-chw reports will exclude archived users,
while actuals data logs (such as the Case List, Submit History, and all
exports) will include data by active as well as archived users, so that none
of the data is lost.

I will keep everyone updated!

Cheers,
Danny

To Nick’s question (Can you unarchive users?), yes, you can. When viewing
your commcare users, you can click on the link “Show Archived Users” and
that should let you also unarchive them. Archiving/unarchiving is meant to
be completely reversible, so that you can do it without fear. Deleting, on
the other hand is permanent— so don’t delete people if you ever want to
see them or their data again!

Cheers,
Danny

··· 2011/9/27 Nick Amland

Hey Danny,

I want to say that this is a great new feature for those using the CCHQ
reports frequently.

Keep us updated as the archiving function develops, but I do have a
question about it now though. After you “archive” a user, is there a way to
"un-archive" them? Following your example, if a CHW returns from a leave of
absence who was previously archived, we would want to have their username be
displayed in the reports again.

Thanks!
Nick

Nick P. Amland

CommCare Field Fellow
Dimagi, Inc.
Dodoma, Tanzania
Google Voice: 253.642.7790
TZ Mobile: +255 762 740 996
Email: namland@dimagi.com namland08@gmail.com

On Mon, Sep 26, 2011 at 3:05 PM, Daniel Roberts droberts@dimagi.comwrote:

Hi Users,

I’d like to announce a feature that many people have been craving since
day one. Starting right now, you can archive and delete users.

Let me first say before anyone gets too excited that there’s still some
ironing out to do. But let me explain how it works and what I have yet to
do.

First, we decided to give you two different ways to unclutter your
reports. You may either archive a user, removing them from the
limelight while keeping their data around in the export; or you can *
delete* a user, removing all their data permanently.

Let me give two scenarios to illustrate the use of each kind. Let’s say
that while you were testing your app, you submitted a user registration,
called “test”. You might play around with the user and submit a few forms,
but at the end of the day, none of that data is real so it shouldn’t
interfere with the real data. In this case you would want to delete the
user and all their data. Let’s say instead that you have a CHW who has
submitted some data but who has taken a leave of absence. You don’t want
them showing up in your reports day-to-day, but you want to keep their data
around. Then you would archive them.

Currently, even when you archive a user, their data still shows up in some
of the reports. Over the next few days I’ll be working on making it more
intuitive and filtering out archived users where appropriate. As it stands,
only the Case Activity report correctly filters out archived users, but the
intention is that all one-row-per-chw reports will exclude archived users,
while actuals data logs (such as the Case List, Submit History, and all
exports) will include data by active as well as archived users, so that none
of the data is lost.

I will keep everyone updated!

Cheers,
Danny