Call center app

Hi All,

I want to try out the call centre app but needed some guidance. If a
supervisor also performs regular CHW work (household visits) other than
conducting supervision checks on their CHWs, how would the case sharing
work when we allow case sharing between the members of the supervision
group when they are only meant to share the CHWs and not the Households or
children they visit since the call centre function will only be a module on
their CommCare app? Or would there be a way to only share a specific case
type?

Regards

M.

Hey Mourice,

Great question. Unfortunately, you can’t easily configure per-case type
case sharing using the application builder. In your situation, I think
you’d need to do the following in your application (assuming you don’t need
any case sharing other than sharing CHWs)

  1. Turn Case Sharing OFF in your application
  2. Create a case sharing group called Supervisors and add all the
    supervisors to it
  3. Manually assign the CHW cases to the supervisor group using the
    Reassign Cases feature on HQ (
    https://confluence.dimagi.com/pages/viewpage.action?pageId=10223974)

Turning Case Sharing OFF for your application will set it up so that newly
created cases are not shared with any users, even if that user is in a
case sharing group. However, you can still manually assign a case (ex.
the CHW cases) to a case sharing group.

Thanks,
Sheel

··· On Sat, Nov 29, 2014 at 3:55 AM, Mourice Barasa wrote:

Hi All,

I want to try out the call centre app but needed some guidance. If a
supervisor also performs regular CHW work (household visits) other than
conducting supervision checks on their CHWs, how would the case sharing
work when we allow case sharing between the members of the supervision
group when they are only meant to share the CHWs and not the Households or
children they visit since the call centre function will only be a module on
their CommCare app? Or would there be a way to only share a specific case
type?

Regards

M.


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Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah

Thanks Sheel,

Will try this, I’m just curious if this will work well with the call centre
app since one thing that seems to be indicated that

Regards

··· On Mon, Dec 1, 2014 at 6:42 PM, Sheel Shah wrote:

Hey Mourice,

Great question. Unfortunately, you can’t easily configure per-case type
case sharing using the application builder. In your situation, I think
you’d need to do the following in your application (assuming you don’t need
any case sharing other than sharing CHWs)

  1. Turn Case Sharing OFF in your application
  2. Create a case sharing group called Supervisors and add all the
    supervisors to it
  3. Manually assign the CHW cases to the supervisor group using the
    Reassign Cases feature on HQ (
    https://confluence.dimagi.com/pages/viewpage.action?pageId=10223974)

Turning Case Sharing OFF for your application will set it up so that newly
created cases are not shared with any users, even if that user is in a
case sharing group. However, you can still manually assign a case (ex.
the CHW cases) to a case sharing group.

Thanks,
Sheel

On Sat, Nov 29, 2014 at 3:55 AM, Mourice Barasa barazam@gmail.com wrote:

Hi All,

I want to try out the call centre app but needed some guidance. If a
supervisor also performs regular CHW work (household visits) other than
conducting supervision checks on their CHWs, how would the case sharing
work when we allow case sharing between the members of the supervision
group when they are only meant to share the CHWs and not the Households or
children they visit since the call centre function will only be a module on
their CommCare app? Or would there be a way to only share a specific case
type?

Regards

M.


You received this message because you are subscribed to the Google Groups
"commcare-users" group.
To unsubscribe from this group and stop receiving emails from it, send an
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For more options, visit https://groups.google.com/d/optout.


Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah


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M. W. Barasa


Skype:mouriceb
Yahoo messenger:baramori
Cell: +254722853117

Hey Mourice,

Yup, you should be able to do this with the call center application.

THanks,
SHeel

··· On Thu, Dec 4, 2014 at 5:03 AM, Mourice Barasa wrote:

Thanks Sheel,

Will try this, I’m just curious if this will work well with the call
centre app since one thing that seems to be indicated that

Regards

On Mon, Dec 1, 2014 at 6:42 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Mourice,

Great question. Unfortunately, you can’t easily configure per-case type
case sharing using the application builder. In your situation, I think
you’d need to do the following in your application (assuming you don’t need
any case sharing other than sharing CHWs)

  1. Turn Case Sharing OFF in your application
  2. Create a case sharing group called Supervisors and add all the
    supervisors to it
  3. Manually assign the CHW cases to the supervisor group using the
    Reassign Cases feature on HQ (
    https://confluence.dimagi.com/pages/viewpage.action?pageId=10223974)

Turning Case Sharing OFF for your application will set it up so that
newly created cases are not shared with any users, even if that user
is in a case sharing group. However, you can still manually assign a case
(ex. the CHW cases) to a case sharing group.

Thanks,
Sheel

On Sat, Nov 29, 2014 at 3:55 AM, Mourice Barasa barazam@gmail.com wrote:

Hi All,

I want to try out the call centre app but needed some guidance. If a
supervisor also performs regular CHW work (household visits) other than
conducting supervision checks on their CHWs, how would the case sharing
work when we allow case sharing between the members of the supervision
group when they are only meant to share the CHWs and not the Households or
children they visit since the call centre function will only be a module on
their CommCare app? Or would there be a way to only share a specific case
type?

Regards

M.


You received this message because you are subscribed to the Google
Groups “commcare-users” group.
To unsubscribe from this group and stop receiving emails from it, send
an email to commcare-users+unsubscribe@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.


Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah


You received this message because you are subscribed to a topic in the
Google Groups “commcare-users” group.
To unsubscribe from this topic, visit
https://groups.google.com/d/topic/commcare-users/VcEJeATOBxw/unsubscribe.
To unsubscribe from this group and all its topics, send an email to
commcare-users+unsubscribe@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.


M. W. Barasa


Skype:mouriceb
Yahoo messenger:baramori
Cell: +254722853117


You received this message because you are subscribed to the Google Groups
"commcare-users" group.
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Sheel Shah
Project Manager | Dimagi
m: +1.781.428.5419 | skype: sheel_shah