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?
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)
Turn Case Sharing OFF in your application
Create a case sharing group called Supervisors and add all the
supervisors to it
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?
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)
Turn Case Sharing OFF in your application
Create a case sharing group called Supervisors and add all the
supervisors to it
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?
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)
Turn Case Sharing OFF in your application
Create a case sharing group called Supervisors and add all the
supervisors to it
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?