Case Sharing Groups in a Three-Level App

Hi everyone,

We’re using CommCare to track Ebola contacts in Sierra Leone, and are
having a slight issue with our case-sharing groups. Essentially, there are
3 levels to the app: Registration, Assignment, and Visitation. The single
Registration user creates the contacts (from parent cases that they also
create) and then they are automatically assigned to the Assignment user (a
Coordinator) in the area that the contact lives (there are 11 total). From
here, the Coordinator then selects one of their subordinates, a Tracer, and
assigns the contact to them.

The structure right now has two levels of case-sharing groups, with one
between the District and each of the Coordinators, and then one for each
Tracer and their respective Coordinator. The issue that we’re having now
is that the Registration user (the District) becomes unable to see a
contact when it has been assigned to the Tracer, presumably because they
are not in the group that “owns” that case any more.

Is there some way to allow the high-level user to see all of these
individual contacts? Adding the District user to each of the case-sharing
groups seems like the most straightforward option, but we’re worried this
could cause complications in the earlier stages when they’re creating the
new ones.

Any help would be greatly appreciated!

Matthew MacFarlane

P.S. I apologize if the structure isn’t clear from this, just ask if
something needs to be expanded on.

Hey Matthew,

I think adding the district user to the case sharing groups for each of the
tracers is the easiest path for now, but also keeping the case sharing
groups that have *just *the the district and the coordinator. We can then
assign the cases initially to the case sharing groups that just have the
district and the coordinator, and then the coordinator can assign to one of
the groups for the tracers.

Filtering the list of case sharing groups for the district user when
assigning a case (so they only see case sharing groups that have
district+coordinator) requires some pretty complex logic - send me an email
at sshah@dimagi.com and I can help walk you through it.

Thanks,
Sheel

··· On Thu, Jun 11, 2015 at 10:20 AM, Matt MacFarlane wrote:

Hi everyone,

We’re using CommCare to track Ebola contacts in Sierra Leone, and are
having a slight issue with our case-sharing groups. Essentially, there are
3 levels to the app: Registration, Assignment, and Visitation. The single
Registration user creates the contacts (from parent cases that they also
create) and then they are automatically assigned to the Assignment user (a
Coordinator) in the area that the contact lives (there are 11 total). From
here, the Coordinator then selects one of their subordinates, a Tracer, and
assigns the contact to them.

The structure right now has two levels of case-sharing groups, with one
between the District and each of the Coordinators, and then one for each
Tracer and their respective Coordinator. The issue that we’re having now
is that the Registration user (the District) becomes unable to see a
contact when it has been assigned to the Tracer, presumably because they
are not in the group that “owns” that case any more.

Is there some way to allow the high-level user to see all of these
individual contacts? Adding the District user to each of the case-sharing
groups seems like the most straightforward option, but we’re worried this
could cause complications in the earlier stages when they’re creating the
new ones.

Any help would be greatly appreciated!

Matthew MacFarlane

P.S. I apologize if the structure isn’t clear from this, just ask if
something needs to be expanded on.


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

Hi,

I am also wondering about this except I am using Organizations as a basis for case sharing. I want the facility level staff to assign a case to the chiefdom level (one level down) without seeing all the community health workers (two levels down) listed on the case sharing list. Is there a way to filter this list? I still want the facility level workers to have access to the cases even when they’ve been assigned two levels down.

Thanks,
Natalie

Hi Natalie,

Are you following the instructions from Assigning Cases to One of Multiple Locations? If so, you should be able to add a filter on commcare_location_type to only show locations of a certain type. For example, if you only want to see locations of the type “chiefdom,” you can add the filter:
group_data/data[@key='commcare_location_type'] = 'chiefdom'

Hope this helps!