Case Sharing Using Organizations with Case Import

Dear CommCare Users,

I have setup organization Structures like*
Province/District/Clinic/Health-Promoter*, and example User Location looks
like *Eastern/Chipata/Samuel/Samuel HPs. *At the Health Promoter Level, a
location can have one or more Health Promoters whose cases can be shared
with their parent locations(i.e clinics, all the way to province). So in
this particular example, *Samuel HPs * is a location at the Health
Promoters level and that I want the cases owned by the Health Promoters
assigned to *Samuel HPs *to share their cases(Care Groups) with the workers
at Samuel clinic and the rest of the users in the higher hierarchy(
Eastern/Chipata).

The steps I took were:

  1. Setup Organization Structures and Levels as shown above. Turned on *Owns
    Cases * at *Clinic *and *Health Promoter *levels. Also turned on *View
    Child Data *at all levels!
  2. Assign users to respective locations
  3. Import cases, with *owner_name *assigned to the *username * of the Health
    Promoter.

The challenge is that when I log-in into the App used by the *Health
Promoter, *I can see all cases(Care Groups) assigned to the Health
Promoter, as expected! And remember the Health Promoter owns these cases.
But when I log-in into the App used by workers at the *Clinic, District, *and
*Province *I do not see the expected child cases! I haven’t turned on case
sharing at the App level, I haven’t created case sharing groups since the
documentation stated that "the Case Sharing Groups will be created
automatically for users at a given location".

Anything else I may have been missing out? I will greatly appreciate.

Thanks and kind regards,
Chaiwa.

Hey Chaiwa,

I think you may have assigned the cases to the Health Promoter user instead
of the Health Promoter location. If the cases are assigned to the
location, the case sharing behaviour you want should work. To fix this,
you could use the case importer to update the cases and set the owner_name
to the name of the Health Promoter location (or the site code of the Health
Promoter location).

Thanks,
Sheel

··· On Sun, Nov 5, 2017 at 5:56 AM, Chaiwa Berian wrote:

Dear CommCare Users,

I have setup organization Structures like*
Province/District/Clinic/Health-Promoter*, and example User Location
looks like *Eastern/Chipata/Samuel/Samuel HPs. *At the Health Promoter
Level, a location can have one or more Health Promoters whose cases can be
shared with their parent locations(i.e clinics, all the way to province).
So in this particular example, *Samuel HPs * is a location at the Health
Promoters level and that I want the cases owned by the Health Promoters
assigned to *Samuel HPs *to share their cases(Care Groups) with the
workers at Samuel clinic and the rest of the users in the higher
hierarchy(Eastern/Chipata).

The steps I took were:

  1. Setup Organization Structures and Levels as shown above. Turned on *Owns
    Cases * at *Clinic *and *Health Promoter *levels. Also turned on *View
    Child Data *at all levels!
  2. Assign users to respective locations
  3. Import cases, with *owner_name *assigned to the *username * of the Health
    Promoter.

The challenge is that when I log-in into the App used by the *Health
Promoter, *I can see all cases(Care Groups) assigned to the Health
Promoter, as expected! And remember the Health Promoter owns these cases.
But when I log-in into the App used by workers at the *Clinic, District, *and
*Province *I do not see the expected child cases! I haven’t turned on
case sharing at the App level, I haven’t created case sharing groups since
the documentation stated that "the Case Sharing Groups will be created
automatically for users at a given location".

Anything else I may have been missing out? I will greatly appreciate.

Thanks and kind regards,
Chaiwa.


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