Community Banking Tracker Dilemma

Some background information: I work for an organization that provides
financial literacy courses and helps to create savings groups.
How: We approach existing groups and organizations (ex: an artisan group)
and present the opportunity. Some members choose to participate, others
don’t.

In an ideal world, I (personally) could create a system that:
1st, registers the group (Leader’s info, location, size, mission)
(Case:Group)
then, within that group, register each of the participants. (Case:
Participant)

Why:
I need to track the individual’s development (attendance, savings, surveys)
as well as the group’s development (rules created, meetings tracked, total
savings) over time.

track and distinguish 2 different Case Types.

Question 1: Am I understanding this correctly, or is it somehow possible to
track two cases in one module as I’m describing?
Question 2: If I create a separate Module for each Case (Participant,
Group) would it be possible to link information from the forms across those
two modules?
Ex: If I update each Participant’s savings in Meeting A in Module 1, I
could create a Hidden Value in Module 2 that gathers each Participant’s
savings and totals them to create the value: Group Savings Meeting A. Is
this possible?

Any and all feedback welcome. I’ve tried to be clear but if I can clarify
more, let me know. Thank you!

··· From my understanding, this is not possible as it would require 1 module to

Hey Isabel,

This is definitely supported! Check out the documentation on child cases
https://confluence.dimagi.com/display/commcarepublic/Child+Cases.

cheers,
Cory

··· On Fri, Apr 8, 2016 at 12:29 AM, Isabel Magnus wrote:

Some background information: I work for an organization that provides
financial literacy courses and helps to create savings groups.
How: We approach existing groups and organizations (ex: an artisan group)
and present the opportunity. Some members choose to participate, others
don’t.

In an ideal world, I (personally) could create a system that:
1st, registers the group (Leader’s info, location, size, mission)
(Case:Group)
then, within that group, register each of the participants. (Case:
Participant)

Why:
I need to track the individual’s development (attendance, savings,
surveys) as well as the group’s development (rules created, meetings
tracked, total savings) over time.

From my understanding, this is not possible as it would require 1 module
to track and distinguish 2 different Case Types.

Question 1: Am I understanding this correctly, or is it somehow possible
to track two cases in one module as I’m describing?
Question 2: If I create a separate Module for each Case (Participant,
Group) would it be possible to link information from the forms across those
two modules?
Ex: If I update each Participant’s savings in Meeting A in Module 1, I
could create a Hidden Value in Module 2 that gathers each Participant’s
savings and totals them to create the value: Group Savings Meeting A. Is
this possible?

Any and all feedback welcome. I’ve tried to be clear but if I can clarify
more, let me know. Thank you!


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