Providing our implementers with access to incoming data, but not ALL of it

Hi folks –

We have a great commcare app that is collecting data from outreach workers
as they interview clients… and is also collecting data from clinic
workers as those clients complete referrals into clinics…

These outreach workers and these clinic workers work for our partner
organizations, not for my own NGO.

We want to make it so that these partner organizations have access to the
incoming data that their workers are generating. But we can’t give them the
full password to the CommCareHQ portal, because then they would be able to
see the data of the OTHER partner organizations, and they shouldn’t be able
to see the other organization’s data.

Naturally, our mobile userIDs are constructed so that it’s clear which
mobile users are from which organizations – all the users from
organization A have “10” in them, the other “20,” etc. And we have made
mobile user groups from them also.

What is the best method of providing frequent views of the forms / data
that represent these organizations’ recent work and progress, but without
these organizations having the full web access and thus seeing the entire
body of all partners’ data?

Some kind of automated forms export that would get automatically mailed
out? Or some other feature or permissions or groups configuration that I’m
forgetting?

(Note, we would want the actual data to be shown, not merely the worker
activity.)

Great thanks!

Eric

Hello everyone – I didnt’ get any replies to my question below about
configuring access to our commcare data. So I thought I would ping it again
to see if anyone can provide answers or ideas. Note I am highlighting my
ultimate question in green below – Thanks! Eric

··· On Thursday, December 17, 2015 at 1:11:23 PM UTC+7, Eric Stephan wrote: > > > Hi folks -- > > We have a great commcare app that is collecting data from outreach workers > as they interview clients... and is also collecting data from clinic > workers as those clients complete referrals into clinics... > > These outreach workers and these clinic workers work for our partner > organizations, not for my own NGO. > > We want to make it so that these partner organizations have access to the > incoming data that their workers are generating. But we can't give them the > full password to the CommCareHQ portal, because then they would be able to > see the data of the OTHER partner organizations, and they shouldn't be able > to see the other organization's data. > > Naturally, our mobile userIDs are constructed so that it's clear which > mobile users are from which organizations -- all the users from > organization A have "10" in them, the other "20," etc. And we have made > mobile user groups from them also. > > > > > > *What is the best method of providing frequent views of the forms / data > that represent these organizations' recent work and progress, but without > these organizations having the full web access and thus seeing the entire > body of all partners' data? Some kind of automated forms export that > would get automatically mailed out? Or some other feature or permissions > or groups configuration that I'm forgetting?(Note, we would want the actual > data to be shown, not merely the worker activity.) * > > Great thanks! > > Eric > >

Hi Eric,

Sorry for the delay in replying. Unfortunately right now data access is
basically all or none. As far as I know there is no way to restrict users
to only seeing a subset of data through the data section of CommCareHQ.

As far as form exports, there are no automated emails of form exports,
though you could vote for the idea on uservoice:


(looks like you might have already voted for it!)

One possible workarounds for the first issue (restricting access to a
subset of data) would be to create a hierarchy of users with case sharing
which allows users to see cases created by users below them via a CommCare
app. This is admittedly a rather drastic update to the
application/user/case structure, but if interested you can read about the
basic idea here:
https://wiki.commcarehq.org/display/commcarepublic/Organizations

Jeremy

··· On Tue, Dec 22, 2015 at 1:38 AM, Eric Stephan wrote:

Hello everyone – I didnt’ get any replies to my question below about
configuring access to our commcare data. So I thought I would ping it again
to see if anyone can provide answers or ideas. Note I am highlighting my
ultimate question in green below – Thanks! Eric

On Thursday, December 17, 2015 at 1:11:23 PM UTC+7, Eric Stephan wrote:

Hi folks –

We have a great commcare app that is collecting data from outreach
workers as they interview clients… and is also collecting data from
clinic workers as those clients complete referrals into clinics…

These outreach workers and these clinic workers work for our partner
organizations, not for my own NGO.

We want to make it so that these partner organizations have access to the
incoming data that their workers are generating. But we can’t give them the
full password to the CommCareHQ portal, because then they would be able to
see the data of the OTHER partner organizations, and they shouldn’t be able
to see the other organization’s data.

Naturally, our mobile userIDs are constructed so that it’s clear which
mobile users are from which organizations – all the users from
organization A have “10” in them, the other “20,” etc. And we have made
mobile user groups from them also.

*What is the best method of providing frequent views of the forms / data
that represent these organizations’ recent work and progress, but without
these organizations having the full web access and thus seeing the entire
body of all partners’ data? Some kind of automated forms export that
would get automatically mailed out? Or some other feature or permissions
or groups configuration that I’m forgetting?(Note, we would want the actual
data to be shown, not merely the worker activity.) *

Great thanks!

Eric


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Jeremy Wacksman
Dimagi http://www.dimagi.com, Inc.

Hi Eric,

In the long-term, we hope to better support the kind of data viewing
permissions you want to set up by allowing you to add web users to your
Organization. Web users will only be able to view data submitted by mobile
workers in their part of the Organization hierarchy. Unfortunately we don’t
have a timeline for this yet, so I can’t be specific about when this will
come out, but I wanted to make sure you knew our long-term plan for this
feature.

Thanks,
Amelia

··· On Tue, Dec 22, 2015 at 10:53 AM, Jeremy W. wrote:

Hi Eric,

Sorry for the delay in replying. Unfortunately right now data access is
basically all or none. As far as I know there is no way to restrict users
to only seeing a subset of data through the data section of CommCareHQ.

As far as form exports, there are no automated emails of form exports,
though you could vote for the idea on uservoice:
http://dimagi.uservoice.com/forums/194740-data/suggestions/4120150-scheduled-and-saved-custom-exports
(looks like you might have already voted for it!)

One possible workarounds for the first issue (restricting access to a
subset of data) would be to create a hierarchy of users with case sharing
which allows users to see cases created by users below them via a CommCare
app. This is admittedly a rather drastic update to the
application/user/case structure, but if interested you can read about the
basic idea here:
https://wiki.commcarehq.org/display/commcarepublic/Organizations

Jeremy

On Tue, Dec 22, 2015 at 1:38 AM, Eric Stephan estephan500@gmail.com wrote:

Hello everyone – I didnt’ get any replies to my question below about
configuring access to our commcare data. So I thought I would ping it again
to see if anyone can provide answers or ideas. Note I am highlighting my
ultimate question in green below – Thanks! Eric

On Thursday, December 17, 2015 at 1:11:23 PM UTC+7, Eric Stephan wrote:

Hi folks –

We have a great commcare app that is collecting data from outreach
workers as they interview clients… and is also collecting data from
clinic workers as those clients complete referrals into clinics…

These outreach workers and these clinic workers work for our partner
organizations, not for my own NGO.

We want to make it so that these partner organizations have access to
the incoming data that their workers are generating. But we can’t give them
the full password to the CommCareHQ portal, because then they would be able
to see the data of the OTHER partner organizations, and they shouldn’t be
able to see the other organization’s data.

Naturally, our mobile userIDs are constructed so that it’s clear which
mobile users are from which organizations – all the users from
organization A have “10” in them, the other “20,” etc. And we have made
mobile user groups from them also.

*What is the best method of providing frequent views of the forms / data
that represent these organizations’ recent work and progress, but without
these organizations having the full web access and thus seeing the entire
body of all partners’ data? Some kind of automated forms export that
would get automatically mailed out? Or some other feature or permissions
or groups configuration that I’m forgetting?(Note, we would want the actual
data to be shown, not merely the worker activity.) *

Great thanks!

Eric


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.


Jeremy Wacksman
Dimagi http://www.dimagi.com, Inc.


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.

Hi Amelia and all –

I’m happy to hear that this feature is planned for some point in the
future.

– Is there a way that I can cast a strong supporting encouragement, vote,
or further understanding of that feature’s importance? Is there a uservoice
page, plus any other way?

– Our usage of commcare in Thailand is at a situation where it is getting
increasing interest from health agencies of the government of thailand,
which is expanding its use. But for this tool to become permanent, however,
the “all or nothing” aspect would likely be the first sticking point – the
goal of having provinces (or HIV implementing organizations) have a
stronger sense of ownership of “their” data, but not have the ability to
dig through the data of other organizations or provinces – would give a
bigger sense of investment and trust in the overall system. Rather than the
lesser sense of ownership when the system is “oh, our data is with the big
gatekeeper, and every once in a while they send us reports of what we’ve
been doing.”

– Let me know where I could vote, submit, or otherwise make your team
aware of our love for this idea!

Eric

··· On Tuesday, December 22, 2015 at 11:18:48 PM UTC+7, Amelia Sagoff wrote: > > Hi Eric, > > In the long-term, we hope to better support the kind of data viewing > permissions you want to set up by allowing you to add web users to your > Organization. Web users will only be able to view data submitted by mobile > workers in their part of the Organization hierarchy. Unfortunately we don't > have a timeline for this yet, so I can't be specific about when this will > come out, but I wanted to make sure you knew our long-term plan for this > feature. > > Thanks, > Amelia > > On Tue, Dec 22, 2015 at 10:53 AM, Jeremy W. <jwac...@dimagi.com > wrote: > >> Hi Eric, >> >> Sorry for the delay in replying. Unfortunately right now data access is >> basically all or none. As far as I know there is no way to restrict users >> to only seeing a subset of data through the data section of CommCareHQ. >> >> As far as form exports, there are no automated emails of form exports, >> though you could vote for the idea on uservoice: >> http://dimagi.uservoice.com/forums/194740-data/suggestions/4120150-scheduled-and-saved-custom-exports >> (looks like you might have already voted for it!) >> >> One possible workarounds for the first issue (restricting access to a >> subset of data) would be to create a hierarchy of users with case sharing >> which allows users to see cases created by users below them via a CommCare >> app. This is admittedly a rather drastic update to the >> application/user/case structure, but if interested you can read about the >> basic idea here: >> https://wiki.commcarehq.org/display/commcarepublic/Organizations >> >> Jeremy >> >> On Tue, Dec 22, 2015 at 1:38 AM, Eric Stephan <estep...@gmail.com > wrote: >> >>> Hello everyone -- I didnt' get any replies to my question below about >>> configuring access to our commcare data. So I thought I would ping it again >>> to see if anyone can provide answers or ideas. Note I am highlighting my >>> ultimate question in green below -- Thanks! Eric >>> >>> >>> On Thursday, December 17, 2015 at 1:11:23 PM UTC+7, Eric Stephan wrote: >>>> >>>> >>>> Hi folks -- >>>> >>>> We have a great commcare app that is collecting data from outreach >>>> workers as they interview clients... and is also collecting data from >>>> clinic workers as those clients complete referrals into clinics... >>>> >>>> These outreach workers and these clinic workers work for our partner >>>> organizations, not for my own NGO. >>>> >>>> We want to make it so that these partner organizations have access to >>>> the incoming data that their workers are generating. But we can't give them >>>> the full password to the CommCareHQ portal, because then they would be able >>>> to see the data of the OTHER partner organizations, and they shouldn't be >>>> able to see the other organization's data. >>>> >>>> Naturally, our mobile userIDs are constructed so that it's clear which >>>> mobile users are from which organizations -- all the users from >>>> organization A have "10" in them, the other "20," etc. And we have made >>>> mobile user groups from them also. >>>> >>>> >>>> >>>> >>>> >>>> *What is the best method of providing frequent views of the forms / >>>> data that represent these organizations' recent work and progress, but >>>> without these organizations having the full web access and thus seeing the >>>> entire body of all partners' data? Some kind of automated forms export >>>> that would get automatically mailed out? Or some other feature or >>>> permissions or groups configuration that I'm forgetting?(Note, we would >>>> want the actual data to be shown, not merely the worker activity.) * >>>> >>>> Great thanks! >>>> >>>> Eric >>>> >>>> -- >>> 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-user...@googlegroups.com . >>> For more options, visit https://groups.google.com/d/optout. >>> >> >> >> >> -- >> Jeremy Wacksman >> Dimagi , Inc. >> >> -- >> 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-user...@googlegroups.com . >> For more options, visit https://groups.google.com/d/optout. >> > >

Hi Eric,

Thanks for the explanation, it’s helpful to know why this feature is so
important to your work (and encouraging to hear that you’re eager to take
advantage of our planned improvements!)

You can cast a literal vote in favor of this idea on uservoice (I don’t
think anyone has posted it yet, so you can add it): dimagi.uservoice.com

It’s also helpful to hear your thoughts on commcare-users. Many of Dimagi’s
product team members and developers, including the CTO Cory, monitor
commcare-users closely. Just by posting your thoughts here you have already
been heard!

If you need this or other features by a particular deadline, you can email
information@dimagi.com for options to fund our development team to
implement features for your project.

Thanks,
Amelia

··· On Tue, Dec 22, 2015 at 9:16 PM, Eric Stephan wrote:

Hi Amelia and all –

I’m happy to hear that this feature is planned for some point in the
future.

– Is there a way that I can cast a strong supporting encouragement, vote,
or further understanding of that feature’s importance? Is there a uservoice
page, plus any other way?

– Our usage of commcare in Thailand is at a situation where it is getting
increasing interest from health agencies of the government of thailand,
which is expanding its use. But for this tool to become permanent, however,
the “all or nothing” aspect would likely be the first sticking point – the
goal of having provinces (or HIV implementing organizations) have a
stronger sense of ownership of “their” data, but not have the ability to
dig through the data of other organizations or provinces – would give a
bigger sense of investment and trust in the overall system. Rather than the
lesser sense of ownership when the system is “oh, our data is with the big
gatekeeper, and every once in a while they send us reports of what we’ve
been doing.”

– Let me know where I could vote, submit, or otherwise make your team
aware of our love for this idea!

Eric

On Tuesday, December 22, 2015 at 11:18:48 PM UTC+7, Amelia Sagoff wrote:

Hi Eric,

In the long-term, we hope to better support the kind of data viewing
permissions you want to set up by allowing you to add web users to your
Organization. Web users will only be able to view data submitted by mobile
workers in their part of the Organization hierarchy. Unfortunately we don’t
have a timeline for this yet, so I can’t be specific about when this will
come out, but I wanted to make sure you knew our long-term plan for this
feature.

Thanks,
Amelia

On Tue, Dec 22, 2015 at 10:53 AM, Jeremy W. jwac...@dimagi.com wrote:

Hi Eric,

Sorry for the delay in replying. Unfortunately right now data access is
basically all or none. As far as I know there is no way to restrict users
to only seeing a subset of data through the data section of CommCareHQ.

As far as form exports, there are no automated emails of form exports,
though you could vote for the idea on uservoice:
http://dimagi.uservoice.com/forums/194740-data/suggestions/4120150-scheduled-and-saved-custom-exports
(looks like you might have already voted for it!)

One possible workarounds for the first issue (restricting access to a
subset of data) would be to create a hierarchy of users with case sharing
which allows users to see cases created by users below them via a CommCare
app. This is admittedly a rather drastic update to the
application/user/case structure, but if interested you can read about the
basic idea here:
https://wiki.commcarehq.org/display/commcarepublic/Organizations

Jeremy

On Tue, Dec 22, 2015 at 1:38 AM, Eric Stephan estep...@gmail.com wrote:

Hello everyone – I didnt’ get any replies to my question below about
configuring access to our commcare data. So I thought I would ping it again
to see if anyone can provide answers or ideas. Note I am highlighting my
ultimate question in green below – Thanks! Eric

On Thursday, December 17, 2015 at 1:11:23 PM UTC+7, Eric Stephan wrote:

Hi folks –

We have a great commcare app that is collecting data from outreach
workers as they interview clients… and is also collecting data from
clinic workers as those clients complete referrals into clinics…

These outreach workers and these clinic workers work for our partner
organizations, not for my own NGO.

We want to make it so that these partner organizations have access to
the incoming data that their workers are generating. But we can’t give them
the full password to the CommCareHQ portal, because then they would be able
to see the data of the OTHER partner organizations, and they shouldn’t be
able to see the other organization’s data.

Naturally, our mobile userIDs are constructed so that it’s clear which
mobile users are from which organizations – all the users from
organization A have “10” in them, the other “20,” etc. And we have made
mobile user groups from them also.

*What is the best method of providing frequent views of the forms /
data that represent these organizations’ recent work and progress, but
without these organizations having the full web access and thus seeing the
entire body of all partners’ data? Some kind of automated forms export
that would get automatically mailed out? Or some other feature or
permissions or groups configuration that I’m forgetting?(Note, we would
want the actual data to be shown, not merely the worker activity.) *

Great thanks!

Eric


You received this message because you are subscribed to the Google
Groups “commcare-users” group.
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an email to commcare-user...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.


Jeremy Wacksman
Dimagi http://www.dimagi.com, Inc.


You received this message because you are subscribed to the Google
Groups “commcare-users” group.
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an email to commcare-user...@googlegroups.com.
For more options, visit https://groups.google.com/d/optout.


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Hi you guys – Thanks for listening to me in this thread!

I have created a UserVoice option for this feature, which would make
CommCare more capable of growing to being part of a large health
infrastructure of a country.

Because this feature would allow multiple partner organizations (CBOs) to
be given logins to access and analyze their data in CommCareHQ… which is
currently prohibitive because currently they would see ALL the data of all
other organizations, which is definitely a deal-breaker in the HIV outreach
context I work in (and likely others also.) If an organization is trying
to become more effective but currently doesn’t have the reach that it
wants, it does not want its embarrassing laundry made public to every other
organization in the country.

If you agree, please vote for my item below!