Hello all... I have a question about our pretty complex case sharing situation.
Some of you might remember ... my thailand HIV app has case sharing called the "flower petal" method, where each outreach worker has his own single case sharing group, and then some clinics are members of each individual case sharing group. That's how each outreach worker can refer to the clinic.
My question is: We might want to adjust our sharing to combine SOME of those individual users into a combined "flower petal" so they could also see their colleagues' cases also. BUT I am worried that if we try this and don't like it, then the cases might have been CHANGED when we did that experiment and when I try to switch back to an older, saved version of the old-style users/groups table, the cases would be lost or missing.
1-- please look at the following link that shows two easy PPT slides that illustrate (1) our current case sharing setup and then (2) the way we are considering changing to a combined case sharing group for SOME of our users.
Dropbox - question about converting case sharing methods....pptx - Simplify your life
2-- As you can see, we hope that, for this small set of 10 of our users, throw away the older individual case sharing groups, and place them all in one single case sharing group. (but we may find that this places so many cases into a phone, that they get slow.)
3-- My question is: If I make this change using the excel users/groups table... and then we find out that it does not work well and we want to revert back to the original way... is there a chance that all those cases will have changed their ownership, and I will be unable to get the cases back to their original way of being each in their individual group?
4-- To me, this raised the question of if each of those cases was currently "OWNED" by the actual users that created them, or if they were currently owned by the little groups. if they are owned by the users, then I vaguely think that someday if we try to revert back to the original method, it would be OK because the users are still there and so they will nicely flow back to the individual original case sharing groups. but if they are actually owned by the existing mini case sharing groups, then my thoughts about changing to the shared method and then possibly changing back seems more scary.
----> But, when we downloaded the full case list, and looked in the OWNER column for each of the cases, it simply says, for example, 2011103 ... and unfortunately 2011103 is the name of a user AND it is the name of his individual case sharing group! So I can not tell if the true owner is the individual or the group!
Let me know your thoughts on my questions above...