Top-level guidance on the use of subcases (Child Cases) please

Users
#1

I am seeking some top-level guidance on whether to use subcases for a
particular application or whether another approach might be better.

The application in question supports VBAs (Village-based agents) who supply
advice and agricultural inputs to small cotton farmers. These will be the
cases. These VBAs can have ‘sub-VBAs’ who work through them but then
eventually may become ‘full VBAs’ themselves.

My question is: are subcases the best way to deal with this VBA / sub-VBA
scenario? In particular, is there a way of ‘promoting’ subcases to Parent
Cases fairly easily? And also, therefore, breaking the links between a
Parent Case and the subcase when a subcase is promoted to a Parent Case?

Thanks in anticipation.

Regards

Simon
20/2/17

#2

Hello Simon,

From your description I understand that VBAs and sub-VBAs are going to be
mobile users and each cotton farmer a case to be managed either by a VBA or
a sub-VBA. And you would like these cases to be passed around the VBAs and
sub-VBAs. If this is the case, you can use organizations
https://confluence.dimagi.com/display/commcarepublic/Organizations to
setup VBAs and sub-VBAs under each VBA. You can then use case sharing in
organizations
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
to pass around farmer cases between VBAs and sub-VBAs.

··· On Mon, Feb 20, 2017 at 12:22 PM, Simon Berry wrote:

I am seeking some top-level guidance on whether to use subcases for a
particular application or whether another approach might be better.

The application in question supports VBAs (Village-based agents) who
supply advice and agricultural inputs to small cotton farmers. These will
be the cases. These VBAs can have ‘sub-VBAs’ who work through them but then
eventually may become ‘full VBAs’ themselves.

My question is: are subcases the best way to deal with this VBA / sub-VBA
scenario? In particular, is there a way of ‘promoting’ subcases to Parent
Cases fairly easily? And also, therefore, breaking the links between a
Parent Case and the subcase when a subcase is promoted to a Parent Case?

Thanks in anticipation.

Regards

Simon
20/2/17

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#3

Hi

Thanks for your prompt response.

I didn’t make myself clear. The VBAs are essentially retailers of
agricultural inputs who may have ‘sub-retailers’ working through them. They
are not users of the CommCare system. Each VBA will be entered as a ‘case’.
My question relates to how best to deal with the ‘sub-retailers’ especially
as they may become VBAs in their own right at a later date.

Regards

Simon
21/2/17

··· On Tuesday, February 21, 2017 at 7:54:25 AM UTC+3, sreddy wrote: > > Hello Simon, > > From your description I understand that VBAs and sub-VBAs are going to be > mobile users and each cotton farmer a case to be managed either by a VBA or > a sub-VBA. And you would like these cases to be passed around the VBAs and > sub-VBAs. If this is the case, you can use organizations > to > setup VBAs and sub-VBAs under each VBA. You can then use case sharing in > organizations > > to pass around farmer cases between VBAs and sub-VBAs. > > > > On Mon, Feb 20, 2017 at 12:22 PM, Simon Berry <si...@colalife.org > wrote: > >> I am seeking some top-level guidance on whether to use subcases for a >> particular application or whether another approach might be better. >> >> The application in question supports VBAs (Village-based agents) who >> supply advice and agricultural inputs to small cotton farmers. These will >> be the cases. These VBAs can have 'sub-VBAs' who work through them but then >> eventually may become 'full VBAs' themselves. >> >> My question is: are subcases the best way to deal with this VBA / sub-VBA >> scenario? In particular, is there a way of 'promoting' subcases to Parent >> Cases fairly easily? And also, therefore, breaking the links between a >> Parent Case and the subcase when a subcase is promoted to a Parent Case? >> >> Thanks in anticipation. >> >> Regards >> >> Simon >> 20/2/17 >> >> >> >> -- >> 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. >> > >