Tracking completed cases for a given form

I’m wondering if anyone has advice for the best way to track which cases
within the case list have been completed for a form. For example, if a
mobile worker has a list of 20 cases to survey, what is the best way for
them to track which ones they have already done, so they don’t get confused
and go back and survey the same person?

Is there any way to have the cases disappear from the case list for a given
form once completed, or to prevent agents from filling out more than one
copy of the same form for each case? Or are there other ways that CommCare
can help mobile workers keep track of which cases they have already
surveyed?

Thanks.

Hi, Kevan,

There are a few of ways to deal with this.

  1. Form Filtering - best if you want to prevent a user from selecting a
    specific form for a case
    You can do this with form filtering (display conditions for forms). A case
    property like “/data/this_form_completed” can be updated to have a value of
    "1" when completing a form by using a hidden value and setting the
    calculate value to 1. Then in the Form Settings page, set the Display
    Condition to only show the form if the case property is not
    "1" (./this_form_completed != 1).

Here are details on how to use form filtering and set display conditions:
https://help.commcarehq.org/display/commcarepublic/Common+Logic+and+Calculations#CommonLogicandCalculations-DisplayLogicforForms(DisplayConditionforFormsor
"FormFiltering")

  1. Case List Filter - best if you want to prevent a case name from
    showing up in a module’s case list (and therefore prevents the user from
    filling out any of the forms in that module against the case)
    Similar to above, you can filter on some case property that only has a
    value when a form of interest has been completed. Details are here:
    https://help.commcarehq.org/display/commcarepublic/Case+List+and+Case+Detail+View+Configuration#CaseListandCaseDetailViewConfiguration-FilteringtheCaseList

  2. Case Details - just provides information to the user about which forms
    have been completed
    You can create case properties for each form that indicate whether or not
    the form has been completed, and then show the output in the case list or
    case details view.

Hope this helps!

Jeremy

··· On Thu, Jan 23, 2014 at 7:37 AM, wrote:

I’m wondering if anyone has advice for the best way to track which cases
within the case list have been completed for a form. For example, if a
mobile worker has a list of 20 cases to survey, what is the best way for
them to track which ones they have already done, so they don’t get confused
and go back and survey the same person?

Is there any way to have the cases disappear from the case list for a
given form once completed, or to prevent agents from filling out more than
one copy of the same form for each case? Or are there other ways that
CommCare can help mobile workers keep track of which cases they have
already surveyed?

Thanks.


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