I was wondering if anyone else has done this before and could give me a few
suggestions - I want to track attendance for a group of students within a
particular school, at any given time during a monitoring visit. Currently,
our system is set-up with schools as parent-cases and students as
child-cases to the schools. On our Attendance form, users first select
their school from a list of parent cases, and then select a student from a
list of child-cases, and then fill out attendance details. This is pretty
time consuming.
Has anyone ever tried to use lookup tables within a form to track
attendance? Our ideal workflow would be for the user to select a school and
see a list of all the students in that school and fill out a few fields
related to each student's attendance.
I am also open to other suggestions regarding tracking attendance.
What you're asking for in your "ideal" use case is possible but
unfortunately only by using custom XML. I can outline how to do this;
however, as we always warn with custom XML, our team won't be able to offer
much support with errors and issues that may arise. So we recommend
attempting this only if you're already very proficient with XForm
development and up for the challenge.
If you're comfortable with all that, then please email me directly ( wpride@dimagi.com) and I can get you started!
Best,
Will
···
On Fri, Apr 17, 2015 at 9:23 AM, Tania Lee wrote:
Hi all,
I was wondering if anyone else has done this before and could give me a
few suggestions - I want to track attendance for a group of students within
a particular school, at any given time during a monitoring visit.
Currently, our system is set-up with schools as parent-cases and students
as child-cases to the schools. On our Attendance form, users first select
their school from a list of parent cases, and then select a student from a
list of child-cases, and then fill out attendance details. This is pretty
time consuming.
Has anyone ever tried to use lookup tables within a form to track
attendance? Our ideal workflow would be for the user to select a school and
see a list of all the students in that school and fill out a few fields
related to each student's attendance.
I am also open to other suggestions regarding tracking attendance.
Thanks both! We plan to take a crack at Sheel's suggestion to see if that
brings us closer, but thanks for the offer William to discuss the custom
XML.
Related to case filtering:
We have a parent case type (school) but we have 2 types of schools: JSS and
Primary. We want our end users to open the JSS module and only see a list
of JSS schools, and the same for the Primary module. Would the correct
approach be to:
add a "school type" field to each case import that updated data
modify the forms to create a hidden field "school type"
create a filter on "school type"
Also any additional guidance on how to create the filter for this?
Thanks so much,
Tania
···
On Friday, April 17, 2015 at 9:23:55 AM UTC-4, Tania Lee wrote:
>
> Hi all,
>
> I was wondering if anyone else has done this before and could give me a
> few suggestions - I want to track attendance for a group of students within
> a particular school, at any given time during a monitoring visit.
> Currently, our system is set-up with schools as parent-cases and students
> as child-cases to the schools. On our Attendance form, users first select
> their school from a list of parent cases, and then select a student from a
> list of child-cases, and then fill out attendance details. This is pretty
> time consuming.
>
> Has anyone ever tried to use lookup tables within a form to track
> attendance? Our ideal workflow would be for the user to select a school and
> see a list of all the students in that school and fill out a few fields
> related to each student's attendance.
>
> I am also open to other suggestions regarding tracking attendance.
>
> Thanks so much for your help!!
>
> Tania
>
Is it cumbersome to just fill out a form for each student? Some options to
make this a bit better:
Setup a case list filter. Store the date that attendance was filled
out as a case property for the student (ex. last_attendance_date) and then
filter on that case property to only show students who were not visited
today (i.e. date(last_attendance_date) != today())
Use the "end of form navigation" option for the attendance form - you
can set this to be "Previous Screen" so that it will return to the list of
students after the attendance form has been completed.
Configure the module to be "Show Only Forms" - this will make it so
that just the attendance form will be displayed on the main menu, instead
of forcing the user to first choose the module, then a school, then a
student, then the attendance form.
Sheel
···
On Sat, Apr 18, 2015 at 12:16 PM, William Pride wrote:
Tania,
What you're asking for in your "ideal" use case is possible but
unfortunately only by using custom XML. I can outline how to do this;
however, as we always warn with custom XML, our team won't be able to offer
much support with errors and issues that may arise. So we recommend
attempting this only if you're already very proficient with XForm
development and up for the challenge.
If you're comfortable with all that, then please email me directly ( wpride@dimagi.com) and I can get you started!
I was wondering if anyone else has done this before and could give me a
few suggestions - I want to track attendance for a group of students within
a particular school, at any given time during a monitoring visit.
Currently, our system is set-up with schools as parent-cases and students
as child-cases to the schools. On our Attendance form, users first select
their school from a list of parent cases, and then select a student from a
list of child-cases, and then fill out attendance details. This is pretty
time consuming.
Has anyone ever tried to use lookup tables within a form to track
attendance? Our ideal workflow would be for the user to select a school and
see a list of all the students in that school and fill out a few fields
related to each student's attendance.
I am also open to other suggestions regarding tracking attendance.
That approach seems correct Tania. I'm not sure you need to load the
school type into any forms (unless useful for your data analysis).
Thanks
Sheel
···
On Apr 23, 2015 11:12, "Tania Lee" wrote:
Thanks both! We plan to take a crack at Sheel's suggestion to see if that
brings us closer, but thanks for the offer William to discuss the custom
XML.
Related to case filtering:
We have a parent case type (school) but we have 2 types of schools: JSS
and Primary. We want our end users to open the JSS module and only see a
list of JSS schools, and the same for the Primary module. Would the correct
approach be to:
add a "school type" field to each case import that updated data
modify the forms to create a hidden field "school type"
create a filter on "school type"
Also any additional guidance on how to create the filter for this?
Thanks so much,
Tania
On Friday, April 17, 2015 at 9:23:55 AM UTC-4, Tania Lee wrote:
Hi all,
I was wondering if anyone else has done this before and could give me a
few suggestions - I want to track attendance for a group of students within
a particular school, at any given time during a monitoring visit.
Currently, our system is set-up with schools as parent-cases and students
as child-cases to the schools. On our Attendance form, users first select
their school from a list of parent cases, and then select a student from a
list of child-cases, and then fill out attendance details. This is pretty
time consuming.
Has anyone ever tried to use lookup tables within a form to track
attendance? Our ideal workflow would be for the user to select a school and
see a list of all the students in that school and fill out a few fields
related to each student's attendance.
I am also open to other suggestions regarding tracking attendance.
Thanks both! We plan to take a crack at Sheel's suggestion to see if that
brings us closer, but thanks for the offer William to discuss the custom
XML.
Related to case filtering:
We have a parent case type (school) but we have 2 types of schools: JSS
and Primary. We want our end users to open the JSS module and only see a
list of JSS schools, and the same for the Primary module. Would the correct
approach be to:
add a "school type" field to each case import that updated data
modify the forms to create a hidden field "school type"
create a filter on "school type"
Also any additional guidance on how to create the filter for this?
Thanks so much,
Tania
On Friday, April 17, 2015 at 9:23:55 AM UTC-4, Tania Lee wrote:
Hi all,
I was wondering if anyone else has done this before and could give me a
few suggestions - I want to track attendance for a group of students within
a particular school, at any given time during a monitoring visit.
Currently, our system is set-up with schools as parent-cases and students
as child-cases to the schools. On our Attendance form, users first select
their school from a list of parent cases, and then select a student from a
list of child-cases, and then fill out attendance details. This is pretty
time consuming.
Has anyone ever tried to use lookup tables within a form to track
attendance? Our ideal workflow would be for the user to select a school and
see a list of all the students in that school and fill out a few fields
related to each student's attendance.
I am also open to other suggestions regarding tracking attendance.