Turn sub cases into cases / importing sub cases

Hello commcare users,

We enrolled 3 000 farmers to a programme using commcare. These farmers have been registered as cases and we would like to reassign many of these farmers to different mobile users working in different Locations. Given the number of data to manipulate this cannot be done manually.
We examined many workarounds and the most feasible way seems to the following:

Step 1 – Set the location as the main Case and the farmers as a Sub Case.
Step 2 – Upload the farmers list as sub cases
Step 3 - Assign location (cases) to mobile users

I am having a hard time figuring out Step 1 and 2

  • How do I turn the Locations into Cases and the current cases (the farmers) as sub-cases?
  • What kind of bulk upload feature could be used for this? How can I make sure they will be uploaded as sub cases and no more as main cases?

I would be really grateful if someone could help out on this.

Best,

Nicolas

Hi Nicolas,

Sounds like you want to be able to assign cases to a location, rather than
a specific mobile worker. If this is correct, please review the Case
Sharing using Organizations
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
page
for instructions.

To manually reassign a case to a location, see the Reassign Cases to a
Location
https://confluence.dimagi.com/display/commcarepublic/Reassign+Cases+to+a+Location
page.
To do this in a bulk action, see the Updating Cases
https://confluence.dimagi.com/display/commcarepublic/Updating+Cases+-+Setup+Excel+File
page. Note that you likely want to use Option 1 on that page along with the
case_id and either owner_name or owner_id columns.

Hope this helps.

Best,
Kriti

··· On Mon, Dec 28, 2015 at 12:10 PM, wrote:

Hello commcare users,

We enrolled 3 000 farmers to a programme using commcare. These farmers
have been registered as cases and we would like to reassign many of these
farmers to different mobile users working in different Locations. Given the
number of data to manipulate this cannot be done manually.
We examined many workarounds and the most feasible way seems to the
following:

Step 1 – Set the location as the main Case and the farmers as a Sub Case.
Step 2 – Upload the farmers list as sub cases
Step 3 - Assign location (cases) to mobile users

I am having a hard time figuring out Step 1 and 2

  •   How do I turn the Locations into Cases and the current cases (the
    

farmers) as sub-cases?

  •   What kind of bulk upload feature could be used for this? How can I
    

make sure they will be uploaded as sub cases and no more as main cases?

I would be really grateful if someone could help out on this.

Best,

Nicolas


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Hello Kriti,

Thank you for the answer.
Assigning cases to the locations would be indeed the most appropriate solution. However, we would then need to assign one mobile user to several locations. This feature (several location per mobile user) is unfortunately not included in the Standard Plan we have access to. Thus, using Location as Cases and Farmer as Child-Cases (or Sub Cases) may be a workaround.

Would you suggest to do it another way around?

Thanks again

Nico