Updating subset of cases in follow up forms

Hi all,

I have two modules, one that registers a case (with saved case properties)
and the other with follow up forms that updates the case.

For the registration form, we will have a total of 2200 cases. But we only
want to follow up with half of the number of cases.

How do I set up case management so that ONLY the cases we have selected for
follow up appears in the mobile workers case list?

Should I follow the guidelines for “Updating Cases” which involves
downloading a case export, deleting cases that we do not want to update,
and importing the resultant case list back into CommCare?

If yes, should I then create a separate module for “Importing Case
Properties” since my application uses “easy references”?

I’m wondering if there’s an easier way to do this since all the cases are
already registered (although in a different module) and I have already
saved the needed case properties in the first form (except for the unique
commcare case_id, which I will use to link the forms)?

CommCare can be so confusing, please help!

Thanks,
Lameez

i am also facing a similar challenge.

I have a registration form that registers different patients.

i want to follow up on patients that have been recorded to be severely
malnourished…how can I achieve this?

Is there a place where I can write a condition for cases that are displayed
in follow up forms??

Someone please help

Eva

··· On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote: > > Hi all, > > I have two modules, one that registers a case (with saved case properties) > and the other with follow up forms that updates the case. > > For the registration form, we will have a total of 2200 cases. But we only > want to follow up with half of the number of cases. > > How do I set up case management so that ONLY the cases we have selected > for follow up appears in the mobile workers case list? > > Should I follow the guidelines for "Updating Cases" which involves > downloading a case export, deleting cases that we do not want to update, > and importing the resultant case list back into CommCare? > > If yes, should I then create a separate module for "Importing Case > Properties" since my application uses "easy references"? > > I'm wondering if there's an easier way to do this since all the cases are > already registered (although in a different module) and I have already > saved the needed case properties in the first form (except for the unique > commcare case_id, which I will use to link the forms)? > > CommCare can be so confusing, please help! > > Thanks, > Lameez > > >

hi eva,

Yes there is!

You can filter cases in the follow-up modules case list display tab, which
is what I ended up doing. I used a relevant case property saved from the
registration form to write the display condition (which I initially thought
I hadn't saved but luckily I had).

Way easier than importing a sub-set of cases :slight_smile:

Good luck!
Lameez

··· On Monday, March 13, 2017 at 11:03:59 AM UTC+2, Eva Tsitsi Chigodo wrote: > > i am also facing a similar challenge. > > I have a registration form that registers different patients. > > i want to follow up on patients that have been recorded to be severely > malnourished...how can I achieve this? > > Is there a place where I can write a condition for cases that are > displayed in follow up forms?? > > Someone please help > > Eva > > On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote: >> >> Hi all, >> >> I have two modules, one that registers a case (with saved case >> properties) and the other with follow up forms that updates the case. >> >> For the registration form, we will have a total of 2200 cases. But we >> only want to follow up with half of the number of cases. >> >> How do I set up case management so that ONLY the cases we have selected >> for follow up appears in the mobile workers case list? >> >> Should I follow the guidelines for "Updating Cases" which involves >> downloading a case export, deleting cases that we do not want to update, >> and importing the resultant case list back into CommCare? >> >> If yes, should I then create a separate module for "Importing Case >> Properties" since my application uses "easy references"? >> >> I'm wondering if there's an easier way to do this since all the cases are >> already registered (although in a different module) and I have already >> saved the needed case properties in the first form (except for the unique >> commcare case_id, which I will use to link the forms)? >> >> CommCare can be so confusing, please help! >> >> Thanks, >> Lameez >> >> >>

Hello,

If you open the “Case Management” tab for your registration form, then
under the “Registers a new case” selector you should see text reading “Only
if the answer to…” Click this and you will be able to configure the
conditions under which a case should be opened for follow up (see attached
image).

Cheers,
Will

··· On Mon, Mar 13, 2017 at 11:03 AM, Eva Tsitsi Chigodo wrote:

i am also facing a similar challenge.

I have a registration form that registers different patients.

i want to follow up on patients that have been recorded to be severely
malnourished…how can I achieve this?

Is there a place where I can write a condition for cases that are
displayed in follow up forms??

Someone please help

Eva

On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote:

Hi all,

I have two modules, one that registers a case (with saved case
properties) and the other with follow up forms that updates the case.

For the registration form, we will have a total of 2200 cases. But we
only want to follow up with half of the number of cases.

How do I set up case management so that ONLY the cases we have selected
for follow up appears in the mobile workers case list?

Should I follow the guidelines for “Updating Cases” which involves
downloading a case export, deleting cases that we do not want to update,
and importing the resultant case list back into CommCare?

If yes, should I then create a separate module for “Importing Case
Properties” since my application uses “easy references”?

I’m wondering if there’s an easier way to do this since all the cases are
already registered (although in a different module) and I have already
saved the needed case properties in the first form (except for the unique
commcare case_id, which I will use to link the forms)?

CommCare can be so confusing, please help!

Thanks,
Lameez


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Hi Will,

Thanks for this tip! Definitely more convenient than setting up display
conditions for each follow up form. Although it only seems to allow a
single condition, so form display settings may be more useful when using
multiple criteria.

Lameez

··· On Mon, Mar 13, 2017 at 11:10 AM, William Pride wrote:

Hello,

If you open the “Case Management” tab for your registration form, then
under the “Registers a new case” selector you should see text reading “Only
if the answer to…” Click this and you will be able to configure the
conditions under which a case should be opened for follow up (see attached
image).

Cheers,
Will

On Mon, Mar 13, 2017 at 11:03 AM, Eva Tsitsi Chigodo <eva.tsitsi@gmail.com wrote:

i am also facing a similar challenge.

I have a registration form that registers different patients.

i want to follow up on patients that have been recorded to be severely
malnourished…how can I achieve this?

Is there a place where I can write a condition for cases that are
displayed in follow up forms??

Someone please help

Eva

On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote:

Hi all,

I have two modules, one that registers a case (with saved case
properties) and the other with follow up forms that updates the case.

For the registration form, we will have a total of 2200 cases. But we
only want to follow up with half of the number of cases.

How do I set up case management so that ONLY the cases we have selected
for follow up appears in the mobile workers case list?

Should I follow the guidelines for “Updating Cases” which involves
downloading a case export, deleting cases that we do not want to update,
and importing the resultant case list back into CommCare?

If yes, should I then create a separate module for “Importing Case
Properties” since my application uses “easy references”?

I’m wondering if there’s an easier way to do this since all the cases
are already registered (although in a different module) and I have already
saved the needed case properties in the first form (except for the unique
commcare case_id, which I will use to link the forms)?

CommCare can be so confusing, please help!

Thanks,
Lameez


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Hi Lameez,

Glad to hear you found this useful. You should be able to combine as many
conditions as you need using the and and or operators.

Cheers,
Will

··· On Tue, Mar 21, 2017 at 8:10 AM, 'Lameez Alexander' via commcare-users < commcare-users@googlegroups.com> wrote:

Hi Will,

Thanks for this tip! Definitely more convenient than setting up display
conditions for each follow up form. Although it only seems to allow a
single condition, so form display settings may be more useful when using
multiple criteria.

Lameez

On Mon, Mar 13, 2017 at 11:10 AM, William Pride wpride@dimagi.com wrote:

Hello,

If you open the “Case Management” tab for your registration form, then
under the “Registers a new case” selector you should see text reading “Only
if the answer to…” Click this and you will be able to configure the
conditions under which a case should be opened for follow up (see attached
image).

Cheers,
Will

On Mon, Mar 13, 2017 at 11:03 AM, Eva Tsitsi Chigodo < eva.tsitsi@gmail.com> wrote:

i am also facing a similar challenge.

I have a registration form that registers different patients.

i want to follow up on patients that have been recorded to be severely
malnourished…how can I achieve this?

Is there a place where I can write a condition for cases that are
displayed in follow up forms??

Someone please help

Eva

On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote:

Hi all,

I have two modules, one that registers a case (with saved case
properties) and the other with follow up forms that updates the case.

For the registration form, we will have a total of 2200 cases. But we
only want to follow up with half of the number of cases.

How do I set up case management so that ONLY the cases we have selected
for follow up appears in the mobile workers case list?

Should I follow the guidelines for “Updating Cases” which involves
downloading a case export, deleting cases that we do not want to update,
and importing the resultant case list back into CommCare?

If yes, should I then create a separate module for “Importing Case
Properties” since my application uses “easy references”?

I’m wondering if there’s an easier way to do this since all the cases
are already registered (although in a different module) and I have already
saved the needed case properties in the first form (except for the unique
commcare case_id, which I will use to link the forms)?

CommCare can be so confusing, please help!

Thanks,
Lameez


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Awesome thanks!

··· On Tue, Mar 21, 2017 at 8:15 AM, William Pride wrote:

Hi Lameez,

Glad to hear you found this useful. You should be able to combine as many
conditions as you need using the and and or operators.

Cheers,
Will

On Tue, Mar 21, 2017 at 8:10 AM, ‘Lameez Alexander’ via commcare-users < commcare-users@googlegroups.com> wrote:

Hi Will,

Thanks for this tip! Definitely more convenient than setting up display
conditions for each follow up form. Although it only seems to allow a
single condition, so form display settings may be more useful when using
multiple criteria.

Lameez

On Mon, Mar 13, 2017 at 11:10 AM, William Pride wpride@dimagi.com wrote:

Hello,

If you open the “Case Management” tab for your registration form, then
under the “Registers a new case” selector you should see text reading “Only
if the answer to…” Click this and you will be able to configure the
conditions under which a case should be opened for follow up (see attached
image).

Cheers,
Will

On Mon, Mar 13, 2017 at 11:03 AM, Eva Tsitsi Chigodo < eva.tsitsi@gmail.com> wrote:

i am also facing a similar challenge.

I have a registration form that registers different patients.

i want to follow up on patients that have been recorded to be severely
malnourished…how can I achieve this?

Is there a place where I can write a condition for cases that are
displayed in follow up forms??

Someone please help

Eva

On Tuesday, March 7, 2017 at 1:35:37 PM UTC+2, lameez wrote:

Hi all,

I have two modules, one that registers a case (with saved case
properties) and the other with follow up forms that updates the case.

For the registration form, we will have a total of 2200 cases. But we
only want to follow up with half of the number of cases.

How do I set up case management so that ONLY the cases we have
selected for follow up appears in the mobile workers case list?

Should I follow the guidelines for “Updating Cases” which involves
downloading a case export, deleting cases that we do not want to update,
and importing the resultant case list back into CommCare?

If yes, should I then create a separate module for “Importing Case
Properties” since my application uses “easy references”?

I’m wondering if there’s an easier way to do this since all the cases
are already registered (although in a different module) and I have already
saved the needed case properties in the first form (except for the unique
commcare case_id, which I will use to link the forms)?

CommCare can be so confusing, please help!

Thanks,
Lameez


You received this message because you are subscribed to the Google
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