User able to see all locations

Marie-Laurence_Archa · March 15, 2016, 6:31pm

Hi,

Is there a way for a user (let's say a supervisor) to see all the cases
from all the locations? We have the standard plan, and users can normally
only have 1 location.

Thanks,
Marie

czue · March 16, 2016, 7:01am

Hey,

Absolutely - this is what the feature is intended to do. You need to place
the supervisor at the level above the locations you want them to see. Note
that there is a practical limitation of the amount of data that can be on a
single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

···

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the cases
from all the locations? We have the standard plan, and users can normally
only have 1 location.

Thanks,
Marie

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Rehema_Konza · March 31, 2016, 2:07pm

hi

i got this message "could not find and lookup table for
src://fixture/item-list:district" how to solve this problem

···

On Tuesday, March 15, 2016 at 9:31:02 PM UTC+3, Marie-laurence Archambault wrote: > > Hi, > > Is there a way for a user (let's say a supervisor) to see all the cases > from all the locations? We have the standard plan, and users can normally > only have 1 location. > > Thanks, > Marie >

Marie-Laurence_Archa · March 16, 2016, 9:33pm

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

···

------------------------------------ Marie-Laurence Archambault Chargée de programme principale | Senior Program Associate Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to place
the supervisor at the level above the locations you want them to see. Note
that there is a practical limitation of the amount of data that can be on a
single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the cases
from all the locations? We have the standard plan, and users can normally
only have 1 location.

Thanks,
Marie

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Sheel_Shah · March 16, 2016, 9:36pm

Hey Marie,

Have you turned on View Child Data for your supervisor Organization Level?
Can you use the Case List report and check who the cases are assigned
to? They should be assigned to each location, and not to a mobile worker.

Thanks,
Sheel

···

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the cases
from all the locations? We have the standard plan, and users can normally
only have 1 location.

Thanks,
Marie

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Marie-Laurence_Archa · March 16, 2016, 9:39pm

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

···

------------------------------------ Marie-Laurence Archambault Chargée de programme principale | Senior Program Associate Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization Level?
Can you use the Case List report and check who the cases are assigned
to? They should be assigned to each location, and not to a mobile worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the cases
from all the locations? We have the standard plan, and users can normally
only have 1 location.

Thanks,
Marie

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Amelia_Sagoff1 · March 16, 2016, 9:42pm

One more suggestion in that vein: have you turned on case sharing in your
application settings?

···

On Wed, Mar 16, 2016 at 5:39 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization
Level? Can you use the Case List report and check who the cases are
assigned to? They should be assigned to each location, and not to a mobile
worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the
cases from all the locations? We have the standard plan, and users can
normally only have 1 location.

Thanks,
Marie

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Marie-Laurence_Archa · March 16, 2016, 9:44pm

Yup, that is turned on!

···

------------------------------------ Marie-Laurence Archambault Chargée de programme principale | Senior Program Associate Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:42 PM, Amelia Sagoff asagoff@dimagi.com wrote:

One more suggestion in that vein: have you turned on case sharing in your
application settings?

On Wed, Mar 16, 2016 at 5:39 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization
Level? Can you use the Case List report and check who the cases are
assigned to? They should be assigned to each location, and not to a mobile
worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the
cases from all the locations? We have the standard plan, and users can
normally only have 1 location.

Thanks,
Marie

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Sheel_Shah · March 16, 2016, 9:45pm

Hey Marie,

Which cases does the supervisor currently see? Is it just some of the cases
of their staff, or only their own cases?

Thanks,
Sheel

···

On Wed, Mar 16, 2016 at 5:44 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Yup, that is turned on!

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:42 PM, Amelia Sagoff asagoff@dimagi.com wrote:

One more suggestion in that vein: have you turned on case sharing in your
application settings?

On Wed, Mar 16, 2016 at 5:39 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization
Level? Can you use the Case List report and check who the cases are
assigned to? They should be assigned to each location, and not to a mobile
worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the
cases from all the locations? We have the standard plan, and users can
normally only have 1 location.

Thanks,
Marie

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Amelia_Sagoff1 · March 16, 2016, 9:46pm

Were mobile workers/supervisors assigned to their locations already when
the cases were created? If the cases were created before the organization
structure existed, then they might need to be manually assigned to the
right owners in our Reassign Cases report.

···

On Wed, Mar 16, 2016 at 5:44 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Yup, that is turned on!

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:42 PM, Amelia Sagoff asagoff@dimagi.com wrote:

One more suggestion in that vein: have you turned on case sharing in your
application settings?

On Wed, Mar 16, 2016 at 5:39 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization
Level? Can you use the Case List report and check who the cases are
assigned to? They should be assigned to each location, and not to a mobile
worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the
cases from all the locations? We have the standard plan, and users can
normally only have 1 location.

Thanks,
Marie

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Marie-Laurence_Archa · March 16, 2016, 9:55pm

Yes, indeed the cases were created before the locations... is there a link
to how to do the reassign report?

The supervisor does not own any cases, he just needs to share all of them
with the owners.

···

------------------------------------ Marie-Laurence Archambault Chargée de programme principale | Senior Program Associate Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:46 PM, Amelia Sagoff asagoff@dimagi.com wrote:

Were mobile workers/supervisors assigned to their locations already when
the cases were created? If the cases were created before the organization
structure existed, then they might need to be manually assigned to the
right owners in our Reassign Cases report.

On Wed, Mar 16, 2016 at 5:44 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Yup, that is turned on!

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:42 PM, Amelia Sagoff asagoff@dimagi.com wrote:

One more suggestion in that vein: have you turned on case sharing in
your application settings?

On Wed, Mar 16, 2016 at 5:39 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Sheel,

Yes, all of this is done. Any other suggestions?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 9:36 PM, Sheel Shah sshah@dimagi.com wrote:

Hey Marie,

Have you turned on View Child Data for your supervisor Organization
Level? Can you use the Case List report and check who the cases are
assigned to? They should be assigned to each location, and not to a mobile
worker.

Thanks,
Sheel

On Wed, Mar 16, 2016 at 5:33 PM, Marie-Laurence Archambault < marie@myagro.org> wrote:

Hi Cory,

Thanks for your reply.

We tried doing this, but only 100 cases sync into the supervisor's
application. Have you had this issue before?

Marie

Marie-Laurence Archambault
Chargée de programme principale | Senior Program Associate
Sama Mbey | myAgro

http://www.myagro.org/
Skype: marie-laurence-14
+221-77-393-0800

On Wed, Mar 16, 2016 at 7:01 AM, Cory Zue czue@dimagi.com wrote:

Hey,

Absolutely - this is what the feature is intended to do. You need to
place the supervisor at the level above the locations you want them to see.
Note that there is a practical limitation of the amount of data that can be
on a single phone so we recommend keeping the full case load below 10,000
(though it varies by app and phone model).

More information is available on the help site
https://confluence.dimagi.com/display/commcarepublic/Case+Sharing+using+Organizations
.

On Tue, Mar 15, 2016 at 8:31 PM, Marie-laurence Archambault < marie@myagro.org> wrote:

Hi,

Is there a way for a user (let's say a supervisor) to see all the
cases from all the locations? We have the standard plan, and users can
normally only have 1 location.

Thanks,
Marie

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Nicolas · March 16, 2016, 10:21pm

Hi Sheel,
I am Marie's collegue.

I looked at the Reassign Case Report and I can see 3100 Cases for the Top level location Vs 100 on the phone of the related mobile user (supervisor)

Also, now when we enter in the form that opens cases we get the following message... "Unrecoverable error, The case sharing settings for your user are incorrect. This must be in exactly one case sharing group. Please contact your supervisor."

Is this related?

Thanks again

Nico

czue · March 17, 2016, 7:59am

Hello,

As Amelia hinted at - the location-based case sharing is not compatible
with the group-based case sharing. So what you need to do to migrate is:

Reassign all cases that are assigned to users or case-sharing groups to
the locations those users / groups are assigned to. This can be done from
"reassign cases" or using the case importer.
Once this is completed (and only after) remove the "case sharing"
setting from the groups you had created.
Re-sync all user data. If this does not work you may have to clear user
data from the phone and re-sync from scratch.

Apologies that we don't have better documentation for this at the moment,
and don't hesitate to follow up if you run into issues.

···

On Thu, Mar 17, 2016 at 12:21 AM, wrote:

Hi Sheel,
I am Marie's collegue.

I looked at the Reassign Case Report and I can see 3100 Cases for the Top
level location Vs 100 on the phone of the related mobile user (supervisor)

Also, now when we enter in the form that opens cases we get the following
message... "Unrecoverable error, The case sharing settings for your user
are incorrect. This must be in exactly one case sharing group. Please
contact your supervisor."

Is this related?

Thanks again

Nico

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Nicolas · March 17, 2016, 7:59pm

Hello Cori,

I reinstalled the app and remove the case sharing and it worked

Thanks for your help !!