Case Management Advice

[Natasha Lelijveld]

Hi,

I am currently building forms for a new project.

Currently, the project plans to only see the babies once, so I don't need to set up any Case Management. We can simple just enter the data for each baby.

However, IF there was more funding found and there was a plan to follow up these babies in a year, or something like that, would it be better to set up Case Management now? Even though we would open the case now and close the case on the same visit - would it make things easier in case of a future project?? ie. Could these cases then be reopened at a future date, IF need be?

Hope my question makes sense?

Any advice for me?

Thanks,

Natasha
 

[William Pride]

Natasha,

You can reopen closed cases as you can read about here: https://confluence.dimagi.com/display/commcarepublic/Archive+Forms

However, you'll note that this also will roll back any data changed by the form (and will be quite tedious if used at scale) so this probably isn't ideal for your use case.

Unless there's a prohibitive issue I'm unaware of I would recommend just having your forms open a case now and simply keeping them around in case you do decide you want follow up forms in the future. This would certainly be far easier than changing things retroactively and the memory/performance overhead to storing these cases wouldn't become significant until you approach a fairly large scale (on the order of 10,000 cases).

Best,
Will

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[Cory Zue]

Hi Natasha,

Unless there's a prohibitive issue I'm unaware of I would recommend just having your forms open a case now and simply keeping them around in case you do decide you want follow up forms in the future. This would certainly be far easier than changing things retroactively and the memory/performance overhead to storing these cases wouldn't become significant until you approach a fairly large scale (on the order of 10,000 cases).

Just wanted to mention that this high scale would be for an android-based deployment. On j2me the limitations are quite a bit lower than this (can approach a few hundred cases if you are storing lots of case properties).

[Natasha Lelijveld]

OK, thanks. But if I have several forms - one which opens the case. The others which just add to the case. Does that mean that all of the case ID's would remain in the case list? Im worried that that might be quite a list.... 

Or is there some other way of doing it?

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Natasha Lelijveld

[William Pride]

Natasha,

Yes, all open cases for a user would appear in that user's case list. This can get quite large; however, you can sort and filter the list for manageability and unless you're using a Java phone memory shouldn't be an issue. How many active cases do you anticipate having at any time for each user? And what type of device are you planning on using?

Best,

Will

[Natasha Lelijveld]

We are using Samsung Galaxy android phones. We will have about 600 cases... I recon about 300 of them will be active at any one time. I need to use case sharing as it is a different team who do the recruiting and the follow up. I will look up now how to sort and filter the list...

Thanks

[William Pride]

Natasha,

With that type of phone and number of cases you shouldn't encounter any difficulties with speed or memory. Good luck!

Best,

Will

[Natasha Lelijveld]

Thanks for your help Will.

So I was just reading about filtering the case list.... I would want to only display cases that have not completed their 6-month follow up yet (while still keeping ALL cases open in case of we get money for a further follow up).

Can I do the following:

 -have a question on the follow up form which says, 'has this child completed their 6 month follow up'?

And then set my case list filter to: if the answer to the question above is 'yes', do not display them in the case list

is that possible?? Is that how you would do it??

Thanks as always

[William Pride]

Natasha,

If I'm understanding correctly I don't think you need to ask that question at all - rather, you could use a hidden value (link below) to store a boolean value like completed_followup and save this as a case property. You'd set this value to "false" at the end of the initial registration form and then "true" once the followup form is completed.

Then, on the case list screen, you could simply create a filter that evaluated "not(completed_followup)" so that this will return true for all cases that have not completed a follow up and false for all cases that have.

Relevant confluence pages:

https://confluence.dimagi.com/display/commcarepublic/Case+List+and+Case+Detail+View+Configuration#CaseListandCaseDetailViewConfiguration-FilteringtheCaseList
https://confluence.dimagi.com/display/commcarepublic/Hidden+Value+Calculations+Tutorial

Best,
Will

[Natasha Lelijveld]

That sound perfect, thank you