call center app

[Mourice Barasa]

Hi All,

I want to try out the call centre app but needed some guidance. If a supervisor also performs regular CHW work (household visits) other than conducting supervision checks on their CHWs, how would the case sharing work when we allow case sharing between the members of the supervision group when they are only meant to share the CHWs and not the Households or children they visit since the call centre function will only be a module on their CommCare app? Or would there be a way to only share a specific case type?

Regards

M.

[Sheel Shah]

Hey Mourice,

Great question.  Unfortunately, you can't easily configure per-case type case sharing using the application builder.  In your situation, I think you'd need to do the following in your application (assuming you don't need any case sharing other than sharing CHWs)

1. Turn Case Sharing OFF in your application
2. Create a case sharing group called Supervisors and add all the supervisors to it
3. Manually assign the CHW cases to the supervisor group using the Reassign Cases feature on HQ (https://confluence.dimagi.com/pages/viewpage.action?pageId=10223974)

Turning Case Sharing OFF for your application will set it up so that newly created cases are not shared with any users, even if that user is in a case sharing group.   However, you can still manually assign a case (ex. the CHW cases) to a case sharing group. 

Thanks,

Sheel

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[Mourice Barasa]

Thanks Sheel,

Will try this, I'm just curious if this will work well with the call centre app since one thing that seems to be indicated that 

Regards

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[Sheel Shah]

Hey Mourice,

Yup, you should be able to do this with the call center application. 

THanks,

SHeel