Project Data Management Overview

This module covers active project data monitoring, including finding submitted forms, auditing case lists, archiving forms, and reassigning cases.

 

This module requires completion of:

  • CommCare Fundamentals
  • CommCareHQ Basics

 

Learning ObjectiveThe learner should be able to:Link to Resources
Interpret and use the Submit History Report
  • Navigate to this report in CommCareHQ
  • Use report filters to narrow search results
  • Find, view, and inspect a submitted form
  • Explain when to use this report
Submit History
Interpret and use the Case List Report
  • Navigate to this report in CommCareHQ
  • Use report filters to narrow search results
  • Inspect the case list of a given mobile worker or mobile worker group
  • Use the "Search" field to pull up a specific case or cases
  • Explain when to use this report

Inspect Data

Advanced Case Search

Close a case from CommCareHQ
  • Find a case on CommCareHQ and use the Close Case button
  • Explain the implications of closing a case via CommCareHQ
  • Explain when to use this feature
Edit and Manage CommCare Data
Interpret and use the Application Status Report
  • Navigate to this report in CommCareHQ
  • Use report filters to narrow search results
  • Explain the difference between the last submission and last sync
  • Determine the last submission and last sync for each mobile worker
  • Determine the deployed application for each mobile worker
  • Understand the color coding and explain what each color means
  • Explain when to use this report
Manage Deployment Reports
Reassign a case
  • Explain what it means to reassign a case 
  • Complete the process for reassigning a case
  • Outline the steps required for mobile users' case lists to update
  • Understand when to reassign cases and the implications of doing so
Reassign Cases
Archive a form
  • Explain the archive form function and how this affects cases
  • Describe and complete the process of archiving a form
  • Locate an archived form and unarchive it
  • Explain when to use this feature
Archive Forms
[Paid Feature] Create or update cases using Excel Importer
  • Create new cases and modify existing cases using Excel
    • Set up the Excel file (including download the case export when updating cases)
    • Select the file to import and upload it into CommCareHQ
    • Map case properties and complete the import
  • Understand when to use this feature
  • Explain how using the importer can impact reports and/or the application
Importing Cases Using Excel

 

 

  • No labels