[Learning Module] Mobile Worker Management

Mobile Worker Management

This module covers the skills related to managing mobile user accounts, including creating, updating, and archiving mobile workers and mobile worker groups.

 

This module requires completion of:

  • CommCare Fundamentals

  • CommCareHQ Basics

 

Learning Objective

The learner should be able to:

Link to Resources

Create and manage a mobile worker account

  • Explain which characters are allowed in a username and describe some best practices for username conventions

  • Add additional information about a mobile worker, such as name or phone number, and explain how adding this information is useful

  • Change or reset a mobile worker's password

  • Delete a mobile worker and explain what happens when you delete a mobile worker

Create and Manage CommCare Mobile Workers

Deactivate and reactivate a mobile worker

  • Determine when to deactivate a mobile worker and explain what happens when you deactivate a worker

  • Deactivate a mobile worker and locate the deactivated worker list

  • Reactivate a mobile worker and explain what happens when you reactivate a worker

Create and Manage CommCare Mobile Workers

Create and edit user fields

  • Define a "user field" and explain how it can be used

  • Complete the process of adding a user field

  • Edit a user field

  • Explain when to make a field required and how that affects bulk uploading

  • Delete a user field and explain how that may affect the application or reporting

Custom User Data

Create and manage a mobile worker group

  • Explain the purposes of a mobile worker group and when to place workers into groups

  • Create a mobile worker group

  • Understand and configure each setting for a mobile worker group, including when to turn on case sharing and/or reporting

  • Add and remove workers from a group, and explain the implications for a mobile worker

  • Delete a mobile worker group and explain the implications of deleting a group

Mobile Worker Groups

[Paid Feature] Create or modify mobile worker accounts using the Bulk Upload feature

  • Use bulk upload to add or update mobile workers

  • Explain when to use this feature

Create and Manage CommCare Mobile Workers

[Paid Feature] Configure mobile worker groups using the Bulk Upload feature

  • Use bulk upload to configure mobile worker groups

  • Explain when to use this feature

Mobile Worker Groups