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 ObjectiveThe 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

 

 

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