[Learning Module] Project Data Management

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 Objective

The 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

Inspecting 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

Data Management

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