Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Messaging can also be set up to allow users (mobile workers or cases) to initiate interact with the system themselves.  

For example, a mobile worker may want to register a new beneficiary or a beneficiary may need to request a service or report some information.

This type of functionality is  This functionality can be setup through through SMS Keywords.  

A mobile worker or case can message the keyword to an HQ phone number.  This will trigger a form to be run for the user.   

For example, a mobile worker may want to register a new beneficiary or a beneficiary may need to request a service or report some information.

Some caveats:

  1. Only known phone numbers can use keywords.  To allow users to register themselves in the system, see SMS Self Registration
  2. If a Mobile worker sends in a keyword to initiate a form that normally requires the user to first select a case from the case list, then they will also need to provide the external ID for that case.
    For example, if you have keyword "edit" tied to a form that updates a case, the mobile worker will need to send in "edit <external_id>", where <external_id> is the external_id case property of the case they wish to open the form for.  This is true for both normal keywords and structured SMS.

...