Case Management Configuration

Each survey can have settings related to case management. These settings are common to a bundle (Processes) of surveys. Hence if you change the settings for one of the surveys in a bundle it will change the settings for the others. To access the case management configuration use the online editor and select the menu Tools and then Bundle and Case Management.

The page has the tabs Settings, Keys, Alerts and DHIS2.

Settings

On the settings tab specify:

  • Bundle Name (Topic). A name for the bundle, used wherever the bundle is referred to, such as the survey lists and the Operations Monitor. If it is not set the name of the survey that the bundle is named after is used.

  • Bundle Description. A description of what the bundle is for.

  • The question that identifies the criticality of the case

  • The question that holds the status for a case

  • The status value that indicates that the case is complete

Case management settings form election of a status question and a completed status value

Case Management Settings

Keys

The key policy and unique key for the surveys in the bundle. See Survey Keys.

Alerts

Each alert has:

  • A name

  • An interval after the case is created when the alert will be raised

  • A filter (Optional from release 23.09). If specified this restricts the records that will generate the alert

A list of alerts added to a survey bundle

Case Management Alerts

DHIS2

Requires SmapServer v26.09. The mapping used to send aggregate totals from the bundle's data to DHIS2. See Sending data to DHIS2.