How to set up case management

Owned by Justin Mwakule
Last updated: Dec 13, 2018
1 min read

Case management is used when users are assigned to only see specific individuals in a program.

Step-by-step guide

  1. Create the Program
  2. Create a group for Case-management staff for the program
  3. Give that group access to the program
    • Access through Site Actions > Site Settings > Security Manager : Program and Residences under Users and Permissions
  4. Check individual wizard permissions – do not give this group access (remove it if this group is added)
    • Access through Site Actions > Site Settings > Individual Wizard Permissions under Users and Permissions
  5. Assign each staff to individuals in the program
    • Access through Site Actions > Site Settings > Security Manager: Case Management under Users and Permissions
  6. Test as Case Management staff