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In the normal CommCare model, each CommCare user has their own list of cases.  If David registers the pregnant mother Monica on his phone, the case "Monica" appears in his case list.  Monica will appear only in David's case list – no other mobile user can follow up with Monica.

Case Sharing is a CommCare 2.0 feature that allows CHWs to share case lists.  Some common use cases:

  1. David works with another CHW, Maria, who has the same CommCare application on her phone.  David and Maria visit the same community members. Sometimes David will register a new pregnancy, and Maria will follow up with her later.

  2. David refers sick clients to a local clinic.  A nurse at the clinic has a phone with a different CommCare application for sick community members.  The nurse will want to see why David referred the patient, as well as all the data that David has collected about the patient in the past.  David will want to know the outcome of the visit.

Here is how to enable case sharing:

  1. Make sure your application(s) are CommCare version 2.0 and that they are located in the same project space. 

  2. Turn on case sharing for your application(s)
    1. Click on the name of the application
    2. Set "Case Sharing" to be "on"

  3. Add your users to case sharing groups.  Users in the same case sharing group will share cases with each other
    1. NOTE: all users must be in exactly one case sharing group.  Users not in a case sharing group will cause erros.  Users in more than one group will cause errors if they ever create a case. You can add a user to more than one case sharing group if they are only reviewing or modifying existing cases, never creating new cases.  For more on this use case see: Assigning cases to one of multiple groups
    2. Go to the "Settings & Users" page
    3. Click on "Groups"
    4. Add a group
    5. Click "Edit Settings" and turn on Case Sharing
    6. Add all users who will share cases with each other to this group.

  4. Multiple Applications: If you're sharing cases between two or more different CommCare applications, make sure the "case type" matches between all the modules you want to share case lists.

  5. Optional: Turn on case sharing in project settings.  This will add a case sharing group column to your users page and show warnings for users who are not in exactly 1 case sharing group. 
    1. Go to the "Settings & Users" page
    2. Click "Project Settings"
    3. Set "Case Sharing" to "On"

Advanced

You can structure your case sharing groups such that a "supervisor" user is in multiple case sharing groups.  For more information, see Assigning cases to one of multiple groups

To read about how to assign subcases to a particular user, read about Delegation Subcases

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