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Case Management Guide

Case management is the heart of DependOn.It. It's the process of identifying a beneficiary's needs and coordinating solutions to meet those needs.

This guide will walk you through the entire process of creating and managing a case.

1. Creating a Case​

To create a new case, follow these steps:

  1. Navigate to the Case Management section from the main sidebar.

Case Management Sidebar

  1. Click the + Create Case button in the cases accordion.

Create Case Button 3. Choose a Template: You can start from a blank case or use an existing template. 4. Enter Basic Information:

  • Name: Give the case a clear, descriptive name.
  • Description: Provide detailed context about the situation.
  1. Set Location:
    • Use the map to pin the exact location where help is needed.
    • Click Finalize location to confirm.
  2. Assign Beneficiary (Optional): You can link the case to an existing beneficiary or create a new one later.
  3. Click Create Case.

2. Adding Needs​

Once a case is created, you can start adding specific needs:

  1. Open the case you just created.
  2. Go to the Needs tab.
  3. Click + Add Need.
  4. Define the need:
    • Name: e.g., "Food Parcel", "Emergency Shelter".
    • Status: Set the initial status (e.g., OPEN).
    • Description: Detailed requirements.
    • Start Date: When the need begins.
  5. Click Finalize Create Need.

3. Managing Solutions and Contributions​

After a need is identified, the community can propose solutions and make contributions.

  • Solutions: Propose different ways to meet a need. For example, if the need is "Food", solutions could be "Donation from local supermarket" or "Community food drive".
  • Contributions: Once a solution is agreed upon, users can log their contributions towards it.

4. Sharing Cases with User Groups​

To collaborate with others, you can share your case with a User Group:

  1. Click the Manage button on the Case view.
  2. Select Share Case With User Group.
  3. Choose the target User Group from the list.
  4. Click Submit.

:::info Approval Required The manager of the User Group must Accept the share request before the case becomes visible to all members of that group. :::

5. Closing a Case​

When all needs have been met and the situation is resolved, you can change the case status to RESOLVED to close it.