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How to create and manage cases

Prerequisites for this guide:

What is case management?

Case management is a feature on Teamscope that allows researchers to create cases or entities (e.g. patients, facilities, groups of people) and collect forms for those entities across time – ultimately gaining a longitudinal view and being able to track certain conditions or variables across time.


How to enable case management

Studies on Teamscope can have two modes: Cross-sectional or Longitudinal. To make use of case management you must choose the longitudinal mode.

You can enable case management while creating a new study:

Or, with a study that has been already created by going to Study settings:

You are now all set to create cases and collect data for them.

How to create cases

You can create cases from Teamscope's iOS or Android app. For this example we will use Teamscope's iOS application:

Install the mobile app and login with your account's username and password.

Once you log in you will be already on the Cases screen and ready to create your first case. To create a case tap on the + button:

You have to give you case label, this can be a number or a name and even include an Emojis. In this example we will call this case "00001":

Once you have created a case you can now use your forms to enter data for that entity.

You now have successfully created a case and entered data for it. You can now create more cases or at any moment in the future you can come back to this case and complete another form:

Case sharing

Cases are automatically shared across members of a same study with "view" rights. This allows your team to collaborate on a same entity. A member from your team can create a case and complete a demographics form and another one open that same case and weeks later complete a follow-up form.

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