Permission to edit reports in CHT

Technical Support
1

Hello Team,

I would like to inquire whether CHT supports the following feature or if there is a potential workaround to implement it. Our use case involves:

USE CASE 1

  1. Task Notes: Users should have the option to provide a reason when editing, submitting, or deleting a task by adding a note.
  2. Approval Requests: Users should be able to request approval for editing or submitting reports directly from the reports details page.
  3. Admin Justifications: Administrators should have the ability to include a reason when approving or denying a request.
  4. User Notifications: Upon approval or denial of the request, users should receive a notification.

Could you please let me know if this is feasible in CHT or if there are any suggested workarounds?

USE CASE 2
How can I see the audit logs for each task? Can I customize the data to be shown in the audit logs?

Thank you for your assistance!

1 Like
2

Hi @Kenyuri … would you mind providing a bit more context about your user personas, the high level workflow, what a “Task” is in your example, and what types of edits you anticipate might need to be done?

There’s some nuance in the terminology and I think you are asking about editing and deleting Reports instead of Tasks, because it’s not possible to edit or delete a Task in the CHT. The terminology is a bit tricky because Tasks are completed by submitting a Report, and you can Edit/Delete those reports from the Reports page, but you can’t edit/delete a task.

3

Hello @michael , thank you for your response. I had initially confused the two terms but have since revised the post. I am developing a form where a CHW, who lacks the permission to edit a report, can request the necessary permissions and receive a response. Once a report is submitted, the CHW will no longer be able to edit it after it has been approved by the supervisor. Additionally, any report that remains unedited for more than a week after the reporting period cannot be modified

4

@Kenyuri can you please share a “happy path” example (ie the simplest version) of how you expect this to work and what you are trying to prevent or solve for? Why do you prevent CHWs from editing reports? Also, are CHWs and Supervisors both offline users?

Based on what you have mentioned, here is the workflow I understand you are looking to implement…

  1. CHW submits a report
  2. 2 seconds after submitting it, the CHW realizes there is a typo
  3. CHW requests authorization to edit the report from their supervisor
  4. CHW waits for the supervisor’s response
  5. Supervisor approves CHW’s request to edit
  6. CHW receives notification that Supervisor approved request to edit
  7. CHW fixes the typo by editing the report
  8. Report is “locked”… no more edits can be made