There are many different areas where locations are used within Primero. The below guidance lists the various ways locations are configured and used in the system.
Firstly, note that the locations of case workers or managers are selected on their user profile:
In this example, the location selected is “Colombia: Amazonas: El Encanto”. “El Encanto” is the district location, which is administrative level 2.
If the location selected was “Colombia: Amazonas”, this is county or province location, which is administrative level 1.
If the location selected was “Colombia”, this is country location, which is administrative level 0.
1. Locations that appear on the Dashboard
When logging in as a system administrator or some managers, you are able to see the cases by a particular administrative level. This is initially set by the developers when the system is set up. In the example below, the system administrator sees the number of registered cases by district and this district is determined by the location selected in the case worker’s profile:
If a user would like to view the “Cases by Locations” dashboard in a different level from district you are to set the location level that appears on the dashboard on the role itself by selecting the level on the question “What location type should be used for reporting for this role?”:
If you select “District” or “Province” then the cases will display by that particular level on the dashboard. Please note that if a user’s location in their user profile is set to “Colombia”, then they will not appear in the dashboard because there is no country level dashboard. You will need to ensure all users have the most specific location, such as “Colombia: Amazonas: El Encanto”, to be able to appear in both the District and Province dashboard. Users who have “Colombia: Amazonas” will not appear in the District dashboard because the location is not specific enough in their user profile.
If you would like the dashboard to not display registered cases by district, the dashboard can be updated by a developer to display cases by current location. Read more about current location in the next section.
2. Current Location Filter
When you are on the case list view, you can filter by “Current Location”:
This field is the child’s current location and typically on the Care Arrangements form or the Child’s Details form under the field called “Current Location”.
3. District Filter
When you are on the case list view you can filter by “district” which filters for cases by the case worker’s district set on their user profile:
4. Agency Office (GBV field) Filter
In GBVIMS+, when you are on the case list view, you can filter by “Agency Office (GBV field)”:
This is set by the Agency Office selected on the user’s profile and note that this is not the same as the Agency nor does it have a formal link to the Agency in the system:
If you would like to update the list of agency office (GBV field) options, you can update them in the lookup called “Agency Office”:
5. Locations that appear on the reports
Within the reports you are able to generate reports based on the locations listed below:
Note that “Case Manager’s Location” refers to the “Case Worker’s Location” or “Record Owner’s Location”, not the supervisor of the case worker.
6. Locations when making a referral or transfer
Once a location is selected in an internal referral or an internal transfer, the users list will be filtered by the province or district of the user. Therefore, if a user is not able to find a specific user, please check their user profile location as well as their agency to ensure the user is correctly set up.
