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Merge pull request #11 from primeroIMS/PRIM-168-add-notes
PRIM-168: Add Notes feature
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.gitignore

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.DS_Store
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book.pdf

SUMMARY.md

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* [*Tasks View*](UsersGuide.md#tasks-view)
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* [*Assessments*](UsersGuide.md#assessments)
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* [*Case Plans*](UsersGuide.md#case-plans)
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* [*Services*](UsersGuide.md#services)
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* [*Follow Ups*](UsersGuide.md#follow-ups)
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* [*List View*](UsersGuide.md#list-view)
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* [*Edit and View a record*](UsersGuide.md#edit-and-view-a-record)
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* [*Managers*](UsersGuide.md#managers)
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* [*Manager Notes*](UsersGuide.md#manager-notes)
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* [*Search and Advanced Search*](UsersGuide.md#search-and-advanced-search)
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* [*Quick Search*](UsersGuide.md#quick-search)

UsersGuide.md

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The _Information Management and Innovation to Protect Children in Emergencies_ project has developed a software application that will help partners securely collect, store, manage, and share data for protection-related incident monitoring and case management. The new platform is called _Primero_ \(Protection-related Information Management\). _Primero_ supports multiple modules, including the “next generation” of the field-tested, inter-agency CPIMS and GBVIMS systems, which are currently in use in 20+ countries. These new iterations, called the CPIMS+ and GBVIMS+, can operate separately or be deployed as integrated modules on the _Primero_ platform. The inter-agency Steering Committees that govern the use of each of these modules will continue to support the new system.
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![](img/intro2.png)
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_Primero_ is flexible and adaptable to accommodate a broad range of protection concerns including GBV, unaccompanied and separated children, and monitoring grave violations of children’s rights in situations of armed conflict. To meet operational challenges, the application was designed to function both on- and off-line, with limited or no connectivity, and in multiple deployment configurations. A strong emphasis has been placed on security and confidentiality, with intuitive workflows designed to simplify processes while promoting good practice. Role-based access and granular security ensures that only those who need to see data will have access to it. All system transactions are time stamped, password protected and encrypted. _Primero_ has a user-friendly interface and intuitive tools, facilitating the work of field personnel while decreasing security risks and duplication. The application can leverage mobile data gathering tools such as RapidFTR on smart phones and tablets. In order to optimize results, _Primero_ was designed to be able to exchange data internally between modules, as well as externally with other IM systems. In addition to imports and exports, Primero has a highly secure application program interface \(JSON API\).
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_Primero_ is flexible and adaptable to accommodate a broad range of protection concerns including GBV, unaccompanied and separated children, and monitoring grave violations of children’s rights in situations of armed conflict. To meet operational challenges, the application was designed to function both on- and off-line, with limited or no connectivity, and in multiple deployment configurations. A strong emphasis has been placed on security and confidentiality, with intuitive workflows designed to simplify processes while promoting good practice. Role-based access and granular security ensures that only those who need to see data will have access to it. All system transactions are time stamped, password protected and encrypted. _Primero_ has a user-friendly interface and intuitive tools, facilitating the work of field personnel while decreasing security risks and duplication. The application can leverage mobile data gathering tools such as the Primero mobile app on smart phones and tablets. In order to optimize results, _Primero_ was designed to be able to exchange data internally between modules, as well as externally with other IM systems. In addition to imports and exports, Primero has a highly secure application program interface \(JSON API\).
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_Primero_ functions as a distributed database, meaning that implementing partners can retain ownership of data while contributing and sharing information on shared programmes. In child protection interventions, referrals and case transfers are critical to effective service provision. Sharing sensitive information is a part of good programming. Data exchanges between organizations should be governed by endorsed information sharing protocols adapted to local contexts. _Primero_ design is based on the “need to know” principle; it does not impose data sharing, but facilitates the process when consent is provided, and when it is deemed appropriate and safe by partners.
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![](/img/image94.png)
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# Manager Notes
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Managers overseeing a team of case workers may want to add notes to a particular case so that they can give the case worker guidance on case management. When viewing a case, managers should see a button marked "Add Notes" at the top of the page.
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![](/img/image119.png)
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Click this button. A modal will appear. Here, you can write the subject of your note, as well as its full text. Click submit to add the note to the case.
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![](/img/image120.png)
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When the case worker logs in and views this case, a notification will appear on the form tab for the Notes or "Other Comments" form.
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![](/img/image121.png)
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If the case worker then clicks on the form, they will be able to see the manager's note, including the subject, full text, the manager's username, and the date the note was added.
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![](/img/image122.png)
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Case workers will also see a notification about the new note when viewing the case on mobile as well. For more information on this, please see the **Primero Mobile User Guide**
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# Create Incident from Case
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When viewing a GBV case, a case worker can create an incident directly from the case by clicking the "CREATE INCIDENT" button, located next to the ACTIONS button in the **Anchored Header**. Doing so will re-direct the user to the create incident form, with case information automatically loaded into the **Survivor Information** form.

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