What are Case Groups?
Case Groups allow you to organize related cases together under a named group, for example, cases belonging to the same patient, family, or clinical order. This makes it easier to track and navigate them as a unit directly from the My Cases page and from within each case.
Viewing Cases by Group
On the My Cases page, use the "View as" menu and select Groups.
In this view:
Cases that belong to a group are displayed together under the group name, showing the group's creation date and number of cases.
Click the arrow next to a group to expand or collapse it.
Cases not linked to any group appear as standalone items, exactly as in the standard Cases view.
Each case within a group shows: Case Name, Assay, Samples, Assigned to, Status, and Report link (if available).
Navigating Between Cases in a Group
When you open a case that belongs to a group, the case header shows the group name and lists the other cases in the group, so you can navigate directly between them without returning to My Cases.
The Case Details tab also includes a Group Details widget listing all cases in the group, Case Name, Assay, Assigned to, and Status, each with a direct link to that case.
Searching
You can search by group name from both the Groups view and the standard Cases view. When searching by group name, the matching group and all its cases are returned. When searching by case name or other criteria, only the matching cases within a group are shown.
Setting Up Case Groups
To assign cases to a group, include the group name at upload time using one of the following:
Sample sheet: Add the optional
case group namecolumn and provide the group name for each case. Cases sharing the same group name will be grouped.API: Include the
case_group_namefield in the case creation request. If the group name already exists, the case is added to it; if not, a new group is created automatically.
To enable Case Groups for your organization, please contact Franklin support.