Helpline Case Management System - Getting Started
The openCHS Helpline Case Management System is a comprehensive platform designed for child protection helplines and call centers. It combines web-based case management with AI-assisted services to improve response efficiency, case quality, and decision-making.
This guide walks you through setting up and accessing the system, from prerequisites to deployment.
Key Features
- Case Management: Create, update, and track cases with detailed narratives, categorization, and status updates.
- Client & Contact Management: Maintain records for clients, reporters, and perpetrators.
- Multi-channel Communication: Handle calls (VoIP), SMS, and other message sources.
- User Roles & Permissions: Agent, Supervisor, and Admin roles with specific access rights.
- Dashboard & Reporting: Real-time and historical data visualization for calls, case loads, and agent performance.
- Call Center Operations: Monitor agents, calls, and queue statuses.
- Authentication: Secure OTP-based login.
- File Attachments: Attach documents or media to cases.
- AI Integration: Optional AI modules for transcription, translation, entity extraction, classification, summarization, and actionable insights.
Technology Stack
- Backend: PHP (custom REST API)
- Frontend: PHP, HTML, CSS, JavaScript
- Database: MySQL 8.0
- Web Server: Nginx
- Containerization: Docker & Docker Compose
- AI Services: Python, FastAPI, Celery, PyTorch, Whisper, spaCy, Transformers
Prerequisites
- Docker
- Docker Compose
- Optional GPU for AI acceleration (for transcription, translation, and NLP processing)
Installation & Setup
1. Clone the repository
git clone <repository-url>
cd helplinev1
2. Configure Environment
Copy the environment template and edit settings as needed:
cp .env.example .env
nano .env
Configure database credentials, AI service URLs, and resource limits.
3. Start the Services
Run the following command to build and start all containers:
docker-compose up -d
This will start:
- Nginx web server
- PHP-FPM backend
- MySQL database (initialized with required schema)
- Optional AI pipeline containers if enabled
4. Access the Application
Open your browser and navigate to:
Log in with the default admin credentials (update on first login).
Project Structure
/
├── application/ # Frontend (PHP, JS, CSS)
├── rest_api/ # Backend API (PHP)
│ ├── api/ # Endpoint logic
│ ├── lib/ # Core libraries (rest.php, session.php)
│ └── config/ # Database schemas & configuration
├── docker/ # Dockerfiles and service configs
│ ├── mysql/
│ ├── nginx/
│ └── php/
├── ai_service/ # AI pipeline (optional, FastAPI + Celery)
└── docker-compose.yml # Orchestrates all containers
Integrating AI Services
If AI services are enabled, the system automatically connects to the openCHS AI pipeline to provide:
- Real-time transcription and translation
- Named Entity Extraction
- Case Classification and Risk Scoring
- Summarization of call narratives
- Data-driven insights for dashboards and reporting
AI services can be deployed in separate containers or on a GPU-enabled server for performance.
API Documentation
The backend REST API provides full access to case data and system functions.
Next Steps:
- Configure user roles and permissions
- Connect AI services if needed
- Start logging calls and creating cases
- Explore dashboards and reporting for actionable insights