Reassign a Case Manager's Entire Caseload

Step

Action

1

After clicking the 'Submit/Reassign button from the career manager's Caseload view, you will be presented with a pop up box that requires you to select the County and Unit in which you want to reassign cases.  If you want to reassign an entire caseload (move all of the cases  from one case manager to another), check the 'Move All' box.  Click 'Continue.'

2

Highlight and click on your name in the Case Manager #1 drop down box to display the customers assigned to you in the Case Manager #1 drop down box.

3

In the Case Manager #2 drop down box, highlight and click on the name of the case manager who will be receiving the reassigned cases.  After selecting Case Manager #2, his/her currently assigned customers will display as well.  

4

In the Case Manager #1 drop down box, highlight the customer to be reassigned by clicking on the name (to highlight and reassign more than one customer, depress and hold down the ctrl and c keys on the keyboard and click on each customer to be reassigned.  If all the customers are to be reassigned click on  'Select All').

5

Click on the '>>' button to transfer the case(s) from Case Manager #1 to Case Manager #2 (the case will be displayed at the bottom of the case load that you are transferring to until you click on the 'Save' button after which it will displayed in alphabetical order in the list).

6

Click 'Save' to complete the reassignment (cases can also be reassigned from Case Manager #2 to Case Manager #1 by using the highlight methods described above and clicking on the '<<' button).

7

Click on the 'Continue' button to return to the OSST Desktop, or click on a Control Panel hyperlink at the top left of the page or one of the ICONs (Back or Desk) at the top right of the page to navigate to a different page.