Follow this procedure to view customer information according to specific parameters.
|
Step |
Action |
|
1 |
From the Caseload view, click the arrow for the 'Sort by' drop down box. |
|
2 |
Select the criteria that you would like to sort by. |
|
3 |
Click 'Sort.' |
Note:
You can sort by Last Name, Social Security Number, Program, Transition Status, IRP Completion date, IRP Last Update or Last update.
To view and access cases that are in different units, select the appropriate unit form the drop down list next to the heading, ' Case load for (case manager's name). This drop down includes a list of all units the users is associated. The default value is the primary unit for the case manager as defined with security administration. To have the primary unit changed, contact your security officer.