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Select New Worker

Once you have selected the cases for the transfer using one of the two methods described above, the next page presented is the Case Transfer page.  This page allows you to complete the process by choosing the name of the worker who will receive the new cases on the Worklist.  Make your selections in the following fields for the transfer.

Person Name

Using the drop down arrow () next to each field, select the name of the person from the list presented.

Assignment Reason

Using the drop down arrow () next to each field, select one of the following reasons for the assignment to the new worker:

Administrative

Caseload

Conflict of Interest

Sick Leave

Vacancy

Vacation

Comments

Enter any appropriate comments for the case transfer in this text box. 

 

Once all the selections have been made, click on the Submit button.  As a result, the Case List of the newly assigned worker is presented for review.