Who can use this feature?
Frequently asked questions
Assign and Reassign Staff
There are two ways to assign or reassign caseworkers to clients.
From the People screen
1. Select the checkbox next to the client(s) or referral(s) you wish to assign, then go to Actions and select Assign Staff.
2. In the Assign Staff window, add one or more staff members by clicking in the input field and selecting from the dropdown list, or by typing their name.
3. (Optional) Select Include intake tasks to automatically generate a standard set of caseworker tasks for new intakes.
4. Click Save.
If there are active tasks associated with the client, you’ll have the option to:
- Leave the task assignments unchanged, or
- Reassign them to the newly assigned staff.
From a Client Profile
1. Select the Actions button and choose Assign Staff.
2. In the Assign Staff window, add the staff member(s) you wish to assign.
3. (Optional) Select Include intake tasks to automatically create intake-related caseworker tasks.
4. Click Save.
If there are active tasks associated with the client, you’ll have the option to:
- Leave the task assignments unchanged, or
- Reassign them to the newly assigned staff.
Remove Assigned Staff
There are two ways to remove staff assignments from clients.
From the People screen
1. Select the checkbox next to the client(s) or referral(s) you wish to assign, then go to Actions and select Remove Staff.
2. In the confirmation dialogue, select Remove to proceed.
From a Client Profile
1. Select the Actions button and choose Remove Staff.
2. Select Remove in the confirmation dialogue to proceed with the action.
Bulk Assignment
If a staff member leaves or changes roles, you can reassign multiple clients to another caseworker in one operation.
1. From the People screen, open the Filters panel and use the Staff Assignment filter to display all clients assigned to a specific caseworker.
2. Select the checkboxes next to the clients you wish to reassign, then go to Actions and select Assign Staff.
3. In the Assign Staff window, add the new caseworker(s) by clicking in the input field and selecting from the dropdown list, or by typing their name.
4. Click Save.
If there are active tasks associated with the client, you’ll have the option to:
- Leave the task assignments unchanged, or
- Reassign them to the newly assigned staff.