Re-Assign Cases, Reminders, and Calendar Items to another Case-Worker (and delete the Case-worker).
In the event of caseworkers no longer needing access to the system, you may want to delete the caseworker profile. If that is the scenario, it is suggested that you re-assign linked items to a different caseworker. This article will go through those steps, then show how to delete the caseworker.
- In order to re-assign cases from one caseworker to another, navigate to the Administrative Tools and click on the Users button.
- Click on Linked Items (do this for the user that you wish to re-assign the cases, reminders, and calendar items for).
- Click Re-Assign.
- Either search for the specific caseworker, navigate through the pop-up list to find the caseworker.
- Click Select next to the name of the caseworker you wish to assign the items to.
- After the linked items have been reassigned from one user to the other, go back to the list of caseworkers, and for the caseworker you wish to delete, click Delete.
- Click OK