Caseload Transfer

Purpose: The Caseload Transfer feature can be found on the Client Case. It can also be added as a Navigation Item (reference Tabs and List Views). This feature allows a supervisor to transfer multiple cases at one time from one Client Case owner to another within the same EIB/ CCB. Up to 15 cases can be transferred at one time.

1. If Navigating to the Caseload Transfer feature from the navigation bar - add, save and then click on CaseLoad Transfer item.

2. From the Client Case: navigate to the Client Case Details Page

3. Click on Caseload Transfer button in upper right corner

4. Use the look up field Select Owner (Please select EI User) and click Search

5. A table will display with Case Number, Client Name, Account Name, Case Type, Owner

6. Select up to 15 cases by clicking on the box to the left of each Case Number

7. Then search the second field to Select New Owner (Please select EI User)

8. Select Transfer Case

9. Click the box next to Send Notification Email for new owner to be notified via email

   Note: This is an optional feature that allows new client case owner to be sent a list of client case number that have been transferred

10. A pop-up confirmation link will appear briefly indicating successful transfer Client Case(s) transferred Successfully!:#######  

Note: Watch a brief video demonstration of the Caseload Transfer feature