View Unit and Supervisor Information

The organizational structure allows the system to manage staff information, work item assignments, and approvals, as well as ticklers and notifications.

An agency is associated with a county in the system. Each agency is made up of units. A unit may or may not be associated with a supervisor. In general, a worker is assigned to one unit, one supervisor, and one agency, unless the supervisor override has been selected on the worker's record. If a worker is assigned to two units, the worker is still associated with one primary supervisor, again, unless the supervisor override has been selected on the worker's record. (See Record a supervisor override.)

View unit and supervisors as follows:

  1. Click the Administration tab at the top of the screen. The Staff screen appears.

  2. Click the Maintenance tab. The Agency Search screen appears.

  3. Click the Unit & Supervisor link in the navigation bar on the left. The Unit & Supervisor Search screen appears.

  4. Complete the County and Agency fields to select county and agency in which the unit exists.

  5. Click Search. The units that currently exist in that agency appear in the search results table.

  6. Click the Edit link for the unit you want to view. The Unit Details screen appears. The supervisors currently and previously assigned to this unit appear in the Supervisor(s) table.

  7. Click Cancel. You are returned to the Units & Supervisor Search screen.