Delete a Case Services Group

If a services group was added to a services review record in error, you can delete it within four days of creating the service group record. A service group is the reporting group used to determine what phase or goal has been identified with the client receiving services.

Delete a case services group as follows:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

3. If you are a supervisor, open the case listing of the worker, then click the ID Number link of the case. If you are a worker, click the ID Number of the case. The Case Overview screen appears.

4. Click the Case Services link in the navigation bar on the left. The Case Services Filter Criteria screen appears. The case services that have been recorded for this case appear in Case Services the table in the bottom section of the screen. The Status column indicates whether the service has been provided, planned, needed, and so on.

5. To limit the display of records, enter filter criteria, then click Filter.

6. Click the Edit link next to the case member name of the record you want to edit. The Service Information tab appears.

7. Click the Edit link to the right of the service. The system displays Status Details screen.

8. Select the Created in Error box toward the bottom of the screen.

9. Click Save. You are returned to the Service Information tab.

10. Select the other services within the group of services in the Member Service Status History table to create those in error.

11. Click Save. You are returned to the Case Services Filter Criteria screen.