View a Case Record

There are two ways to open a case record. If you are assigned to the case, you can open it from the Case Workload screen. If you are not assigned to the case, or if the case is closed, you can view it from the Search button on the SACWIS screen header.

If you are finding a case record from the Search Case button on another screen, the system displays the Case Search Criteria search screen.

View a case record as follows:

• From a case to which you are assigned

  1. Display the Workload screen.

  2. Click the case ID Number link. The Case Overview screen appears.

  3. Click the View Case Information link to view basic information and who's involved in the case.

  4. Click the links in the left hand navigation to view or update other records associated with this case.

• From the search button on the SACWIS screen header

  1. Click the Search button. Select Case Search from the drop down menu. The Case Search tab appears.

  2. Enter your search criteria.
     
     The quickest way to display the case record is to enter its case or other reference ID number.  If you don't have this number, you can enter any combination of criteria, including the case name, case address, or case status.

  3. In the Sort Results By drop-down, you are given the option in which to display the search results.

  4. Click Search button. The case records that meet your search criteria appear in the Case Search Results table.

  5. Click the Edit link for the case you want to view. The Case Overview screen appears.  

  6. Click the View Case Information link in the Case Actions area allows you to view caretakers, case references, case member details, relationships among case members, and other persons associated with the case.

   

The case profile, which include basic case information, is viewed from the View Case Information link in the Case Actions area of the Case Overview screen.

(See About case records for more information.)