A supervisor reviews a worker's assignment and management of a case and records the results of this review in the case conference notes. These notes can be viewed at any time, with certain restrictions.
View these notes as follows:
From the Home screen, click the Case tab.
Click the Workload tab. The Case Workload screen appears.
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 link of the case. The Case Overview screen appears.
Click the Case Conference Note link in the navigation bar on the left. The Case Conference Note Filter Criteria screen appears. The case conference notes that have been recorded for this case appear in the list on the bottom section of the screen.
To limit the display of notes records, enter filter criteria, then click Filter.
For example, you can display notes recorded within a certain date range, of a certain category, or by a certain worker.
Click the Edit link next to the category to view the details of a particular notes record. The Case Conference Notes Details screen appears.
Click View Narrative. The View Narratives screen appears. It displays a history of narratives that have been added to this record as an addendum
Click Close. You are returned to the Case Conference Notes Detail screen.
Click Cancel. You are returned to the Case Conference Note Filter Criteria screen.