This screen allows you to assign or transfer work items. The system initially assigns cases and providers automatically. Subsequent provider and case assignments are accomplished manually.
A work item may be assigned to more than one worker at a time. It may also be assigned to more than one agency; however, the ownership of the work item is retained by the primary agency. If another agency is to retain ownership, you transfer the work item. If you are assigning a workload, for example, if a worker goes on an extended leave, the system allows you to reassign the whole workload or just parts of it.
The Edit link opens the assignment
details screen, from which you can view or change the assignment. The
Transfer
link allows you to transfer ownership of the work item to another agency.
The Assign button allows you to
assign the selected work items to another worker or supervisor.
The Assign by Geographical Designation
button allows you to assign the work item to a worker or supervisor with
the same designation as the work item. This button is enabled only for
supervisors and screening and inquiry decision makers. You can assign
multiple work items by geographical designation if the work items share
the same geographical designation.
View worker assignments and roles
Assign a work item or workload
Change a worker's role on an assignment
Re-route or recall a work item
Use administrative case assignment functionality
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