Delete a Case Member

A case member is deleted when he or she has been added to the case in error. If the case member is no longer a member of case, he or she is deactivated. (See Deactivate a member from a case.)

You cannot delete:

• A case member who is currently active in any case work item, that is, any case plans, placements, assessments, and so on.

• A case reference person. (See Review or add case members for help on changing this person.)

• The primary or secondary caretaker. (See Identify caretakers and the case references for help on changing the caretakers.)

Delete a case member as follows:

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

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

3. Click the Case ID Number link for the case you want to update. The Case Overview screen appears.

4. Click the View Case Information link in the Case Actions area. The Case Profile screen appears.

5. Click Members. The Case Members appears. It displays all currently active members.

6. Click the Delete link next to the case member who was added in error. The system asks you to confirm the deletion.

7. Click Save. You are returned to the Case Overview screen.