howto: Transfer a Case


This function lets a worker change the Worker assigned to the case. It erases any reference to the previous Worker. Use the function only for situations where the worker does not want to retain a data trail of Workers.

.......................................
: CS1093-1 Transfer Case INPUT 
: CWS Children's Services 
: 
: Case Number..... 5113 
: 
: From Service.... CFC 
: 
: From Worker..... CWS 
: 
: To Worker......* __________ 
: 
: F3=Exit *F8=Lookup 
: 
:......................................


The function is cursor-sensitive. Use the cursor movement keys to position the cursor on the Service for which you want to change the Worker and press the function key. The worker must place the cursor on a detail line containing a Person with a 'CLT' Relationship. In the example, the reverse-image indicates the cursor position when the function key was pressed.

Position the cursor and press F8 to lookup values

Use the F8 function key to list Workers valid within the Provider.