1. 1 1 05-05 Mass Case Assignment Refer to Slide 2 for instructions on how to view the full-screen slideshow.Slide 2

2. 2 2 05-05 Mass Case Assignment How to Use This Presentation The graphics below are designed to help you navigate through each presentation. The navigational guides require a single mouse click and are located on the left side of each slide. There is a Contents slide with hyperlinks to topics covered in each presentation that may be helpful if a review of a specific topic is desired. To print the PowerPoint presentation, right click anywhere on the slide and choose “Print”. To view a full-screen slideshow, right click anywhere on the slide, scroll down to the line that says “Full Screen,” and left click to choose that option. To return to the original view, right click on the slide and choose “End Show” or hit the Escape key (Esc) on your keyboard. Return to the Contents Page Proceed to the next slide Return to the previous slide

3. 3 3 05-05 Mass Case Assignment Contents Overview Assigning Cases Assigning Cases to Team Leaders Assigning Cases to Case Manager from the Team Assignment Folder Assigning Cases to Case Manager from the Team Assignment Folder Reassigning Cases Transferring Cases

4. 4 4 Currently when a case or cases need to be assigned, transferred, or reassigned to a Team Leader or case manager, the TNKids system requires the user to move between many windows. The changes described here will provide the user with the means to assign, reassign, or transfer one to many cases at the same time and complete the entire assignment, reassignment, or transfer process in one screen. 05-05 Mass Case Assignment Overview The user will be able to assign multiple intakes, including CPS referrals, to a single team leader in one assignment action. The user will be able to assign multiple intakes in a status of “Pending Reassignment” to a single case manager. The user will be able to reassign a case manager’s entire caseload in a single reassignment action. The user will be able to reassign multiple intakes of a single case manager’s caseload to another single case manager within the same team. The user will be able to transfer multiple intakes, including CPS investigations, to a single case manager in one transfer action. This excludes CPS referrals since each victim in CPS intakes can be assigned to a different case manager.

5. 5 5 The user begins by double clicking on the Assignment folder in the TNKids Tree. 05-05 Mass Case Assignment Assigning Cases

6. 6 6 The user then double clicks on the Team Assignment folder and then the Unassigned folder for the county he or she wishes to view. 05-05 Mass Case Assignment Assigning Cases

7. 7 7 The user will then click on the Assignment Icon. 05-05 Mass Case Assignment Assigning Cases

8. 8 8 As you can see in this slide, a pop up window will be displayed and the user will then select the case type he or she wants to assign. NOTE: The user can only assign cases of the same case type at the same time. 05-05 Mass Case Assignment Assigning Cases to Team Leaders

9. 9 9 In this slide, the user has selected the intake type of court and four cases to be assigned. To select more than one case the user will select the first case by clicking on it while holding down the Ctrl key. The user can select and deselect other cases. Only cases that are “Pending Reassignment” may be assigned all the way to the case manager. 05-05 Mass Case Assignment Assigning Cases to Team Leaders

10. 10 The user will then select the Team Leader to whom the cases are being assigned. After selecting a Team Leader from the drop-down list, the user will click on the Assign button. Be careful because if the OK button is clicked it will cancel the action! 05-05 Mass Case Assignment Assigning Cases to Team Leaders

11. 11 A new pop up window that asks, “Are you sure you want to assign the selected case(s)?” will appear. The user will click on Yes to proceed or No to cancel. 05-05 Mass Case Assignment Assigning Cases to Team Leaders

12. 12 The screen will then refresh and the user may continue assigning cases or may select the OK button to close the window. 05-05 Mass Case Assignment Assigning Cases to Team Leaders

13. 13 The user will double click on the Assignment folder, double click on the Team Assignment folder, single click on the county Unassigned folder, and then double click on the Assign Cases Icon. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

14. 14 The user may select a single or multiple cases to assign to the case manager as long as the cases are all in the status of “Pending Reassignment”. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

15. 15 The user will select the Team Leader from the drop-down list. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

16. 16 The user will select the Case Manager from the drop-down list. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

17. 17 The user will then enter the Assignment Begin Date and click the Assign button. NOTE: If the user clicks on the OK button it will cancel the assignment and navigate the user out of the window. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

18. 18 A pop up window that asks, “Are you sure you want to assign the selected Case(s)?” will appear. If the user selects Yes then the cases will be assigned. If the user selects No, the process will be canceled. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

19. 19 The system will refresh, and the cases will be removed from the list. 05-05 Mass Case Assignment Assigning Cases to Case Manager from the Team Assignment Folder

20. 20 The user is now able to reassign an entire caseload from one case manager to another. The user will select the case manager in the tree and double click on the Reassign Cases Icon. 05-05 Mass Case Assignment Reassigning Cases

21. 21 The user will select the Intake Type for the cases to be reassigned. 05-05 Mass Case Assignment Reassigning Cases

22. 22 The user will select one or all of the cases to be reassigned and enter the case manager who is to receive the case(s). 05-05 Mass Case Assignment Reassigning Cases

23. 23 The user will then enter the Assignment Begin Date and click the Assign button. NOTE: If the user clicks on the OK button it will cancel the assignment and navigate the user out of the window. 05-05 Mass Case Assignment Reassigning Cases

24. 24 A pop up window that asks, “Are you sure you want to assign the selected Case(s)?” will appear. If the user selects Yes then the cases will be assigned. If the user selects No, the process will be canceled. 05-05 Mass Case Assignment Reassigning Cases

25. 25 The user will double click on the Assignment folder, double click on the Member Assignment folder, click on the case manager who has the cases to be transferred, and then double click on the Transfer Cases Icon. 05-05 Mass Case Assignment Transferring Cases

26. 26 The user will select the case type and then highlight the case(s) to be transferred. 05-05 Mass Case Assignment Transferring Cases

27. 27 The user will select the County. 05-05 Mass Case Assignment Transferring Cases

28. 28 The user will select the Team Leader. 05-05 Mass Case Assignment Transferring Cases

29. 29 The user will select the Case Manager. 05-05 Mass Case Assignment Transferring Cases

30. 30 The user will enter the Assignment Begin Date and click on the Transfer button. 05-05 Mass Case Assignment Transferring Cases

31. 31 A pop up window that asks, “Are you sure you want to Transfer the selected Case(s)?” will appear. If the user selects Yes then the cases will be assigned. If the user selects No, the process will be canceled. 05-05 Mass Case Assignment Transferring Cases

32. 32 The user will be able to assign multiple intakes, including CPS referrals, to a single team leader in one assignment action. The user will be able to assign multiple intakes in a status of “Pending Reassignment” to a single case manager. The user will be able to reassign a case manager’s entire caseload in a single reassignment action. The user will be able to reassign multiple intakes of a single case manager’s caseload to another single case manager within the same team. The user will be able to transfer multiple intakes, including CPS investigations, to a single case manager in one transfer action. This excludes CPS referrals since each victim in CPS intakes can be assigned to a different case manager. 05-05 Mass Case Assignment Summary In this PowerPoint presentation the user should have learned the following: