Q: Since cases will remain with the same worker but the worker is having their office/unit changed, is there a way to update the worker's profile to show a change in the office/unit?
A: There would be three steps to this process:
- Step 1: Create a new Unit Staff relationship in the Unit/Office that the worker will be moving to. This will allow the worker to be a part of that structure.
- Step 2: Navigate to the Caseload and update the Office, Unit and Staff Name fields to match that of the new relationship that has been created in Step 1. You do not need to use the Caseload Summary screen or Bulk Assignment for this. You can simply reassign the Caseload.
- Step 3: Navigate to the old Unit Staff relationship and mark it as “inactive” and add a reason.