Administrators can select Tier 1 Forms to use with Caseloads, restricting user access to specific Tier 1 records and their associated Tier 2 records. It is not possible to select Tier 2 Forms in the Caseload Manager.
Follow the steps listed below to learn how to set up Tier 1 Forms for Caseload access.
Step 1: Navigate to the Caseload Manager
In the Administrator view, expand the Access Control category of the navigation bar and select ‘Sites & Programs’.
Then, in the Account Management app, select Caseload Manager. Any Tier 1 Forms you’ve previously set up for Caseloads will appear here.
Step 2: Add a new configuration
Click the ‘Configure New Caseload’ button at the top-right of the page.
In the pop-up window, select which Tier 1 Form you’d like to use with Caseloads in the first dropdown field. Then, choose which of the form’s Quick View fields should be used to help distinguish between records in Caseloads. Finally, select the program(s) you’d like to manage records for.
Step 3: Save your changes
Click Save at the bottom of the pop-up window, and the Tier 1 Form will be displayed under ‘Form Name’ in the Caseload Manager.
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