Follow the steps listed below to learn how to assign records to a caseworker.

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.

Click on the form you’d like to manage record assignment for.

A list of users will appear on the next page. You can filter the staff results by searching their name or selecting programs in the dropdown field. Next, click the + icon to assign records to that user.

Note: Guest Users do not have access to Caseloads. They will need to be assigned their own Role.

In the pop-up window, available records to assign to the Caseload will display. You can filter records by name or other Quick View input by using the search bar. The dropdown field also allows you to filter by program assignment.

You can select all records by checking the first box under 'All Available Records' or choose individual records to assign to the selected staff member.