Manually Assigning a Casebank on a Pending Case

 

Assign within the context of a case if a program is pending with no Casebank assigned.

 

  1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click the Go button.

NOTE: Verify the Case Summary page displaying is for the month of application.  If the display month is not the month of application, enter the correct month and click the View button. The page refreshes with information for the month entered.

  1. Click Case Info from Global Navigation. Click Worker Assignment from Local Navigation. The Pending Assignment List page displays.

  2. Select the check box for the program(s) to be assigned.  If needed, multiple programs can be selected at one time.

  3. Click the Manual Assignment radio button.

  4. Click the Select button.

  5. Enter the Casebank as applicable.

  6. Click the Search button.

  7. Verify the correct Casebank is selected on Select Casebank page.

  8. Click Select. The Casebank is now on the Pending Assignment List page.

  9. Click Assign. The Case Summary page displays.