Procedures

Anchor Point: My Users tab from My Users Shortcuts menu

1. Select the worker’s hyperlink
   
   
   
   Note: The system will present the list of cases currently assigned to that worker
2. Select the Cases tab
3. Select the Reassign Cases button
   
   
   
   Note: The system will present a screen where you can choose which cases should be transferred to which workers
4. Click on the magnifying glass icon to search for the new owner
   
   
   
   Note: The system will present a screen where you can search for the new owner
5. Enter First Name or Last Name (or both) of the new owner
6. Select Search
   Note: The system will present a list of users that meet the search criteria
7. Click on Select beside the name of the new owner
   
   
8. Select Case name: Outcome Plan check box (Integrated cases and other Alberta Works case types will not appear as a selection)
9. Select Search
10. Select the cases you want to transfer
11. Select Save
    
    
    
    Note: The cases chosen will appear under the new owner