Case Transfer Settings

• Two district transfer settings are now available under Admin > Site Settings for users with Manage Cases permission:
  • Case Transfer settings: determines whether cases will transfer immediately when set to transfer, or if teams will share cases for a period while they transfer; the sharing period can be set for 1 to 14 days
  • Post Transfer access: determines if teams will retain view-only access or lose access for cases that have transferred away from their care
    • If set to lose all access post-transfer, teams will still see record of cases they previously had custody of, but will not be able to view their contents
• Note: changes to settings will apply to cases transferred after settings are saved

Transferring Cases and Guest Access

• Team Leaders and user with Manage Cases permission can add guests and transfer cases from within a given case:
  • Edit Case Access: permitted users can add and manage guest user and team access to a given case; guests can be given read or edit rights to participate in case work
    • Note: teams with ownership of a case cannot be removed from the case; to change case ownership or transfer the case to new teams
    • Note: removing a user or team with open tasks will cause those tasks to transfer to team members retaining a given case
  • Case Transfer: permitted users can transfer a case to a new team
    • Note: depending on district settings, this may initiate a transfer and begin sharing period between teams
    • Note: cases can also be transferred by permitted users with the case ellipsis or bulk options from the case dashboard

Case Transfer Visibility

• Clicking a case transfer icon from the case dashboard will display a brief history of case transfers for a given case
  • Folder Icon: this case is currently being shared by two or more teams; the sharing period is specified in site settings by users with Manage Cases permission
  • Bi-directional Arrows Icon: this case has transferred between teams at least once
• By default, cases that have transferred away from a team are filtered from that team’s dashboard view
  • Under Filters, the Show Transferred Cases filter will un-hide those cases that have transferred away from a team
  • If teams do not have access to view transferred cases, they will instead see contact information for the current team members with access
     

• When district settings allow for a sharing period during case transfers, within cases a banner will alert users to the teams currently sharing cases and the length of sharing period

• When district settings allow for read-only access to cases that have transferred away from a given team, the Transfer Status banner will alert users with read-only access who they can contact for further access or information

Case Transfer Automation and Reverting Cases to SIS

• Districts can automate case transfer by mapping teams to locations in the district SIS, in-turn causing cases to transfer between teams as a Person of Concern’s student enrollment changes within a district’s SIS
• In a district with automated case transfer, users can override automation by manually transferring a case to a team
  • Manually adjusted cases will not automatically transfer between when students change enrollments in SIS; they can be viewed on the case dashboard using the ‘Show only manually adjusted cases’ toggle, and these cases are noted on the dashboard by a green pulse
• Manually adjusted cases can be Reverted to SIS, causing them to again become automated and transfer according to SIS enrollments for the Person of Concern in a given case:
  • From within a case: Team Leaders and users with Manage Cases permission can select Transfer Case in a manually adjusted case to view a given Person of Concern’s current enrollments in SIS; clicking Revert to SIS will initiate a transfer to align the case with SIS enrollments
  • From the case dashboard: Team Leaders and users with Manage Cases permission can select Revert to SIS from the ellipsis of a manually adjusted case; selecting Revert to SIS will show a Person of Concern’s current enrollments in SIS; clicking Revert to SIS will initiate a transfer to align the case with SIS enrolments