ESI: Caselog - Caselog Maintenance (Administrators)

Owned by Tracy Turner, created
Last updated: Mar 10, 2023
1 min read

The Caselog Maintenance screen is used to reassign cases from one Evaluation Chair to another.  It can also be used to assign a new Effective Practice Specialist to an Evaluation Chair.

Accessing Caselog Maintenance:

  1. From the main menu, select Admin 

  2. Choose Caselog Maintenance 

Reassigning cases from one Evaluation Chair (Reassign Cases) to another:

  1. Select the current Evaluation Chair from the Reassign all cases from Evaluation Chair drop-down 

  2. Select the new Evaluation Chair from the to drop-down 

  3. Reassign  

Case reassignment can be verified using the Evaluation Chair Queue or Administrator Queue on the home screen.

Assigning a new Effective Practice Specialist (Update EPS) to an Evaluation Chair:

  1. Select the new Effective Practice Specialist from the Assign drop-down 

  2. Select the Evaluation Chair from the as Effective Practice Specialist (EPS) for drop-down

  3. Update EPS  

Effective Practice Specialist reassignment can be verified using the Administrator Queue on the home screen.