My Cases and My Follow Up

The My Cases and My Follow Up pages are designed to allow staff to bookmark client records for easy access at a later date, without conducting a Client Search. Clients do not automatically displays on My Cases according to the Primary Casetracker on the Enrollment Details page. Clients may display on more than one My Cases or My Follow Up pages. For example, if a client is enrolled in LE, WIOA Dislocated Worker, and TAA, and has three Primary Casetrackers, each can have the client bookmarked on his/her My Cases page.

Some states establish business policies to align My Cases with Primary Casetracker, but reporting is the most accurate means for supervisory or administrative staff to assess caseloads. However, the My Cases function does allow supervisors and above to reassign Primary Casetracker. See Supervisor Move My Cases and My Follow Up.

The Report 8 provides parameters for generating a report of clients in Follow Up services. Navigate to Reporting > Case Manager Reports and select Report 8 by Statewide, Local Area, Office, or Case Manager. Select the Participating in Follow-Up Services parameters along with other parameters as appropriate. This report is available to Case Managers.

Navigation

To view clients added to My Cases or My Follow Up, go to Client > My Cases or Client > My Follow Up. To add or remove a client from My Cases or My Follow Up, go to the client's Case Details.

Add and Remove to My Cases or My Followup

1. Navigate to the client's Case Details page. The Case Details page displays buttons for adding and removing.
   1. For casetrackers, if the client is not on his/her My Cases or My Follow Up, the buttons say My Cases Add and My Follow Up Add.
   2. If the client is on his/her My Cases or My Follow Up, the buttons say My Cases Remove and My Follow Up Remove.
2. Click the button to add or remove.

Supervisor and Above Navigation

Supervisors and above can add clients to My Cases and My Follow Up; they have their own My Cases and My Follow Up pages, although adding and removing is slightly different as they can also add/remove clients from others' My Cases and My Follow Up.

Supervisors and above can view clients added to their own My Cases and My Follow Up pages from the main menu: Client > My Cases, or Clients > My Follow Up.

To view clients added to staff My Cases or My Follow Up pages, go to Workload and drill down to the Staff for [Office] page. See for information on navigating workload.

Supervisor and Above Add and Remove

1. Go to Case Details. Click Add or Remove. For supervisors and above, the buttons on the Case Details page say My Cases and My Follow Up.
2. The My Cases [Add/Remove] page displays with two drop-down fields: Perform action on your caseload or another's caseload? and Would you like to add or remove the current client?
   1. To add or remove the client from a casetracker's caseload, select Another's Caseload and Add or Remove as appropriate.
   2. To add or remove the client from your own My Case or My Follow Up, select My Caseload and Add or Remove as appropriate. The Staff Search page displays.
3. Enter the first and last name of the casetracker and click search. The search results display.
4. The search results display according to the current user's security. For example, a Regional Director can add clients only for casetrackers assigned to offices in his/her region.
5. Click a link in the Name column to add the client to the casetracker's My Cases. The confirmation page displays.

Supervisor Move My Cases and My Follow Up

1. Navigate to the Office page in Workload. Click the Move Cases and Follow Ups button. The Move Clients Step 1 page displays. (The following figure is for an Office Supervisor.)
2. Select a casetracker from the Move From drop-down. Select a casetracker from the Move To drop-down. Click Continue. The Move Clients Step 2 page displays.
3. Each enrollment for each client displays with a checkbox. To change the Primary Casetracker on the enrollment, check the box for that enrollment. Click the Finish button.
4. The confirmation page displays.