Caseloads | Caseload Assignment Email Notifications

#Caseload #Caseworkers

Updated over a week ago

Administrators may determine if users are to receive emails based on Participant activity in their Caseloads.

Below is a step by step process of enabling these settings:

Step 1 - On the Site Navigation bar, click "Site Administration."

Step 2 - Click "Manage Programs" then click "Edit" for the Program you would like to make the changes.

Step 3a - Within the Information and Settings tab, scroll down towards the bottom until you see the "Caseload Assignment Email Notifications" option. Check the first box to allow an automated email be sent to the user for whom the Caseload assignment has been made. Check the subsequent box to include Participant information as a part of that email.

Step 3b - Check the box next to "Caseload Remove Email Notifications" to allow for an email to be sent to the user when a Participant in their Caseload has been removed. Check the subsequent box to include Participant information as a part of that email.

Step 4 - Click "Save" at the bottom of the page to save the changes.

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