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Copying a Case Member Address

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Written by: Administrator
Category: Questions/Hints/Tips
Published: 30 September 2024
Hits: 1143

 

The article provides instructions and screen shots regarding the Copy Address functionality in SACWIS

 

Attachments

  • Copying a Case Member Address.pdf
  • index.html

Ongoing Case Management Reference Guide

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Written by: Administrator
Category: Questions/Hints/Tips
Published: 13 December 2023
Hits: 8401

This article provides a reference guide for navigating screens for Ongoing Case Management within the Ohio SACWIS system.

Attachments

  • index.html
  • Ongoing Case Management KBA.pdf

Question: Why Can't I Find Someone in Person Search When I Enter Only Their Last Name?

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Written by: Administrator
Category: Questions/Hints/Tips
Published: 09 February 2012
Hits: 1559

 

For system performance reasons, the search modules are set to alert you if more than 120 records match the specified search criteria. The modules return the first 120 records, which gives you some feedback, as well as the opportunity to further refine your filter criteria.

 

However, it's not guaranteed that the first 120 records returned will contain the record of interest. These are just the first 120 records that match the search criteria in an unsorted sequence. The odds that the desired record will appear in the first 120 records grows less likely as more records are added to the system.

 

Your best bet? Whenever possible, specify enough information to narrow the search to the record(s) you are interested in.  Specify what you know, such as first name, last name, gender, address, etc. You don't need to specify a value for every field, but if possible you'll want to narrow the results to a handful.

 

Question: How Can I Complete Better Searches in SACWIS?

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Written by: Administrator
Category: Questions/Hints/Tips
Published: 09 February 2012
Hits: 1461

 

Question: The search standards are not always the same on the different screens in SACWIS. How can I complete better searches?

 

Answer: Perform searches using the criteria required (requested or defined) by each SACWIS screen. Different search criteria may be required depending on the screen. 

 

Question: How Do I Restrict a Case or Intake in SACWIS?

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Written by: Administrator
Category: Questions/Hints/Tips
Published: 09 February 2012
Hits: 2115

 

Restricting a Case (or Intake) in SACWIS

Restricting a case (or intake) limits access to only those workers who are assigned to the case (or intake).

Note: A Supervisor must complete this action (not a worker).

 

1. From the SACWIS Home screen, click the Administration tab.

2. Click the Utilities tab.

3. In the Navigation menu on the left, click the Restrict Case / Intake link.

4. In the Restriction Type field, choose Case or Intake.

5. Click the Select button. The Case Search Criteria screen appears.

6. Enter data in the filter fields to search for the Case (or Intake) that you want to restrict.

7. Click the Search button.

8. In the Case Search Results section, click the Select link in the appropriate row. The Restriction Details screen appears.

9. Check the Restricted check box.

10. Click the Save button.

11. When confirmation box appears, click the OK button.

 

  1. Question: How Can an Agency Access a Closed Restricted Case or Intake?
  2. Question: Can Two Supervisors and Social Workers be Assigned to the Same Case?
  3. Question: Can I Delete a Person from the Members Tab (Case Members screen)?
  4. Generating a FAFSA Letter

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