Manage Case Load

Manage Caseload: Reassign Cases and Activities Between Users

• PO Supervisors can reassign from and to themselves and any PO or Supervisor
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• Compact Office can reassign ANY user of ANY role to another user of ANY role.

1. Choose the user to be reassigned based on their role.
2. A list of the selected user’s entire case load will appear unless specific case criteria have been entered. A similar set of drop down options will then be available to select the user to whom the case or cases will be transferred.
3. Once a case is reassigned, ICOTS automatically creates a Case Note detailing the reassignment, including the date and time.

Users can reassign individual compact cases for a single supervised individual, even if both cases are assigned to different users. 

Reassigning Action Items only

Most relevant to users with PO Supervisor Role

Users are not assigned a case but may have pending action items that can also be reassigned through the Manage Case Load feature.

The Level of Interest column shows that a user “Has Action Items For” but does indicate the user is the "Supervising User of," "Sending user for," or "Receiving user for." 

Common scenarios include:

• A supervisor delegates an activity, meaning this user is designated to make the assignment.
• A supervisor is awaiting review of an activity related to managed processes.
  • A PO submits a Transfer Request to their supervisor. The PO is still the Supervising User for the case, but the supervisor has a pending action to review the Transfer Request. The case doesn’t move with it.
• An alternate user is assigned to reply to a managed process (i.e. Violation Report Response, Case Closure Response, etc.)
  • Managed Supervision Activities, such as OVRs and Case Closure, can only be initiated by the supervising user in the receiving state. However, once received in the sending state, the compact office can delegate or assign the task to another user to complete.