How to set up case management

Case management is used when users are assigned to only see specific individuals in a program.

Step-by-step guide

Create the Program
Create a group for Case-management staff for the program
Give that group access to the program
- Access through Site Actions > Site Settings > Security Manager : Program and Residences under Users and Permissions
Check individual wizard permissions – do not give this group access (remove it if this group is added)
- Access through Site Actions > Site Settings > Individual Wizard Permissions under Users and Permissions
Assign each staff to individuals in the program
- Access through Site Actions > Site Settings > Security Manager: Case Management under Users and Permissions
Test as Case Management staff