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

1. Create the Program
2. Create a group for Case-management staff for the program
3. Give that group access to the program
   • Access through Site Actions > Site Settings > Security Manager : Program and Residences under Users and Permissions
4. 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
5. Assign each staff to individuals in the program
   • Access through Site Actions > Site Settings > Security Manager: Case Management under Users and Permissions
6. Test as Case Management staff

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