Close an Assignment

An Assignment can only be closed if there is more than one Position Assignment for the Program Case.

An assignment is not changed or closed when the Program Case is being closed. The assignment should continue to be assigned to the last worker who had the case.

Multiple assignments can be closed as long as one assignment remains open.

To close an assignment when there is more than one Assignment Roles in the Master Case.

1. Open the Detail Master Case Assignments window.
2. Highlight the assignment to be closed.
3. Select the Close Assignment option in the Actions drop down menu.
4. The Close Master Case Assignment Confirmation window opens with the selected assignment highlighted.
5. Select the Yes button to close the assignment and return to the Detail Master Case Assignments window and the assignment is no longer shown for the program case.

When the position to be closed is the Primary Notice worker and there is only one additional position assigned, the remaining position is designated as the Primary Notice Worker and the Office is updated to that of the new Primary Notice Worker.

When the position to be closed is the Primary Notice worker and there is more than one other position assigned, after the Yes button is selected on the Close Master Case Assignment window the Choose New Notice Worker window opens with a list of other position assignments.

Highlight the position that is to be the new Primary Notice Worker and select the OK button.

(07-2007)