How To: Determining Your Caseload Number

Below are step by step directions for how to determine your caseload number in the UAT environment. There is also a link to an article if you wish to download for yourself. 

1.01   Enter Username

1.02   Enter Password

  • Enter your password and click the Log In button.

2.01 Open Participant Module

  • Open the Participant module. The Case Search page displays.

2.02   Select The Layout Tab

  • Select the Layout tab. The New Case Search page displays.

2.03   Change Selected Layout to Caseload - Open

  • Use the Selected Layout drop down arrow to select “Caseload - Open” and select Apply.

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2.04   Select the Search Tab

  • On the Case Search page, select the Search Tab.Picture1.png

2.05   Clear Caseload (5 max) Field

  • Once you have selected the Search tab, in the Caseload (5 max) field, use the ‘X’ token to clear the field.

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  • Once the Caseload (5 max) field is empty, use the Select button to search for a list of Caseloads.

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2.06   Search in Caseload Mini-Search Window

  • The Caseload Mini-Search window will appear.
  •  In section 2: Results of Search, you can scroll to see a list of all available caseloads.

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2.07   Filter Your Search

  • You can also filter your search results to get more concise findings.
  • In Section 1 on the Caseload Mini-Search window, in the Primary field, type in either your first name, or the first name of the staff member you would have caseload access for. Then select Find.

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2.08   Search for Results

  • In section 2: Results of Search, on the Caseload Mini-Search window, write down the Caseload number for the corresponding caseload. This will be the number you use when entering caseloads or setting your
  • preferences. 

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  • NOTE: You do not need to select the caseload at this time, rather write it down and remember it for the next step.
  • Select Cancel until you are back to the Aware Landing Page.

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3.01   Open Preferences Page

  • From the Aware Landing Page, select the Preferences button.

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3.02   Enter Case Search Default Caseload

  • In the Participant section, in the “Case Search Default Caseload” field, enter in the caseload number that you looked up in step 2.08.

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  • Select Finish to save your changes.

3.03   Verify Changes

  • Open the Participant module. The Case Search page displays.

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  • Select the Layout tab. The New Case Search page displays.

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  • Use the Selected Layout drop down arrow to select “Caseload - Open” and select Apply.

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  • Once you select Apply, you will see the new default caseload search appear.

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