1.01 Enter Username
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1.02 Enter Password
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- Enter your password and click the Log In button.
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2.01 Open Participant Module
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- Open the Participant module. The Case Search page displays.

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2.02 Select The Layout Tab
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- Select the Layout tab. The New Case Search page displays.

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

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2.04 Select the Search Tab
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- On the Case Search page, select the Search Tab.

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

- 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
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- 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
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- 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
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- 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.

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

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

- Select Finish to save your changes.
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3.03 Verify Changes
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- Open the Participant module. The Case Search page displays.

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

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

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

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