One of the features that a user can set in their AWARE preferences is the Default Caseload(s) to display when you access the Participant Module. NOTE: At bottom of steps, see attached MP4 video file for a quick tutorial.
Follow these steps to add up to 5 Caseloads to be displayed by default:
Part 1: Figuring out exactly which caseloads you have access to.
Login and access the Participant Module | ![]() |
Make sure your Layout is set to Caseload Open and then apply | ![]() |
On the Search tab, remove any Caseloads by clicking the 'X' to remove token. This will clear the Caseloads field. Then click Select to launch the Caseload Mini-Search window. |
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In the Caseload Mini-Search you can clear any current results by clicking the Clear button. Select the Find button to display any caseloads that you have access to. Note: no search criteria are needed as you are trying to display all caseloads that have been added to your account profile. | ![]() |
Either take a screen shot with the Snipping Tool or write down EXACTLY as it is written, the text in the Caseload Number column for the Primary you wish to add to your default caseload preferences. This will most likely change, but in the TEST environment that Caseload Number value is what we need since it is the actual user associated with the caseload.
This example is using: Bob Renda and UserConsel |
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Part 2: Setting the Default Caseload in Preferences:
Cancel out of the Mini-Search window, cancel out of the Participant module and get back to the AWARE Main Screen. | ![]() |
Select the Preferences button that is located in the upper right corner next to the Log In/Log Out button. This will display the preferences page for your account. | ![]() |
On the preferences page, scroll down through Section 1: Staff Preferences until you get to the Participant settings. |
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Enter the text values that we captured above from Part 1 into the Case Search Default Caseload field. Separate the values by a comma. NOTE: you can set your Case Search Default Layout to Caseload Open at this time as well. This is a good idea! |
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Finish to Save and Close page. | ![]() |
Part 3: Verify Default Caseloads
From the AWARE Main Screen access the Participant Module. When the Case Search page displays verify that you have Caseload - Open Results for 2 Caseloads - OR - that your Caseload is displayed by default if you chose only yourself as the primary. | ![]() |
Selecting the Search tab will display the Caseloads as well. | ![]() |