Feature: Bulk Add, Remove, or Replace Case Managers

Summary of Feature: 

Adding, removing or replacing a case manager in bulk can be used when you would like to add, remove or replace a case manager or managers to multiple cases at one time. This allows you to save valuable time for your team, because you no longer have to update information on a case-by-case basis. 

Step by Step Guide: 

Adding Case Managers

1. Once you have identified the cases you want to update by using filters, click the checkbox in the column header row. You can also manually click all of the cases you want update. Once you have chosen more than one case, the bulk actions button will appear. 

2. Click "Bulk Actions".

3. Click "+/- Case Managers".

4. Navigate to the "Add" tab in window. Check the Case Manager(s) that you would like to add to the cases.

5. Click "Add".

6.Confirm the update for the cases. Click "Add x Case Manager to x cases"

Removing Case Managers

1. Once you have identified the cases you want to update by using filters, click the checkbox in the column header row. You can also manually click all of the cases you want update. Once you have chosen more than one case, the bulk actions button will appear. 

2. Click "Bulk Actions".

3. Click "+/- Case Managers".

4. Navigate to the "Remove" tab in window. Check the Case Managers(s) that you would like to add to the cases.

5. Click "Remove".

6.Confirm the update for the cases. Click "Remove x Case Managers to x cases"

Replacing Case Managers

1. Once you have identified the cases you want to update by using filters, click the checkbox in the column header row. You can also manually click all of the cases you want update. Once you have chosen more than one case, the bulk actions button will appear. 

2. Click "Bulk Actions".

3. Click "+/- Case Managers".

4. Navigate to the "Replace" tab in window. Check the Case Manager(s) that you would like to remove from the cases.

5. Check the Case Manager(s) that you would like to add onto the cases.

6. Click "Replace".

7. Confirm the update for the cases. Click "Replace x Case Manager on x cases"

Additional Information: 

If your business is integrated with a CMS, this update should take place within your CMS in order to keep the integration between Case Status and your CMS running smoothly. Updating this information directly in Case Status instead of your CMS can cause unnecessary communication during the syncing process that could reduce client satisfaction.