Delete a case member

A case member can be deleted when the person has been added to the case in error. If the case member is no longer a member of case, the person should be deactivated. See Deactivate a member from a case.

You cannot delete:

• A case member who is currently active in any case work item, that is, any case plans, placements, assessments, and so on.

• A case reference person. See Review or add case members for help on changing this person.

• The primary or secondary caretaker. See Identify caretakers and the case references for help on changing the caretakers.

Delete a case member as follows:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link for the case you want to update. The Case Overview screen appears.

3. Click the View Case Information link in the Case Actions area. The case profile appears.

4. Click Members. The Member List appears. It displays all currently active members.

5. Click the delete link next to the case member who was added in error.

6. In the confirmation message, click OK. You are returned to the Member List screen.

7. Click Save.