Assignment History

The Assignment History screen displays all work assignments to work items for children/youth associated with the case. For each work item, the assigned Employee, the employee's Supervisor, the employee's Assignment Role, Begin/End Dates and the Child/Youth's Name.

The Assignment History also serves as a correction screen where assignment begin/end dates can be edited by workers with the Case Assignment security profile.

The columns in the Assignment History grid can be sorted by clicking the column title and filtered by clicking the funnel icon.

The following elements are REQUIRED in order to Add an assignment to a work item:

Name of employee to whom work item is to be assigned.
Begin typing employee name (last name first) to view a list of employee names that match the entered criteria
Select the employee name for the list.

Represents the date the employee's assignment to the work item began.
Click the calendar icon and select the date.
Must be greater than or equal to the begin date of the work item.
No future dates allowed.

Select the appropriate Assignment Role from the list. The selected role should represent the type of work the assigned employee will perform on the work item.
Assignment Role values are filtered based on the type of work item being assigned. For example, if the work item being assigned is a CPS Investigation, then CPS Investigation Worker assignment role will be available.

Select the specific child(ren)/youth to whom the assignment is being made.
If more than one child/youth is associated to the work item being assigned, then after the first child/youth has been selected, TFACTS will present a green + sign.
Click the green + sign to add each additional child/youth to the assignment record.
TFACTS will automatically select the specific child(ren)/youth in some scenarios.

The following element is REQUIRED in order to End an assignment to a work item:

Assignment End Date is REQUIRED in order to end an assignment to a work item.
Click the calendar icon and select the date.
Date must be greater than or equal to the Assignment Begin Date.
No future dates allowed.

The following link includes the steps to Edit/Update an assignment to a work item:

From the Assignment History screen, click the row for the assignment record to be edited. This will select the row and highlight it ORANGE.
Enter a new begin date for the assignment record.
Date must be greater than or equal to the employee's hire date or current job start date.
- Cannot be a future date.
Click Apply or Save to save the update.

The following link includes the steps to Delete an assignment to a work item:

From the Assignment History screen, click the row for the assignment record to be edited. This will select the row and highlight it ORANGE.
Click the Delete button.
Respond to the pop-up message: Are you sure you want to delete the selected Employee Assignment?
- Click OK to continue the Delete.
- Click Cancel to cancel the Delete action.

The following is the pre-requisite security for adding, editing, deleting an assignment to a work item:

Must have Basic security user group access in order to VIEW Assignment History for a work item.
Must have Case Management Team Leader security user group access in order to make assignment to work items and update Assignment History.

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