Case Transfers

Intended for:

One Support Staff

Local System Administrators

One YJ Service Managers

One YJ Team Members

Session length: 2 – 3 hours

Outline:

This course is designed to provide users with a general overview of the Case Transfer functionality in One YJ covering common aspects of system functionality for frontend users. During this course participants will explore the process involved with the completion of this new functionality and the associated components. The session will involve aspects of the frontend and the YJ System Admin client, familiarity of both are beneficial but not essential.

What will you learn?

  • Prerequisites
  • Case Transfer Process
  • Permissions
  • Homepage panels
  • Sending a Transfer request
  • Receiving a Transfer request
  • Q&A/Workshop – Time to ask the consultant queries specific to your Local Authority and for the consultant to share good practice from our experience with other customers