Create, Approve, & Refer a Work Item

Create a Work Item - Process Steps:

1. On the Work Item tab, select the Work Item Search from the left Navigation menu.
2. Select Source from the drop-down menu.
3. Select Work Item Type from the drop-down menu.
4. Select Assigned Org from the drop-down menu.
5. Additional information to add to new Work Item:
   • Assigned Team
   • Assigned Worker
   • Provider Number
   • Case Number
   • Case Name
   • Provider Name
   • Status
6. Click [Save] to save work item.

The more information you can provide for the Search criteria will narrow down the results displayed. 

Approve a Work Item [Shared Case] - Process Steps:

1. On the Work Item tab, select the Work Item Search from the left Navigation menu.
2. Review information provided for review.
3. Click Approval Level:
   • Approved by BCCD
   • Approved by Carol Anderson
   • Approved by Skip-A-Long
4. Click [Save].

Refer a Work Item - Process Steps:

1. On the Work Item tab, select the Work Item Details from the left Navigation menu.
2. Select Source from the drop-down menu.
3. Select Work Item Type from the drop-down menu.
4. Select Sub-Type from the drop-down menu.
5. Select Referral Party by selecting Refer to CCR&R/Site or Refer to BCCD.

Results of the Procedure:

The Work Item has been created, approved and referred.

FAQ: Need Updated screenshots for Approval and Referral.

FAQ: What metrics are required for input when creating a new work item?

FAQ: Are there specific responsibilities that can Approve a Work Item?