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Case Worker

Case Worker is very similar to Jurisdiction, however, it is not quite as flexible when it comes to reporting. It is just like Name Type in that you can only use it to select one set of names at a time. It is often used when a second jurisdiction type code is needed.
 
You will find the Case Worker field by clicking the Names button on the left then Name List Management and selecting the name record. Scroll down the page to find the field in the Development Managment section.
 
 
This is a drop down field so you will need to created the values for that field that are unique to your organization. Do that by clicking the Plus sign and the top of the page then selecting Case Workers. That page shows your current list. You can select one from the list to edit or click Add New to create a new Case Worker.
 
Case Worker
1

Case Worker

Enter a Description of the Case Worker. If this code will represent a staff person, then put that person's name here. If it represents a radio station, but that station's call letters here.
2

Code

The code is for Denari. It tells Denari that this record is different from any other jurisdiction record so it must be unique. You can use letters and numbers and other symbols like underscores and dashes.
 
Hit Save to create the new Case Worker record.
 
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