Accepting New Cases for Investigation
10 steps
1
The following outlines the steps for accepting a case for investigation. Use these steps to outline how to update the workflow status to indicate that the record has been seen by the local health department and that they have accepted the case investigation responsibilities.
2
When a new record is created the workflow status is set to **Assigned to LHD**. From your events page, you can set a view to see any new records with the workflow status of **Assigned to LHD**.
3
When first entering a record, you can confirm the workflow status in the top banner. Additionally, the banner area will display in red background indicating the workflow requires attention.
**Tip!** Always make sure the workflow status is set to Under Investigation and that an investigator is assigned to the record before starting or recording your investigation details.
4
Click "Accept Event"
5
Click "Assign to Investigator"
6
Select your name or the investigator from the dropdown menu option.
7
Click "Assign to Investigator" to confirm you selection.
8
After assigned an investigator you will see that the user is now listed under the investigator section on the banner.
9
Click "Accept Investigation" to update the workflow status from **Assigned to investigator** to **Under Investigation**.
10
Confirm that the current workflow status is set to **Under investigation** and that the correct user is listed as the investigator. Now you can continue to perform the rest of your investigation and data entry.
Accepting New Cases for Investigation
10 steps
1
The following outlines the steps for accepting a case for investigation. Use these steps to outline how to update the workflow status to indicate that the record has been seen by the local health department and that they have accepted the case investigation responsibilities.
2
When a new record is created the workflow status is set to **Assigned to LHD**. From your events page, you can set a view to see any new records with the workflow status of **Assigned to LHD**.
3
When first entering a record, you can confirm the workflow status in the top banner. Additionally, the banner area will display in red background indicating the workflow requires attention.
**Tip!** Always make sure the workflow status is set to Under Investigation and that an investigator is assigned to the record before starting or recording your investigation details.
4
Click "Accept Event"
5
Click "Assign to Investigator"
6
Select your name or the investigator from the dropdown menu option.
7
Click "Assign to Investigator" to confirm you selection.
8
After assigned an investigator you will see that the user is now listed under the investigator section on the banner.
9
Click "Accept Investigation" to update the workflow status from **Assigned to investigator** to **Under Investigation**.
10
Confirm that the current workflow status is set to **Under investigation** and that the correct user is listed as the investigator. Now you can continue to perform the rest of your investigation and data entry.
