Page History

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1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
5. Click Search
6. Select the case worker from the table by clicking anywhere in the row
7. On the case worker details page, select a tab to export. Options include:
   1. Notes
   2. Attachments
   3. Events
   4. Custom Fields
8. Click Export
9. A CSV file will be generated
10. Click to open and access data in Excel

Link Case Worker Profile to

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a Funding Source

1. Log in to DCI with personal profile
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Search for the case worker by typing the name in the field Type Case Worker Name and selecting it when it populates
5. Click Search
6. Select the case worker from the table by clicking anywhere in the row
7. Click Actions
8. Select Edit Case Worker from the drop-down menu
   1. Click the Funding Source field drop-down and select the funding source. Click the blue Plus (+) button to add the funding source.
      1. This will link the case worker to the funding source
      2. Only select this option if the case worker needs access to all client accounts associated with the funding source
         1. If the Case Worker only needs certain accounts, link via the funding account (see Link Case Worker Profile to a New Funding Account section)
9. Click Save to continue and Yes to confirm

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