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1. Log into DCI
2. Click Home on the main menu
3. Click Case Workers on the submenu
4. Click Actions
5. Select Add New Case Worker. Complete the form wizard.
   1. Basic Demographics tab:
      1. First Name (required)
      2. Last Name (required)
      3. Address (required)
      4. Time Zone (optional): Select from drop-down
      5. Phone (required)
      6. Alternate Phone (optional)
      7. Mobile Number (optional)
      8. Email (required)
      9. Cost Center (required)
      10. Funding Source (optional): Select from the drop-down and click the + icon to add
      11. **Profile Reference (optional)
      12. Can View Notes (required): Defaults to no. If yes is selected, can view notes linked to clients and punches.
      13. Can View Attachments (required): Defaults to no. If yes is selected, can view attachments linked to clients and punches.
      14. Click Next
   2. Authentication Information tab:
      1. Enable Case Worker Login (optional): If checked, allows the case worker to log in.
      2. Username (required)
      3. Password (required if Enable Case Worker Login box is checked)
      4. Confirm Password (required if Enable Case Worker Login box is checked)
      5. Authentication Status: If Enable Case Worker Login box is not checked, options will be disabled or locked. Select disabled if the case worker is no longer active. Select locked to temporarily prevent the case worker from logging in. If Enable Case Worker Login box is checked, the field will be locked too active.
      6. Click Next
      7. Review Summary tab
6. Click Save to continue and Yes to confirm
7. To link a case worker to a funding source, complete the following:
   1. Log in to DCI
   2. Click Home on the main menu
   3. Click Case Workers on the submenu
   4. Search for and locate the case worker
   5. Click anywhere in the row to open the Case Worker Details page
   6. Click Actions
   7. Select Edit Case Worker. In the form wizard, select the Basic Demographics tab.
      1. Select Cost Center
      2. Select one or more funding sources from the drop-down
      3. Click the blue + icon to add the funding source
8. Click Save to continue and Yes to confirm

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