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This document will guide users with reclassifying/changing their case in the Case Progression Tracking section.

Step-by-step

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Instructions:

Reclassifying from Lost Time to Restricted Duty: 

  1. Click on the Modules Icon.
  2. Click on the Incident Management Menu Item.
  3. Click on the Case Management Menu Item.

 

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  1. Select the Case Number from the Incident List.

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  2. Update the Classification of Case logic tree questions. 
  3. Ensure that the Case Status is set to Open
  4. Click on Save.


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  5. Click OK to continue.

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  6. Click on the Lost Time case link under Case Progression Tracking section. 

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  7. Enter the Last Day of Lost Time
  8. Click on Save.

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  9. Click on OK

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  10. Navigate to the Case Progression Tracking section,

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6. Select the required case type and complete the mandatory fields.

7. Click on the Save Button.

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  1. and click on Add.

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  2. Select Restricted Duty as the Classification of Case. 
  3. Select the First Day of Restricted Duty.
  4. Click on Save.

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  5. Click on OK.

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    Info
    titleAdditional Information:

    A case cannot be identified as "First Aid" or "Report Only" if any of the identifier questions for a "Recordable" type is marked as Yes. (Refer to example below)

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