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Changing the Case Classification in Case Progression

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

Step-by-step 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.

  4. Select the Case Number from the Incident List. 

  5. Update the Classification of Case logic tree questions. 
  6. Ensure that the Case Status is set to Open
  7. Click on Save.


  8. Click OK to continue.


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


  10. Enter the Last Day of Lost Time
  11. Click on Save.


  12. Click on OK

     
  13. Navigate to the Case Progression Tracking section, and click on Add.

     
  14. Select Restricted Duty as the Classification of Case. 
  15. Select the First Day of Restricted Duty.
  16. Click on Save.

  17. Click on OK.

    Additional 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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