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:
- Click on the Modules Icon.
- Click on the Incident Management Menu Item.
- Click on the Case Management Menu Item.
Select the Case Number from the Incident List.
- Update the Classification of Case logic tree questions.
- Ensure that the Case Status is set to Open.
- Click on Save.
- Click OK to continue.
- Click on the Lost Time case link under Case Progression Tracking section.
- Complete all the fields and Click on Save.
- Click on OK.
- Navigate to the Case Progression Tracking section, and click on Add.
- Select Restricted Duty as the Classification of Case.
- Select the First Day of Restricted Duty.
- Click on Save.
- 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)
In Case Progression Page, The State drop down will display states which are associated with the logged in location country.
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