Help Topics > Administrators > Staff Setup > Staff Removal Alert

Staff Removal Alert

Caseload Manager has an added security feature to prevent staff from being wrongly removed from a case. Sometimes staff can be inadvertantly removed from a case.  This might be because you are tabbing through the case record and accidentally deselect their name, or maybe you meant to click on another person's name.  

1) Add Staff to a Case

Add your staff to your case record in the bottom left staff section.

 

2) Remove Staff; Alert is Triggered

If a staff member has been assigned to a case, then Caseload Manager creates an alert if that person is removed from a case.  This alert appears on the next screen, and you will have the choice to approve the removal or to go back and fix.