The Purgeable Documents feature enables CaseWorks users to run a report of inactive cases that have not had documents filed down to them for the number of years specified. The generated report will be an excel sheet containing Case Number, Number of Documents, File Size of Documents, Oldest Modified Date, and Latest Modified Date.
It’s important to note that running this report will not purge any files, and instead is to be used to identify cases that may need to be purged. The final purge process and the list of cases to purge is still controlled exclusively by those with the Purge Admin Role at the county by uploading the purge report in CaseWorks.
The report to get these inactive cases in Financial, MNsure, and Workforce Editions is the Inactive Cases Report. For Social Services and Accounting, the report counties is the SSIS Destruct Report.
To run an Inactive Cases Report select Purgeable documents under Reports.
Enter the number of years desired. Click the excel icon or press Enter to generate the report.
The report opens in excel showing cases that have not had documents filed down to them in CaseWorks for the number of years specified (i.e. 10 years).
For information on how to format this report, save, and upload it to CaseWorks to initiate a purge, please click here.