In the Child Support Edition of CaseWorks, the PRISM, CP MCI Case and NCP MCI Case are all transferred independently.
To transfer a PRISM Case File, use the All Purpose Navigation to search for a client. Choose Navigate from the dropdown menu. Click the Green Check Mark to navigate to the Case File.
Before transferring a Case File, you will want to process any remaining documents for the client that remain in the Document Processing Center (DPC). Filing these documents to the Electronic Filing Cabinet will allow those documents to be included in the transfer to the next county.
To process those documents, click on the DPC tab in the Case File Tab.
Next, select Expand All to select multiple documents at a time.
To select all the documents by clicking on the check mark to the left of the column titles. This will select all documents, indicated by blue check marks next to each document.
In the File Ribbon, select the File to EFC icon. This will move documents from the DPC tab to the EFC tab.
Any documents that are archived should also be retrieved before transferring a Case File to another County. To retrieve archived documents, navigate to the EFC Documents tab on the Case File Page.
Click on the button that says View Archived Documents.
NOTE: If there are no Archived file(s), you will see a message below the View Archived Documents button that says No Archived File(s) found!
If any files have been archived, you will see a table below the View Archived Documents button that displays any archived documents.
Select all the documents from the archived documents section by clicking on the checkbox next to the column headers.
Now click Retrieve. These documents will now be filed in the EFC Documents tab.
Once you have confirmed all documents have been filed from the DPC tab and retrieved from the Archive folder, navigate to the EFC tab on the Client’s Case File.
If you are transferring all documents in the Case File, scroll to the bottom of the page. Select Transfer Case.
This screen will appear as the transfer function is initiating. You may work on a new tab of CaseWorks
is working in the background.
If you are not transferring an entire Case File, you can transfer selected documents. Review how to
transfer selected documents/taxonomy.
To transfer Person Documents from the Custodial Parent (CP) MCI Case File page, click on the blue CP MCI number.
A new tab will open corresponding with the MCI Case Number that you selected.
Select the Person Documents tab.
As in prior steps when transferring a Case, file down any documents that remain in DocBoxes and Retrieve Archived documents if applicable. At the bottom of the Person Documents tab, select Transfer Case.
In the Transfer Dropdown, Choose All Case Files if you want to transfer all the documents from the selected Client’s EFC documents or choose Selected Case Files if you need to transfer only selected documents to the receiving County.
Choose the County from the drop-down menu that you are transferring the MCI Case File to.
Write any notes that you would like included in the transfer (i.e. Date transferred, County, etc.)
Select the Transfer button.
Now return to the original CaseWorks browser tab showing the PRISM Case File Tab. To transfer Person Documents from the Non-Custodial Parent (NCP) MCI Case File page, click on the blue NCP MCI number.
A new tab will open corresponding with the Case Number that you selected. Select the Person Documents tab.
Follow the prior steps from above for transferring the PRISM Case and hit Transfer Case once completed.
Once the Case File has been transferred in CaseWorks, an email will be sent to the receiving County.
This email includes the following information:
Subject line:
- County the Case File was transferred from, the PRISM Number and CaseWorks the transfer was completed by.
Email Body:
- The transferring County (your County), the receiving County and the Edition of CaseWorks that the Case File was transferred to
- PRISM Number.
- Number of Documents transferred
- Reason (notes that were included in the CaseWorks transfer process)
- A direct link to the transferred Clients Case File Page