Outgoing Transfers
Note: This is a role-based feature. Only CaseWorks transfer admins who have been assigned this role will have the ability to transfer cases in CaseWorks. Please submit a support ticket to have this role added for you.
To transfer documents to a participating non-CaseWorks county:
In the Casefile EFC, case transfer admins can select the document(s) you want to transfer. Once documents are selected, staff can click Transfer Case button.
A popup menu will appear. Complete all fields in the menu to transfer the some or the entire Case File. From the 'Select County' drop-down list, select the participating non-CaseWorks county.
Complete the transfer as you normally would. The selected documents will be securely transferred to the receiving non-CaseWorks county's Cross County Case Transfer account.
Note: If the non-CaseWorks county does not appear in the County drop-down list, that county is not currently participating in the Cross-County Case Transfer tool transfer process. Continue using your agency's existing process for sending documents to that county, or contact the receiving county to confirm its preferred method of receiving documents.
Incoming Transfers from Cross County Case Transfer Tool
The Incoming Transfer DocBox is available in the Financial Services and Child Support editions. This DocBox is used to receive documents participating non-CaseWorks counties using the Cross County Case Transfer tool. Case transfer admins and/or other assigned staff should monitor the Incoming Transfer DocBox.
The transfer process is as follows:
The case transfer admins receives an email notification when a participating non-CaseWorks county initiates a transfer using the Cross-County Case Transfer tool. Click the link in the email to open the Casefile Admin tab.
Locate the pending transfer and click Retrieve.
The transferred documents are automatically placed in the Incoming Transfer DocBox after clicking Retrieve. Case transfer admins will receive an email notification when documents are manually retrieved.
Note: CaseWorks will automatically retrieve the incoming documents into the Incoming Transfer DocBox on the weekend.
Navigate to the Incoming Transfer DocBox in Financial or Child Support Edition. Staff can click on 'Name' column for pdf/zipped files to download. Staff should review documents and file them into the appropriate electronic filing cabinet following your county's standard procedures.