The Transfer Work To Another Office screen records transfers of selected work from one agency location to another location in the same jurisdiction.
To access this screen from the Main Menu, select Community Workload Management Transfer Work Item Transfer Work To Another Office.
In the External Transfer block, select the locations the work is being transferred from and to:
From Location: select from the List of Values; mandatory. The list displays all agency locations with update access in the current caseload.
To Location: select from the List of Values; mandatory. The list displays all community-type agency locations in the jurisdiction, regardless of caseload.
Click Next Block to access the Transfer Work block.
Enter unique offender identifier or a Staff Member (last name, first name); mandatory. This prevents the accidental transfer of all work from one location to another.
Click Query to locate the work being transferred. Returned records are listed first by offender (in alphabetical order), then by Order/Request Type/Code/Component.
Select the Transfer checkbox, to allow work items to be transferred. Optional field.
When all work associated with an officer or offender is to be transferred, you can select the optional Transfer All Displayed Items checkbox as a shortcut.
Click Save.
After saving:
The Total Workload/Officer Assignments assessment for the agency location and the Individual Workload for each affected officer are automatically reduced by the appropriate amount.
The Total Workload/Unassigned assessment for the receiving agency location is automatically increased by the same amount.
The officer assignment at the sending location is not changed until a new assignment is made at the receiving location. If the transfer is cancelled, the officer assignment reverts to the officer assignment in effect at the time of the transfer, and the current workload for that officer is re-adjusted by the appropriate amount.
If there is a corresponding paper file that should be transferred with the work, click on the Transfer Paper File button to open the Offender Files Inquiry screen, where you can initiate a transfer (unsolicited send) of the hard copy file.
How to view detailed information about a work item.
How to inquire about an offender file.
How to track work transferred to another office, but not yet assigned to an officer.
How to assign transferred work to an officer at the new location.