Tracking Transferred Work

The Track Transferred Work screen displays work in transit, i.e., work that has been transferred to another office but has not yet been assigned to an officer at that office.

  1. To access this screen from the Main Menu, select Community Workload Management Transfer Work Item Track Transferred Work.

  2. In the Track Transferred Work block, query in the Transferred from Location field to select the office for viewing, or select a location from the List of Values and query for the records. The List of Values displays all agency locations with update access in the currently selected caseload.

    To narrow the search, select a To Location from the List of Values in that field. The list shows all community-type locations, not only those in the current caseload. Query will return only transfers between the From and To locations.

  3. The Transferred Work - Not Yet Assigned block automatically shows all work transferred from the selected office, but not yet assigned (received) at the receiving location. Records are listed in the following order:

To cancel a transfer:

  1. Select the Cancel Transfer checkbox to cancel a transfer before it is received at the To Location.

  2. Click Save.

When a transfer is cancelled, the officer assignment for the work item reverts to the officer assignment in effect at the time of transfer. The current workload for that officer is re-adjusted by the appropriate amount. This reverted assignment appears on the Office Workload Inquiry screen even if the officer in question no longer works at the location.


How to view detailed information about a work item.