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RoleActionNotesResource
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Case Flow
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Case WorkerCreate a case. Fill out consent and registration formsCPIMS+ V2 Logging In and Navigating the CPIMS+, CPIMS+ V2 Create or Edit a Case
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Case WorkerUpload the client's photo in Photo and Audio Section
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Case WorkerUpload documents (Birth Certificate, ID, Medical Certificate, etc.) in Documents section
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Case WorkerCheck assessment due date in Task PageYou need to enter 'Date Assessment Due' in Identification Form for it to appear in Task Page.CPIMS+ V2 Tasks for Case Workers
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Case WorkerAdd Case Assessment
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Case WorkerCheck Task PageAssessment task would disappear. You need to enter 'Assessment start date' in 'Case Assessment' for it to disappear.
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Case WorkerRequest the Assessment approval from supervisor Yellow dot mark would appear in Case Assessment form with the note 'Approval is pending for Case Assessment'CPIMS+ V2 Approvals
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Case WorkerCheck the assessment approval request status in the dashboardIt would be reflected as Pending in Dashboard.
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SupervisorCheck the Approval section in the dashboard for all pending approval requests.
Go to the case to Accept/reject the assessment request.
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Case WorkerCheck the assessment approval request status in the dashboard.It would be reflected as Approved in Dashboard.
The yellow dot mark would disappear once the supervisor accepts/rejects the request.
The approval and comments from the supervisor would be reflected in Case Assessment form.
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Case WorkerCheck case plan due date in Task PageYou need to enter 'Case Plan Due Date' in Case Assessment Form for it to appear in Task Page.
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Case WorkerAdd Case PlanThe workflow status would move to 'Case Plan'.
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Case WorkerRequest the Case Plan approval from supervisor Yellow dot mark would appear in Intervention Planning and Implementation form with the note 'Approval is pending for Case Plan'
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Case WorkerCheck the Case Plan approval request status in the dashboardIt would be reflected as Pending in Dashboard.
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SupervisorCheck the Approval section in the dashboard for all pending approval requests.
Go to the case to Accept/reject the case plan request.
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Case WorkerCheck the Case Plan approval request status in the dashboardIt would be reflected as Approved in Dashboard.
The yellow dot mark would disappear once the supervisor accepts/rejects the request.
The approval and comments from the supervisor would be reflected in Case Plan form.
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Case WorkerAdd services
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Case WorkerCheck service due date in Task PageYou need to enter 'Service Appointment Date' in Services Form for it to appear in Task Page.
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Case WorkerRefer the case to other Primero user (internal referral) for service provisionReferrals number would be added in the Dashboard>Shared with Other section.
Referral status would be 'Pending' in Record Information>Referral.		CPIMS+ V2 Internal Referral to a CPIMS+ User
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Case Worker2Log in as the case worker receiving referral. Check Dashboard>Shared with me >New referral.
Go to the referred case> Record Information> Referral.
Accept/Reject the referral.
Add the Service Implementation Details.

Go to the referred case> Record Information> Referral. Click done.		The workflow will move to 'Service Implementation'.
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Case Worker
Log in as the case worker. Check Dashboard>My cases>New or updated.
Go to the service form and check the service implementation details.

Go to the referred case> Record Information> Referral.
The referral is marked as 'done'.
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Case WorkerAdd the implementation details in Service Form
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Case WorkerRefer the case to Non Primero service provider (external referral)System will provide PDF copy to share withCPIMS+ V2 Referring to a non-CPIMS+ user (External Referral)
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Case WorkerAdd Follow up and Case Review
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Case WorkerCheck follow up due date in Task PageYou need to enter 'Follow up needed by' in Follow up form for it to appear in Task Page.

It will disappear when you input the Follow up date in Follow up form.
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Case WorkerAdd Case Closure
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Case WorkerRequest the case closure approval from supervisor Yellow dot mark would appear in Case Termination form with the note 'Approval is pending for Case Closure'
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Case WorkerCheck the case closure request status in the dashboardIt would be reflected as Pending in Dashboard.
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SupervisorCheck the dashboard for pending case closure approvals.
Go to the case and accept/reject the case closure request
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Case WorkerCheck the case closure approval request status in the dashboardIt would be reflected as Approved in Dashboard.
The yellow dot mark would disappear once the supervisor accepts/rejects the request.
The approval and comments from the supervisor would be reflected in Case Closure form.
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Case WorkerGo to action menu and click 'close'The workflow will move to 'Closed'
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Other Features
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Transfer a case.
Check the Dashboard>Shared with Other for Transfer Status		It should reflect as Pending transferCPIMS+ V2 Internal Transfer of a Case to a CPIMS+ User
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Log in as case manager receiving transfer.
Check the Dashboard>Transfers Awaiting Acceptance.
Go to the case>Record Information>Transfer/Assignment.
Accept/Reject Transfer		The pervious case manager who transferred the case would lose access to the case.
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Check flagging the case
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Check search
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Check filter
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Check dashboard
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Check export
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Check reports - Supervisor
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