Primary Case Manager

In most cases, the primary casetracker is the case manager (casetracker) responsible for providing case management services to the job seeker and monitoring his/her participation in planned services. The primary casetracker displays for all enrollments (Except LE Self-Registration), and is the casetracker who added the enrollment, unless Primary Casetracker was subsequently assigned. Primary Casetracker does not indicate or require that the job seeker receive case management services. Some job seekers may periodically receive services from many different casetrackers along with his/her self-directed activities. If the job seeker self-registered in LE, he/she does not have a primary casetracker for the LE enrollment. Services subsequently provided by staff are reported on Management Reports by the casetracker who provided the service.

AJL provides settings for states to determine who, by account type, can change Primary Casetracker. If the current casetracker has privileges for reassigning the casetracker, Primary Casetracker is a link. These privileges are set by the AJL administrator based on state policy and procedure.

Add/Edit Primary Casetracker

1. To change Primary Casetracker, click the Primary Casetracker link. The Primary Casetracker page displays.
2. Select a new casetracker from the drop-down. Only casetrackers in the office of registration display in the drop-down. (To reassign the office of registration, go to Program Details.) Some casetracker names display more than one time because each Station Desk assigned to the offices displays. If a casetracker has more than one Station Desk, his/her name displays for each Station Desk.
3. Click Submit to save the changes and return to Enrollment Details. Click Return to return without saving changes.