When deactivating a home visitor that has a current caseload of families, you must first reassign all children to another home visitor. In this tutorial, we’ll show you how you can both deactivate, create a new home visitor and reassign all children to the new home visitor in 1 process.
ENTERING A NEW HOME VISITOR
Go to the Home Visitor tab and select "New Home Visitor" on the left hand side.
You can select to replace a home visitor and then select the current home visitor that you are replacing.
Enter the new home visitor’s information and click Create.
Your new home visitor has been created and the deactivated home visitor can be seen in the Deactivated section.
DEACTIVATING A HOME VISITOR WITH A CASELOAD
For any of your active home visitors, you can click the Deactivate button at any point even if the home visitor has an active caseload. If that is the case, you will be prompted to choose 1 of 3 options
New Home Visitor - Will allow you to continue to the page where you will enter a new home visitor
Existing Home Visitor - select from the drop-down of active home visitors to assign the deactivating home visitor’s entire caseload
Reassign each child individually - will open a page listing each child and allow you to select a current home visitor for each child