SNAP and EAP Assign / View Sampled Cases - Supervisor

Use this procedure to assign the sampled case(s) to a QAA(s) and view a case(s) summary.

Process Steps:

1. From the Left Navigation menu, select the Quality Control module.
2. From the Left Navigation menu click Supervisor- SNAP/EAP.
3. Enter the Sample Month / Year (cannot be a future date).
4. Select a Program from the dropdown menu.
5. Select a Sample Type from the dropdown menu.
6. Enter the Review Number.
7. Select a Region from the dropdown menu.
8. Enter the Criteria ID.
9. Enter the analyst in the Primary QAA field or use the search icon to locate the analyst.
10. Click Search.

    • The saved sampled case(s) results are displayed in the summary table.

11. To assign a case(s) to a QAA:

1. • If necessary, select your Region from the dropdown menu to search for the cases assigned to your region.  

   • Next to the case(s) to be assigned to a QAA, click the checkbox in the Assignment Selection column. The Assign button and the Primary QAA and Secondary QAA fields are enabled.

   • Click the magnifying glass icon in the Primary QAA field to display the Employee Profile Search page and locate the analyst to assign to the case(s) (required).

11. • If necessary, click the magnifying glass icon in the Secondary QAA field to display the Employee Profile Search page and locate a secondary analyst to assign to the case(s).

12. Click Assign. The QAA(s) assigned are saved.

Results of the Procedure:

The sampled cases have been viewed and assigned to a QAA(s).

Updated: 07/30/2017