Set Caseworker to Active/Inactive

Overview

Provider Admins have the ability to change a caseworker's status to "Active" when they are currently working, or switch it to "Inactive" if they are unavailable or no longer employed. This guide will show you how to update the status of a caseworker in Find Your Ally.

Instructions

  1. Login to findyourally.com as a Provider Administrator.
     
  2. Navigate to the Caseworkers page in the left-hand navigation menu.

    Screenshot 2026-02-10 151927.png
     

  3. This page displays the Caseworker's Status as shown below:

Screenshot 2026-02-10 152354.png

  1. To switch the caseworker to an inactive status, click on Active or on the three dots to the right of the status.
  2. Click on Edit Status.

    Screenshot 2026-02-10 151604.1png.png
     

  3. Select Inactive from the Status dropdown.

    Screenshot 2026-02-10 151514.png
     

  4. Click Submit to save.

    Screenshot 2026-02-10 152807.png
     

  5. The caseworker's status is now "Inactive."

Screenshot 2026-02-10 153018.png

Note: The Caseworkers page defaults to show only "Active" caseworkers. You may need to filter to view the Inactive and Draft Caseworkers.

Was this article helpful?