SACRAMENTO COUNTY CONVERION ACTIVITIES

							 SACRAMENTO COUNTY
CONVERSION ACTIVITIES
      Sacramento County
     Conversion Activities
• Develop Case Notes (aka Narratives)
• Develop Correspondence Routing Tool
 Case Notes (aka Narratives)
New functionality will include the following:
• Ability to Search by multiple options
• Ability to Flag for action
• Tracking for Follow up
• Sort by multiple fields
• Mark completed items
• Enhanced view mode
Correspondence Routing Tool
New functionality will include:
• Select a letter for routing to another
  individual
• Route a letter for approval
• Tracking routing of the letter
• Retain the letter and approval in history
Any Questions?