To change a consumer's primary, backup, and/or temporary service coordinator, complete the following steps from the AWARDS Home screen:

1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom service coordinator changes are to be made.
2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services fly-out menu is displayed.
3. Click Service Coordinators.  The Service Coordinator Data Entry Selections page is displayed.

4. At this time either of the following tasks can be completed:

  Assign a new coordinator to a client - To do so, click the Client drop-down arrow and select the client for whom service coordinator changes are to be made.

  Assign a new coordinator to a vacant residence unit - To do so, click the Vacancy drop-down arrow and select the vacant residence unit for whom service coordinator changes are to be made.  This option applies only to residential programs.

In either case, the Service Coordinator Assignments page is automatically displayed once a selection is made.

5. Click the Primary, Backup, and/or Temporary drop-down arrows and select the correct service coordinator for each role.  Select "Unassigned" for any coordinator roles not currently assigned to a specific staff person.
6. Click UPDATE.  The service coordinator information is saved and a read-only report version of the information is displayed on the Service Coordinators Assignments page. 

  TIP: To make additional changes to the service coordinator information at this time, click DATA ENTRY to return to the Service Coordinator Assignments update page.

The process of changing a client's service coordinator(s) is now complete.

  https://demodb.footholdtechnology.com/help/?10268