Link RA Cases in ER/LR
For v3.3.0, we’ve added the ability to link ER/LR cases to existing Reasonable Accommodations (RA) cases.
NOTE: This is only available for organizations with both ER/LR and RA applications on the same eCASE Platform.
If you enter an employee into ER/LR and a matching RA case is found, you will be automatically notified. You can either click Review Now (continue to the matching RA cases) or Review Later (return to the ER/LR case).
If you opt to Review Now, a list of related RA Case(s) appears as shown below.
You can also manually link an RA case from the Link RA Cases tab. If any cases are already linked, you’ll see them in the RA Linked Cases list. To link another RA case, click Search Cases.
ER/LR 3.3.0 Release Notes
Select the (A) Checkbox next to the RA case you’d like to link, add (B) Remarks in the field provided, then click (C) Add RA(s) as a link to create the link:
The system prompts with a confirmation before linking, so click Yes to continue. After confirming, the screen refreshes with the linked folder listed. The linked folder’s details are listed here, including the RA Folder ID and the RA Folder Status. You can link additional cases by clicking the Search Cases button again. You can also click the X under the Action column to remove a link:
If you elect to unlink an RA case, the application prompts with a confirmation pop-up. Click Yes to continue and remove the link.
RA Link Configuration
ER/LR Administrators have new options under Main Menu > Configuration > Configuration. See the RA Configuration tab to modify settings for linked RA Cases.
You’ll first note the RA Field Terminology section where you can apply custom labels to data fields displayed from RA.
Next, under Additional Configuration, you can select the ERLR Cases where RA should be checked. These are the ER/LR cases which will allow a link to an RA case. You can also customize the Message to notify employees when a RA link is identified:
If you make any edits to these settings, click Save to save your changes.