SCRAM Nexus

SCRAM Nexus Mass Transfer

Tips The service for the mass transfer of clients must be enabled for your account before you may utilize it. For more information, contact your SCRAM Systems Account Representative.

Once enabled, you may transfer a caseload or multiple clients in bulk to other officers or caseloads.

  1. Select the Clients tab from the Nexus Workload page.
  2. Select the checkbox next to each of the clients you’d like to transfer, then select the Transfer Caseload button.

    Nexus Clients page (click to enlarge)

  3. On the Transfer Caseloads pop-up window, select the Caseload and Officer from the dropdown menus. Both fields are required.
  4. Select the Save button.

    Transfer Caseloads pop-up (click to enlarge)

  5. Once saved, a success pop-up banner will display. Additionally, the clients will be displayed on the transferred officer’s Clients page.

    The Transferred Officer’s Clients page (click to enlarge)

Tips If you don’t see the enhancement in SCRAM Nexus, please clear your cache and cookies and refresh your browser window.