This resource is intended to outline the steps for individuals at the ISD in the ISD Monitor user role in Catamaran to assign the verification of B-13 CAPs and B-13 SLCAPs to ISD personnel as warranted. This will be available with the September 2019 release.

Access the User Management Page

  1. Log in to Catamaran
  2. Choose Administration from the dropdown menu beneath your name in the upper right-hand corner
  3. Select User Management.
Administration page

Select Current User Role

  1. Select the current role of the individual from the Organization Role menu (e.g., Transition Coordinator).
User Management Page selecting organization role.

Select Activity Name

  1. Select the activity name from the Activity Type menu
Note: Choose either B-13 CAP-Sept2019 or B-13 SLCAP-Sept2019.
  1. Select the ISD name from the list.
  2. Choose Search.
User Management page selecting activity type.

Select ISD Monitor Role

  1. Next, select ISD Monitor from the Add Person As
User Management, Add Person As
Notes:

  • This update will not assign the individual to the ISD as an ISD Monitor
  • The individual will only be assigned to the selected activity as an ISD Monitor
  • This update will allow the individual to complete the verification activity for the selected activity.
  • The current ISD Monitor will continue to retain the same rights and privileges as an ISD Monitor on the activity.
  • Both the newly assigned individual and the current ISD Monitor will continue to have the activity on their Tasks Overview, where applicable.

Select Name and Activity

  1. Select the name of the individual from the user list.
Note: Individuals that appear on the user list will already have access to Catamaran. If the individual the ISD would like to assign does not appear on the list, contact the Catamaran Help Desk.
  1. Select the activity by checking the box next to the activity name.
User Management, Select Name and Activity

Activate User

  1. Select Activate User
User Management, Activate User
  • If an individual is incorrectly assigned, repeat steps 1-10, but instead select Inactivate User(s) or Remove User(s). This action will remove that individual from the specific activity, but not from Catamaran.
  • Repeat steps 1-11 to assign additional ISD personnel as needed.
  • For assistance, contact the Catamaran Help Desk at 877-474-9023 or help@catamaran.partners.