How do I complete an Assessment?
How do I open/navigate a traditional case?
How do I open/navigate a prevention?
ICPC Case Toolkit
Adoption Case Toolkit
RGAP Case Toolkit
Chafee Case Toolkit
Client Merge training will be available in the Fall of 2026
Business Analyst training will be available in the Summer of 2027
What's Happening Next?
Tips & Tricks
Reports in Trails Job Aid
Monthly Contacts Dashboard Job Aid
How do I clear Case Alerts?
Global Search Feature
How can I maximize the use of the Workload?
What's New in Fiscal?
What's New in Case?
How do I Add/Pay for services in Assessment?
Payroll, Payments, Warrants & More
Oops, how do I fix payroll errors?
I overpaid or they owe me money, how do I complete a Claim?
SSI/SSA: Entitlements, Trusts, Excess Payments, Oh my.
How and when to use Never Pay