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My Caseload

  • Updated

Caseload tab
Groups tab
Team List tab

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MyCaseloadToolBar.png

Caseload tab

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The Caseload tab displays all clients allocated to the logged on user and is displayed by allocation status. Expand the list of clients and click on a client name to activate the client record.

Information650.png

Displays Staff and Team, Alerts, and Client Category.

InvolvedStaff650.png

Displays all users currently and previously allocated to the client. You can allocate and end involvement from this grid by using the Insert a row or Modify row buttons.

See Allocate a Staff member

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Displays all people associated to that client.

See Enter Associated Person

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Is not being used at this time.

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Tasks650.png

Allows you to view or create Team Tasks for this client.

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Is not being used at this time.

Groups tab

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The Groups Tab displays group clients allocated to the logged on user

  • All Groups with Clients allocated to the user, display. To activate a client click on a client name
  • Details screen displays same information as Caseload Tab

Team List tab

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Team List is not being used at this time.