Using the Caseload/Workload pages:
Career Manager View versus Supervisor View:
A career manager can use the Caseload page to:
View his/her assigned caseload for each unit they have security access within
Sort his/her caseload by different criteria such as Last Name, Social Security Number, Program, FLORIDA Status, Welfare Transition Status, IRP Completion Date, and IRP Last Update
Navigate directly to a customer's case (by clicking on the customer's name)
Add a new customer
Reassign a customer's case
Navigate to the Caseload page (from a career manager's perspective):
|
Step |
Action |
|
1 |
Click 'Open Cases' on the control panel. |
A supervisor's workload view is slightly different. When a supervisor launches his/her workload page, the supervisor sees a list of career managers in the supervisor's primary unit, instead of a list of customers. From this view, a supervisor can click on the number of open or closed cases for a particular career manager to view the associated caseload.
Navigate to the Workload page (from a career manager's perspective):
|
Step |
Action |
|
1 |
Click 'Workload' on the control panel. From here, the supervisor can click on the link for 'Open Cases' or the link for 'Closed Cases' next to a specific career manager's name. This will bring the supervisor to the caseload view for that career manager. |
Note:
A career manager has both an Open Caseload and a Closed Caseload. Because Closed Caseloads tend to be a high number of cases, clicking on the Closed Cases link will only bring back the first 50 cases. The user can page through the Closed Cases using the 'Next' and 'Previous' buttons at the bottom of the caseload.