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Features ⭐
NEW: New Dataset: People Housing. You now have the ability to report on housing information entered on the Person Profile using the new People Housing dataset! This new dataset will provide you with the ability to track and report on an individual's housing situation over time. For more information on our Datasets, check out our Knowledge Base article.
NEW: New Dataset: Note Resources. You now have the ability to report on notes and the records they're attached to using the new Note Resources dataset! For more information on our Datasets, check out our Knowledge Base article.
NEW: New Field in the Cases, Case Involvements, Case Involvements Recipients, and Case Assignees Datasets.The following field has been added to the Cases, Case Involvements, Case Involvements Recipients, and Case Assignees Datasets:
report_id: Use this field to report on the Intake Report ID associated with the case.
NEW: Note Locking. Note Locking can help you, and your organization keep certain notes and information confidential. As you create a note, you can manage different users' access by selecting Restrict Access, as shown below.
A modal will appear where you can manage the note's access. The author of a restricted note and their supervisor(s) can always view and edit it. These users will be included by default, and additional users can be added to the note. Additional users can be given View Only or View, Edit, and Delete permissions. For more information on this feature, check out our Knowledge Base article.
Announcements 📣
Have you been keeping up with our latest webinar series? Catch up here!
Sign up for a free Casebook Training. 💻We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register below! ⬇️
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