cb Intake Workload View

The cb Intake workload view enables you to access all reports that workers have entered into the system. You can find specific reports quickly and easily using filters.

Workload View 

The workload view displays reports along with the following information:

  • Report Name: Each report has a report name that users create. For more information check out the Creating a Report article.
  • Report Type: The workload view shows which of three types of reports this report is. The three report types are: Inquiry, Incident, and Service referral. For more information on report types, go to Creating a Report.
  • Report Method/Date: Casebook tracks each report with the date and time that the user created a reports, as well as, the method that the reporter used to report the incident, such as: Walk in or Email.
  • Report Status: You can find out the status of each report, such as: In Progress or Submitted.
  • Decision: If a screening decision (i.e. Screened In) has been made, you will see it in this section. 

cb Intake's Workload View

From cb Intake, like all applications in the Casebook Platform, you can also access our Main Navigation, Recently Visited, and Global Search. Check out the Search Overview article to learn more about global search. 

Check out this article to learn about Creating a New Report.

Filters 

You can apply filters to the Workload View to help view specific intake reports. To apply a filter to the Workload View, click on the 'Filter(s)' button in the upper left corner. Make the selections for the filters you want to apply. 

Note: Multiple filters can be applied at one time. 

When you're ready to use the filters, click on the 'Apply' button. 

Assignee

You can filter by provider types. Click on the 'Filter(s)' button, and then you can type in the names of the assignees in the 'Filter by assignee' section. You can filter by multiple assignees at one time. 

When you're ready to use the filters, click on the 'Apply' button (at the bottom). Alternatively, you can click on 'Cancel' to cancel filtering or you can click on 'Clear' to clear all of the filters that were applied. 

Assignments

You can filter by your assignments only. Click on the 'Filter(s)' button, and then click on the checkbox next to 'My Work' in the 'Filter by assignment' section. 

When you're ready to filter, click on the 'Apply' button (at the bottom). Alternatively, you can click on 'Cancel' to cancel filtering or you can click on 'Clear' to clear all of the filters that were applied. 

Report Type

You can filter by the type of report. Click on the 'Filter(s)' button, and then select the dropdown menu from the 'Filter by report type(s)' section. You can filter by multiple reports at a time. 

When you're ready to filter, click on the 'Apply' button (at the bottom). Alternatively, you can click on 'Cancel' to cancel filtering or you can click on 'Clear' to clear all of the filters that were applied. 

Report Status 

You can filter by report status, such as Submitted, In Progress, and Closed. Click on the 'Filter(s)' button, and then select the dropdown menu from the 'Filter by report status' section. You can filter by multiple report statuses at one time. 

When you're ready to filter, click on the 'Apply' button (at the bottom). Alternatively, you can click on 'Cancel' to cancel filtering or you can click on 'Clear' to clear all of the filters that were applied.