cb Track Workload View

The Workload View in cb Track lists all of the provider records. It allows you to filter and sort through providers to help search for providers you want to examine in depth.

On each provider listing, the system displays:

  • The name of the provider
    • Click on the provider's name to go to their provider profile page. 
  • The provider's status to show if the provider is active, closed, etc. 
  • The provider’s license status, meaning if their license is active or expired and if the provider is still licensed to provide services in their state
  • The provider’s capacity by percentage, meaning how many people they can provide services for and how many people they are currently providing services for as represented by a percentage.
    • For example, a daycare might be able to care for 100 children and have 30 children enrolled. That would mean that they are at 30% capacity. Similarly, a foster parent may be able to care for 2 foster children and is caring for 1 child, meaning that the foster home is at 50% capacity.
  • Alerts like if the license is expiring soon.

Workload View of All Providers

Expanded View of Provider Information 

View when My Work Filter is Applied

Filters

Filters can be applied to help make finding providers easier. 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 once. 

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

Assignee 

You can filter by assignee to see other people's assigned work. Click on the 'Filter(s)' button, then you can type in the name of the person in the 'Filter by assignee' section.

Select the assignee that you want to filter by from the results. You can filter by multiple assignees by typing in their names in that section. 

Filter by Assignee 

After selecting the assignees, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters. 

Assignments

You can filter by your assigned or unassigned work. Click on the 'Filter(s)' button, in the 'Filter by assignment' section you can select 'My Work' to filter by work assigned to you and/or you can filter by unassigned work by checking the box for 'Unassigned.' 

Filter by Assignee

After making your selections, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters. 

Provider Type

You can filter by provider types. Click on the 'Filter(s)' button, and then click on the dropdown menu in the 'Filter by provider type(s)' section. Select all of the provider types that you want to filter by. 

Screen Shot 2021-10-12 at 2.44.27 PM

After making your selections, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters. 

Provider Status

You can filter by provider status. Click on the 'Filter(s)' button, and then click on the dropdown menu in the 'Filter by provider status' section. Select all of the provider statuses that you would like to filter by. 

 

Alternatively, you can click on the 'Hide closed' box underneath to hide all of the closed provider statuses. 

After making your selections, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters. 

License Status

You can filter by provider license status. Click on the 'Filter(s)' button, and then in the 'Filter by license status' section click on the dropdown menu. Select all of the license statuses that you'd like to filter by. 

Screen Shot 2021-10-13 at 2.16.15 PM

After making your selections, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters. 

County

You can filter by provider county.  Click on the 'Filter(s)' button, and then in the 'Filter by county(s)' section click on the dropdown menu. Select all of the counties that you want to filter by. 

Screen Shot 2021-10-13 at 2.17.46 PM

After making your selections, click on 'Apply' (at the bottom) to apply the filter. Alternatively, you can click on 'Cancel' to cancel the filters or 'Clear' to clear all of the filters.