Engage Workload View

Casebook's Engage Workload view is designed to be a powerful tool that provides a comprehensive way for users to quickly and easily access all cases that are stored in the system.

Supervisors and team members alike can benefit from this easy-to-use interface. Whether you are a supervisor keeping track of your team’s workload, and assigning work, or a team member looking to assist a co-worker, this user-friendly interface offers a seamless experience with multiple filters to assist you.

When you access the Workload View, you’re presented with a comprehensive list of cases that have been entered into the system. Let’s take a look at the key details presented in the Workload View:

• Case Name: Each case is assigned a unique name that your organization creates. This allows you to label your cases in a way that makes sense to your team and workflow.

• Type: This indicates the type of case, helping to categorize cases by the specific services or issues they address.

• Status: Displays whether a case is active (ongoing), inactive (finished or closed), or in any other status defined by your organization. This provides flexibility in tracking the lifecycle of a case according to your workflow.

• County: Identifies the county associated with the case, if relevant. This field can be especially useful for organizations that manage cases across different geographic areas.

• Legacy Case ID: If your organization is transitioning from a previous case management system, this field stores the old system’s case ID, ensuring continuity and easy reference.

• Linked Intake: Shows the intake record connected to the case, providing quick access to the initial information gathered during client intake.

• Assignees: Lists the users responsible for managing the case. Multiple team members can be assigned to a case, allowing for collaborative case management.

• People: Displays the names of the people involved in the case. This could include clients, participants, or other stakeholders.

• Created On: Indicates the date the case was first created in the system.

• Last Updated: Reflects the most recent date on which any changes or updates were made to the case, ensuring that case information remains current.

You can add a new case directly from this workload view by choosing the plus icon in the bottom right-hand corner of the screen. From there, a new screen will appear, asking you to input the necessary details of that case. 

Filters

To make your case search more efficient, use filters to focus on specific cases and exclude unnecessary ones. Simply click on the "Filters" button in the top left corner of the page, then type in the criteria you want to filter by, such as your work, Assignee, Case Name, Type, Status, County, Legacy Case ID, Created On, or Last Updated. Once you've entered your filter, press Enter to apply it instantly.

Ways to use filters: 

• As a supervisor, to gain insight into your team’s workload and monitor the status of cases that are being worked on. This allows you to allocate resources and support your team as needed efficiently.
• As a team member, to identify opportunities where you can assist a colleague with their workload, fostering teamwork and overall efficiency.
• To view your own workload and monitor the status of your assigned cases, helping you stay organized and provide timely resolution of cases.