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People Workload View

Manage and organize people records from a single, centralized workspace.

The People Workload View provides a centralized place to view, organize, and manage person profiles across your organization. Whether you're searching for an existing person, reviewing recently created profiles, or creating a new person record, the People Workload View makes it easy to find the information you need.

With customizable columns, powerful filtering options, bulk access updates, and flexible display settings, you can quickly locate person records and keep your data organized.

When you access the People Workload View, you're presented with a comprehensive list of person profiles along with important information about each record.

Understanding the People Workload View

Each person profile includes key information that helps you identify the individual and understand how they're connected to your organization.

  • Name: The name of the person on the Person Profile. 
  • Phone Number: The phone numbers on the Person Profile. 
  • Email Address: The email addresses on the Person Profile. 
  • Date Created: The date the Person Profile was created in Casebook. 
  • Language: The languages that this person communicates in. 
  • Address: The address on the Person Profile.  
  • Age: The age of the person. 
  • Birth Date: The date of birth. 
  • Sex: The sex of the person. 
  • Labels: Tags used to categorize and organize records for easier search and reporting.
  • Last Updated: The date and time a record was last modified.
  • Created by: The user who originally created the record.
  • Associated Records: A list of the most recent records associated with this Person Profile in Casebook. 
    • Intake → Any intake report featuring the person in the People section with the Report statuses: New and In Progress (excluding: Submitted) on the Intake Workload View. 
    • Case → Any case listing the person in the People section with a status mapped to ACTIVE in the admin fields page (excluding: INACTIVE)

Creating a Person Profile

You can create a new person directly from the People Workload View without first creating an Intake or Case.

To create a person:

  1. Click the + icon in the bottom-right corner.
  2. Complete the person's information.
  3. Click Save.

The new profile is immediately available throughout Casebook and can later be associated with Cases, Intakes, Providers, and other records.

Ways to Use Filters

Users can apply filters to the Workload View to help view specific person profiles. To apply a filter to the Workload View, click on the Filter(s) button in the upper left-hand corner.

You can also choose Created by me in the upper left-hand corner to display people profiles that you have created.

Understanding Filter Logic

Click the Filters button in the top left corner to refine your search by selecting multiple criteria such as Labels, Name, Phone Number, Email Address, Date Created, Last Updated, Sex, and Created By. Hover over the Filters button to view active filters.

AND vs. OR Logic: Filters apply either AND (all conditions must be met) or OR (any condition can be met), but not both. Example: Filtering by Phone Number AND Last Name will show only matches for both, while Phone Number OR Email Address will display anyone meeting either condition.

External vs. Datagrid Filters: Using "Created by Me" externally will be cleared when applying Datagrid filters. To combine them, apply all filters within Datagrid to retain selections. Filtering efficiently helps focus on key records without unnecessary data.

Customize Your View

In the upper left corner, users can find the Column(s) button. By clicking on it, they can switch between different displays and choose which fields they want to see in their workload view. This gives them control over the information they view on their screen.

Additionally, users can adjust the number of people shown on their screen by using the Density button in the same corner. This allows them to customize the density of the display to make it more comfortable for their viewing preference.

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Bulk Updating Access

Need to update access permissions for multiple people at once? The Update Access feature allows you to apply the same access changes to several person profiles simultaneously.

Instead of opening each profile individually, you can select multiple people and update their access in a single action.

How to Bulk Update Access

  1. Select the checkbox next to each person profile you want to update.
  2. Click Update Access.
  3. Choose the action you want to perform.
  4. Select the appropriate access values.
  5. Click Save.

The selected changes are applied to all selected person profiles.

Available Access Actions

Depending on your permissions, you can perform one of the following actions.

Action Description
Add to Existing Adds one or more access permissions while keeping the person's existing access assignments.
Replace All With Removes all current access assignments and replaces them with the access you select.
Clear Field Removes all values from the Access field.
Remove Access Removes specific access assignments while leaving any remaining access intact.

Best Practices

Use bulk access updates when you need to:

  • Grant access to multiple people.
  • Remove access after staffing or program changes.
  • Replace outdated access permissions.
  • Update large groups of people quickly and consistently.

Note: Review your selections carefully before saving. Access changes are applied to every selected person profile.

Need Help?

The People Workload View is designed to help your organization efficiently manage person records and access permissions.

If you have questions or need assistance, contact the Casebook Support Team at support@casebook.net.