The People Workload View enables users to access all person profiles that have been entered into the system. Users can also create a new person profile directly from this view without the need to attach the person to a record.
Workload View
The workload view displays people along with the following information:
- 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 statuses: New and In Progress (excluding: Submitted)
- Case → Any case listing the person in the People section with a status mapped to ACTIVE in the admin fields page (excluding: INACTIVE)
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.
Using Filters
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.
User Display 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.
Creating a Person Profile
Users have the ability to add a new person directly from the People Workload view by choosing the plus icon in the bottom right-hand corner.
Choosing this will populate a new person's card to be completed. This allows users to create a new person without being attached to a Case or Intake Record.
