The purpose of this report is for the centre to get a quick snapshot of open representation services currently assigned to each worker.
Below is an example using fake clients/ data and further options you might want to use.
Note that in the example shot we are also using ‘Service Status’ field to get a picture of what is happening with the service. Note that unless your centre uses this field, the results for the column will be blank. You can also use the ‘close date’ field to see closed services and filter them out as needed.
You can interchange any of the row fields – i.e. you might want more or less client info displayed, including priority fields such as Aboriginal and Torres Strait Islander status, homelessness status, family violence, age group etc.
The reason you don’t initially want ‘legal advices’ and other discrete services in this type of report is because every one ever assigned to a worker will appear. Using ‘service status’ to indicate ‘open’ discrete advices then filtering to show only ‘open’ discrete services.
If you just want to see results for some workers, use the filter button on ‘assigned to’.
If you want a customised report for individual workers, where they won’t have to filter to just their services or scroll through a list of other workers, you can do this when setting up the report by filtering to only show the specific worker, and then sharing the report with only that worker. You would need a separate report for each individual you want this style of report for. ‘Save – As’ your reports as you go and change the assigned to filter is a quick way to do this. However the main guide above to create a shared caseload list is much faster and contains more information.