Tracking casework is helpful in analyzing your office’s effectiveness in assisting constituents. There are a few ways to examine your data under the “Reports” tab. Your Casework Reports are organized by Open Cases, County, Staff, Agency, and Outcome. Many of these reports are broken down by time since the case was opened. There are three categories: less than a month, 1-2 months, and older than 2 months. Below is a breakdown of these reporting options and how to utilize them to your advantage.
Open Cases displays all created and completed cases for any given date range, giving you an idea of how your office’s caseworkers are progressing.
Tip: Check “inactive staff” and click “update” to view any cases lingering in an inactive staffer’s account. We recommend re-assigning or closing those cases.
It breaks your cases down by each staffer; displaying these columns:
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Open Cases at Beginning: Cases that were open previous to the start date.
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Started Cases: Cases created between the start and end date.
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Completed Cases: Cases closed after the start date and before the end date.
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Open Cases at End of Period: Cases currently open or closed.
County reports open cases by the county in which the primary constituent resides.
Staff displays the aging information for all open cases for each staffer. If a staff member does not have any open cases they are not displayed. There is the option to display inactive staff members to see if they still have cases open.
Agency calculates all open cases by agency.
Outcome shows all closed cases broken down by staffer within a selected time period. This report displays how the case was closed: favorable, unfavorable, or neutral.
Have any feedback or suggestions on our reports? Send us an email at help@fireside21.com!