For managers and admins. An admin can also give this page to DSLs, who can read it but not change it.
Steps
- Open Caseload allocations. It lists every young person you can see, with their team.
- Type a name or a reference code in the search box. Press the slash key to jump to it.
- Narrow the list with All areas or All practitioners. The sort menu changes the order.
- Press a card at the top, such as No caseload, Safety warning or Open safeguarding, to show only the people it counts.
- Press the same card again to clear it and see everyone.
- Read the row: reference, status, area, team, open concerns and the date of the last session.
- Press a name to open that record.
If it goes wrong
- A missing young person may be archived. Look in YP archive before adding anyone again.
- A card counts what is loaded now. Reload the page if a number looks wrong after a change.
How it links together
Everything you change here is seen by the planner, Home and reports. The team on each row decides who can plan and write up for the young person. Read the guide to setting the team, then the one to archiving.
- Find the gapA card such as No caseload
- Set the team
- Plan and write up
- Leave or move
Who sees this page
Managers and admins see every record in the organisation and can change the team on each row. Mentors do not see this page. They find their own people from Home or the search box at the top of every page.
A DSL sees the same table only when an admin has switched the page on for them. They cannot add or remove anyone.
What the cards at the top count
- Total: everyone on the list. Pressing it clears any other card.
- No key worker: shown only where your organisation names key workers. It counts records with nobody in that role.
- No DSL: records with no designated safeguarding lead, which is a gap to close.
- No caseload: records with no active mentor at all.
- Open safeguarding: records with an open concern.
- Safety warning: records with a live lone-working warning, such as a dog on the premises. The subtitle says before you knock.
- Not seen for 14 or more days: nobody has delivered a session in a fortnight.
- No course or award: shown when course data loads. It counts people with nothing under way this year.
Search, filters and sorting
The search box matches the reference code, the given name, the family name and the preferred name. The filters for area, course and mentor work together with the cards, so you can look for people in one place who have no team.
The sort menu offers name, surname, longest time since a session, and area. Longest since a session is the quickest way to find someone who has dropped out of sight.
Reading a row
A small warning mark beside a name means a safety warning is live. Under the name you see the reference code, the focus and the status. Enrolled people show as Active.
The last column says SG clear when there are no open concerns, or how many are open. It also gives the date of the last session, or says there is none yet.
Other ways to find a record
- The search box in the top bar finds people, sessions and documents from any page.
- On Home, your people list shows the records on your own caseload.
- An area has its own list of records. Open it from the places page.