The case worker workspace allows case workers to easily access their caseload. Case workers can access all cases which are directly assigned to them or to groups to which they belong. A list of cases owned by the case worker or by the organization group that the case worker is a member of is automatically maintained. The list of cases allows case workers to access the cases to which they are currently assigned as well as cases that are owned by other organisation groups that they belong to as defined by the agency during administration.
To access cases, case workers can filter the list of cases to only show cases that are currently assigned to them or by their organization group as required. The filter options that are available are dependent on the case ownership strategy set up during system administration. For example, if case ownership is assigned to users and positions, the case worker can filter the list of cases to access all cases assigned to their position within the organization structure.
An option to filter the cases further by specifying to only display cases according to their current status is also provided. For example, if a case worker only wishes to access cases which require follow-up action, the user can specify that only open, approved, suspended, and active cases be returned. The case statuses displayed as filter options reflect the case statuses that the case can have.
The filter criteria specified by the user is automatically stored so that the case worker does not have to enter it again the next time he or she returns to the page. The user can change the display criteria as required.