The Caseworkers dashboard part lists all users in the program who have the participant on their caseload including the staff user's name, date the caseworker relationship started, the end date, the caseworker relationship and the caseload status.
If your account has the ability to add and remove participants to other caseloads, this part will also allow you to edit (change or add) the relationship status. Click the Edit link at the top or the pencil icon in the Take Action column to make edits.
Users with access to manage their own caseloads will have the ability to add and remove participants from their caseloads. Users without that access will not have the edit links. Users with access to add and remove participants from others' caseloads will be able to add additional caseworkers for the participant. Caseload Access is enabled by a Site Administrator via the Manage User Accounts feature.
Step 1 - To edit the Caseworkers part, click Edit Dashboard at the top of the page.
Step 2 - You can restore, minimize, disable, delete, or edit the part by clicking on the associated icon.
Step 3 - When editing the part, you can re-title the part and set the layout. Click Apply to confirm any changes.
- Chrome State: Normal will start the part immediately upon landing on the dashboard. Minimized may work best for dashboards that take a long time to load, but will require the user to expand the part if they wish to view the report.
- Zone and zone index: Zone index is the ranking of the part in that zone, where zero is the closest to the top of the page.
This ETO Part appears on the following dashboard:
- Participant Dashboard