Attention: Social Solutions is now Bonterra. Please bear with us as we update our screenshots to match our new name.
The Staff Caseloads Dashboard part displays the names of the Users for whom you are able to view Caseload information for and the number of Participants currently on each User's Caseload. If your account is limited through Caseload Access to only add or edit Participants to your own account, then only your name will appear in this part. If you are able to add or edit Participants to other User's accounts then all Users in the Program that currently have an active Caseload will appear listed in the part. Caseload Access is enabled by a Site Administrator via the Manage User Accounts feature.
The "+ Add" link at the top allows you to add Participants to a User's Caseload (you can select the User from the drop-down menu at the top of the page). The pencil icon in the "Take Action" column allows you to edit the Caseload of the selected User.
Step 1 – To edit the Staff Caseloads 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.