...

The Caseload page in PICSWeb is used to provide quick insight into the learners linked to your Officer record and others. To view your caseload, select Learners > Caseload from the side menu.

...

Officer

The Officer picklist at the top of the page allows you to view the caseload for other Officers. This will be set to the officer linked to your user account by default.

Only officers who have your officer record linked as their Superior will be available in the drop-down menu.

Planner

The planner section of the caseload page displays any events for your learners that have been scheduled for the coming days. The name of the event and the associated learner will be shown. Selecting the learner name will take you to the corresponding Learner Summary.

...