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.

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Filtering the Caseload

You can filter the caseload to either show different officer’s caseloads or restrict which learners are included. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

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• Programme Planned End Date

• PICS Episode Planned End Date

Quick Actions

The quick actions section contains links to the following areas of PICSWeb:

• Messages – This shows a count of your unread messages.

• Tasks – This shows a count of your overdue tasks.

• Signatures – This shows a count of signatures needing your attention.

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.

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• Summary –Selecting this will take you to the corresponding record summary.

• Edit – Selecting this will open the edit window for the record.

Key Performance Indicators

The Key Performance Indicators section of the caseload page shows the risk level for various aspects of delivery for the learners who have you linked as their main officer. For each indicator, the following details are shown:

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Selecting the + icon by each indicator will expand a list showing each of the individual records included in the count.

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Configuring KPIs

If your user account has Database Administrator User Permissions, you can configure which KPIs are shown in the caseload. To do this, select the Select KPIs icon at the top-right of the KPI section.

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Once you have made your choices, select Save to confirm them or Cancel to discard them.

Setting Risk Band Thresholds

Selecting the setting icon by a key performance indicator will open a window where you can configure how the Risk Level bands are calculated.

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