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.

For each event in the planner, the following details are available from the … icon:

• 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:

• Description

• Count – This is the number of learners who have been included in the current indicator.

• Risk Band – Depending on the indicator, this bar shows either the proportion of learners who are considered Low, Medium or High risk according to a certain indicator, or whether the overall count of a certain type of record (such as overdue reviews) is considered of Low, Medium, or High risk. The thresholds for each risk band can be configured as explained below.

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

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.

In this window, two fields will be available to specify the thresholds for Medium and High risk. Depending on the type of KPI, these numbers will be used to decide either whether the entire bar is shown as Low, Medium or High risk, or what proportion of the bar will display each risk band.

Once you have set your new thresholds, select Save to confirm them or Cancel to discard them.