Casework activities are documented to ensure that the system reflects a permanent record of all services and contact with a family case. You document the provision of social services to families and children at any time during the life of a case. These include any services performed or arranged by the agency to manage the progress, supervision, and protection of the child and his parent, guardian, or custodian.
View the casework activity log as follows:
From the Home screen, click the Case tab.
Click the Workload tab. The Case Workload screen appears.
Click the ID Number link of the case you want to update. The Case Overview screen appears.
Click Activity Log in the navigation bar on the left. The Activity Log Filter Criteria screen appears. The top portion of the screen allows you to define the criteria for displaying the list of activity log items that have been recorded on this case. The items are listed in the table below.
Select the criteria by which you want to filter the list of activity log items.
For example, you list items entered within a certain date range, related to a certain intake, concerning a certain participant, entered by a certain worker, of a certain status, and so on. If you want to view records related to court activities select Legal in the Category field,
Click Filter. The activity log items that meet your criteria appear in the table below.
Click the View link next to the activity date of the item you want to view. The Activity Details screen appears.
Click Close to return to the Activity Log Filter Criteria screen.