User Active Caseload
[STFF-103] User Active Caseload
Report Purpose and Summary
This report provides details of the current caseload for a user and the activities. A staff member is considered assigned to an enrollment if they created the enrollment or were assigned to the enrollment in Clarity using the Change Assigned Staff function. This report does not populate historical caseloads for users.
Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.
Step 1: Click on the Launchpad, then click on the Reports icon.
Step 2: In the Report Library, click the down arrow next to the Agency Management folder to expand the section.
Step 3: Click the Run button next to [STFF-103] User Active Caseload.
Step 4: Enter the following parameters:
|User||Select the user to include in the report|
|Report Output Format||Select *Web Page, PDF or Excel|
*Drilldown Functionality is available when run in Web Page Format
Step 5: Click submit
The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.
To open the report, either select Open on the popup or click the Queue icon and then click Open.
Important Note: This report is extremely helpful in running prior to inactivating a user license to identify caseloads that need to be reassigned to staff at your agency during staff turnover at your agency/program.
Information included in the Report:
Breakdown by Program Name
Client Name including all household members
Date of Birth
Household member count
Length of Stay (LoS) in days
Count of Assessments
Count of Services