The Open Casework Report displays all created and completed cases for any given date range, giving you an idea of how your office’s caseworkers are progressing.
It breaks your cases down by each staffer displaying these columns:
- Open Cases at Beginning - Cases that were open previous to the start date.
- Started Cases - Cases created between the start and end date.
- Completed Cases - Cases closed after the start date and before the end date.
- Open Cases at End of Period - Cases currently open or closed.
Tip: Check “Inactive Staff” and click “Update” to view any cases lingering in an inactive staffer’s account. We recommend reassigning or closing those cases.