CaseworkiQ Dashboard

Overview

The Casework Dashboard provides you with insight into team and team member level key metrics throughout the day. It details the time team members have accounted for so far as well as a view to the time left to track in the day. This enables you to identify where team members may be meeting obstacles with untaken breaks and significant amounts of unaccounted for time.

Regular checks of the Casework Dashboard throughout the day can help you to identify team members that might be facing challenges. If breaks have not been logged or larger amounts of time are showing as still to be worked than you would expect based on their start time you might want to check that they are not struggling with complex work that they need support with.

Alternatively unusual data points in the Casework Dashboard could be symptomatic of less-than-ideal data capture behaviours. It is your responsibility as a manager to ensure your team members are updating the Case Worklog throughout the day and capturing accurate data. Making use of the Casework Dashboard will help you identify behaviours that need addressing on the day.

 

The Casework Dashboard is split into 2 main sections. The first section gives you an overview of your team as a whole.

 

 

The second section then provides key metrics at an team member level:

Name

The name of the team member the data relates to. Clicking on a team members name will take you to their Case Worklog for the current day.

Start Time

The start time of the first activity captured in the Case worklog, this should be the same as the time the team member started their shift

Status

Indicates if the team member is available to work today and what type of activity they are currently logging time against. A status of Unavailable means they are unavailable to work today due to a non-working day or they have not yet logged anything in the Case Worklog. If a team member has a icon next to their status it indicates they are a borrowed member of staff.

Activity
Indicates the task or activity the team member is currently capturing against their displayed status.

Cases Closed
Details the number of cases for the selected workgroup that have been closed using the team member’s account. Cases assigned to a team member but closed by another user such as their team leader will not register as a closed case here.

Core
Details the total effort they have captured against core work so far today.

Diverted
Details the total time logged to Diverted activities so far today.

Break
Details the total time logged as Break so far today.

Downtime
Details the total time logged against Downtime so far today.

Utilisation
Indicates how much of the team members time has been available for Core work so far today.

Time Accounted for
Shows how many hours the team member has accounted for so far today. A negative number indicates that they still have some of their contracted working hours left to complete. A positive number indicates they have worked more than their contracted hours for that day.