Home Workload

This screen appears upon initial log-in to TFACTS and whenever you click the Home tab, the home header link (top of page) and the HOME footer link (bottom of page). This screen displays basic information about your workload and provides quick links to work items and related information.  Items on this page are displayed in a tabular format, each row represents a work item.  Basic Workload information can be Sorteddouble click the column heading to change the sort order and Filteredclick the filter icon   at the top of a column to launch the filter for that column.  View this dropdown defaults to the Workload View for the worker logged in.  If the worker has additional securities for additional work (e.g. Child Welfare Benefits Coordinator (CWBC)) the worker can use the dropdown to change the workload view to see only those items that are applicable to the selected view.

Workload View

    Worker's Nameinitially, the name of the person logged is displayed.  Another worker's name can be Typed (LName, FName).  Home, home, HOME will return the page to the logged in worker’s view.

    Supervisesif the name in the Worker’s Name field is a supervisor then a list of employees this person supervisors will display (LName, FName (# of work items assigned.  Click on the employee name to view their assigned workload.

    The Basic Workload information displayed is:

        Typeof work item; types of work items are:  Ongoing Case, Adoption Case, CPS Case, CPS Intake, Other Intake, Resource, Permanency Goal, AA Subsidy, SPG Subsidy, and Eligibility.

        IDnumber of the work item.

        Nameof the child on the work item.

        Assignment Roleof the person listed in the worker name field in the upper left for this work item.

        Last column (no heading) Days AssignedWork items are displayed in descending order based on assignment to the worker in focus.  The most recent assignments made within the last 5 calendar days are distinguished from the remainder of the assigned workload with colored-coded ‘age badge’ in the far right column:
        Assigned within the last day
        Assigned 2-3 days ago
        Assigned 4-5 days ago
         Assignments older than 5 days have no age badge and are listed alphabetically in ascending order.

     expand arrowwill expand the row to reveal information about the work item and links to other associated features/functions (links to features/functions are based upon the type of work item being viewed).  Standard features/functions available are:
        Selectclicking this link will take a worker directly to the work item.  A work item may be a person, an intake, a case, a subsidy record, etc.

        Recordingsclicking this link will take a worker directly to the Case Recording page 

         Person Iconwill navigate a worker directly to the Person Overview page; where the Person Profile, Health, Education, TFACTS History, etc. can be accessed for that person.

        Private Provider Additional Icons
         Provider Monthly Summaryclick to view the Monthly Summary List page.
         Add Provider Monthly Summaryclick to add a Monthly Summary.

        Private Provider and Residential Case Manager Additional Icon

     Alerts Buttonif there are active alerts associated with the assigned work items, the Alerts button will be enabled and will display the number of active alerts.  Clicking the Alerts button will open a pop-up window that displays a listing of all active alerts that have not yet been acknowledged or resolved by the worker.  Clicking the ‘Acknowledge’ button will NOT resolve the alerts.  It will only remove them from the Workload view.  Here you have two choices:
   Click the ‘x’ in upper right corner of alert box to leave as is.  The badge will not change.
   Click the ‘Acknowledge’ button.  This ensures that the worker sees the alerts… at least once.  Clicking ‘Acknowledge’ will disable the badge and change alert count to ‘0’.
If alerts have been ‘acknowledged’ but not resolved, they can still be viewed on the Home > Desktop tab in the Alerts section.
Things to remember about the Alerts Badge feature:
   The alerts badge displays a count that is SPECIFIC TO THE WORKER.
   The alert count displayed in the badge only represents those alerts that are new and haven’t been acknowledged.  It is not a total count of all active alerts for the worker’s caseload.
   Acknowledging alerts on this window is an ‘all or none’ action.  If you have multiple alerts in the Active Alerts pop-up window, you can’t pick and choose which ones to acknowledge.  You acknowledge them all or you click ‘x’ to leave them as is.
   You cannot click on an alert in the Active Alerts pop-up window and be transported to the page where the alert trigger can be resolved.

    TFACTS Home Workload for Supervisorsin addition to the features/functions described above, the following options are available for Supervisors

       View employees and their workloadsemployees supervised are listed on the supervisor’s workload page.  Click on the employee name to view their assigned workload.

       Reassign work itemsclick on a work item assigned to select the row.  This will enable Reassign  .   Clicking Reassign will open a response popup window where the supervisor must select an employee to reassign the work item to and enter the effective (begin) date of the reassignment.

       End assignments to work itemsclick on a work item to select the row.  This will enable the End .   Clicking End will open a response popup window where the supervisor must enter the effective (end) date of the assignment for that worker’s assignment to the work item.

Child Welfare Benefits Counselor View The items displayed are not “assignments” but actually “reminders” of tasks that need to be completed for a particular child, the CWBC sees these reminders because they are assigned a work item for the child associated.  Any CWBC can work any reminder as there are no restrictions to any one CWBC or group of CWBCs.  The CWBC View information displayed is:
   Person IDTFACTS Person ID for the Child associated with the reminder (work item).

   Work Item Namename of the Child associated with the reminder as well as the type of work item that needs to be completed (e.g. SSI, SSA, VA, Black Lung Benefits, etc.)

   Statuscurrent status of the work item.  Valid status values are:  Screened In, Pending, Submitted.

   Action Neededtype of action that needs to be taken in order to complete the work item. Valid values are:  Application Needed, Interview For, Submitted Date Needed, 30 Days Pot Submission, 45 Days Post Submission, 180 Days Post Submission, Pending Appeal, Appeal Submitted.

   Due Datethe date by which the work item must be completed/resolved.
 
   expand arrowclicking will expand the row to reveal information about the work-item and links to other associated features/functions.
 

    Iconwill navigate to the Client Benefit Decision page where the work item can be completed.

   CWBC Supervisorwill be able to view the reminders/work-items for the employees they supervise by clicking on their name in the Supervises list.  To return the view to reminders/work-items for the Supervisor click button.

Knowledge Base...

[cm60_s01] (revised Apr 2017)