My Caseload

This area allows you to view your caseload and provides links to other areas you may frequently use.

Menu | Supervision | My Caseload

User ID – This will default to your Quest User ID. You can switch it to another user by typing in their User ID.
Location – By selecting a specific location, you can narrow your list to only those people who are currently in that location. Locations are part of the FACILITY STAY screen.
Show cause numbers – If selected, the case number for each name will be displayed.

If you change any options above the Submit button, you must click the Submit button to see the results.

Show details – If this is not selected, your columns simply have the word “details” listed on them. If you select this option, it will display the details.

The columns on this screen can be sorted by clicking on the column name.

Eye glasses – This is a link to the DASHBOARD screen.
Name – This is a link to that person’s PERSON DETAIL screen.
Age – Current age of the person.
Case – This is a link to the CASE DETAIL screen. Every case you are assigned to should appear here. A person may have multiple cases.
Future Events: This will display the future event date/time and event type. This is a link to the LIST EVENTS screen.
Case Deadlines: This is a “to do” list. It is also a link to the LIST CASE DEADLINES screen. Deadlines shown in red are past due.
Last Contact: This is a link to the LIST CONTACTS screen. It shows you the last time anyone had contact with this person and when the next contact is due, based on the supervision level.
Supervision Level: This is a link to LIST SUPERVISIONS LEVELS screen. If you hover your mouse over the supervision level, you will see the last assessment score information.
Location: This will display the current location from the FACILITY STAY screen. This is a link to the LIST FACILITY STAY screen which will show you all the times the child has been in custody. If you click on the top date in the list, you will be taken to the current Facility Stay.

After clicking on any of these links, you can click the Cancel button to return to this screen.

If you click the Click here to toggler more/less screen options link you will see more options.

Event between: You can search for events by putting a date range in these fields. If you leave the first date blank, it will include events in the past that have not been disposed of.
- You can choose to include only court events or only my events. My events are those events with your name on them.
Event Type: You can narrow your list by choosing a specific type of event.
Deadline between: By putting a date range in these boxes, you will narrow your results to only those cases with a deadline due between the date ranges. By leaving the first date blank, the results will include those deadlines that are past due.
Deadline type: You can narrow your list to only those cases that have a specific type of deadline.
Requirement type: You can narrow your list to only those people with a specific requirement type.
Requirement code: You can narrow your list to only those people with a specific requirement code.
Provider: If you put in a specific requirement type and code, and you wanted to further limit the list to only those that had a specific provider.
Supervision level: You can narrow your list to only those people on a selected supervision level.
Case Type: You can narrow your list to only those with a specific case type.
Case Status: You can narrow your list to only those with a specific case status.
Open Warrant: You can narrow your list to only those with an open warrant.
Zip code: You can narrow your list to only those with a specific zip code.
Show current school: If selected the list will also display the current school from the PERSON DETAIL screen.
Addresses: Checked this will display the address and contact numbers for everyone on your caseload.

Click the Submit button to show the results.

Map

At the bottom of the screen you will find the Map button. This will provide a map of the home address of everyone on your caseload.

If you hover your mouse over a balloon it will display the Name (and link to their Person Detail screen), address, and photo of the person living there as well as some helpful links: History, Contacts, and Events.

Click the Cancel button to return to the My Case Load screen.

Calendar

The Calendar button displays your Monthly Person Calendar.