[STFF-103] Staff 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.

Instructions

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 upper right corner.

Step 1: On the left side of the screen, click on the Reports icon.

Step 2: In the Report Library, scroll down to Available Reports.

Step 3: In the search bar, type in STFF-103 and the report will appear below.

Step 4: On the right side of the screen, click on the Run button.

Reporting Parameters

Project Type(s)	Select which Program Type(s) to include (click the plus icon to select multiple types)
Program Status	Select which Program Status to include
Program(s)	Select which Program(s) to include (click the plus icon to select multiple types)
Staff Status(es)	Select which staff status(es) to include
Staff	Select the staff member(s) to include
Report Output Format	Select Web Page, PDF, Excel or CSV*

Step 5: Click Submit.

The file will be sent to the Report Queue. Once the report has processed, you will see the number one appear in the Report Queue in the upper right corner of the screen.

To open the report, click the Report Queue icon and then click  Open.

Reporting Details

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

Unique ID

Date of Birth

Relationship to HoH

Start Date

Length of Stay (LoS) in days

Count of Assessments

Count of Services

Count of Case Notes

Total