Proposal one-liner:
Aims to implement a feature in the home dashboard that displays assigned cases awaiting acceptance, streamlining the case management process and enhancing visibility for case workers. As at now this has been a challenge for the case workers to locate the assigned case by the managers unless the manager sends the individual number to that specific caseworker that the case has been a signed to.
Value proposition:
This will enhance the home dashboard by providing a dedicated section for assigned cases awaiting acceptance. This will allows case workers to easily track and prioritize pending assigned cases, leading to more efficient case handling and timely responses.
Brief explanation
Aims to enhance the CPIMS+ by introducing a streamlined feature for managing assigned cases that are awaiting acceptance. The purpose is to improve case management efficiency, increase ease to locate cases assigned to case workers in the dashboard, ensure timely follow-up, and facilitate better collaboration among child protection workers. Acceptance criteria
Do you mean you need a tab displaying the number of cases that are awaiting transfer acceptance or referral acceptance?
Also is this for managers or caseworkers?
I think managers already have this in their dashboard.
Hi Ajit. We already have transfers a waiting for acceptance being well indicated in the dashboard but we are missing dashboard for assigned cases which is the manager role. Right now, when a case is assigned to another case worker by the manager, it is not indicated anywhere within the dashboard and it has been a challenge to monitor such cases unless you have the individual number.
I believe that introducing another row to track all assigned cases, just like that of transfers awaiting acceptance would significantly enhance the identification and monitoring of assigned cases within the dashboard.
Thanks Sheth, that seems like a solid value-add for many users. Now we need to hear from some of our tech partners? Anyone want to take a shot at this?
I have a couple of clarifying questions regarding this proposal:
What do we mean by “awaiting acceptance” in the context of assignments? My understanding is that once a case is assigned it is instantly transferred to the assignee and there is no acceptance/rejection at that stage.
Which user should have the new entry in their dashboard? The manager who has assigned a bunch of cases or the caseworker who is going to work on those cases?
When should a case stop being in this dashboard? If it’s for the user, when it’s been viewed? When it’s been progressed to a new stage? If it’s for the manager, is it when the case is closed?
For question 1. Am aware that the assigned cases are instantly transferred, was only suggesting a dashboard that can indicates/track the total number of a signed cases or rather if it cannot be in the dashboard then we introduce a filter that can help determine the total number of a signed cases from other case workers.
For question 2 If we go for the dashboard then the case worker who is going to work on the case/s
For question 3 Also when we go for the dashboard then when the case is viewed and edited for updates.
But by virtue that assigned cases are instantly transferred, I would suggest a filter to help distinguish the number of a signed cases from the case workers workload or any other better way forward that can help.
Proposal one-liner:
Create a way for a case worker to view assigned cases either using a filter or an item on the dashboard
Value proposition:
It will allows case workers to easily track and prioritize assigned cases. There is no acceptance step on assigned cases so we are reflecting cases assigned to me over time
Brief explanation:
We propose some list of cases assigned to a case worker. Cases opened by the case worker themselves will not appear on the list. Assigned cases will only be removed from this list if the case is assigned to another case worker or the record owner changes
Acceptance criteria:
The PR needs to be merged in the mainline branch of the Primero repository
Time estimation:
2 weeks
Risk estimation:
The only risk is not completing the work but the proposer is a trusted member of the Primero community.
Thanks for this @ian_brasil Ian. Would a “newly assigned” case be omitted from this dashboard after a certain amount of activity is completed? (i.e. when would it no longer be “new”)
Also, for 2 weeks of effort, $5k seems a little steep. If there is a daily standup and clearly defined scope to prevent creep/rework, could we reduce the fees? Budgets are tight!
@RMacT we dont know yet whether this will be a filter or a home dashboard item and it will depend on what makes the most sense. Whatever it turns out to be, cases will not be omitted from the list (only if and when the owner of the case changes away from the current user). We will basically show an historically ordered list of all a users cases which have been assigned to them, Cases a user creates themselves will obviously not appear in the list. Below is an updated proposal with a reduced budget and increased time frame
Proposal one-liner:
Create a way for a case worker to view assigned cases either using a filter or an item on the dashboard
Value proposition:
It will allows case workers to easily track and prioritize assigned cases. There is no acceptance step on assigned cases so we are reflecting cases assigned to me over time
Brief explanation:
We propose some list of cases assigned to a case worker. Cases opened by the case worker themselves will not appear on the list. Assigned cases will only be removed from this list if the case is assigned to another case worker or the record owner changes
Acceptance criteria:
The PR needs to be merged in the mainline branch of the Primero repository
Time estimation:
4 weeks (This is to complete the work and does not include approval/reviews etc)
Risk estimation:
The only risk is not completing the work but the proposer is a trusted member of the Primero community.
@ian_brasil I think this is a good proposal and I will suggest other voting members review so we can call a vote asap. Keep your eyes on the DAO discourse for updates on that!
@ian_brasil can we add the required documentation to the guides for this? I want to make sure this process is clear and what the expected behaviour is. I would also like you make sure you are aware of the v2.12 dashboard updates and provide wireframes for the proposed changes. Please let me know if there if this additional scope implies a change in the cost
Adding an item to the docs is fine and I will reflect that in the proposal (below).
Of course we can provide wireframes but I am not sure they are needed. If we do a filter it will just take on the styling of the other filters and work like they do and the same with the dashboard with the number of assigned cases.
Proposal one-liner:
Create a way for a case worker to view assigned cases either using a filter or an item on the dashboard
Value proposition:
It will allows case workers to easily track and prioritize assigned cases. There is no acceptance step on assigned cases so we are reflecting cases assigned to me over time
Brief explanation:
We propose some list of cases assigned to a case worker. Cases opened by the case worker themselves will not appear on the list. Assigned cases will only be removed from this list if the case is assigned to another case worker or the record owner changes. We will update the documentation with an explanation of how the new feature works
Acceptance criteria:
The PR needs to be merged in the mainline branch of the Primero repository
Time estimation:
4 weeks (This is to complete the work and does not include approval/reviews etc)
Risk estimation:
The only risk is not completing the work but the proposer is a trusted member of the Primero community.