Streamlining Case Management through Workflow Automation and Real-Time Notification

Proposal one-liner:
Implement workflow automation and notification features in Primero to ensure users receive timely alerts on case updates, status changes, and pending tasks, enhancing case management efficiency and reducing missed follow-ups.

Value proposition:
Introducing automated workflow notifications will keep users informed of critical updates and task deadlines based on customizable triggers. This will reduce the risk of overlooked activities, streamline case management, and allow users to focus on providing timely interventions and support.

Brief explanation
Currently, users may miss important updates or tasks, such as case reviews or follow-ups, because there is no automated reminder or notification system in Primero. To address this gap, the proposed solution involves implementing workflow automation to trigger notifications and alerts based on specific events. For example, notifications could be sent when a case changes status (e.g., from assessment to case plan), when tasks become overdue, or when a new assignment is made. Users should also be able to customize these notifications to suit their individual needs, ensuring that they receive alerts on the information that matters most to them.

Additionally, the system should provide a clear timeline or status updates for key stages, such as moving a case from assessment to service provision, to give users better visibility into case progress and upcoming actions. By automating these reminders and alerts, the risk of missing critical follow-ups will be reduced, and users can stay on top of their tasks more efficiently. This will ultimately lead to improved case management, better data quality, and more effective interventions for the children and families being served.

Acceptance criteria

Time estimation

Risk estimation

Proposal Stakeholders