ChildTrax Ideas

Reporting Placements - Add Supervisor Name and LOC Total Count to Case Worker Assignment Report

The Case Worker Assignment Report would be a great place to add Supervisor names next to each Case Worker name and an LOC Total Count because it would provide a great branch snapshot all in one place, containing clients and homes they are placed in, assigned worker, supervisor and total clients.

  • Guest
  • Jan 7 2020
  • Attach files
  • Guest commented
    January 30, 2020 16:38

    Paul,
    This looks great. And ���Reports to��� is correct.
    Thanks so much for considering altering this report. ���

    Ruth Morgan
    Children���s Hope Foster Family Agency
    Foster Child Records
    Accounts Receivable

    P.O. Box 901
    Gridley, Ca. 95948
    Phone: 530-846-4955
    Fax: 530-846-4954

  • Admin
    Paul Hanrahan commented
    January 30, 2020 14:57

    Hey Ruth, the laughing comment above was about the shoe statement.

    So would this be it.

    For clarification, when you say supervisor, we would have to show the person they report to.

  • Admin
    Paul Hanrahan commented
    January 29, 2020 21:12

    Ruth, Now that I am done laughing I can type my response. A grand total would be nice.

  • Guest commented
    January 29, 2020 20:07

    That is a great improvement! However, it���s a little embarrassing taking my shoes off for simple math. How about adding a total for all 3 types of clients combined as well? :D

    Ruth Morgan
    Children���s Hope Foster Family Agency
    Foster Child Records
    Accounts Receivable

    P.O. Box 901
    Gridley, Ca. 95948
    Phone: 530-846-4955
    Fax: 530-846-4954

  • Admin
    Paul Hanrahan commented
    January 29, 2020 19:44

    Hi Ruth, does the picture below show what you are asking for?

  • Guest commented
    January 28, 2020 17:20

    Hi Paul!

    LOC Total would be the sum of all the numbers in the "Count" column listed in the LOC Summary table.  For our agency, this would end up being the current client total for foster care and services. I suppose some agencies don't use LOC, so maybe it would be better to have current client totals by program at the bottom of the report instead of a total for the LOC Summary table.

     

    tldr;

    We would like a total client count by program on the Case Worker Assignment Report. :)

  • Admin
    Paul Hanrahan commented
    January 28, 2020 13:39

    Hello Ruth,

    Can you clarify what mean by LOC Total Count. The LOC summary section gives the number of clients by LOC. The report also gives at each case manager counts of clients by LOC. I am not sure what else you are looking for.

  • Guest commented
    January 07, 2020 19:09

    LOC Total Count would be for the LOC Summary section at the bottom of the report.