Resource Unit Dashboard

Licensing workers can view all of the resources that are assigned to them on their personal Dashboard. The dashboards for Regional Foster Care Specialists and Residential Resource workers can be filtered.

At the top of the dashboard, you will find two drop down menus. The first filters for types of licenses and second filters for sub-types. You will also see and be able to use these same filters when you are viewing another resource worker's dashboard.

The first dropdown filter gives you the option to display resources in the following states. The sub bullet points illustrate how the second dropdown filter allows you to narrow the resources displayed on your dashboard further. 

• • Inquiry/Non-Inquiry -- no sub-filter option

  • Application Pending -- no sub-filter option

  • Licensed 

    • All types

    • Annual Review in 90 days

    • Relicensure Review in 90 days

    • Relicensure Application Pending

    • w/ Exception

    • Waiver

    • Variance

    • w/ Corrective Action Plan

    • Pending Revocation

For example, filtering for Inquiry/Non-Inquiry will just display all resources in that state. Filtering for Licensed with a subtype of Waiver will only display the licensed resources with a waiver.

Dashboard Cards

The cards on the dashboard for resource workers have several unique features. For example, they display the same count downs that the resource pages themselves display for annual reviews.

Relative Only Placements

You can see if a resource is restricted to relative only placements in three places.

1. On the dashboard: a small R will appear on the dashboard card

• 1. In the Quick Information menu on the main page of the resource

• 1. Search results cards

Sorting the Dashboard

The resources that are listed on the dashboard are sortable by date and name. You can click on the Name/Date heading at the top of the dashboard to sort the resources in ascending or descending order. 

Sorting the dashboard will not clear the filter that was set at the top of the dashboard.

Foster Family Homes

The following information will display for foster family homes, if it has been entered into Casebook, on the dashboard:

• Address 

• County 

• Phone number -- in conventional format with the phone icon 

• The suffix of “Foster Family Home” as part of the resource name will be removed and displayed as a separate text 

• License Information and License status color indicators have been updated 

• A "R" flag should appear if it is a Relative home 

• There is a legend at the bottom of the autocompleter indicating that the "R" indicates Relative Home 

• A "LCPA" flag should appear if this is a LCPA managed resource

• Exception, Waiver, or Variance information will be listed under the LICENSED [effective date] line 

• Annual review and Relicensure review due dates will display

Residential Resources

The following information will display for Residential Resources, if it has been entered into Casebook, on the dashboard.

• Address 

• County 

• Phone number -- in conventional format with the phone icon 

• License Information and License status color indicators have been updated 

• The Residential Resource subtype acronym will display with the ID and the resource number → LCPA (Licensed Child Placing agency), PSF (Private Secure Facility), GH (Group Home), CCI (Child Caring Institution) 

• Legal name of the resource – if no legal name exists, the field label will not show The text at the bottom of the autocompleter will direct users to the Help Desk when the resource they are looking for can not be found

• Exception, Waiver, or Variance information will be listed under the LICENSED [effective date] line 

• Annual review and Relicensure review due dates will display

Central Office Licensing Workers Dashboard

Central Office Licensing workers have a Dashboard Tab that displays all of the work that requires CO approval. Only users with a role of 'Central Office Licensing' can see this tab.

The resources are listed in categories by type of resource (FFH, RR, and LCPA) with sub-categories of Initial Application Pended, Relicensure Application Pending and Active License. 

Each subcategory is linked. When the links are clicked you will be taken to the related resource index that will be filtered to contain the resources that they must approve or deny. For example, clicking Deny Recommendation in the picture above will take you here: