Introduction to Hotline

These Help Resource pages provide detailed instructions for working with Hotline Reports.  The sections are organized by workflow state (from In Progress through County Approval).

Common features for all Hotline pages are:

• • Top Menu - same menu used throughout Casebook

    • Dashboard - quick navigation to your dashboard

      • How the dashboard looks and what information is displayed depends on your Casebook and Hotline user roles

      • See Hotline Dashboard

    • My Work - list of work assigned to you or needing your review

      • See My Work for Hotline users

    • Notifications - significant events that happen with Reports

      • which notifications you receive depend on your Hotline role

      • See Hotline Notifications

    • Resources - quick access to indexes

      • See Report Index for information regarding the Hotline Queue

      • Global Search - used to find People, Reports or other Units of Work

      • See Global Search for Hotline for information specific to Reports

  • Forms - used to access DCS forms

  • + New Note - used to add notes to People or other Units of Work

    • cannot be added to Reports

    • not normally used by Hotline Workers (depending on your Casebook role)

  • + New Report - used to create new Reports (see Working with Reports)

  • Action - used to perform specific functions within Casebook

    • the Action menu appears on pages depending on the Report state and your Hotline role

  • options for Action are detailed in each section of this documentation where appropriate

Continue on to In Progress