The quick info menu is located on the right hand side of overview pages of units of work in Casebook. It lists different information depending on which page it is on in Casebook, but all information in the menu is intended to help workers quickly view the status of the unit of work. The screen shot below is an example of the quick info menu from the Case Page.
Eligibility Files (if applicable)
Resources (if applicable)
Involvement Counties
MaGIK and Legacy ID numbers (if applicable)
ers are found here)
State of the assessment
Any supervisor comments if the Assessment was returned for edits
Who the Assessment is assigned to – a link to the user’s profile page and email address
If not assigned, it will read Not Assigned
Who the supervisor of the assignee is at the time of approval
a link to the user’s profile page and email address
displays if the Assignee does not have a Supervisor
See note below for more information
What county the assessment is assigned to
If not assigned, it will read None
Date assessment was reported on
Related Eligibility files, Cases, and Resources
Note:
If the Assessment was created prior to 7/5/2012:
the current Manager for the current Assignee displays
State of the Case
Any supervisor comments if the Case was returned for edits
Who the Case is assigned to – a link to the user’s profile page and email address
If not assigned, it will read Not Assigned
Who the supervisor of the assignee is at the time of approval – a link to the user’s profile page and email address
displays if the Assignee does not have a Supervisor
See Note below for more information
What county the Case is assigned to
If not assigned, it will read None
Related Eligibility files, Assessments, and Resources
Assessment Name and date reported
Notes:
If the Case was created prior to 7/5/2012:
the current Manager for the current Assignee displays
Duplicate status (Not checked, duplicate, or verified)
Capacity
County resource is located in
Licensing worker the resource is assigned to – including a link to the user’s profile page and email address
Who created the resource – including a link to the user’s profile page and email address
The Resource Type - ID
Demographic information about the Focus Child
For 'Born 1/1/1990'. 'Born' is now a title
Gender now has a title
For 'SSN: 12345678', 'SSN' is now a title
Link to related Cases (Link to most recent involvement has a title)
County
FCM/Probation Officer who is working with the focus child – including a link to the user’s profile page and email address
CEU worker the eligibility file is assigned to – including a link to the user’s profile page and email address
If not assigned, it will read Not Assigned
'Related Progress Reports' is now bold
When there are no related progress reports, it reads 'None'
For 'Related IA Plan: [related ia plan]', 'Related IA Plan' is now a title
When not assigned to a county, it now reads 'County' => 'None'
When not assigned to anyone, it now reads 'Assigned to' => 'Not assigned’