What is Caseworker for?
During the outreach your contacts might raise matters that you will want to follow up with. For example a contact who wants to speak to the candidate, an issue that a supporter mentions or someone who wants more information on a specific topic.
Issues can be logged as text from both the Walk and Go apps and will be synced to your dashboard for you to follow-up on them.
These will populate in the Caseworker section on the dashboard.
To get started, select the Caseworker page on the dashboard:
These are the four main components of the Caseworker page:
Creating a New Issue
Actions & Filtering
View Issue Details
Emailing a contact & internal notes
1. Creating a new Issue
Click on the + icon to create a new Issue which will open the dialog below.
From here, complete the fields where appropriate, and select Save to create a new issue. The new issue will appear in the
Ability to search for contact's name within Database
Complete form, adding details such as Name, Address, Contact Details etc.
Make sure to Save before you finish creating your New Issue
2. Actions & Filtering
The filter functions allows you to segment your issue database by status.
Please see the below filter options:
There is also a variety of action items which can take place as part of your Caseworker handling you can also do this in the issue itself:
The actions options are explained from left to right:
Assign issue(s) to a member of your team
Change the Status (options - New, Acknowledged, Open, On-Hold, Closed)
Change the Priority of an issue (options - None, Low, Medium, High)
Add contact(s) to list
3. View Issue Details:
4. Replying to Issues & Internal notes
You can send follow up emails direct to contacts in relation to an issue using the Email feature.
Click on the email tab for the selected issue and select the sender, recipient, subject and main body of the email.
You can attach documents to the email by selecting the paper clip icon on the bottom of the email section.
Click SEND when you have finished composing your email.
All responses to the email thread will appear in the center column.
Add internal notes to issue threads and discuss questions behind the scenes with team members before replying.
Click on the NOTE tab and enter the note details and click ADD NOTE when finished.
Internal notes will appear in the center column:
If you have any additional questions please contact: firstname.lastname@example.org