In this article, we will explain how caseload works within Brittco. Each staff person has the choice of whether they want to see all clients or only their caseload within the application. They can manage this themselves and toggle between each whenever they want.
Caseload from the Clients screen
Go to the Clients screen and find the client that you want added to a caseload and click Edit. At the bottom of the Demographics tab, you can add a new staff person to the caseload or end date / delete a previous one.
Caseload from the Settings screen
Clicking the 
or 
buttons will allow you to quickly toggle between the different settings. This setting will be saved to your account.
Caseload from the Staff Tab
Administrators can also manage caseload from the Staff screen. When we view a staff member, we can see their caseloads. When we go to 'Edit' for the staff member, we can edit their caseloads. Shift + click or Ctrl + click will allow for you to select multiple clients for the caseload. When the caseload is created, the clients in the caseload will show under User Group in the 'Staff Information' section as shown in an image below.
