Casework Tips & Tricks - FS Guide

• Clear and consistent communication among staff about adding casework tags, using certain case statuses, and naming agencies is very important for keeping case information consistent in Fireside.

  • Casework tags are only available within casework pages, but can be used added to keep track of,  filter by, and include in advanced reports for your office. These can be created and added to a case ‘on the fly’ and removed without any special permissions. We advise your office to create an internal list of tags to use in cases.

• When pulling reports on casework, make sure you clearly identify the metrics by which your office wants to measure progress and how regularly you wish to do so. Be sure to test out the various case reports and advanced reports to find the ones that work best for your office.