Practitioner Dashboard for Case Administrators (incl UPW case admin)

From 16th January, the first in a series of dashboards designed to support practitioners in their day-to-day work will be introduced and my region will communicate to me as to when I will start using them.

The Practitioner Dashboard will give me a clear and succinct visual overview of their workload, with the ability to see case detail instantly. Not only will this help them to plan and feel better in control of their workload, help to identify activity at risk of backlog and enable data informed discussions with my SPO, but it will also be a useful tool for me to view my team’s activity in one place. The Practitioner Dashboard & Action Tracker has been designed by my colleagues in probation regions with decades of experience, with the content driven by my P&Q Team.

I can view my team’s upcoming and outstanding ISPs, Part Bs, POM to COM handovers, Unpaid Work starts, Accredited Programme starts, cases with no next appointment, cases potentially requiring breach and more, all in one place. I can also see the number of RAR days remaining, and any activity already completed/scheduled for a RAR.

If I support colleagues in unpaid work:  I can view my team’s upcoming and outstanding initial appointments, ISPs; protected characteristics monitoring; accommodation & employment status; UPW starts, assessments and reviews; incomplete outcome; enforcement; outstanding breaches; and terminations, in one place.

As well as showing me the number of upcoming tasks due for completion, I can quickly and easily see which case it relates to, simply by hovering my curser over the part of the dashboard I am interested in. It will tell me the Person on Probation’s name, CRN and other key details, such as target date or type of assessment required, etc. If I want to see a full, detailed list, I can click on the section I want to see and select ‘view data’. My SPO and PDU Heads will also have the ability to view my team and PDU workload, driving better discussions around workload data across my region. Access to each team member’s dashboard will support our move to the POD model and help manage activity when colleagues are absent.

I can access the Practitioner Dashboards via MS Teams, and can find the full instructions here   Document – How to access and use Power BI or Video – How to access and use Power BI

To learn how to navigate and get the best out of my Dashboard, I can watch these videos, which walk me though each section in more detail; Video – How to use the Practitioner Dashboard & Action Tracker. Alternatively I can access support in a word document Document – How to use the Practitioner Dashboard & Action Tracker

If I need support using or accessing the dashboard, I can contact my regional P&Q team. Officer diaries will still be available to use, however the dashboard has enhanced features and gives a clearer overview of my workload.

Relevant to

  • SPO
  • PO/PSO
  • UPW Manager
  • UPW PSO
  • UPW Case Admin

Related links