The webinar explores Apricot's Caseload feature, which allows administrators to assign specific participants or records to individual staff members. This functionality serves two primary purposes - streamlining the user experience by limiting staff access to only the records they need to focus on, and enhancing data security by restricting visibility of sensitive information. The webinar walks through the step-by-step process of configuring caseloads, enabling the feature within user roles, and assigning participants to the appropriate staff members.
The webinar also covers the ongoing management of caseloads, including adding new participants, removing inactive records, and transferring cases between staff. Administrators and site administrators are granted the permissions to make these updates, ensuring proper oversight. The webinar discusses the option to apply caseloads at the tier two record level for the most stringent access control, though this approach requires more granular management. Overall, the caseload functionality provides Apricot users with the tools to optimize their workflow and safeguard sensitive client data.
Streamlining Staff Access to their Caseload Presentation Slides
