Maintaining integrated service cases

Having created an integrated service case, you update the goal(s) and the case as it goes through periodic reviews.

Each integrated service case is an element of your annual plan. The statuses of your IS cases reflect the collaborative planning and review you do with the foundation. As your integrated service cases progress through this process, you update their status accordingly.

Case Stage	Explanation
Plan In Progress	Plan is under development
Plan Complete	Plan ready for VRGF endorsement
Plan Endorsed	Plan endorsed by VRGF
6mth Review Complete	Half year review ready
6mth Review Endorsed	Half year review endorsed by VRGF
12mth Review Complete	End of year review ready
12mth Review Endorsed	End of year review endorsed by VRGF
Completed	Case closed.

Goals have four possible statuses which are ascribed to them at the six and twelve month reviews. For the six month review, these are:

It’s not necessary to wait for the six or twelve month reviews to define a goal as achieved or discontinued should this be an accurate reflection of the goal status.

Your integrated service cases go through a process of periodic reviews from inception to closure. You document these by changing the status of the case in the Stage field, and, for the mid-year and end-of-year reviews, entering a brief summary of the progress of the case.

1 From the Operations menu select Our Integrated Service Cases.
The integrated service case list for your agency displays.

2 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\editthisicon.png$ to edit the case.
The case displays in view mode.

3 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\edit.png$ .
The case opens for editing.

4 In the Status section in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the stage for the case.

5 IF the status change is for the six or twelve month review, enter your notes in the Mid year summary or End of year summary fields.

There is a 4000 character limit on these fields, which equates to about 350 words.

6 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .

Since the substance of your periodic case review is derived from your progress in achieving goal objectives, you should update your case goal(s) at the same time you update the case status.

1 From the Operations menu select Our Integrated Service Cases.
The integrated service case list for your agency displays.

2 Click the Reference link to open the case.
The case displays in view mode.

$C:\Users\Bill\Documents\Business Systems\GHC Training\2016 Update\Graphics\IS open goals.png$

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\editthisicon.png$ next to the goal you want to update.
The goal opens for editing.

5 Depending on where you are in the review cycle, in the 6 month Review or End of Year Review field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the goal status.

There is a 4000 character limit on these fields, which equates to about 350 words.

7 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\Saveicon.jpg$ .
Goal status is updated.

You close integrated service cases at the end of the financial year, or when case goals are met (or abandoned), whichever comes first.

When you close an integrated service case, it no longer displays in the Our Integrated Service Cases list – although it can be located using a case search. Hence, you are strongly advised to check thoroughly that your team have all recorded all their activities against this case before you close it.

1 From the Operations menu select Our Integrated Service Cases.
The integrated service case list for your agency displays.

2 Click the Reference link to open the case.
The case displays in view mode.

3 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\edit.png$ .
The case opens for editing.

4 In the Status section in the Stage field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select Completed.

5 In the Closure section in the Closed date field, $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\ddl.png$ select the closure date.

6 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .
The case is closed.