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Use caseUC0486

Brief a caseworker taking over a family's benefits case

When a family's benefits case moves to a new office, the new caseworker inherits a packet of pending checks, documents and notes. This app reads the packet and lists what the family still owes, what is already done and what is due first.

For the receiving caseworkerGovernment & Public Sector

Why it matters

Today's manual process, and the same job with the app

A caseworker at a benefits office, on the day a case moves to their desk.

✕Today's manual process

1Open the packet and read the household, the pending items, the documents and every case note.
2Weigh each case note deciding by eye whether it counts as the whole item, on time.
3Work out each item's status its due date, whether it's cleared, overdue or inside the risk window, from memory.
4Miss one cleared note and a covered case gets flagged at risk, or a real gap gets missed.
Every packet read and judged manually.

✓With the app

1The packet goes in whole the household, the items, the documents and every note, in one pass.
2Every note is weighed the same way only a whole item, on time, clears the item against it.
3Each item comes back sorted cleared, overdue, at risk, or outside the horizon, with its due date.
4The verify-first list and one flag are ready for the desk, before anyone opens the packet.
The desk checks only what the notes changed.

See it work

One real case, read by the app, step by step

Case CTP-0035 moves desks with one item still open: the renewal interview a note says happened on January 28, though no document says so.

Brief a caseworker taking over a family's benefits caseReference appBuilt to be shaped to your process
  1. 1The case, as it arrived three items still open, including the renewal interview due February 18.
  2. 2No document, but a note the renewals desk records the interview took place on January 28.
  3. 3Too late to count this receipt is dated after the February 3 transfer, so it changes nothing.
  4. 4The interview, cleared by the note the other two items fall due outside the 21-day window.
  5. 5Check first the interview, since only a note clears it; nothing is at risk.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
64 of 64cases come back rightmeasured in 06 Evals →
196 of 196pending items sorted rightmeasured in 06 Evals →
44 of 64right without a second lookmeasured in 06 Evals →
2.8¢to read all 64measured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour own verification items, due dates and priority rules.
Your recordsYour case packets, documents and case notes.
Your systemsConnected to your case management system.
Your screensThe handover checklist your caseworkers already use.

Want this for your team?

Talk to us

We can run this on your own case transfers, with your own forms and rules, inside your environment.

Talk to us →
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