Rostery

Support Coordination

Caseload

/support-coordination?view=engagements3 steps

Every coordination engagement, with its budget, hours used and review date.

Step by step

  1. 1

    Open an engagement to reach its budget, services, notes and quotes.

  2. 2

    Watch hours against budget — an engagement that runs out mid-plan is the failure this screen exists to prevent.

  3. 3

    Record services as you deliver them; they become the billable record.

The screen

Caseload in Rostery
Caseload as it appears in Rostery.

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