Support Coordination
Insights
/support-coordination?view=dashboard6 stepsInsights shows how the coordination practice is tracking: coordinator hours, oversight alerts, case-note history, standard reports and six-month trends. Team leaders and managers use it to find engagements that need attention and to report on the caseload.
Step by step
- 1
Review budget utilisation across the caseload. Open the Analytics tab for Budget utilisation (active engagements), alongside billable hours, amount billed, goals, levels and complaints.
- 2
Open the Oversight tab to find engagements needing attention: Missing notes, Overdue tasks, Reports due, Budgets at risk, Open complaints and Consents expiring. A tile turns rose when it has items.
- 3
On the Activity tab, set the date range to see Billable hours, Non-billable hours, Billable % and Billed, with a chart of hours by coordinator.
- 4
Check the By coordinator table for each coordinator's billable hours, billable percentage, billed amount and active clients in the period.
- 5
Open Case-note history and filter by coordinator, participant or billable status to review each note's hours, total and status.
- 6
On the Reports tab, select a standard report to run it for the date range, then select Export CSV or the download icon to save it.
The screen
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