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Filter, bookmark, and print a CCIS caseload

Filter your caseload view, bookmark young people, and download a printable PDF using the Caseload Manager.

Written by Erica

From the Caseload Manager, you can filter your caseload, add young people to a bookmark list, and download a PDF for printing.

Filter your caseload

Use the filter options to narrow down the young people displayed in your caseload view.

  1. Click Filter to show the filtering options.

  2. Click Filter again to close them.

Add to Bookmark

Use the Bookmark option to save all or selected young people to a bookmark list for quick access.

  1. Select the young people you want to bookmark

  2. Select Add to Bookmark.

Print Caseload

Download a PDF of your caseload to print, including referrals to and from you.

  1. Click Print Caseload to download the PDF.

Current Caseload

If you have navigated away from your caseload, use the Current Caseload option to return to it without losing your loaded view.

  1. Click Current Caseload to return to your currently loaded caseload.

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