Manage Beneficiaries
Register new beneficiaries, view profiles, and keep records up to date.
Caseworker Guide
This guide is for frontline caseworkers who use Compass to manage individual beneficiaries, record visits, and track case progress.
What caseworkers can do
Section titled “What caseworkers can do”Work Cases
Open cases, add notes, log interventions, and track case history.
Record Visits
Schedule field visits, record outcomes, and submit visit reports.
Track Disbursements
View payment batches assigned to you and submit proof of delivery.
Stay Organised
Manage your reminders and submit approval requests when needed.
Use AI
Ask the AI assistant questions about your cases and beneficiaries.
Daily workflow
Section titled “Daily workflow”A typical caseworker day in Compass:
- Check the Dashboard for today’s visits, overdue reminders, and recent case updates.
- Visit the Beneficiaries section to review or update profiles.
- Open a Case to add notes from your latest interaction.
- Log a Visit after completing a field visit.
- Review your Reminders and mark completed ones as done.
- Check Disbursements for any deliveries awaiting confirmation.