Cases
A case links a beneficiary to a specific intervention, support service, or programme. Cases hold all the case history — notes, interventions, status changes, and documents.
View your cases
Section titled “View your cases”Click Cases in the sidebar. The list shows all cases assigned to you with their current status, the linked beneficiary, and the last update date.
Use the filter and search options to find specific cases.
Cases listAdd screenshot → src/assets/screenshots/compass/caseworker/cases-list.png
Open a new case
Section titled “Open a new case”- Click Cases → New case.
- Select or search for the beneficiary this case is for.
- Fill in:
- Case title — a brief description (e.g. “Emergency food support – June”)
- Category — the type of support or intervention
- Priority — Low, Medium, or High
- Notes — initial case description
- Click Open case.
New case formAdd screenshot → src/assets/screenshots/compass/caseworker/case-new.png
Case detail
Section titled “Case detail”Click any case to open its full detail view, which contains:
| Section | Description |
|---|---|
| Summary | Title, category, status, assigned worker, dates |
| Case notes | Chronological log of all notes and updates |
| Documents | Attached files |
| History | Status change log |
Case detail viewAdd screenshot → src/assets/screenshots/compass/caseworker/case-detail.png
Add a case note
Section titled “Add a case note”- Open a case.
- Scroll to the Case notes section.
- Click Add note.
- Type your note in the text field.
- Optionally attach a document.
- Click Save note.
Notes are timestamped and attributed to you automatically.
Update case status
Section titled “Update case status”- Open the case.
- Click the Status badge at the top.
- Select the new status: Open, In progress, Pending review, or Closed.
- Add a note explaining the status change (optional but recommended).