TEAM MANAGERS BIBLE CAREDIRECTOR
CONTENTS
WORKING WITH DASHBOARDS ............................................................................................................................................................................................................. 2
ALLOCATING W ORK............................................................................................................................................................................................................................... 3
KEY W ORKER .................................................................................................................................................................................................................................... 3
SECONDARY W ORKER ...................................................................................................................................................................................................................... 5
CLOSING REFERRALS ........................................................................................................................................................................................................................... 7
AUTHORISING CLOSURE OF A REFERRAL ........................................................................................................................................................................................ 7
REJECTING CLOSURE OF A REFERRAL ............................................................................................................................................................................................ 8
REOPENING A CLOSED REFERRAL................................................................................................................................................................................................... 9
APPROVING FORMS ............................................................................................................................................................................................................................ 10
AUTHORISING CLOSURE OF A FORM ............................................................................................................................................................................................ 10
REJECTING CLOSURE OF A FORM .................................................................................................................................................................................................. 12
TRANSFERRING REFERRALS .............................................................................................................................................................................................................. 13
BETWEEN TEAMS AND TO A SECURE TEAM................................................................................................................................................................................. 13
FROM A SECURE TEAM (TO A NON-SECURE TEAM) ...................................................................................................................................................................... 15
TRANSFERRING FROM CIC OR S&P TO CIC ADOPTION OR S&P ADOPTION SECURE TEAM..................................................................................................... 17
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TEAM MANAGERS BIBLE CAREDIRECTOR
WORKING WITH DASHBOARDS
 Dashboards are an easy and effective way of identifying caseloads and activities - Your dashboard has been specifically set up to you – showing
things such as the team’s referrals, tasks and closure/authorisation requests. (Use Introduction to CareDirector User Guide to set your Dashboard)
My Activities
Assigned to Team
j.
Any outstanding Tasks or Case Notes
Referrals that are Assigned to
Team that are waiting to be
allocated to a Social Worker
Closure Requests
Referrals that have had
closure requested on
them awaiting Team
Manager Sign Off
Don’t forget you can
use your Views
Forms Awaiting Manager
Sign off
Current Referrals
Forms marked complete by
the Owner that are awaiting
Closure/Sign off
2
A list of all the current
Referrals being worked
in the team
A View is a filter applied to a list of records. Each list of records in CareDirector has a View that filters the data displayed. In Dashboards
you can change your views to see different teams, activities or data s
You can choose different views from a drop-down list, which contain all the records or activities of a particular type or that are a subset
TEAM MANAGERS BIBLE CAREDIRECTOR
ALLOCATING WORK
KEY WORKER
 Referrals that are assigned to the team but awaiting a Key Worker, will be in your Dashboards under: Assigned to Team
Once Allocated this will come out of your Dashboard and into the Key Workers Dashboard
j.
1 – From your Dashboard in Assigned to Team, double click the
blank part of the record to view the Referral
(If you wish to also view the Person record click once on the
name)
2 – In the Referral Scroll down to
Assignment Information.
Change the status from Assigned
to Team to:
Allocated for Assessment
Continued 
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TEAM MANAGERS BIBLE CAREDIRECTOR
3 – Go to the Ribbon at the top
7 – Click Save & Close
of your screen
Click:
4 – Tick Assign to another User
Assign
or team
Use the Lookup field to search for
User
5 – Leave all the boxes
BLANK
6 – Click OK
4
TEAM MANAGERS BIBLE CAREDIRECTOR
SECONDARY WORKER
 Secondary Workers are added under the Referral. The referral could be opened via your Dashboards or from a Person Search
j.
Check you are in the referral
2 – Click Connect on the Ribbon
1 – Click Involvements on the
Navigation Pane
Continued 
5
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TEAM MANAGERS BIBLE CAREDIRECTOR
6 – Save & Close
Make sure the LOOK FOR
is set to USER before you
search
1 – Use the Lookup Field to
add the Case Member
5 – Add an Involvement
Status
4 – Set the Involvement
2 – Set the Role to Secondary
Worker
3 – Add a Start Date
Reason to Co-Working
Use the Description box to
add any relevant notes
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Once the Involvement has ended uses this screen to add End Date and Reason. This will
remove the User as a Secondary Worker
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TEAM MANAGERS BIBLE CAREDIRECTOR
CLOSING REFERRALS
AUTHORISING CLOSURE OF A REFERRAL
 This is a 2 step process:
Step 1 – Closure Request from the allocated worker / admin - Step 2 - Approval or rejection of closure by Team Manager
Once the Request has been placed the referral will be added to your dashboard under Closure Requested
If there are lots of requests –
remember you can use the
Quick Search Box
1 – Double Click the Record to open the
referral
2 – Scroll down the screen to
Assignment Information
4 – Add the Team
Manager who is
approving the
closure using the
Lookup Field
7
This will take you into the referral
3 – Change Status to Closed Fully
using the look up function
5 – Add the Archive
date
6 – Save and Close (on the
Ribbon)
TEAM MANAGERS BIBLE CAREDIRECTOR
REJECTING CLOSURE OF A REFERRAL
 If you reject a closure request – the case will remain open and show in the allocated workers Dashboard for completion
Once the Request has been placed the referral will be added to your dashboard under Closure Requested
If there are lots of requests –
remember you can use the
Quick Search Box
1 – Double Click the Record to open the
referral
This will take you into the referral
2 – Scroll down the screen to
Assignment Information
3 – Change Status to Closure Request
Rejected using the look up function
4 – Add any relevant notes if
applicable
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5 – Save and Close (on the
Ribbon)
TEAM MANAGERS BIBLE CAREDIRECTOR
REOPENING A CLOSED REFERRAL
 Open the Referral from your Workplace using Referral Search
1 –Click the Reactivate
Case on the Ribbon
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2 –Confirm if you wish
to Reactivate:
The case status will now
revert to Assigned to
Team; and the Key
Team/Worker will be the
owner of the case when it
was closed.
Click OK
You can now Allocate for
Assessment
A Case Note or Task can be added under the Referral explaining the
reason for reopening and assigned to Worker if applicable
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TEAM MANAGERS BIBLE CAREDIRECTOR
APPROVING FORMS
AUTHORISING CLOSURE OF A FORM
 When the Owner of the form sets the status of the Form to Complete, it will automatically populate your dashboards waiting for sign off .
Once completed this will come out of your Dashboard (and only if rejected go back into the Key Workers Dashboard)
j.
1 – From your Dashboard in Forms Awaiting Manager Signoff,
double click the blank part of the record to go to the Form
Please Note: currently the dashboard will show all forms
waiting sign off from all teams, you can order the forms by
team or check the view to show only your team
Continued 
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TEAM MANAGERS BIBLE CAREDIRECTOR
To View the Form:
Click Edit Form on the Ribbon
3 – Save & Close
2 – Once the form has been viewed and you
are happy for it to be closed:
3 – Insert Team Manager
Name and Sign Off Date
Change the Status from Complete to CLOSED
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TEAM MANAGERS BIBLE CAREDIRECTOR
To View the Form:
REJECTING CLOSURE OF A FORM
Click Edit Form on the Ribbon
3 – Save & Close
2 – Once the form has been viewed and if you
are not happy for it to be closed
Change the Status from Complete to IN
PROGRESS
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The form will now populate the Dashboard
of the Original Lead Assessor to complete
TEAM MANAGERS BIBLE CAREDIRECTOR
TRANSFERRING REFERRALS
BETWEEN TEAMS AND TO A SECURE TEAM
 Follow these steps if you are Transferring a Referral between Teams (not including Secure teams)
Open the Referral from your Workplace using Person Search
j.
j.
1 – In the Referral Scroll down to Assignment
Information.
Change the status from Assigned to Team to:
Assigned to Team
Continued 
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TEAM MANAGERS BIBLE CAREDIRECTOR
2 – Go to the Ribbon at the top
6 – Click Save & Close
of your screen
Click:
3 – Tick Assign to another User
Assign
or team
Use the Lookup field to search for
TEAM
4 – Leave all the boxes
BLANK
5 – Click OK
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TEAM MANAGERS BIBLE CAREDIRECTOR
FROM A SECURE TEAM (TO A NON-SECURE TEAM)
 Follow these steps if you are Transferring from a Secure Team to a non-Secure Team
Open the Referral from your Workplace using Person Search
j.
j.
1 – In the Referral Scroll down to Assignment
Information.
Change the status from Assigned to Team to:
Assigned to Team
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TEAM MANAGERS BIBLE CAREDIRECTOR
2 – Go to the Ribbon at the top
6 – Click Save & Close
of your screen
Click:
3 – Tick Assign to another User
Assign
or team
Use the Lookup field to search for
TEAM
4 – Tick the boxes EXCLUDING:
Case Notes
Attachments
Forms
Inactive Records
Related Secure Records
5 – Click OK
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TEAM MANAGERS BIBLE CAREDIRECTOR
TRANSFERRING FROM CIC OR S&P TO CIC ADOPTION OR S&P ADOPTION SECURE TEAM
 If a Child in Care is placed for Adoption the record needs to be transferred into the CiC Adoption Secure Business unit
Open the Referral
j.2 – Tick Assign to another User
1 – Go to the Ribbon at the top
or team
of your screen
Use the Lookup field to search
for TEAM: CiC Adoption, S&P
Adoption1 or S&P Adoption 2
Click:
Assign
4 – Leave all the boxes
BLANK
3 – Click OK
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5 – Click OK
TEAM MANAGERS BIBLE CAREDIRECTOR
The Assignment information should now show as Allocated for Assessment, the Key Team should remain as the Original
Team and the Key Worker will now show as The Secure Team i.e. CiC adoption or Safeguarding and Permanence Adoption
6 – Save & Close
YOU NOW HAVE TO ADD THE KEY WORKER UNDER INVOLVEMENTS
Make sure the LOOK FOR
is set to USER before you
search
1 – Use the Lookup Field to
add the Case Member
5 – Add an Involvement
Status
2 – Set the Role to Secondary
Worker18
4 – Set the Involvement Reason
SECURE PRIMARY WORKER
to
3 – Add a Start Date