The CG Tools Platform supports a multiple staff caseload, when more than one staff is assigned to a case, with a TOD subscription. If your agency structures client supervision in this way, any staff that has a TOD subscription in your agency can be added to a client. Each additional staff member will be able to assign tool assignments to the client and view the client's tool assignment history. To assign additional staff to a client use the following instructions.
Once a client has been initially added to a staff member's caseload, edit the client to add additional staff.
- Locate the client on the "Manage Clients" page and click the "Manage" button in the "Action" column.
- On the client's "Manage Client Assignments" page, click the "Edit" button next to the client's name.
- In the "Edit Client Information" window, locate the "Other Assigned Staff" section.
- Locate the staff who are also supervising the client and click the checkbox next to their name.
- Click "Save"
- The client will now appear in the selected staff's client list and the staff will be able to assign tools to the client and view their tool assignment history.