Using the Budget Calculations Lists

Each of the lists will show summary information about the form(s) that have been started or completed for an individual, and any calculations that have been made. 

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    Budget Calculation List - Clicking the arrow next to the name of the currently viewed list will allow you to toggle between the different lists you have previously added (see ‘3 - New List’ for more detail on how to add lists).

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    New form - This will open a new form.

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    New list - This will allow you to add a new type of list which will be accessible from the Budget Calculation Lists toggle.

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    Close List - This will allow you to close the currently viewed list, meaning it will no longer be available for selection from the Budget Calculation Lists toggle.

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    Filter forms - you can filter forms by their status (In progress, Closed or Overdue). SEND specific organisations will be able to filter cases based on ‘Active, Inactive or Any’. This filter is linked with the ‘ceased to maintain’ function.

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    Filter individuals - You can check to see if an individual already exists on this Case List by typing their identifier in here - this will filter the Case List you have open.

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    Page navigation - Where there are more than 15 rows on a page a second page will be created. You can use these arrows to navigate between pages.

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    Identifier - this is the individual’s identifier.

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    Most recent form - this is the name of the most recent form associated with the individual. As well as the name of the form, you can see the date the form was opened and a label to say whether the form is complete or in progress. In progress forms may also be overdue if they have been open for a set period of time.

    You can click on the name of the form to open it.

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    Assessor - this is the name of the staff member who opened the form.

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    Estimated Budget - if an Estimated Budget has been calculated, this will be displayed here, alongside the number of calculation requests which have been made for the form. You can select View budget history to navigate to the calculation screen. Calculation requests for that form will be displayed either in graph or table format.

    If the budget has not yet been calculated, you can click View and calculate to do this. If the form is not linked to a Formulate model, this will not apply.

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    Additional details - this is an optional column, which will not be enabled for all organisations. If enabled, it will display one additional output from the Formulate calculation. For organisations using Formulate for SEND this would be the Education Band, and for organisations using Formulate for Continuing Healthcare or Adult Social Care this would be the Total Weekly Hours for Independent Living.

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    Actual Budget - if an Actual (or ‘Agreed’) Budget has been supplied, this will be displayed here. If the form is complete but the actual budget has not been submitted, you can click Submit actual budget to do this. This will allow your organisation to better understand the relationship between Estimated and Actual Budgets, and help Imosphere to ensure your Formulate model is as accurate as possible.

    If the form is still in progress, the Estimated Budget has not yet been calculated, or the form is not linked to a Formulate model this will say ‘Does not apply’.

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    Hover over the hamburger menu next to a form row and select from these additional options:

    • New form - Clicking this will create a new form for the individual
    • Service user overview - Clicking this icon will pop up the service user overview modal, showing any older forms for the individual.
    • Cease to maintain - For SEND specific organisations, clicking this will pop up the ‘ceased to maintain’ modal