Viewing different Budget Calculation Lists | Knowledge Base

The default list view is My List. This is a list of individuals for whom you have opened a new form.

When you log into the system for the first time this may be blank.

You can view different lists of individuals for your organisation by adding different types of list to your view and then toggling between them.

To add a new list to your view, select New List on the Case List screen.

This will open a new screen. From here, select the type of list you want to add - Service Area or Caseload List.

This will now open and you will be able to view the list of individuals associated with that Service Area or Staff Member.

Note: You may see individuals listed under a Service Area or Staff Member where a different Service Area/Staff Member is shown for the most recent form. Where this happens, it is because although the most recent form has been done under a different Service Area/Staff member there are older form(s) for the Service Area/Staff Member in the current view.

Once a list has been added, you can view this again by selecting the arrow next to My List (or the name of whichever list you are looking at).

This will open a drop-down list of Budget Calculation Lists you’ve previously added to your view. Select the one you wish to open.

If a list you have added is no longer relevant for you to look at, you can choose to close that list (so it no longer appears in the drop-down list) by clicking ‘Close List’.