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Status Future consideration
Categories Social Program Management Platform
Created by Jason Singleton
Created on Mar 6, 2023

RELATED IDEAS

Client Snaphot View

Providing a snapshot view of the Client and the most pertinent information relating to them, on a single page would be hugely beneficial to organisations. Details could include data such as:

  1. Cases they are attached to

  2. Recent payments (including deductions)

  3. Recent communications

  4. Recent notes

  5. Recent evidence updates

  6. Recent verification updates

  7. O/S Over and underpayments

  8. Open tasks

  9. Relationships

This list is not exhaustive, but provides some ideas for the types of information that could be provided. Locating these types of information in SPM currently takes a high degree of navigation and clicks.

All included data should be configurable, inclusing the time frame to display. Clients should also be provided with a mechanism to add in their own custom data.


Customer Name Scottish Government
Persona Based Summary

As an SPM User

I want to be provided with a snapshot of key Client data

So that I can immediately see the key events assocuated to the Client
Market Segment Eligibility & Entitlement
Type of Request Customer Requirement
Market Opportunity

I beleive that most SPM customers would welcome this enhancement as it could lead to more efficient processing of queries etc and improve the end user experience of SPM.
Usage frequency + #/type of users impacted

Caseworkers
  • Attach files
  • CLAIRE MCGAFFEY
    Reply
    |     Mar 15, 2023

    Hi Jason,

    We have reviewed your enhancement suggestion. Based on the information provided, our understanding of your request is as follows:

    • You are requesting an enhancement to provide a centralized view of a person so that caseworkers can more quickly view and understand the most pertinent information for the person across all of their cases.

    The theme is aligned with our current strategy for our product to continue to improve caseworker productivity and we have accepted your suggestion as a consideration for a future release.

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestion.

    Thank you,

    Sheryl Brenton, SPM Product Management Team

  • CLAIRE MCGAFFEY
    Reply
    |     Mar 7, 2023

    Hi Jason,

    Thank you for taking the time to share your ideas with us. We are committed to involving our users in building our product roadmap and appreciate your suggestions.

    We will review the information you have provided and get back to you within 30 days. If additional details are required to complete our evaluation, we will send you a request for more information.

    Thank you,

    Sheryl Brenton, SPM Product Management Team