Using the Client List to Find a Client or Case

Owned by Casano Admin
Last updated: Mar 10, 2022

Objective: Learn how to view clients and cases from the client list.

Accessing Clients from the Client List

Although an offender will only have a single client record in Probatum, they may have multiple cases. For this reason, the cases are grouped by client in the Client List.  Each client is displayed with basic client info and a list of all his/her past and present cases.

 

  1. The Client List is the default view that is displayed on the Home screen upon logging into Probatum. It can also be accessed by clicking the button on the side menu that says Clients. 


    Each card in the list has a section that displays the client’s name and a brief summary of client info. Below that is a list of the client’s case records. 



  2. To access the client’s profile, click anywhere in the area with the client's name and client info.

  3. To access the client’s case, simply click anywhere on the Case record in the list.

 

Filtering the Client List

When viewing the Client List, the Filters section at the top of the screen displays filters specific to the Client List. Filters are applied simply by selecting the name of the filter from the drop down list. 



Active Clients - Only clients with active cases in your organization.

My Clients - Only clients with active cases under your supervision (even if you are not the primary supervisor).

All Clients - All Clients managed in your organization.

 

The list can also be filtered to display only active cases for each client. This can be done by clicking the menu icon on the right side of the toolbar. 

Once the menu opens, click Show/Hide Terminated Cases to toggle the filter. 

 

Searching for a Specific Case

 

  1. Search for a specific client by clicking the search icon at the top of the list to open the search field. 



  2. Type the client's name, case ID or any other case information in the search field. For instance, you can display only clients who have cases with a status of “Incarcerated” by typing the word “Incarcerated” into the search field. This will filter the Client list to display only the records containing that text. 



  3. To reset the list to display all clients, simply delete the text from the search field and hit enter on your keyboard. 

  4. Click the x to close the search field.