Caseworker observations
Date
*
-
Day
-
Month
Year
2 digit day, 2 digit month, 4 digit year
Date
Caseworker name
First Name
Last Name
Observer name
First Name
Last Name
Sign-in & Systems - did the caseworker successfully...
*
Rows
Yes
No
Other
Login to computer
Login to caseworker platform (Sharepoint)
Login to ActionStep
Login to VXT
Client matter in ActionStep - did the caseworker successfully...
*
Rows
Yes
No
Other
Locate client matter
Read file notes / instructions
Check conflicts are noted
Review client notes if applicable
Check with lawyer if needed.
Client interview - Intro - did the caseworker...
*
Rows
Yes
No
Other
Take pocket alarm (If face-to-face)
Introduce themselves and explain the process
Triple check the conflicts
Explain Privacy Statement
Explain about our free service
Explain process further (timeframes etc)
Client Interview - Fact Finding - how well did the caseworker....
*
Rows
Excellent
Satsfactory
Below Par
Any thoughts?
Ask the relevant questions.
Use plain language.
Keep interview on track
Identify the timeline
Pick up legal issues / questions.
Client Interview - Legal advice
*
Rows
Excellent
Satsfactory
Below Par
Any thoughts?
How well did the caseworker relay the client query?
Was the caseworker about to follow the advice?
Did the notes reflect the advice correctly?
Did the notes require tweaking?
How well did the caseworker relay the advice to the client?
Did the caseworker slow down?
Did the caseworker explain in plain English?
Did the caseworker confirm that the client understood?
Did the client have further questions?
Did the client understand what their 'next steps' are (if any)?
Query sheet / Notes
*
Rows
Yes
No
Other
Caseworker name
Solicitor name
Check additional conflicts
Deadlines noted? and in ActionStep?
Social / wellbeing issues noted?
Are notes of query and advice full and clear?
If brochures / referrals given was it noted?
Client feedback?
Time taken?
Make sure ActionStep file notes are complete?
What areas require improvement and / or longer training?
*
Rows
Practice needed
Training needed
People skills
Technology / systems
Introductions / checks
Interviewing
Notes
Other (please note in the comments box below)
Any other comments?
Is the trainee ready to be signed off?
*
Yes - Juanita to confirm
No - Juanita to advise.
No - Needs to be observed again by CLW employee
No - Trainee requires more time observing caseworkers
No - Needs more training
Submit
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