Caseworker observations
Date
*
-
Day
-
Month
Year
Date
Caseworker name
First Name
Last Name
Observer name
First Name
Last Name
Access
*
Yes
No
Other
Login to computer
Login to caseworker folder (if required)
ActionStep
Did the caseworker?
*
Yes
No
Other
Login to ActionStep
Find the client matter
Read/screen client matter
---Note conflicts
---Note any file notes
Review client documents
The Interview - Did the caseworker?
*
Yes
No
Other
Take an alarm (If face-to-face)
Open VXT and locate headset (If by phone)
Explain their role as a caseworker
Explain confidentiality
Explain free service
Explain the process
Checked for conflicts of interest
Completing the query sheet
*
Yes
No
Other
Caseworker name
Solicitor advising
Tick off conflicts
Check additional conflicts
Record the legal issue
---Timeline
---Who, what, where, when, how, why
---Use questions sheets as appropriate
Record
---Any urgency or deadlines
---Social wellbeing issues
---Advice given
---Next steps for client
---Pamphlets/brochures/referrals given
---If client understands options
---Comments/instructions from client
---Time taken
*
Yes
No
Other
Check over notes to make sure they are able to be read cold
Complete the file note
Tidy work space and leave laptop to charge
How well does the caseworker:
*
Excellent
Satsfactory
Below Par
Any thoughts?
Ask the relevant questions?
Use plain language?
Establish a timeline?
Identify the legal issue?
Control the interview?
Manage their time well?
Build a rapport with the client?
Navigate Actionstep to locate and review matter?
Legal advice
*
Excellent
Satsfactory
Below Par
Any thoughts?
How well did the caseworker relay the client query
concisely and accurately to the lawyer?
How well did the caseworker understand the advice?
How accurately did the caseworkers transcription reflect the lawyers advice to the client?
Was the transcription a full and accurate account of of the lawyer's advice?
Did the lawyer have to re-write any of the advice?
Did the caseworker offer the correct next steps or referrals to the client?
If advice unable to be given, record this and the reason why on the query sheet and the file note.
Are any of the below skills noticeably strong in the volunteer?
People skills
Interviewing skills
Legal knowledge
Administration skills
Other
Is the trainee ready to be signed off?
*
Yes - Juanita to confirm
No - the trainee would benefit with more opportunity to observe their peers
No - book the trainee for another formal observation
No - already had 2 observations - refer to Juanita.
Any other comments?
Submit
Should be Empty: