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Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 1
MANAGERS GUIDANCE NOTES
Contents
1. Manager’s screen on logging in............................................................................ 2
2. Case Note Alerts .................................................................................................. 2
3. Approving Requests ............................................................................................. 3
4. Authorisations ...................................................................................................... 6
5. Team Workview ................................................................................................... 9
6. Assigning and Re-assigning Work ....................................................................... 10
7. Managers Case Notes ......................................................................................... 12
8. How to Run Reports in Mosaic ........................................................................... 13
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 2
1. Manager’s screen on logging in
2. Case Note Alerts
Any Case Note Alerts will be
displayed here.
Click on the Case note alert hyperlink
to read and acknowledge the alert.
Incoming Requests for
approval will be displayed
in the Current Work pane
Quick short-cut icons
Incoming Authorisations of
Services or Budgets will
be also displayed here
Click on View Case Note to read
the note, then click Acknowledge
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 3
3. Approving Requests
Click on the icon to the left
of the Incoming Request
You can read any Notes here
Click Resume Work
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 4
The workflow step will open:
Responding to the Request:
You can read, edit and sign, if
necessary, all the forms
which have been completed
Click on the paper
clip to read any
attached documents
Use the PDF icon to produce
a printable copy of any
document, which is easy to
read and can be emailed
The Requests icon displays a red
triangle indicating that there is a
mandatory Request waiting.
Click on the Requests icon.
Click on the Request
highlighted red with
your name by it
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 5
The Requests dialogue box will appear:
Click on Completed
if you are happy to
approve the work
Click on Returned and enter a
reason in the Note field if you
are not approving the work.
The Request will be returned
to the appropriate worker for
amendment and resubmission
The status history of
Requests can be seen here
Click OK
Click on Finish to send
the Next Actions and
complete the step
Note the red warning
triangle will disappear once
you approve the work and
complete the Request
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 6
4. Authorisations
Authorising a Care Package or other Service, or approving a Personal Budget, is all
done in a similar way on Mosaic.
Or: Click on the icon here
and click View All to see
all your Authorisations
You can prioritise your
Authorisation tasks and move
some to the waiting list
Click on the Budget Analysis
button for more detail about your
Cost Centre and Budget Codes
Click on the Service
you wish to authorise
Click on the View All
Authorisations icon
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 7
Click on the Request Note
to see any information
which has been entered
Click Authorise and Save.
Or you can Reject the Service here – you
must enter a reason if you choose to Reject
You can enter an
Authorisation Note here
You are returned to the
remaining
Authorisation Tasks
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 8
In Adult Social Care, authorising a Personal Budget is carried out in a very similar
way:
Once you have approved a Personal Budget, you can send the Social Worker a
Request from the Care and Support Plan to confirm the Budget is approved and
they can proceed with the Support Plan:
Click Authorise or
Reject, then click Save
Send a Request to the
Social Worker to confirm
that the Personal Budget is
Authorised or Rejected
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 9
5. Team Workview
The Team Summary screen is displayed:
The graphical display
indicates how much Incoming,
Incomplete and Future Work
each team member has
Your Team Members’ names
are listed
Click on the relevant hyperlink to
view a worker’s workload
Names greyed out show
former team members who
still have work or clients
allocated to them
Click on the Team
Workview icon
You see more information if
you start from Full Workview
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 10
6. Assigning and Re-assigning Work
You can click on the Individual
Workview icon to return to your
own screen
You can see the name of
the Team and Worker here
You can view and access your
team member’s workload
To re-assign several pieces of work at
once, click on the Bulk Assign icon
To re-assign a single piece
of work, click on the icon
and select Assign Work
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 11
Tick the pieces of work
you wish to re-assign
Click on the arrow to select
a worker from your team
Click on the Find button to select
a worker from another team
Check the correct items are to be
reassigned and add a Note if necessary
Click Assign
Click Preview Assign
When you have finished assigning work,
click Cancel to return to your screen
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 12
7. Managers Case Notes
To see all previous work when undertaking a Case Audit, click on the Work History
icon or Workflow Map icon, and use the Documents option on the Side Menu:
There are several Case Note Types
for Managers, such as:
Case Audit
Management Overview
Manager’s Decisions
Record of Supervision
Discussion
Click on the Documents
option on the Side Menu
Workflow Map
Work History List
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 13
8. How to Run Reports in Mosaic
At RBC, Reports are run from the Mosaic Report Manager Link.
In Mosaic go into the Help menu > click External Links > click Reports
This will take you to the Report manager and the screen below. Click on the
required folder. You might not see all these folders; this will be dependent on your
permissions.
Click Help > External Links > Reports
to access RBC Mosaic Reports
You will be taken to the
RBC Report Manager
Click on the
required folder
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 14
This will present you with a set of sub-folders that you have permission to see.
You will then be presented with a set of reports that have been written by the
Performance and Data Team.
Click on the
required sub-folder
Click on the Report
you wish to see
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 15
You may be asked to enter the Start Date or another parameter if required.
Then click View Report and your report will be generated.
To export the report to Excel click on this icon and choose Excel. This
will generate an Excel version for you.
If you wish to ‘subscribe’ to a report and receive it by email at regular intervals,
click on the report name, then click on the Subscriptions tab in the side menu.
Click here to ‘subscribe’
to this report
Enter parameters
as required
Click on View Report
Click here to export
the report to Excel
Managers Guidance Notes – Reading Borough Council – DK 16/05/2016 Page 16
Complete the required details and you will receive the report by email:
N.B. If you have any enquiries about Reports, or would like to request any
additional Reports to be written, please contact the Performance and Data Team.
Click on the
Subscriptions tab
Click on New
Subscription
Complete the
required details
Select how frequently
you wish to receive
the report
