Caseloads require participants to be assigned to Caseloads before users can access their information, applying an extra level of data security across your organization. This does not apply to Administrator users, who have access to every Participant in their Apricot instance.

Administrators can select Tier 1 Forms to use with Caseloads, restricting user access to specific Tier 1 records and their associated Tier 2 records. This means that for selected forms, users would only be able to see records for participants in their own caseload.

To set up Caseloads, navigate to the Caseload Manager by expanding Access Control in the Apricot navigation bar and selecting Sites & Programs. The Account Management app will display, and you can select the Caseload Manager. This is where you select Tier 1 forms to use with Caseloads, as well as assign records to caseloads and edit caseload assignments. You'll also need to enable the Caseload setting within a Role's permissions on the Roles page in the Account Management app. Users can view their caseloads under My Apricot Tools in the Apricot navigation bar.

Every Tier 1 record assigned to a user's caseload will be displayed in a single location, allowing them to conveniently navigate to their Document Folders and view all Tier 2 records associated with their caseload.

Review the following articles to learn how to configure your Apricot for Caseloads and ensure users have access to the appropriate records.

Caseloads are a standard, optional feature that can be toggled on or off for any organization using Role-Based Permissions. Administrators can check if this feature is enabled on the Apricot Settings page under Workflow Station on the navigation bar.