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Unit 14 - Manage personal case load

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					UNIT 14                 MANAGE PERSONAL CASE LOAD
Unit overview

This unit is suitable for you if you are an experienced practitioner, and have a large case load to
manage. You should manage a number of cases at any one time, and record and maintain case
notes effectively. You should review your case load, to identify and establish priorities for dealing
with the more urgent cases.

Element 14.1         Record and maintain case notes
Element 14.2         Review personal case load
Element 14.3         Establish priorities for dealing with personal case load




Oxford Cambridge and RSA Examinations                                                          OCR 2004
                                           Manage Personal Case Load
                                                      1
UNIT 14                 MANAGE PERSONAL CASE LOAD
Element 14.1            Record and maintain case notes
Performance criteria

You must be able to:

1      Record all key information about each case
2      Record all actions being undertaken for clients
3      Ensure case notes are accurate and an appropriate amount of detail
4      Ensure case notes are structured in a way that provides a clear case history
5      Ensure case notes are legible and clear
6      Use relevant documentation and systems to record the case notes
7      Comply with all relevant legislation, codes of practice, guidelines, and ethical requirements


Element 14.2            Review personal case load
Performance criteria

You must be able to:

1      Review all relevant information on the personal case load
2      Monitor the progress in achieving the required outcomes for the cases
3      Identify any obstacles in achieving the required outcomes for the cases
4      Identify any factors that might affect the structure or content of the case load
5      Identify any improvements that can be made to the management of the cases
6      Exchange information on the cases according to the procedures of the service
7      Record the information on the cases in the appropriate systems
8      Comply with all relevant legislation, codes of practice, guidelines, and ethical requirements


Element 14.3            Establish priorities for dealing with personal case load
Performance criteria

You must be able to:
1      Establish criteria for setting priorities for cases
2      Assess cases against the specified criteria
3      Identify any immediate action required to meet deadlines
4      Specify clearly the cases that require highest priority
5      Inform all relevant people of the need to prioritise specific cases
6      Ensure high priority cases are implemented and assigned the appropriate resources
7      Monitor the effect of the priorities on the entire case load
8      Ensure all cases receive the appropriate attention within the time scales established by the
       service
9      Provide a clear rationale for the priorities




Oxford Cambridge and RSA Examinations                                                         OCR 2004
                                         Manage Personal Case Load
                                                    2
UNIT 14                 MANAGE PERSONAL CASE LOAD
Recommendations for range

Cases
·   routine
·   complex
·   high priority
·   low priority




Oxford Cambridge and RSA Examinations                               OCR 2004
                                        Manage Personal Case Load
                                                   3
UNIT 14                 MANAGE PERSONAL CASE LOAD
Knowledge and understanding for the whole of this unit

(The numbers after each knowledge statement refer to the element and performance criteria)
                                                                               Performance
 Element 14.1 Record and maintain case notes
                                                                               Criteria
 1         What type of information should be recorded about cases                    14.1.1
 2         Why it is important to record what is happening                            14.1.2
 3         How to confirm that case notes are accurate                                14.1.3
 4         How much detail should be included for different types of case             14.1.3
 5         How case notes should be structured                                        14.1.4
 6         Why it is important that case notes are legible and clear                  14.1.5
 7         What are the systems for recording case notes                              14.1.6
 8         Why it is important to use the systems                                     14.1.6
 9         What are the procedures relating to the use of the systems                 14.1.6
           What are the relevant national, local, professional, and organisational
 10        requirements relating to equal opportunities, discrimination, health and   14.1.7
           safety, security, confidentiality, and data protection
 11        Why it is important to comply with different requirements                  14.1.7
           What are the consequences of not complying with different
 12                                                                                   14.1.7
           requirements
 13        How to obtain information on the requirements                              14.1.7

 Element 14.2 Review personal case load

 14        What type of information on personal case loads should be reviewed         14.2.1
 15        How often should information on personal case loads be reviewed            14.2.1
 16        How many cases can be managed                                              14.2.1
 17        How to monitor the progress of cases                                       14.2.2
           What type of obstacles could occur in achieving the required outcomes
 18                                                                                   14.2.3
           for the cases
 19        How can the obstacles be overcome                                          14.2.3
 20        What factors affect the quantity of cases being managed                    14.2.4
           What type of improvements could be identified to the management of
 21                                                                                   14.2.5
           the cases
 22        What type of information is involved in different types of case            14.2.6
 23        Who should be provided with information on cases                           14.2.6
 24        Who should provide information on cases                                    14.2.6

Oxford Cambridge and RSA Examinations                                                          OCR 2004
                                         Manage Personal Case Load
                                                    4
UNIT 14                 MANAGE PERSONAL CASE LOAD
Knowledge and understanding for the whole of this unit

 Element 14.2 Review personal case load

 25        What are the systems for recording case information                        14.2.7
                                                                                      Performance
 Element 14.2 Review personal case load
                                                                                      Criteria
 26        Why it is important to use the systems                                     14.2.7
 27        What are the procedures relating to the use of the systems                 14.2.7
           What are the relevant national, local, professional, and organisational
 28        requirements relating to equal opportunities, discrimination, health and   14.2.8
           safety, security, confidentiality, and data protection
 29        Why it is important to comply with different requirements                  14.2.8
           What are the consequences of not complying with different
 30                                                                                   14.2.8
           requirements
 31        How to obtain information on the requirements                              14.2.8

 Element 14.3 Establish priorities for dealing with personal case load

           What type of criteria for setting priorities could be used
 32                                                                                   14.3.1

 33        How to agree on the priority criteria                                      14.3.1
 34        How to match cases against the priority criteria                           14.3.2
 35        What are the deadlines that occur
 36        What are the consequences of not meeting the deadlines                     14.3.3
 37        How to specify the highest priorities                                      14.3.4
 38        Who should be informed of the priorities                                   14.3.5
 39        Who is responsible for implementing cases                                  14.3.6
           What are the resources that should be assigned to implementing
 40                                                                                   14.3.6
           different types of case
 41        What type of affect or distortion could the priorities have                14.3.7
           What are the time scales required by the service for different types of
 42                                                                                   14.3.8
           case
 43        Why it is important to provide a clear rationale for priorities            14.3.9




Oxford Cambridge and RSA Examinations                                                          OCR 2004
                                          Manage Personal Case Load
                                                     5
UNIT 14                 MANAGE PERSONAL CASE LOAD
Assessment of this unit

All performance evidence must be generated from a real working environment. No simulation is
allowed for this unit.

Candidates must provide performance evidence to meet the following minimum requirements:

1       record and maintain case notes for 10 different clients

2       review personal case load on 2 occasions

3       establish priorities on 2 occasions

The same evidence can be used to meet each of the above categories.

Candidates must provide evidence to demonstrate that they are competent in a range of situations.
Wherever possible, assessors should follow the recommendations for range. Where a candidate’s
work activities do not allow evidence to be collected across the recommended range, other situations
may be accepted provided sufficient evidence is available to demonstrate that the candidate can
undertake the unit in a range of situations.

Candidates must also provide evidence to show that they possess the knowledge specified for each
element across a range of situations.


Sources of performance evidence

A cross in the appropriate box indicates which sources of evidence is acceptable:

Real working environment
Realistic workplace simulation




Oxford Cambridge and RSA Examinations                                                      OCR 2004
                                        Manage Personal Case Load
                                                   6
UNIT 14                 MANAGE PERSONAL CASE LOAD
Guidance

Examples of assessment methods

Not all the assessment methods should be used: it is up to the assessor to determine a suitable
mix of methods. A comprehensive case study is recommended.

·      examination of case study (ECS)
·      observation by assessor (O)
·      examination of product (EP)
·      examination of witness testimony (EWT)
·      questioning of candidate (QC)
·      questioning of witness (QW)


Examples of types of evidence

Not all types of evidence are required: it is up to the assessor to determine a suitable mix of evidence.
Note that the same evidence can be used for any other relevant units.

·      comprehensive case study
·      personal statement of competence
·      recording case notes
·      reviewing case notes
·      prioritising
·      case notes
·      report from line manager
·      assessor’s records of oral questioning
·      assessor’s records of written questioning and/or candidate’s written answers to questions
       posed




Oxford Cambridge and RSA Examinations                                                          OCR 2004
                                         Manage Personal Case Load
                                                    7

				
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