Please note: This feature might not be the best fit for some agencies, so not all Traverse users will see it in their account. To learn more, contact your Northwoods Account Manager.
Traverse gives supervisors visibility into the work at their agency with the Staff management feature access. From the user overview page when you first log in, you can drill down into your workers to see their caseloads and access cases and content.
To manage your Traverse staff
On the user overview page when you first log in (plant icon), navigate to the Staff tab.
The My staff panel lists the workers in your agency you've selected as your staff.
To manage who appears in your staff list, click Manage staff.
Once your staff list is populated, find a worker with the search bar and worker status filter.
Click on a worker.
A new page appears for the worker with three sections: Cases, In-progress content, and Unconnected content.
In the Cases section, you'll see the worker's cases that are within service deliveries you can access. In the In-progress content and Unconnected content sections, you'll see the worker's in-progress content and unconnected content that are within service deliveries you can access.
If you can't see a case or content item you think you should see, check with your system administrator. You may need additional permissions to view Restricted cases.
The Staff management administration feature access lets you additionally see coworkers' staff lists. See Seeing a coworker's staff list for instructions.