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            Set Up Caseworker Productivity Analytics for Investigative Cases

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            Set Up Caseworker Productivity Analytics for Investigative Cases

            Get insights into case trends, caseload distribution, and case processing times with the Caseworker Productivity App.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To access case proceedings objects and features: Case Proceedings
            To customize Omniscripts: OmniStudio Admin
            To create custom buttons or links and add them to page layouts: Customize Application
            1. Enable Case Referrals.
            2. Review the data requirements for the dashboards.
            3. Assign admin permissions.
            4. Assign user permissions.
            5. Enable CRM Analytics.
            6. Install the Caseworker Productivity app.
            7. Keep analytics up to date.

            You can set up Caseworker Productivity Analytics by using the guided setup assistant. From Setup, in the Quick Find box, enter Program and Benefits Management, and select Set Up Caseworker Productivity Analytics.

             
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