CASE LOAD MANAGEMENT GUIDELINES Clause Samples

The Case Load Management Guidelines clause establishes procedures and standards for managing the volume and distribution of cases within an organization or department. It typically outlines how cases are assigned to staff, sets limits on the number of cases an individual can handle at one time, and may specify criteria for prioritizing or reallocating cases based on urgency or complexity. By providing a structured approach to case allocation, this clause helps prevent staff overload, ensures timely attention to each case, and promotes efficient workflow management.
CASE LOAD MANAGEMENT GUIDELINES. Section 1. Scope 1.) The types of work where caseload guidelines should be developed. 2.) Reasonably attainable minimum and maximum caseload management (numbers and types of cases) guidelines. 3.) Procedures that will be applied when caseload management guidelines are exceeded, or not met. The committee shall attempt to agree upon recommended procedures that will provide sufficient relief for the affected employee in instances where individual caseloads exceed agreed upon guidelines. 4.) Development of a caseload monitoring plan. 5.) Fiscal and legislative restrictions. 6.) The nature of work to be performed.
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CASE LOAD MANAGEMENT GUIDELINES. Section 1. Scope 1. The types of work where caseload guidelines should be developed. 2. Reasonably attainable minimum and maximum caseload management (numbers and types of cases) guidelines. 3. Procedures that will be applied when caseload management guidelines are exceeded, or not met. The committee shall attempt to agree upon recommended procedures that will provide sufficient relief for the affected employee in instances where individual caseloads exceed agreed upon guidelines. 4. Development of a caseload monitoring plan. 5. Fiscal and legislative restrictions. 6. The nature of work to be performed. In order to set a timetable and procedural framework within which the subcommittees will accomplish their tasks, the parties have further agreed to the following: The subcommittees referenced in Section I above will be appointed and have their first organizational meeting within six (6) weeks of the date of the MOU ratification. Each subcommittee shall provide to the Head of the affected Department a final report no later than thirty (30) weeks after the date of the MOU ratification. The Department Head who receives a final report will meet with the LMC to provide feedback on the report, indicating areas of acceptance and explaining the reasons for rejecting any of the recommendations in the report.
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CASE LOAD MANAGEMENT GUIDELINES 
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