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Caseload management experiences published

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The findings of a pilot of a caseload management system for councillors have been published.

The pilot, which ran between December 2006 and March 2007 across four councils (North Lanarkshire, Perth & Kinross, Inverclyde and East Dunbartonshire), aimed to explore how councils could use software to improve elected members' caseload management.

Among the key findings are:

  • Overall, the feedback on the idea of having a system to help track and manage elected members
    casework was positive.
  • It was generally felt that Councillor's Office (the software package) could clearly perform the key functions required by councillors and officers for caseload management purposes.
  • Several interviewees felt that the system had helped to organise their caseload work and to enable
    constituent enquiries to be handled more efficiently.
  • Many of the project champions expressed an interest in rolling out a caseload management system
    to new and existing elected members, after the pilot had finished.
  • Level of take up and usage of the software was lower than anticipated. (This was strongly affected by
    technical issues and the timing of the election, which resulted in some councillors deciding to leave
    office and others not having time available to test the new system).
  • The low levels of system usage during the pilot make it difficult to make any definitive conclusions
    about the ability of the system to assist with caseload management.
The full report of the pilot can be downloaded from this site. A knowledge sharing event featuring the four councils who took part in the pilot is being held on Friday, 2 November. Further details can be found in our events calendar or by contacting Fiona Dick on 01506 775558.
 
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