Manage an advocacy case

Purpose

An advocacy case supports a person who needs help with an issue, such as a complaint or a decision that affects them. This guide shows you how to open a case, keep it up to date, and record how it was resolved.

Who this is for

This guide is for support workers and coordinators who advocate for community members.

What you need

• The person's consent to advocate on their behalf.
• A clear statement of the issue.
• The date the issue started.
• Access to the advocacy cases list.

What you will do

1. Open the advocacy case.
2. Describe the issue.
3. Set the status.
4. Record the actions you take.
5. Record the outcome when the case closes.

Instructions

1. Open the Advocacy menu from the main navigation.
2. Select New case.
3. Select the person in the Person field.
4. Write the issue in the Issue field.
5. Set the Opened date to today.
6. Select the related organization if the case involves one.
7. Set the Status.
8. Select Save.

To record actions:

1. Open the case record.
2. Select Add note.
3. Write what you did and when, such as a call made or a letter sent.
4. Select Save note.

To close the case:

1. Open the case record.
2. Select Edit.
3. Write the result in the Outcome field.
4. Update the Status to closed.
5. Select Save.

What happens next

The case keeps a full history from opening to outcome. You can see the issue, the actions taken, and the result. The case stays linked to the person's record, so their story is available if they need support again.

Troubleshooting

Related guides

• What is advocacy?
• Track a referral
• Manage people in the community