TN 1 (05-05)

DI 80550.180 Workload Listings

A workload control item refers to any pending action item on a claim. Certain CPMS functions create workload control items. To manage daily workflow in hearing offices, users can monitor pending action items using Workload Listings or the “To Do” List. In addition, there are links available from workload control to:

  • Workload Summary by Status report (formerly HOTS Report 03), and

  • Schedule Assistant.

A. Using Workload Listings

Workload Listings provide users the ability to quickly and easily identify the work that needs to be done, sorted by office and/or individual in the office. CPMS provides workload information through the use of predefined listings and also allows users to customize listings to fit their needs. Users previously obtained this information through HOTS Reports.

Workload Listing results are displayed with a maximum of 100 listing details per page. Items that meet the criteria for editing have the [Edit] link under the action column. The [Edit] link gives the user access to the case for editing. If [Edit] is selected, CPMS displays the General Information Summary screen for that specific case. After performing edits, the user can select [Exit this Case] and CPMS again displays the original Workload Listing Screen. An [Add] link may also be displayed in the action column next to those cases that need to be established in CPMS. Only use this link for case establishment.

In addition to containing the search criteria selections, the Workload Listing screen displays a summary count of the following categories:

  • Overdue;

  • Due Today;

  • Due Within Seven Days; and

  • Due in More Than Seven Days.

Workload listings consist of predefined listings and custom listings. The predefined listings have default fields associated with each type. When a predefined listing is selected, CPMS associates certain search criteria with that listing type and propagates the fields. A user may modify any of the fields.

B. Default Type Listings

After the user selects a Default Type, CPMS automatically populates the default settings for the remaining search fields. If the user changes any of the settings, the search results may not reflect the Default Type initially selected. We recommended that the user perform a search based on the default search criteria settings.

A drop-down list allows the selection of a predefined listing or the selection of [Custom] to run a custom listing. The predefined listings are:

  • AC Remand Listing

  • ALJ Case Assignment Listing

  • ALJ Closed Case Listing

  • Case Listing

  • Cases to be Scheduled

  • Court Remand Listing

  • Critical Case Listing

  • Custom

  • Diary Listing by Case

  • Diary Listing by Date/Type

  • Fee Petition

  • Hearings Need to be Held

  • Itinerary

  • National Case Characteristics (Hearing Office Fields Listing)

  • No Status Change

  • Pending Case Listing by Age

  • Permanent Transfer Listing (out)

  • Temporary Transfer Listing

  • Workload Summary

C. Workload Listing Functions

1. “To Do” Lists

The “To Do” List is a feature which provides a list of pending items at the case level. When the user needs to create, edit, or remove action events for a specific case, a “To Do” List can be generated. The user can access the “To Do” List from any summary screen or from the Hearing Level Disposition screen. The user can select a specific caseload listing report to view case level information by retrieving the “To Do” List.

Certain rules apply to the “To Do” List:

  • Users can change the listing criteria.

  • User created “To Do” items must have the [Assigned To] and [Due Date] fields completed.

  • Only certain “To Do” items may remain open when a case is permanently transferred or closed;

  • Only the owning office can edit or delete certain types of “To Do” items;

  • The “To Do” List displays [All Items] as the Listing type; and

  • Items that meet the criteria for deletion or editing have [Edit] and [Delete] links under the Action column.

2. Schedule Assistant

Schedule Assistant is a feature of the workload listing function. Schedule Assistant provides lists of hearings that have already been scheduled, helping users to avoid scheduling conflicts. The lists can be sorted by ALJ, hearing site, and hearing participants. These lists show hearings by participants and hearing sites; claimant information is not listed. The Schedule Assistant screens can be accessed through the link on the Workload Listing screen or through the link on the Scheduling & Hearing Held Summary screen.

D. Clearing Workload Control Items

Workload control items will not autom