Supervisor Guide

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This guide walks you through day-to-day supervisor tasks in CRAIG. It covers your dashboard, caseload oversight, reporting, and security features.

Dashboard — Supervisor View

When you log in, you land on the Dashboard. Because you have the supervisor role, your dashboard shows system-wide statistics rather than a personal caseload.

Stat Tiles

Your dashboard displays four summary tiles:

Tile What It Shows

Total Cases

The number of cases across the entire agency, not just your unit.

Open Investigations

Investigations in a pending state that have not yet been closed.

Active Placements

Children currently placed in foster homes system-wide.

Pending Reviews

Items that require supervisory action (highlighted in red when counts are high).

Caseworkers see a different dashboard with personal tiles (My Caseload, Overdue Tasks, Upcoming Events, My Placements). Your supervisor view gives you the broader picture.

Navigation Bar

The top navigation bar shows links based on your role. As a supervisor, you see:

  • Dashboard — your landing page

  • Intake — the intake worklist for screening reports

  • Cases — the full case list (filterable across all workers)

  • Placement — placement matching and foster home management

  • Exchange — data exchange partners and ICPC requests

  • Financial — payments, rate tables, and claiming records

You do not see the Rules or Security links. Those are visible only to users with the admin role.

Welcome Card

Below the stat tiles, a welcome card confirms your username and lists your active roles as badges (for example, caseworker and supervisor). This is a quick way to verify you are logged in with the correct account.

Caseload Management

Viewing All Cases

  1. Click Cases in the navigation bar.

  2. The case list shows all cases in the system, not only your own.

  3. Use the Search box (top right of the table) to find cases by case number, child name, or other text.

  4. Click any column header to sort the list ascending or descending.

Filtering by Worker or Status

The case list supports filters so you can narrow results to a specific worker’s caseload, a case status (open, closed, transferred), or a county.

  1. Use the filter controls above the case table.

  2. Select the caseworker, status, or county you want to review.

  3. The table updates to show only matching cases.

Case Detail and Tabs

Click any case number to open the Case Summary screen. From there, you can navigate using tabs:

Tab Purpose

Summary

Overview of the child, current placement, and upcoming events.

Household

Members of the case household.

Case Plan

Permanency goal, goals, tasks, and subtask progress.

Court

Court orders and uploaded court documents.

Contacts

Contact logs with the family, with optional file attachments.

Documents

Uploaded documents associated with the case.

Notes

Free-text notes from workers.

History

Full timeline of changes and events on this case.

Monitoring Deadlines

The Rules Engine’s timeliness rule sets encode the federal and state deadline requirements (permanency hearings, plan reviews) with warn/critical/overdue status based on the case type and opening date.

  • As a supervisor, you can check any worker’s cases to see whether deadlines are being met.

Approving Case Plans

When a caseworker completes a case plan review period and clicks Complete Review, the plan requires your countersignature before it is finalized.

  1. Open the case and go to the Case Plan tab.

  2. Review the plan goals, tasks, and progress.

  3. Click Approve to countersign the plan and lock the current period.

Investigations

Investigations follow a state machine: open → pending_review → closed (or open → closed directly).

  1. Navigate to the investigation from the case or from the investigations list.

  2. Review the safety assessment (which was evaluated automatically by the Rules Engine).

  3. Transition the investigation to the next valid status.

Reports

Data Quality Dashboard

CRAIG monitors data quality continuously. The Rules Engine checks all case data against federal and state standards and surfaces issues in real time.

To view the data quality dashboard:

  1. Ask your administrator to navigate to the reporting section (data quality endpoints require supervisor or above access).

  2. The dashboard shows:

    • AFCARS / NCANDS readiness — a percentage indicating how close your jurisdiction is to a clean federal submission.

    • Critical errors — each error type links to the filtered list of cases that need correction.

    • Timeliness breakdown — each federally-monitored timeframe is reported separately so you can see which requirements need attention.

    • Trend line — quarterly trends show whether data quality is improving over time.

Data Quality Issues

Workers can view and resolve data quality issues directly:

  1. Open the data quality issues list.

  2. Each issue identifies the case and the specific data problem.

  3. Click through to the case to fix the underlying data.

  4. Mark the issue as resolved once the data is corrected.

AFCARS Review

AFCARS (Adoption and Foster Care Analysis and Reporting System) submissions are generated quarterly. As a supervisor, you can view AFCARS submissions but the generate, review, approve, and transmit steps require admin access.

The AFCARS workflow has four steps, enforced in order:

  1. Validation — the system checks all records for errors.

  2. Agency Review — an administrator reviews the submission.

  3. State Approval — the state administrator approves.

  4. Transmission — the file is sent to ACF.

You can view the submission list and individual submission details to check record counts and error status.

NCANDS Review

NCANDS (National Child Abuse and Neglect Data System) captures abuse and neglect data from investigations and is submitted annually. The workflow mirrors AFCARS: validation → review → approval → transmission.

Key differences from AFCARS:

  • NCANDS draws from intake and investigation data rather than placement records.

  • The submission cadence is annual (federal fiscal year ending September 30).

  • Child fatalities are flagged for mandatory quality review before submission.

Security and Audit

Understanding Your Access

CRAIG uses role-based access control (RBAC) with nine roles — six operational, plus three OFFICE roles that carry subsidy approval authority (ADR-054):

Role Access Level

admin

Full system access including rules, security, and system configuration.

supervisor

Case oversight across all workers, reporting access, exchange partner visibility.

caseworker

Own caseload, intake, placement, case management.

eligibility_worker

Financial module access (payments, rate tables, claims).

icpc_coordinator

Interstate Compact (ICPC) request management.

readonly

View-only access to cases and data.

county_director / regional_director / state_office

Office (approval-authority) roles for the subsidy review workflow — held IN ADDITION to an operational role; they gate which subsidy transitions, terminations, reinstatements, and amendments a session can approve.

As a supervisor, you can:

  • View all workers' cases, not just your own.

  • Access the Exchange module to see data exchange partners and ICPC requests.

  • Access the Financial module to review payments and approve adjustments.

  • View data quality reports and AFCARS/NCANDS submissions.

You cannot:

  • Access the Security pages (audit log, NIST controls, archive records).

  • Access the Rules Engine management pages.

  • Generate or transmit federal submissions.

These actions require the admin role.

Audit Trail

Every action in CRAIG is recorded in the audit log. The Security service captures all events from every module using a wildcard subscriber — this means that every case creation, placement change, payment approval, and other action is logged automatically.

While only administrators can view the audit log directly through the Security pages, you can request audit information from your administrator for specific cases or users when needed for supervisory review.

What Gets Audited

The audit log captures:

  • Timestamp — when the action occurred.

  • Action — the type of operation (create, update, delete, evaluate, etc.).

  • User — who performed the action.

  • Service — which CRAIG module processed the action.

  • Resource Type and ID — the specific record affected.

  • Success/Failure — whether the action completed successfully.

This audit trail supports compliance with federal CCWIS requirements and provides accountability for all system activity.

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