1CONSENT & KEY DETAILS2ESSENTIAL INFORMATION3EXPLORATION AND GOALS4ADVICE5CASE WRITE UP Who is the Client?For whom is the client contacting us?* Client is contacting us regarding a personal query Client is contacting us regarding a third party Is the third party able to provide consent?* Yes - Third party is available and provided consent Not required - Third party is client's child aged under 13 Not required - Client has PoA which they will provide a copy of No Please record the client as the person you are communicating with who is seeking advice, and make sure any personal details of the individual being discussed are anonymised. For example, use an initial to represent the person who the client is calling about, perhaps just first initial or possibly "D" for daughterThe client is the parent who your communicating with please. However it is fine to record personal details of the child as the parent has given consent. The Exploration questions should reflect the client (the parent)The client is the third party individual once we the seen the PoA (email, WhatsApp or hard copy). If this isn't possible then we do not have consent and the client must remain the person with whom you are communicatingConsent & Casebook RecordClient has been informed of the purposes for which we hold and use their personal data and that it would be stored securely in Casebook?* Yes No Client has given consent for the following Special Category Data to be recorded* Health Ethnicity Religion Sexual Orientation Trade Union Membership None - we have not obtained consent for Ethnicity. Is the client British, already has Pre/Settled Status or a Visa we have asked about?* Yes No Not relevant to case Has the client granted consent to be contacted for feedback?*- we have not obtained consent for ethnicity. Is the client definitely British or have Settled Status? Granted Not granted - by what methods?* By Mobile Phone By Home Phone By Work Phone By Email By SMS By Letter Client Record Searched for and Found?* Yes No Client Name and Address checked and if required updated?* Yes Client Telephone Number checked and if required updated?* Yes Client DoB checked and if required updated?* Yes Consents given by the client updated to their record?* Yes New client record created with a minimum of Title, Name, Address, DoB and Gender recorded?* Yes Consents given by the client recorded on their new record?* Yes Did you need to consult with a supervisor about this case?* Yes - No Supervisor consulted* Essential InformationThe majority of questions on this page are considered essential and are therefore required. If you do not have some of this information they you may need to go back to the client and find outDoes client have access to the internet?* Yes Yes with assistance No What areas of Advice were discussed with the client*This is not just the presenting question but everything that was /is relevant to the clients enquiry Benefits/Benefit Entitlement Consumer Debt Employment Family & Relationships Housing / Homelessness Immigration Food LAS Other Does the client have a partner?* Yes - married/civil partnership Yes - married/civil partnership but living apart Yes - cohabiting Yes - living apart No Not relevant Unknown Does the client have dependent children?* Yes - No Unknown N/A - what are the ages and sexes of the children?*Please do not write unknown. If necessary write "Ages and sexes unknown"Have you established all the necessary additional details about the client's Personal situation?* The client suffers with long term health issues The client has had a change of personal circumstances The client has caring responsibilities Additional personal details have been provided in the exploration No additional details necessary What is the client's housing situation?* Own's home Rent's home from a private landlord Rent's home from a Social Landlord Living with friends or family Homeless (street homeless or sofa surfing) Other, details included in the exploration Not relevant to case - does the client have a mortgage? Yes No - what is the outstanding value of mortgage?- does the client rent directly from their landlord or through a Letting Agent?* Direct with landlord Through a letting agent Unknown - who is the client's landlord?*AbriAsterClarion HousingFalcon RuralGuinessHabintegHanoverHastoeHomes in SedgemoorLiveWestMagnaSanctuarySelwood HousingSHAL HousingSomerset West & Taunton CouncilSouthwestern Housing AssociationStonewaterTamar HousingWhite Horse HousingOther- how much Rent does the client pay per week or month?*- how many bedrooms does the client have? 1 bedroom 2 bedrooms 3 bedrooms 4 bedrooms 5 bedrooms - why is the client's housing situation not relevant?*Is the client and/or their partner employed?* Yes - No Not relevant Unknown - employer, hours, wages and pay date for client and/or partner*Is the client/client's household in receipt of benefits?* Yes No - which benefits?* AA CA CB CTR DLA ESA (CB or IR) ESA (NS) HB IS JSA (NS) MA PC PIP SRP UC WTC or CTC Other (include details in exploration) - DLA/PIP/AA, additional points of consideration* I have established the DLA/PIP/AA rates that the client is in receipt of Another family member or friend is claiming CA in relation to client - PIP and UC, additional points of consideration* The client is in receipt of LCW or LCWRA The client has asked for a Work Capability Assessment The client needs to ask for a Work Capability Assessment - UC assessment period dates, payment dates and payment amountsHas client's household applied for/Does client's household want to apply for benefits or elements of benefits but been declined/have not as yet done so?* Yes No - which benefits?* AA CA CB CTR DLA ESA (CB or NS) ESA (IR) HB IS JSA (NS) MA PC PIP SRP UC WTC or CTC Other (include details in exploration) - does the client need help with forms? The client is asking for help with a PIP/DLA/AA form The client is asking for help with a Work Capability Assessment form (ESA or UC) - assessment of capability* The client is capable of starting the form but needs assistance with some of it The client is not capable of completing the form - deadlines and exploration* Select All I have established the deadline for the client's forms I have done a full exploration Have you established all the necessary additional details about the client's Financial situation?* Select All Household income from employment and benefits Household income from pensions Household income from lodgers or similar Additional sources of income, details provided in the exploration Details of capital and assets (savings, property, expensive cars etc) Other, detail provided in the exploration No additional details necessary Have you established all the necessary additional details about the client's Debt situation?*Please include detail in the exploration Select All Details of Debts (how much and to whom)? Debt emergencies (eviction, court action, bailiffs)? Any actions the client has already taken Whether the client is or has been in receipt of debt advice? Other, details provided in the exploration Have you seen the client's ID (or has it already been seen)?* Yes No - office note* I have recorded an office note on the client record in CB with the date and the ID seen Have you established all the necessary details about the client's immigration status?*Please include detail in the exploration Select All Client's country of citizenship When client entered the UK and if they have been out of the country since Client's visa details, including type and expiry Client has Pre-Settled/Settled status or ILR Other, details provided in the exploration Have you established all the necessary additional details about the client's relationship situation?*Please include detail in the exploration Select All When and where the client's marriage/civil partnership took place The client is separated and the the situation is amicable The client is separated and the the situation is NOT amicable The client is separated and Mediation has been attempted The client is divorced The client is separated/divorced and court orders are already in place, details provided in exploration Other, details provided in exploration No additional details necessary If you have not done so already please follow the Food application process - Note, if the client is not a CASS client do not ask for evidence. If required the actioning LCA office will ask for this https://citizensadvicesomerset.org.uk/portal/food-bank-application-process/If you have not done so already please follow the LAS application process - Note, if the client is not a CASS client do not ask for evidence. If required the actioning LCA office will ask for this https://citizensadvicesomerset.org.uk/portal/las-application-process/ ExplorationExploration*Please record ALL relevant details of the client's situation not already recorded GoalsWhat are the client's Goals?* AdviceDetails of the Advice given to the client*Please record ALL relevant details of the advice given including rights, responsibilities, options, action taken, costs, implications etc. Are there any key dates going forward?*Please note for Employment cases there are ALWAYS key dates Yes - No - what are the Key Dates (note and describe them)?Next StepsHave you identified and agreed the next steps with the client?* Yes No Have you identified the tasks that need to be created?*Other than for food all tasks to be put in to the "CASS Supervision and Casework" task list for a supervisor to review and action Yes No Tasks Required Please make sure the task(s) are placed in the CASS Supervision task listAre you going to record an Evidence Form?* Yes No Casebook Background/NotesClick anywhere in the write up to select it and then choose to Copy (right click or Ctrl-C). Once copied and pasted, confirm at the end of this page and then FinishConsent Client has been informed of the purposes for which we hold and use their personal data and that it would be stored securely in Casebook: {field:104} Client has given consent for the following Special Category Data to be recorded: {field:195} {field:245:label} {field:190} {field:242:label} {field:242}{field:243} Client's Essential Information {Field:34:label} {Field:34} {Field:123:label} {Field:123} {Field:125:label} {Field:125}{Field:126} {Field:150:label} {Field:150} {Field:225:label}{Field:225} {Field:226:label}{Field:226} {Field:201:label}{Field:201} {Field:227:label}{Field:227} {Field:156:label}{Field:156} {Field:224:label}{Field:224} {Field:151:label} {Field:151}{Field:141} {Field:222:label} {Field:222}{Field:159} {Field:210} {Field:220:label} {Field:220} {Field:223:label} {Field:223}{Field:211} {Field:176:label} {Field:176} Exploration {Field:9} Client's Goals {Field:36} Advice {Field:140} {Field:43:label} {Field:43}{Field:138} {Field:44:label} {Field:44} Please do not forget to tag the case note with "South Somerset Abri (previously Yarlington)"Please do not forget to tag the case note with "South Somerset Hastoe" Please do not forget to tag the case note with "South Somerset Livewest (previously Knightstone)" Please do not forget to tag the case note with "South Somerset Magna" Please do not forget to tag the case note with "South Somerset Stonewater"Copy & Pasted into CB?* Yes I have updated CB
