Social Work Caseload and Case Compliance Tracker
Mandated contact interval enforcement. The buyer's real exposure is a required contact that did not happen inside the required window. The file lets them set a contact interval per case and returns a daily list of cases out of compliance, with days overdue — plus a court and deadline calendar. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Mandated contact interval enforcement.
- Built around the dates that actually bite: Mandated contact intervals, court and hearing dates, case review deadlines, service authorisation periods.
- Cases tab
- Contact Log tab
- Court Dates tab
- Case Reviews tab
- Compliance tab
- Service Auth tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Cases
- Contact Log
- Court Dates
- Case Reviews
- Compliance
- Service Auth
- Lists
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- No macros, no add-ins, no subscription
Honest scope
This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district or clinic documentation system - those stay your professional judgement.