Name *
Start time:
Finish time:
Date *
How many assessments have you completed today? *
How many applicants have you called and updated case notes for? Please name only
How many Criminal Histories or Fact Sheets have you reviewed? If so, who? Have you contacted solicitor or client to progress application?
How many unsuitable clients have you helped refer elsewhere?
Are there any urgent follow-ups for tomorrow? YesNo
If Yes, please describe:
Are there any new clients arriving tomorrow? YesNo
If Yes, Who?
Were any applicants added to pre-rehab outreach? If yes, who?
Have you made any bed offers today? If so who?
Have all voicemails and inbox been actioned by end of day? YesNo
Do you have any questions? Is there anything you’d like to learn?
