Workload Management Introduction

Once an offender is active on TAG, the work being done on that offender (investigative report requests or supervision orders) must be assigned to an officer. The TAG Workload Management module provides you with two approaches you can take:

  1. Assign the offender to a primary officer who then is automatically assigned all work being done on that offender.

  2. Treat each individual order or request separately and assign each one to the same or different officers.

If option 1 is chosen, the offender is assigned to an officer or supervisor using the Assign/Transfer Primary Ownership screen. The assigned officer becomes the automatic default for all work assignments (i.e. all orders or requests entered on the system for that offender), as well as the owner of the offender case plan and paper file tracking record. The primary officer of an offender is also the recipient of automatically generated e-mail about that offender, triggered by TAG in certain situations. In addition, the primary officer's name and role appears in the Header block of the offender record. When the primary ownership of offender work is transferred to another office or officer, TAG automatically transfers all of that offender's work assignments, plus the case plan.

If option 2 is chosen, officers are assigned work through the Assign Work To Officer window, which can be accessed directly from the Orders and Requests screens. Subsequent screens in this module allow for the transfer of work to other officers at the same office, or to other community offices.

Each workload component (community order or request) is given a value called a workload weighting. This is used to measure the workload assigned to an office or an officer. For each order/request component, variables for defining workload are court type, time served and supervision level. Each weighting is also defined (by your system administrator) to be calculated cumulatively or separately from any other orders or requests. This makes possible a continuous, up-to-the-minute assessment of workload by office and officer.


learn about primary ownership.

learn about assigning work to officers.

learn how to inquire on an office workload.

learn how to inquire on an officer workload.

learn about external work transfers.

learn about internal work transfers.

learn how to inquire on your work assignment history.