FIGR / UI TEMPLATE

Caseworker Dashboard

Manage public-benefits caseloads with verifications, interviews, eligibility decisions, notices, deadlines, escalations, and client follow-ups.

This workspace reference covers public services. Its sample screen includes Household income verification and Recertification interview and the Open case action. Adapt its workflow to your product and design system.

Caseworker Dashboard

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At a glance

Screen

Workspace

Primary action

Open case

Pattern

Caseworker Dashboard workspace

State

Default, loading, empty, error, permission, success

Design system

Adaptable product UI theme

What this screen helps with

The caseworker dashboard screen supports “Open case” while keeping caseload and tasks in view. It should show the current state even when data is missing or access is restricted.

What to look for

  • Primary action: Open case
  • Main area: Caseload brings the user to the relevant workflow
  • Related area: Tasks keeps nearby context accessible
  • Caseload: 84 in the sample screen
  • Overdue: 11 in the sample screen
  • Example 1: Household income verification
  • Example 2: Recertification interview
  • Input: Program

States to consider

  • Default: Show the main workflow and its available next step
  • Loading: Preserve the page structure and explain what is still loading
  • Empty: Say why there are no records and offer a clear first action
  • Error: Explain what failed, keep entered work, and allow retry
  • Access: Show which actions require a role or permission
  • Success: Confirm the result after Open case and say what happens next

Where it fits

Caseload → Tasks → Open case → Review result

Patterns in this screen

Caseworker Dashboard workspace, Caseload, Tasks, permission handling, error recovery

UX choices to review

Keep the primary record and next action visible while people explore details

In this example, Household income verification is one of the records worth checking. Keep the sample data clearly separate from a live system.

Place ownership, progress, and related information beside the current task

Show the history and permission context that explain a change

Try a similar screen in Figr

Design a caseworker dashboard screen for an existing public services product. Use our actual design system, components, and content rules. Cover Caseload and Tasks, include believable records such as Household income verification, and make "Open case" easy to find. Map empty, loading, error, permission, and success states. Keep the result editable in Figma.

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