Describe your case review. Makeform creates a case staffing form for participants, discussion, decisions, owners, and follow-up dates.
Route completed staffing records to email, Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt the details, or send it to the Makeform builder.
Audience
Caseworkers, supervisors, and program partners
Format
Structured meeting record with action assignments
Prompt size
322 chars
Example form structure
Structured meeting record with action assignments
Meeting details and case reference
Participants and roles
Strengths, concerns, and recent changes
Decision and rationale
Action owner and due date
Suggested routing tags
Staffing scheduled
Action required
Follow-up due
Separate the decision from the next action. A decision explains what the team agreed; an action needs an owner and a due date.
Step 1
Prepare
identify the case question and invite the right roles
Step 2
Discuss
record updates, options, and relevant viewpoints
Step 3
Decide
state the decision and why the team chose it
Step 4
Follow up
assign each action to an owner and due date
A usable staffing record
Meeting notes often blend updates, decisions, and tasks. A structured form gives each part a clear place.
Record attendees, facilitator, roles, represented organizations, and relevant absences.
Separate case updates, strengths, concerns, alternatives, and unresolved questions.
Pair the decision and rationale with action rows for task, owner, due date, and status.
Adapt the workflow
Start with your meeting pattern, then change labels, required fields, choices, and routing.
Bring caseworkers, supervisors, and service partners into one record of progress, barriers, decisions, and responsibilities.
Organize matter status, dates supplied by the team, factual gaps, document needs, assigned tasks, and the next internal review.
Capture participant organizations, discipline-specific updates, shared decisions, and which agency owns each next step.
Use a shorter path for one focused question, the guidance given, the agreed response, and a date to check the outcome.
Build the form
Describe your process, review the fields, and publish a consistent meeting record.
Name the team, purpose, participants, discussion headings, decision fields, and follow-up details.
Use program language, set required questions, and remove details the meeting does not need.
Use conditional sections for escalation, referrals, additional review, or another meeting.
Notify designated staff, connect responses to your workspace, and apply internal access practices.
Form vs open notes
Repeatable fields keep decisions and assignments visible after the meeting.
Field guide
Use six sections to document attendance, updates, options, decisions, and follow-up.
Meeting context
A case reference and meeting purpose distinguish each review without repeating sensitive details.
Participants
Capture each participant's role, organization, attendance status, and needed contact details.
Case update
Separate changes, strengths, concerns, and service activity to focus the discussion.
Options considered
Record options, benefits, drawbacks, questions, and differing viewpoints without offering professional guidance.
Decision record
Capture the outcome, rationale, and conditions. If deferred, state what another review needs.
Actions & review
Give each task an owner, target date, status, and review checkpoint.
Related tools
Connect intake, meetings, referrals, service requests, and incident reports with dedicated forms.
Collect program requests and information staff need to route a case.
Open toolCreate a consistent committee record of discussions and actions.
Open toolKeep client information separate from the staffing record.
Open toolCollect requests for legal support and routing context.
Open toolFAQ
Practical answers for teams replacing inconsistent meeting notes with a repeatable staffing record.
A case staffing form records a team review: meeting details, participants, relevant updates, options, decisions, action owners, due dates, and the next review point. The team remains responsible for professional review.
Record the case reference, purpose, attendees, relevant changes, strengths or concerns, options, decision, rationale, and assigned actions. If a decision is deferred, note open questions and the next review trigger.
Use a repeating action group. Give each task its own owner, supporting team, target date, priority, and status so incomplete work is easy to review.
Yes. Record each participant's organization and role, updates by discipline, information-sharing status confirmed by the team, agreements, disagreements, and the organization responsible for each action. Apply your own distribution policies.
A legal team can track matter status, staff-entered dates, factual questions, needed documents, options, tasks, owners, and reviews. It is a documentation aid, not legal advice or a replacement for attorney judgment and deadline controls.
Use an internal reference, ask only what the decision requires, and remove prompts that duplicate the case file. Separate restricted material, limit recipients, and apply internal storage and retention requirements.
Yes. Makeform offers unlimited free forms and responses. You can generate, edit, and publish without a response cap; the paid tier removes the Makeform badge.
Yes. Keep stable reference, participant, decision, owner, and due-date fields, then submit a new response for each staffing. Add a prior-review date and progress section for outstanding work.
Make the next case review easier to act on.
