Work


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Use the ‘Copy Script to Clipboard’ button on the right to do just that.
 
Then, in Casebook, CTRL+V to paste the script into your notes.

Work, generic script Q’s:

Has the client contacted us or anyone else about this before:(If yes state who)

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Is there any conflict of interest? (If ‘yes’ state name or N/A)

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Has the client confirmed they have access to the internet access and can use it?

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Has the client confirmed they are able to read and act on information on the internet or by email?

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If ‘no’, is there anyone else who can support client with this?

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Assess client’s overall communication skills (with or without email access can client write letters, cope with forms)

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Is client vulnerable in any way (mental or physical problems, educational difficulties etc.)?

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Profile & Consent:

Has the client given permission to record details today?

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Has the client given permission to share details with research partner? OR Client wishes to remain unnamed and was given their Client Reference Number? (delete whichever is not applicable)

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Check client profile details and update if necessary – record information

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Update special category consents

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Client details

What benefits are you receiving at the moment (ensure added to profile)?

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Is anyone else in your household receiving benefits?

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Do you have any children dependent on you (number and ages)

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Details about the issue

Are you still working? If not, were you dismissed, made redundant, walked out, suspended?

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How long employed?

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Are you employed or self-employed?

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Are you a member of a trade union?

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Are you pregnant? (or other potential discrimination issue)

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Details about employment

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Name of employer – CONFLICT CHECK?

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Does your home come with the job, e.g. bar work, nanny, agricultural tenancy?

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Do you have a written contract?

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Issue

What has happened?

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Has your employer been following a procedure, e.g. grievance or dismissal?

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What are you hoping we can do for you?

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Has this happened to anyone else that works with you?

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There is legal protection if you are treated unfairly because of your race/gender/disability/sexual orientation/religion or belief/age. Do you think this could apply to your situation? If yes – full advice interview.

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Key dates to record

When did the issue first crop up?

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The last time the event occurred.

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Date of dismissal.

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Any meetings or tribunal dates.

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Time limits 

Claim to employment tribunal – within three months

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Other issues to check for

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Benefits

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Debt

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Housing

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Information Sources

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Next steps

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