Learning Materials

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Week one

Welcome letter

Week one Induction

IT Information

Observation guidance

Confidentiality policy

BMIS guidance on storing, sharing and deleting data

Learn account instructions

Induction unit

Induction end of unit assessment

Week two

Week two Casebook

Set up your Casebook account

Changes to Casebook ahead of GDPR

Case recording unit

Week three

Week three Reception

Reception skills unit

Reception end of unit assessment

Guidance: reception

Role of receptionist

Reception open and close checklist

Reception process checklist

Week four

Week four Walkabout

Introduction to the law unit

Week four walkabout with links

Week five

Week five Gateway process

Interview skills unit

Gateway process presentation

Week six

Week six Research & information

Next steps exercises

Research & information exercises

Research & information unit

Week seven

Week seven Introduction to benefits

Week 7 Benefits overview exercise

Which Benefit? Study pack

When to offer a benefits check e-learning

Benefits end of unit assessment

Week eight

Week eight Case recording

Evidence form case studies

Gateway pro-forma

CABlink – the new evidence form

Research & campaigns unit

Negotiation unit

CABlink – Research & campaigns newsletters

Week nine

Week nine Adviceline

Client care presentation

Negotiating by telephone

Questioning and listening

Telephone skills

Discrimination unit

Discrimination end of unit assessment

Gateway proforma

Week ten

Week ten Introduction to debt

Debt study pack

A systematic approach to debt advice

Identifying and dealing with debt emergencies

Debt end of unit assessment

Week eleven

Week eleven Benefit entitlement

Benefits entitlement exercise

Immigration unit

Week twelve

Week twelve Housing

Housing case study

Housing resources

HRA flowchart

s21 flowchart

Housing unit

HRA presentation notes

 

 

 

 

 

Week thirteen

Week fourteen