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Casework Overview under NDP
Casework Process Overview in NDP Areas
Updated on
Feb 17, 2025
This document is an overview of the Casework process in NDP areas.
NDP Casework Volunteer and Beneficiary Journey_ 2025.pdf
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Almonisation Process, Order of Almonisation
Caseworking
Casework Overview under NDP
3
Details of the Casework Process
Overview of changes to SSAFA's service delivery in the last 5 years
Casework Process Overview in NDP Areas
Casework Guidance
28
Almonisation Process, Order of Almonisation
Antecedent Regiment List
Arranging a Client Visit
Caldicott Principles
Casework Supporting Documentation
Caseworker's Report Best Practice Guidance
Definitions of Cases, Visits and Enquiries
Eligibility for SSAFA Support
Emergency Verification of Service
Guide - Requesting Assistance from TRBL’s Central Grants Team
Handling Difficult Clients
How to - Egress Switch Secure Email, accessing
How to - Send Teams Meeting Invites to and from Go Assemble Accounts
How to Upload Documents from a Phone or Tablet Directly to Mosaic
Mosaic - Attachment Naming Convention
Mosaic - Caseworkers Workbook
Passing a Case to Regional Office
Regional Office Verbal Consent
Remote Casework
Risk - Casework Risk
Risk - Personal Safety leaflet
Risk - Safeguarding and Risk Management
SSAFA Crisis Support
The OT Practice (TOTP)
Verification of Service
View and accept a casework ‘task’ on Go Assemble
Visit Checklist Guidance
File Formats on Go Assemble
Casework Forms and Templates
17
AO Business Order Form
Assistance Providers Requirements, Matrix
Caseworker Visit Checklist
Client Referral Form into SSAFA
Emergency Proof of Service Application Form
Form 24 - Relief from VAT on goods and services for disabled people
Leaflet - How Military Charities will use my personal information
Leaflet - Notes for Clients
Mosaic (CMS2) Form A
OT Practice Referral Form
Regional Office Contact Details
Safeguarding Concern Reporting Form
SAIL Referral Form
SSAFA Client Authorisation to External Organisations
SSAFA Data Collection Form
Template Communications re Debt Advice
Verification of Service Application Form
SSAFA Financial and Grants Guidance
1
Case Grant Remainders Spreadsheet
Other Resources
Branches
Compass
SSAFA Policies & Guidance
Veterans in the Criminal Justice System (VCJS)
NDP Guidance, Procedures, Policies and Management Oversight
GoAssemble User Guides
GoAssemble Supervisor Guides
GoAssemble Mobile App
Getting Started with Learning Base
Sir James Gildea Awards
Support & Supervision
General Information
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