What is the first step that a Field Representative should take when managing a case?

The correct first step for a Field Representative when managing a case is to assess the situation and gather relevant information. This foundational action ensures that the representative fully understands the context and specifics of the case before taking further steps. By assessing the situation, the representative can identify key details, potential challenges, and the needs of the constituents involved. Gathering relevant information is critical because it sets the groundwork for informed decision-making and effective problem-solving throughout the case management process.

Once the representative has a comprehensive understanding of the situation, they can then consider consulting colleagues, drafting reports, or contacting constituents with a clear focus based on the information collected. This systematic approach ultimately leads to better outcomes for the constituents and enhances the overall efficacy of case management.