Difference between revisions of "Case Reporting"

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*Go to '''Queue Management -> Set the Current Working Outcome'''
 
*Go to '''Queue Management -> Set the Current Working Outcome'''
 
*In the Taken to Process listing, the records will now have decreased.
 
*In the Taken to Process listing, the records will now have decreased.
*This is because you have just processed one of these records in your reminder list.
+
*This is because you have just processed one of the records in your reminder list.
*Depending on the outcome chosen on this record, it will now be a different Incomplete outcome or a Finished Outcome.
+
*Depending on the outcome chosen on this record, it will now be either a different Incomplete outcome or a Finished Outcome.
*
+
*If you want to process all of these Incomplete records, go back to '''My Reminders''' and continue the process as above.
 +
 
 +
==='''My Still Open Cases'''===

Revision as of 16:02, 29 March 2012

In the Case and Form Management Menu, there are two sections on reporting:

  1. My Reports
  2. My Team Reports

1 My Reports

Within the My Reports section, there are two sub-sections:

  • My Reminders
  • My Still Open Cases

1.1 My Reminders

  • All Incomplete records will be returned in sequence, including all records that have been taken to process.
  • These records will be highlighted in red.
  • This is a really good way of determining which records have not been processed correctly.
  • Click on the blue button beside the record ID's that are highlighted in red.
  • This will take you directly to the record.
  • Save the record with the correct outcome.
  • Go to Queue Management -> Set the Current Working Outcome
  • In the Taken to Process listing, the records will now have decreased.
  • This is because you have just processed one of the records in your reminder list.
  • Depending on the outcome chosen on this record, it will now be either a different Incomplete outcome or a Finished Outcome.
  • If you want to process all of these Incomplete records, go back to My Reminders and continue the process as above.

1.2 My Still Open Cases