Difference between revisions of "Case Reporting"
From All n One's bxp software Wixi
Philip Lacey (talk | contribs) |
Philip Lacey (talk | contribs) |
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==='''My Reminders'''=== | ==='''My Reminders'''=== | ||
| − | *All Incomplete | + | *All '''Incomplete''' records will be returned in sequence, including all records that have been '''taken to process'''. |
*These records will be highlighted in red. | *These records will be highlighted in red. | ||
| − | *This is a really good way of determining which records | + | *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 these 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. | ||
| + | * | ||
Revision as of 15:54, 29 March 2012
In the Case and Form Management Menu, there are two sections on reporting:
- My Reports
- 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 these 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.
