Case Reporting

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