Case Reporting

Revision as of 15:40, 29 March 2012 by Philip Lacey (talk | contribs)
Revision as of 15:40, 29 March 2012 by Philip Lacey (talk | contribs)

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 within a case will be returned in sequence.
  • These records will be highlighted in red.
  • This is a really good way of determining which records in a case still need to be processed.
  • Make note of the record ID's that are highlighted in red.
  • These records have been taken to process.
  • They have not been processed correctly with the right outcome.