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You can generate two PDF reports for case notes you have privileges to view, edit and create.
The summary report generates all case notes for specified criteria, including category, subcategory, creator and dates.
The Case Notes list generates a report based on the case notes accessible to that user.
In both cases, you’ll find your reports in the Downloads Manager.
View Case Notes
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Click Well-Being > Case Notes
Generate Summary report
Click Summary.
Choose the criteria.
Click Generate.
Generate report on your case notes
This is a two-step process.
Reorganise the reports on the page
Click column headings to change the report order
Click Filter to specify which reports are displayed.
Choose your criteria.
Click Apply Filter.
Generate the report
Click Case Notes List.
Next step
Open the download manager and download your report.