You can generate two PDF reports for case notes if you have the privileges to view, edit and create.

• The summary report generates all case notes for the 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

• 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.

• Download Manager & where to find it