How do I view reports that were completed in the field?

There are various entry points within the software to view reports that were submitted real-time in the field.

Client Profile

Step 1: Click on Client Reports  from within the Client Reports tab in the Client profile

Step 2: Filter to "All Statuses" to view all reports that were completed in the field for this Client

View the Report Details

Each report will be displayed as its own line:

• Date and Time completed
• Care Worker who completed the form

Click View to open the report. 

Employee Profile

Step 1: Click on [Reports] from within the Employee profile

Step 2: Filter to All Statuses to view all reports that were completed in the field by this Care Worker

View the Report Details

Each report will be displayed as its own line:

• Date and Time completed
• Client account that the report was submitted against

Click View to open the report. 

Dashboard

From the dashboard, users can view all reports submitted from the field.