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.
