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View Report

How to View Report

  1. Click “Report”

View Report in Staff App

How to Search / Filter Report

  1. Click “Search Care Recipient” then fill in care recipient name
  2. Click “Date” then select a date to filter
  3. Click “Role” then select a role to filter
  4. Click “Activity” then select an activity to filter
  5. Click “Status” then select a status to filter

Search Report in Staff App

How to Edit Unsend Report

  1. Click “Report”
  2. Click “Edit”
  3. After making changes, click “Save”

Edit Report in Staff App

How to Delete Unsend Report

  1. Click “Edit”
  2. Click “Delete Report”

Delete Report in Staff App

How to Send Report

  1. Click “+”
  2. Click "Send Report"
  3. Click on the tickbox to select reports, or click “Select Visible Items”
  4. Click “Send Report”
  5. The report will be marked as “Sent” and can no longer be edited after submission.

Send Report in Staff App