Difference between revisions of "Print Record"

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* '''Style of Report: Summary''' prints some basic details about the client and their contact details; '''Detailed''' also prints personal details, Club and Clinic memberships, etc.
 
* '''Style of Report: Summary''' prints some basic details about the client and their contact details; '''Detailed''' also prints personal details, Club and Clinic memberships, etc.
 
* '''Show Referral History:''' choose whether you want to print out details of the activity on the client's History tab, and select relevant Projects (or all Projects) as appropriate.
 
* '''Show Referral History:''' choose whether you want to print out details of the activity on the client's History tab, and select relevant Projects (or all Projects) as appropriate.
* '''Include Major Relationships:''' if this client has [[major relationship links|Relationships Screen]] with any other org/person, you can opt to include their referral history.
 
 
* '''Include Extension Database Records:''' choose which Extension Databases to display on the printout, if any.
 
* '''Include Extension Database Records:''' choose which Extension Databases to display on the printout, if any.
  

Revision as of 10:20, 19 December 2014

Helpheader small.png

The Print Record feature allows you to print details of any organisation/person on your system, and (optionally) details of work done with them.



Using Print Record

Access the feature by clicking the "Print Record" button.


File:PrintRecord 2.png


This will take you to the screen shown:


File:PrintRecord 1.png


The options you can choose are as follows:

  • Style of Report: Summary prints some basic details about the client and their contact details; Detailed also prints personal details, Club and Clinic memberships, etc.
  • Show Referral History: choose whether you want to print out details of the activity on the client's History tab, and select relevant Projects (or all Projects) as appropriate.
  • Include Extension Database Records: choose which Extension Databases to display on the printout, if any.

Here is an example printout.


File:PrintRecord 3.png


Examples of use

Uses for the Print Record feature include:

  • printing a paper copy to take to an appointment with that client
  • providing case histories to funders
  • using individual client histories for audits

All subject to your Data Protection responsibilities.