Print Record

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

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.