Report Details

Report Details

Report Name

Report Name is no longer available on the Report Details card. Access Naming a Report After a Participant for more information.

Report Method

When created, Reports default to Phone as the Report Method.  In addition there are four other Report Methods to choose from:

• • Email

  • Fax

  • Online

  • Mail

Date & Time (required for all Reports)

New Reports default Report Method to Phone and Phone Call Start Date & Time to the Report created at Date & Time.

Notes:

• • If the Report Method is Phone then you only need to enter the End Date & Time of the phone call

  • End Date & Time cannot occur before Start Date & Time

    • If the Report Method is changed to any other Report Method and saved you must enter Start Date & Time again if switching back to Phone as the method

  • For all other Report Methods you only need to enter Report Date & Time.

The Report Date is either Phone Call End Date or Report Date & Time (for other Report Methods)

Report Date is used in the following places:

• • Report Index

  • Quick Information on linked units of work, person profiles, or resources

• Calculated Ages and approximate ages are calculated using this date

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