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:
Fax
Online
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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