Show:
Using Journals
Accessing the Journal
Searching Journal Entries
Modifying Journal Entries
Exporting a Journal Entry
100
Information and actions related to a case or a resource housed in the Resource Database (RDB).
What are Journals?
100
Resource ID or Case Number.
What are the Journal List search options?
100
Resource ID
What must you enter to search for a journal entry?
100
Add addtional information to the end of an existing journal entry.
What is the Append option?
100
PDF, Word, Excel
What are Export options?
200
Providers, community resources, employers and schools.
What are some Resources?
200
Date, Contact Type, Source, Description
What are the four Journal entries for when you are in the context of a case?
200
Case Number
What must you enter to search for a journal entry for a case?
200
Check Spelling, Save, Cancel
What are the Action buttons under Append?
200
Adobe Acrobat Reader
What software is used when exporting a PDF file?
300
Determines the current status and all major actions on a case.
How are Journals used?
300
Date, Journal Type, Source, and Description.
What are the Journal entries at the case level display?
300
Journal List
What page appears with the journal entries of the case for which you searched?
300
The replaced original text with the new data.
What is displayed on the Journal?
300
Exporting journal entries.
What is the only way to print journal entries?
400
To quickly determine the current status and all major actions on a case to answer phone inquiries.
How are journals used?
400
Security profile.
What dictates which button you will see on the Journal List screens?
400
These searches can only be used in conjunction with Resource ID or Case Number.
What are key words and/or date range?
400
You can copy one or multiple journal entries from one case to another.
What is the Copy option?
400
Another software where journal entries can be exported.
What is Microsoft Excel?
500
Journal entries can be system generated or manually created by users.
How are Journals generated?
500
Case-based and resource-based entries are almost the same.
What are Journal List Fields?
500
Requires at least two (2) characters and no special characters, such as !,@,#, and $.
What is Keyword Search?
500
One or more multiple journal entries from one case to another.
What is the Transfer option?
500
Another software where journal entries can be exported.
What is Microsoft Word?