Difference between revisions of "Print Record"

Revision as of 10:20, 19 December 2014

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.

This will take you to the screen shown:

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.

Uses for the Print Record feature include:

All subject to your Data Protection responsibilities.

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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.
 * '''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.