The Checklist tab contains a list of reports that reference checklist items by status.
NOTE: A user must have access to the Report Library and the Checklist Tab in order to utilize the Checklist Reports tab and reports.
Standard reports cannot be deleted, however, they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
Report Name | Description |
Checklist Done Items By Class | Lists checklist items where status = 'DONE' for the selected checklist code(s) and checklist due date within selected date range. Sorted by Client Name. |
Checklist Overdue Status | Lists all checklist items that have a due date one or more days past due. Grouped by Staff Assigned, then sorts by Days Overdue. Shows a happy face next to items overdue 1-10 days; a frown face for items overdue 10-20 days, and a bomb for items overdue 21-30 days. |
Checklist Status Report | Displays the status of the case checklist for the selected case showing staff who modified the status. |