Home Screen: Home File Tab

Content

  • Introduction
  • Home Screen: Home File Tab Layout
  • Show
  • Download Files

Introduction

This article is meant to assist you with the Home File Tab in a Home Screen.

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or you can contact Support at support@extendedreach.com. 

Home Screen: Home File Tab Layout

The Home File tab allows you to view all completed, due, or expiring reports and activities. Additionally, you can filter for specific activities or reports, placements, revisions that have been made to the home, and more! 

Image: “Home Screen: Home File Tab Layout”

Show

By default, it will show all records pertaining to the home. Use the drop-down menu to pick and choose what is displayed in this view.

Image: “Show Home Records Options”

Field Name Description
Activities List of all activities that are coming due or have been completed by the home
Case Notes All of the case notes that have been compiled for the home
Daily Activities View all daily activities completed or coming due 
Placements Placements that have been
Reports List of reports that are coming due or have been completed by the home 
Revisions List of any revisions that have been made
Training List of all training that has been completed or will need to be
Audit Log Shows all recent activity in the home, including who has accessed it, edited it, or created any items
Recently Deleted Lists all items that have been deleted from the home profile in 90 days

Download Files

 


You can download all of the files available in the Home File directly to your computer in a zip folder. Once downloaded, you will be able to access a folder with all the home documentation, in chronological order. 

Image: “Download Files Option”

Image: “Downloads”

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