Home Screen: Home File Tab
- Home Screen: Home File Tab Layout
- Download Files
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 firstname.lastname@example.org.
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”
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”
|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|
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”