Client Case Notes

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Case Notes

Client case notes reporting.

Applies To:    Enterprise    Plus   Basic

• Course Search Option: Because a Course Code can exist in Case Notes based on an Assignment or a Course Code in the actual Case Note record, if you use a Course Code, Course ID, Section ID, date restriction, Session, Activity Type, Period, or Course Status search field, you must determine which course is referenced.  The default is the Course associated with the Case Note.
• Staff Search Option:  Because a Staff record exist in Case Notes based on the staff record associated with an Assignment, Course Code in the Case Note record, or Staff in the Case Note record, if you use the Staff search field, you must determine which staff is referenced.  The default is the Staff associated with the Case Note staff field.
• Restrict Dates:  Restrict Case Notes based on the Case Note date to within the start and end dates of the Course Section.  See Course Search above.

 Enrollment Status values are defined as follows:

• All = status is ignored but assignment must exist
• Active Only = status starts with the letter “E”
• Inactive Only = status starts with the letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
• Active and Inactive Only = status starts with the letter “E”, letter “C” or “Did Not Complete”  (Inactive assumes was active at one time)
• Other values must be an exact wording match

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