The built-in basic group notes report, available from within the AWARDS Reports module, enables users to view a read-only report of group notes selected based on a variety of criteria. To view a group notes report, complete the following steps:
TIP: If the report to be viewed is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.
TIP: If a writer was selected in step 6, "Writer Caseload" can be selected from the client list to view the group notes report for all clients assigned to that writer.
The contents of this read-only report include group date and time, group name, activity, service, attendees, note text, and if applicable, individual addendums.
The process of viewing a group notes report is now complete.