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How can you review completed checklists of jobs or review audit trails for completed jobs?

A step-by-step walkthrough for how can you review completed checklists of jobs or review audit trails for completed jobs?

To access the completed checklists for each service or the audit log you go to the client by clicking their name under the client view, then click on the client summary, scroll down to see the services and checklists for each service, click on the small blue arrow to next to Active Services to expand the section and the checklists, notes and audit log are there under each service

 

Locate desired client and then Summary

 

Expand the required Service with the blue chevron

 

Once expanded, you can see the Checklist as required - you can also see whether it is completed or in progress. 

 


You'll also note that this is where you find you AUDIT TRAIL