Search Result Columns - Supplementary Reports (SR)

Modified on Tue, 16 Jul at 6:46 AM

OVERVIEW

All Reporting Service databases have organisable columns of case data to help users obtain high-level information of the case that users are looking for. This article covers the list of data available from the Supplementary Reports (SR) service that can be displayed as a table column in the database search results.

DIRECTORY

The following search results columns are available for Supplementary Reports.

Column Name	Definition & Notes
Client Description	Person who the report/records is written for Interactable field - opens the Client's User Account
Case Number	Unique Kawaconn Case ID Interactable field - opens the Case Sortable Table Column (Alphabetical)
Case Status	Tracking the progression of the Case Interactable field - opens the Case's Status History Sortable Table Column (Chronological - based on workflow)
Report Draft Received	Tracks if the specified Case Status has been completed
Report Draft Sent to Specialist	Tracks if the specified Case Status has been completed
Report Returned from Specialist	Tracks if the specified Case Status has been completed
Prepayment (Booking Company)	Tracks if prepayment requirements have been paid by the Booking Company
Prepayment (Provider)	Tracks if prepayment requirements have been paid to the Provider
Request Date	When the case is created
Action Required	List of ad-hoc tasks to complete that are not specified in the Kawaconn workflow Interactable field - opens a list of Action Notes assigned to the case
Booking Notes	Additional comments to note regarding the service
Claim Number	Booking Company's ID/reference
Type of Claim/ Type of Report	Categorisation of reports the provider services
Booking Company	Entity requesting the provider for a service/report Interactable field - opens the Company's User Account
Booking Case Manager	Employer of the Company, and requesting the service Interactable field - opens the Case Manager's User Account
Assessing Specialist	Person with accreditations that'll allow them to assess and provide the service for the Client Interactable field - opens the Specialist's User Account
Paperwork Sent Date	Date of when the Letter of Instruction/Brief has been sent to the Specialist
Status Date	Date of when a Case Status has most recently been updated
Next Task	Anticipated task to complete to progress the Case (Status)
Next Task PIC	Staff responsible for looking after the completion of the next task
Created By	The User (Staff or Case Manager) that created the Case