Intake submissions
J
Johanna Ripalda
We would like to know who accesses an intake after its submission. Once it is accessed, the yellow "Unread" status alert disappears, and it is set to "view". When we lose that alert, we lose track of which intakes have been downloaded once opened. Therefore, we would like to know who is going in and accessing without downloading.
T
Tiffany Blacklock
Hello Johanna! If you have administrative privileges in the system, you can view the "audit trail" for the intakes.
MY DASHBOARD>REPORTS> AUDIT TRAIL
You can then change the OBJECT TYPE to CLIENT FORMS. Be sure to adjust the date range if needed. You will then see who reviewed the forms.
Hope this helps!