Wiki source code of Export Notes

Last modified by MasterApps Support on 2021/06/18 02:10

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1 All notes that have been captured in Injury Master can be exported into a single document. This is useful in situations when all filenotes pertaining to a certain claim are requested, such as in legal processes. 
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3 To export all notes relating to a specific claim, select the **Blue** drop-down arrow from the **Notes / Actions** area, and select “View Notes Export Report.”
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5 [[image:Attachments.WebHome@mceclip1.76c23.png||style="max-width:967px" alt="mceclip1.png"]]
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7 You will be redirected to the **Notes Export Report** page. From here you can specify which **Note Types** you want included in your export. This includes both system Note Types and any custom Note Types created for your account. Selecting no Note Types will include ALL Notes / Actions in the report.
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9 You can also select from a number of document formats for your report. Once happy with your selection, select **Run Report** to create the export.
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11 [[image:Attachments.WebHome@mceclip2.1fa05.png||style="max-width:704px" alt="mceclip2.png"]]
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13 The **Notes Export Report** includes the list of Notes / Actions with the following information:
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15 *. **Worker Name**
16 *. **Created By** User
17 *. **Created date**
18 *. //Note Type//
19 *. //Note content//
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21 [[image:Attachments.WebHome@mceclip3.8b813.png||style="max-width:438px" alt="mceclip3.png"]]

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