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Linsey Bennett
  • Different results when generating report
  • Report excludes attachments at times
  • Outlook integration; some records pull email content/detail and attachments, some do not (no pattern)
  • Case Details page to include oversight of all core documents as these are not recorded as an activity, or uploaded as attached: Allocation Meeting, Mental Health Scale, Partnership Agreement, Safety Plan (this is sometimes entered as an activity and uploaded, but sometimes entered as safety plan - FPP consistent practice required), SDN Village. These are not currently captured on chronological index OR easily identified as to whether there is a record on system without manual searching)
  • Doesn't draw upon all systems (CRM 2013, 2016, CMS versions) and ensure it pulls all required documents