Facilitator demo 12 of 16

Open issue reports

See reports this client has already filed.

Where this is: Open a client. The button appears only when that client has an open report.

  1. Step 1. Look for the button

    Open issue reports is hidden when this client has nothing open. The count on the button is how many reports are waiting.

  2. Step 2. Read each report

    Each row shows the subject, status, and when it was filed.

  3. Step 3. Follow up outside this list

    This panel is a readout. Use Client notes for what you did next, and contact the member or an admin if the report needs a fix.

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