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Configuring progress reports in Return to Work
Who is this article for?Administrators who want to learn how to configure progress reports.
Administrator permissions are required.
Configuring progress reports is an important step in effectively monitoring and managing the Return to Work process for recovering employees. This article guides you through the setup and customisation of progress reports, enabling you to track key milestones, assess recovery status, and make informed decisions to support successful workplace reintegration.
1. Progress report
In this section, add progress reports or a log contact and correspondence activities associated with the case. All historical items are then listed.
1.1. Definition of fields
|
Name |
Definition |
|---|---|
|
Entered By |
Automatically populated with the logged in users name. This cannot be edited. |
|
Date |
Automatically populated with the date of entry. Note: this cannot be edited. |
|
Type |
Select the type of contact, for example: email, phone, mail, in person. |
|
Contact With |
Enter the name of the person contact was made with. |
|
Notes |
Enter all notes/ description of the contact. |