Who is this article for?

Administrators who want to use the summary log and reporting features in RTW.

Administrator permissions are required.

Effectively utilising the summary log and reporting features is crucial for maintaining comprehensive oversight of Return to Work cases. This article explores how to leverage these tools to track progress, identify trends, and generate insightful reports, enabling more informed decision-making and improved management of the return-to-work process.

1. Summary logs
2. Reporting on cases and case sections
3. Further reading

1. Summary logs

In this section, a detailed list of all items from every section within the RTW case is listed, including all changes made to the case.

To view changes to any item in the case, from the summary log:

1. Use filters to search for the item.

2. Click View Change on the far right-hand side of the item.

Note: The action field displays the item's status as either created or updated.

3. Each field from the section will be listed, along with the old value compared to the new value. In the example below, the field of Suitable Duties from the RTW Plan has been updated to include limited hours of typing only.

4. Click Cancel to return to the Summary Log page.

2. Reporting on cases and case sections

Reports can be run from the overall case management page or from individual sections within a case. In both cases, the steps to run the report are the same. The examples below uses the medical certificates page to illustrate the steps.

To generate a report, from the cases page or the individual case section:

1. Click Show Filters.
2. Use Filters as required to locate the item(s).
3. Click Filter.
4. The lower half of the screen lists search results.
5. Click Excel Export.
6. In the Excel Report, sort and manipulate the data or merge the data with other reports as required.

3. Further reading

• Adding, editing and deleting items in sections in Return to Work
• Adding incurred costs to a Return to Work case
• Configuring progress reports in Return to Work