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Engage: Case History Log

The Case History page will provide a users the ability to view a timeline of the most important events that have occurred on a case. 

You can access the Case History by selecting the View History icon from the right-hand action menu. 

Screen Shot 2023-02-16 at 12.43.32 PM

History Page 

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Events Types captured in Case History

Each time an event is logged, it captures the date, the time, and the user who created that event

  • When a case is created
  • When a note is created
  • When intake is attached to a case
  • When a form is submitted to a case
  • When an attachment has been uploaded to a case
  • When a new user has been assigned or reassigned
  • When the primary user has been set
  • When a new involvement has been added for a person on a case
  • When a person has been enrolled in a service
  • When a new person is added to a case