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. 

History Page 

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