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The Log tab is used to document documents any comments or notes about a case.

Info

The Summary, IEP, Personnel, Log, and Device tabs are disabled when the Student Services tab is opened. The Demographics tab becomes visible when a case is moved to the "COMPLETED" status. To activate the tabs, click the Select button on the Case Grid for the case you wish to view.

Open the Log Tab

  1. Select the case on the Case Grid.

  2. Select the Log tab.  

  3. Completed log entries appear on the grid. 

Add a New Log Entry

Note

To add a new log entry, do not select an existing entry. 

  1. Select a Category (required field).

  2. Select the Log Date (required field). The current date is auto-filled. 

    1. The current or

a

    1. past date can be entered.

  2. Enter a Comment. The text field has a limit of 1000 characters. The text can be directly entered or pasted from another source. If pasting, it is best to right-click

in

  1. on the field and select "Paste as plain text" from the menu. 

    1. To insert a hyperlink in the comment, enter the web address inside brackets [

 

    1. ], i.e. [ESI: Student Services - Log Tab - Technology Services Knowledge Base - Technology Services Knowledge Center ]. This displays the full web address in the comment.

    2. The web address can be replaced with text, which can be helpful if the web address is lengthy. Enter the web address in

the

    1. brackets, and then add the text you wish to display inside parentheses following the web address. A space

can be entered

    1. between the web address and the text can be entered, but it is not required. Be sure to close both the parentheses and the brackets, or an error will appear when saving. The text inside the parentheses replaces the web address. For example, the entry [ESI: Student Services - Log Tab - Technology Services Knowledge Base - Technology Services Knowledge Center  (Help Site)] displays on the grid as a link: Help Site. See the example following step 8 below in which the first link was entered in brackets, and the second, following ‘or’, using parentheses inside the brackets with alternative text.

  2. Save. 

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  3. A new entry is added to the grid.

  4. The comment appears, including any links added.

  5. The name of the person completing the comment, along with the date and time the comment was saved, appears in the row. 

  6. To remove a log entry, select Delete. 

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  7. When a new log entry is saved, the number of "Log(s)" on the Case Grid updates. 

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Edit an Existing Log Entry

  1. Select the Log tab.

  2. Select the comment to be edited.

  3. Edit the Category, Log Date, and/or Comment.

  4. Save.

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  5. The revised comment appears on the grid.

  6. The name of the person editing the comment

, along with

  1. and the date and time the comment was updated

, appears

  1. appear in the row. 

  2. To remove a log entry, select Delete. 

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