Skip to main content

Form and case history

In this article, we explain how you can view form and case history.

L
Written by Lucy Robbie
Updated over 3 weeks ago

You can view form and case history, such as when a form was edited, if the form has been deleted and if any case details change, such as key safe number.

This is a useful feature if forms have been deleted or edited a number of times. You can view who edited them and when, as well as what was edited on the form.

View history

To view the history, follow these simple steps:

  1. Click the three-line menu.

  2. Select the service the service user is under.

  3. Select the service user.

  4. From the left-hand panel, select History.

  5. Here you can view the form and case history.


From shows as deleted

The form can show as deleted for a couple of reasons, If a form is linked to a visit type but the carer does not have the correct permissions to create forms, the app may still allow the carer to complete it. However, when the data syncs, the server will reject the form due to the lack of permissions, causing it to appear as deleted.

When a form is submitted during a visit and the carer syncs their device, the system may temporarily delete and then re-add the form during each sync. While this can make it look like the form was deleted in the history, it is still available and will show as re-added.

If a form is submitted during a visit that hasnโ€™t been ended, and a web user edits the form before the carer syncs their device, the sync process may delete the original version of the form.

Did this answer your question?