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Children & Young People’s Social Care Version 7.1 September 2014

RAISE DOCUMENTS

USER GUIDE DOCUMENTS DOCUMENT SEARCH ATTACHMENTS RELATED PAPER FILES CASE NOTES

Contents RAISE Documents

CONTENTS

OBJECTIVES................................................................................................................................................................................................................1

DOCUMENTS.............................................................................................................................................................................................................2

WHERE CAN I FIND DOCUMENTS?.............................................................................................................................................................................2CREATE A NEW DOCUMENT/ASSESSMENT................................................................................................................................................................3

Completing a Document/Assessment.....................................................................................................................................................................3UPDATE A DOCUMENT/ASSESSMENT.........................................................................................................................................................................4

Locate by Client.....................................................................................................................................................................................................4Locate by Referral.................................................................................................................................................................................................5Locate by Assessment – searches through all clients............................................................................................................................................5

CLONING DOCUMENTS.........................................................................................................................................................................................6

WHERE CAN I CLONE DOCUMENTS?.........................................................................................................................................................................6CLONE A DOCUMENT.................................................................................................................................................................................................6DOCUMENT VERSION HISTORY.................................................................................................................................................................................8

EXPORT & IMPORT DOCUMENTS – NOT USED BY POOLE........................................................................................................................9

WHERE CAN I IMPORT & EXPORT DOCUMENTS?......................................................................................................................................................9EXPORT FUNCTION.....................................................................................................................................................................................................9IMPORT FUNCTION...................................................................................................................................................................................................11

Import Function in RAISE...................................................................................................................................................................................11Import Function from within the Open Document..............................................................................................................................................11

AUTHORISING DOCUMENTS / ASSESSMENTS.............................................................................................................................................12

Re-opening Documents........................................................................................................................................................................................12

DOCUMENT SEARCH............................................................................................................................................................................................13


Contents RAISE Documents

RELATED PAPER FILES.......................................................................................................................................................................................15

WHERE CAN I FIND THE PAPER FILES BUTTONS?....................................................................................................................................................15CREATE PAPER FILES...............................................................................................................................................................................................16

ATTACH DOCUMENTS.........................................................................................................................................................................................17

WHERE CAN I FIND THE ATTACH DOCUMENT BUTTONS?.......................................................................................................................................17ATTACHING A DOCUMENT.......................................................................................................................................................................................17VIEW AN ATTACHED DOCUMENT............................................................................................................................................................................19CLONE AN ATTACHED DOCUMENT..........................................................................................................................................................................19ATTACHED DOCUMENTS OVERVIEW.......................................................................................................................................................................20

View documents in their various folders.............................................................................................................................................................20

CASE NOTES............................................................................................................................................................................................................21

WHERE CAN I FIND THE CASE NOTES BUTTON?......................................................................................................................................................21VIEW CASE NOTES...................................................................................................................................................................................................21SEARCH CASE NOTES..............................................................................................................................................................................................23

Print Preview the Search Results........................................................................................................................................................................24RECORD A CASE NOTE............................................................................................................................................................................................25

Formatting a Case Note......................................................................................................................................................................................26Case Note Email Notifications............................................................................................................................................................................27

UPDATE EXISTING CASE NOTES..............................................................................................................................................................................28MARK A CASE NOTE TO ADD TO CHRONOLOGY.....................................................................................................................................................29

Existing Case Notes.............................................................................................................................................................................................29New Case Notes...................................................................................................................................................................................................30View all Significant Events Case Notes...............................................................................................................................................................31

DELETE A CASE NOTE.............................................................................................................................................................................................32SHOW ALL CASE NOTES..........................................................................................................................................................................................33PRINT CASE NOTES..................................................................................................................................................................................................34CLONE A CASE NOTE...............................................................................................................................................................................................36

Editing a Cloned Case Note................................................................................................................................................................................36CASE NOTE AUDIT TRAIL........................................................................................................................................................................................37COPYING AN EMAIL INTO A CASE NOTE.................................................................................................................................................................38COPYING TEXT FROM A WORD DOCUMENT............................................................................................................................................................39


RAISE Documents

OBJECTIVES

Children & Young People’s Social Care Page 1

By the end of this session you will be able to: Work with Documents

Create, complete and update Locate and save

Search for documents Clone Documents Export & Import Documents Authorise a document Attach Documents to Clients Record & find Related Paper Files Work with Case Notes

Record , update and format Print Delete Clone Inserting an email / document text into Case Notes

RAISE Documents

DOCUMENTSAssessments / Documents can only be created when an active Referral is selected and the banner is displayed, showing details of the client and the selected Referral.

WHERE CAN I FIND DOCUMENTS?Documents / Assessments can be found in the following modules / screens within RAISE:

Referrals / Open Cases Assessments / CIN Children in Care Child Protection – Details Pathways Team Adoption – Prospective Adopters / Special Guardians, Children for Adoption Foster Carers Setup – Fostering / SC / SL

1. Ensure you have the selected the client in the Referrals module2. From the Module Bar / Childrens Services

Select one of the modules, eg Assessments / CIN, Pathways Team3. If necessary select the Document tab


PERSONAL DETAILS

ACTIVE REFERRAL

Assessment CiCCP

RAISE Documents

CREATE A NEW DOCUMENT/ASSESSMENT

1. Select the Document from the drop-down list available

2. Select/enter a Start Date3. Select the Insert button

COMPLETING A DOCUMENT/ASSESSMENTWhen the selected document is opened any pre-defined fields will be automatically populated, eg Name, Address, DOB4. Complete the necessary free text boxes, eg health, education, family history, analysis5. Use the Spell Check facility to check for spelling errors6. Preview the document by clicking on the HTML Preview button7. Save permanently records the details on the Assessment document8. To print the document

Select the View in Word buttonFrom the File MenuSelect Print…Check options, eg number of copies, print range, printer nameClick on OK

9. On completionSelect the Close button

Personal details are refreshed each time the Assessment document is opened.

If you make any changes to the document whilst Viewing it in Word these changes will not be saved to the original document. If you wish to work on the document off line then use the Export & Import functions – see page 9.


SAVE, CLOSE, RE-OPEN

your document frequently whilst

completing it

Once an Assessment has been finally ‘closed’ details can be viewed but not amended

To ‘re-open’ a document simply clone it to the same client

RAISE Documents

UPDATE A DOCUMENT/ASSESSMENTYou can locate an Assessment in a number of ways:

Locate by Client Locate by Referral Locate by Assessment

LOCATE BY CLIENT1. Ensure you have the client selected in Personal Details

If necessary - using Client Search, search for the Client, eg Daisy Flower2. From the list displayed in the lower pane in Personal Details

The Task column indicates where you can find the document eg CIN – Core Assessment / Assessments CIN3. From the Module Bar, select the appropriate module, eg Assessments / CIN4. Double-click the document to edit, save, print and close


Displays a list of documents and in

what module you can find them

RAISE Documents

LOCATE BY REFERRAL1. From the Referrals / Open Cases module

Search for the Client, eg Daisy Flower2. Select the required Referral3. From the Module Bar

Select Assessments / CIN4. Double-click the required Document, eg CIN – Single Assessment & Intervention5. Edit the document6. Save, Print and Close the document

LOCATE BY ASSESSMENT – SEARCHES THROUGH ALL CLIENTS1. From the Assessment / CIN module

Search for the Client, eg Daisy Flower – if necessary2. From the list displayed in the lower pane

Double-click the required Assessment, eg CIN - Core Assessment3. Edit the document4. Save, Print and Close the document


This method is particularly useful when looking for a particular

type of Assessment commenced or

completed in a certain time frame.

In this example all CIN – Child in Need Plans

commencing during April will be displayed.

RAISE Documents

CLONING DOCUMENTSWHERE CAN I CLONE DOCUMENTS?

The Cloning button is found in the following modules: Referrals / Open Cases – Document tab Assessments / CIN Children in Care – Document tab Child Protection – Details

Document tab – Record of outcome of Section 47 enquiries document only Other CP Documents tab – Strategy Discussion document only

Pathways Team Adoption – Prospective Adopters / Special Guardians, Children for Adoption – Document tab Foster Carers Setup – Fostering / SC / SL – Document tab

CLONE A DOCUMENTThe cloning process allows the details from a Document / Assessment that has already been created for the primary client to be copied to secondary clients. This is particularly useful when having to write up the same details for a number of children in a family.

The document must have been inserted / created / saved before you can clone it

1. Open the client (primary) who you wish to clone the document fromSelect one of the modules eg Referrals / Open Cases (double-click to open), CiC, Pathways TeamSelect the Document tab if necessarySelect the document to clone – one click

2. Select the Clone button


The system will remind you that this document has been cloned and that you may need to edit the details

Use this method to ‘re-open’ a document by cloning it to the current client

RAISE Documents

7. Select the Back button8. Double-click the Document / Assessment to open it and make any changes


5. Type in the start date of the document

6. Click on OK, OK

Some clients might have more than one

referral – one of which might be

closed

Clones to all related clients

3. Select clients to clone to

4. Select the Clone button

SAVE your document frequently!

Select the sign to expand the folders. This will give you

further information about the Referral

Once opened the document can be ‘viewed in word’ and printed off

RAISE Documents

DOCUMENT VERSION H ISTORYThis button is found on all screens where documents/assessments are stored, eg Assessments/CIN module. Selecting this button will show a list of current and previous saved versions detailing the date, time and by whom the document was edited. On opening an entry the document which was saved at that time will be displayed. You cannot revert back to a previously saved document but contact RAISE Support who might be able to accomplish this from the database tables.

Ensure you select the document before selecting the Doc Version History button


1. Select a document

2. Select to see a history of saved versions

3. Double-click to open this saved version

Closes the window

RAISE Documents

EXPORT & IMPORT DOCUMENTS – NOT USED BY POOLEThe Export process allows you to save documents, outside of the RAISE database, so that it can be updated off-line. Once the document is exported, it is marked as Checked out to the exporting user, and no more changes can be made to that document within the RAISE system. The exporting user will update the document offline and then Import it back into the RAISE system. At that point it will become freely available to all system users for updating.

WHERE CAN I IMPORT & EXPORT DOCUMENTS?The Export and Import buttons can be found within the following modules/areas:

Referrals / Open Cases – Document tab Assessments / CIN Children in Care – Documents tab Child Protection – Details

Document tab Other CP Documents tab

Pathways Team Adoption – Prospective Adopters / Special Guardians, Children for Adoption Foster Carers Setup – Fostering / SC / SL

EXPORT FUNCTION The Document must have been created before you can export it

1. Open the Client whose document / assessment you wish to export2. From the appropriate screen eg Document tab, Pathways Team screen

Select the document / assessment to be exported3. Select the Export button


Save your work frequently to avoid loss of data

Contact the management Information Officer to re-activate a document that has been lost

RAISE Documents

4. In the Save As dialogue boxSelect the location and type in the name of the fileClick on Save

5. Open the document offline and complete the relevant details

When working offline the buttons at the top of the document are slightly different.


RAISE Documents

IMPORT FUNCTIONOnce changes are made to the Exported document, the document must be imported to bring it back into the RAISE system to make it available to all users. There are 2 ways of doing this; one from within Raise and the other from within the open document

IMPORT FUNCTION IN RAISE1. Open the Client whose document/assessment you exported previously2. From the appropriate screen, eg Document tab, Leaving Care screen

Select the document/assessment that was exported3. Select the Import button4. Select Browse – to locate the file5. Click on Import

IMPORT FUNCTION FROM WITHIN THE OPEN DOCUMENT1. Open the document previously exported2. Select the Import button3. Click on OK

The Save locally button changes to Save and the Import button is greyed out

4. You are now back on lineSelect the Save buttonEdit the document if necessary - don’t forget to Save againClick on Close


Team Managers have permissions to close Documents / Assessments

RAISE Documents

AUTHORISING DOCUMENTS / ASSESSMENTSWhen all the details for the document/assessment/letter are recorded, the document must be completed. The document will have a nominated completion date and when a date is entered in this field a warning is displayed.

Ensure the client has been selected in the Referrals screen

1. From the appropriate screen, eg CiC / Document tab, Pathways Team screenOR1. From the Document Search screen – search for ALL documents – see next page. OR1. From Personal Details, scroll through the documents in the lower grid

2. Open the document to be closed – double click 3. Enter / select the completion date4. Select the Save button

5. If the date was entered in error Click on OK Delete the entered date before selecting the Save button

5. If the date is correct

Click on OK Select the Save button

6. Click on the Close button When the document / assessment / letter is completed in this way, it remains available for viewing. However, the document

is locked for editing and no further updates are possible.

RE-OPENING DOCUMENTS Clone the document to the current client and then send an email to RAISE Support and ask for the non-cloned document to

be deleted.


RAISE Documents

DOCUMENT SEARCHUse this facility to search for all documents with specific words / contents for a particular client. Team Managers / Senior Practitioners might find this particularly useful when authorising documents. To search for Attached documents use the Attached Documents Overview module.

Ensure you have a client selected in Referrals or Personal Details

1. From the Module Bar, under Childrens ServicesSelect Document Search


2. Leave the default settings to All

OR2. Select or type in

search criteria

3. Select to Search

Results of search

4. Double-click to open the document

Takes you to the Work Management Screen

You can use wildcards when searching, eg asterix *

RAISE Documents

Search Criteria Description / Entry type

DOCUMENT TYPE

Select All to view all the associated documents for the selected clientORSelect a Document Type, eg LAC from the drop-down list to view only these documents

DOCUMENT

Select All to view all documents associated with the Document Type selected aboveOR Select a particular document, eg CiC – Care Plan (Initial) v 3

START DATE FROM / TO

Limits the search to only those documents within the defined period.

COMPLETED DATE FROM / TO

Limits the search to only those documents within the defined period.

FIND DOCUMENTS THAT HAVE …

Type in search criteria, eg review, plan, etc to search for documents that contain specific words


RAISE Documents

RELATED PAPER FILESThis button allows you to record the location of any paper files associated with a Client. Date of entry, description of paper file and its location are filled in the appropriate fields.

WHERE CAN I FIND THE PAPER F ILES BUTTONS?The Paper Files button can be found in the following modules of RAISE:

Personal Details Referrals Child Protection – Details Adoption – Prospective Adopters / Special Guardians, Children for Adoption


This screen needs to be updated when a client’s records are moved to a new location

RAISE Documents

CREATE PAPER F ILES From the appropriate screen

Select the Paper Files button


Closes the window

It is mandatory to complete the date field

Saves the record

Complete these sections clearly to make it easier to identify File Details

and Location

Select to Update the record, eg File Details

or Location

Clears the details in the upper pane

RAISE Documents

ATTACH DOCUMENTSThis button allows you to attach electronic files associated to Clients, eg scanned documents of court hearings, medical certificates. A caption describing the attachment, it’s location in the electronic filing system and the date attached is recorded on the form in the appropriate fields.

Emails holding information on Clients can also be attached as documents by saving them first – see page 21.

WHERE CAN I FIND THE ATTACH DOCUMENT BUTTONS?The Attach Document button can be found in the following modules of RAISE:

Personal Details Referrals / Open Cases Assessments / CIN Child Protection – Details CiC – Service Placement Details Placements – Listing, Booking Adoption – Prospective Adopters / Special Guardians, Children for Adoption Foster Carers Setup – Fostering / SC / SL

ATTACHING A DOCUMENTEnsure you have first selected the client

From the appropriate screenSelect the Attach button


When completing the caption to follow the guidelines as set out in the file - found in RAISE Procedures on the LOOP

Once you have attached a document you will need to delete the original document from the folder in your user space

RAISE Documents

For Cloning attached documents – see page 6


Saves the record

It is mandatory to complete the date field

Browse to find the location of the stored file

Closes the screen

It is important to complete this clearly – follow the Naming

Convention guidelines

By selecting the document type/ document sub type – a list will

appear in the Attached Documents View module when

selected – see page 20

http://bopwss3/sus/zf/Shared%20Documents/RAISE/Admin%20Procedures/Attached%20Docs%20-%20Naming%20Conventions%20Sep%2009.doc

http://bopwss3/sus/zf/Shared%20Documents/RAISE/Admin%20Procedures/Attached%20Docs%20-%20Naming%20Conventions%20Sep%2009.doc

If file details are updated then you must re-attach the original document

RAISE Documents

V IEW AN ATTACHED DOCUMENT From the appropriate screen

Select the Attach button

CLONE AN ATTACHED DOCUMENTSee page 6


Double-Click to view document

Select to ensure all attached documents

are displayed

RAISE Documents

ATTACHED DOCUMENTS OVERVIEWAttached documents are stored in different categories / folders and this determined when attaching a document and selecting the relevant Document Type / Document Sub Type, eg Client / Case Information, Children in Care.

V IEW DOCUMENTS IN THEIR VARIOUS FOLDERS Ensure you have first selected the client in Personal Details / Referrals From the Module Bar

Select Attached Docs Overview


Numbers indicate how many

documents held in each folder

Select to expand / collapse the

folders Double-click to open

This is a VIEW /

PRINT ONLY

RAISE Documents

CASE NOTESCase Notes are used to record the day-to-day activity on cases such as a record of visits, telephone calls. In RAISE they also capture types of activity such as resource panel notes, etc.

WHERE CAN I FIND THE CASE NOTES BUTTON?The Case Notes buttons can be found in the following modules of RAISE:

Referrals / Open Cases Adoption – Prospective Adopters / Special Guardians, Children for Adoption Foster Carers Setup – Fostering / SC / SL

Ensure you have selected the client in the Referrals module first.

V IEW CASE NOTES1. From the appropriate screen

Select the Case Notes button

The Case Notes List screen is displayed showing you a list of case notes for that particular module, eg Assessments, recorded on the client to date.

Select the Show All check box to view all case notes recorded on the client to date.


RAISE Documents


Returns you to the previous screen

Select to search for specific contacts

List of recorded contacts / case notes

Double-click to open a contact

Select to print / view details of a contact

Select to insert a new contact

RAISE Documents

SEARCH CASE NOTESThis function is particularly useful if you wish to search for a specific set of contact recordings, eg all CP Visits.

1. From the Case Notes List screen2. Optionally select the Show All check box3. Select the Search button

A list of case recordings is displayed.


4. Enter / Select search criteria

5. Select to view search results

If a password is requested, type in:

pandorset\ reportreport1

RAISE Documents

PRINT PREVIEW THE SEARCH RESULTSOnce the search results are displayed you can either read individual case notes or view all of them in print preview mode.

1. Select the Select All check box

2. Select the Print button

3. Click on OK

To close the print preview window Select the X in the top right-hand corner

For further details on printing case notes see page 34.


Double-click to open an individual

case note

Refresh clears the search results

If a user updates or inserts a case note a notification email is sent to the allocated worker(s)

Case Notes can be recorded / viewed from any screen

RAISE Documents

RECORD A CASE NOTE 1. From the appropriate screen

Select the Case Notes button2. Select the Insert button 3. Complete all relevant sections in the upper pane either using the drop-down lists or typing in the free text boxes – see below4. Complete the Case Recording section inserting formatting if desired5. Select the Insert button


Do not change these details unless you are typing them in on behalf of

someone else - then select their Team and Name details

Insert the details of third party contact - there is no need to insert

the selected client details

Select to record the contact details in a larger screen – see

next page

Use the Spell Check button to check your

document before closingDisplays details of

all amendments made and by

whom

Select if details to be included in Chronology

Insert / Update your case note after closing this window in order to save the contents

RAISE Documents

FORMATTING A CASE NOTESelect the zoom button to view all formatting options in Case Notes. Use the Formatting toolbar as you would when using Word processing – select / highlight a word before formatting, eg bold, font colour, bullets, font size


Font colour

Closes the window

Click & drag to increase / decrease the size of the

window - mouse changes to a double headed black arrow -

Bullets & Numbering

Spell Check

RAISE Documents

CASE NOTE EMAIL NOTIFICATIONSEmail notifications will be sent to the allocated and secondary allocated workers when a Case Note is inserted or updated by another user. These notifications can be edited prior to sending.


Select additional recipients from the drop down then select

the Add button

Delete recipient if needed

Click to add / highlight information

The email notification will not be sent and an entry will appear

in the audit trail to this effect

A notification email may be generated

RAISE Documents

UPDATE EXISTING CASE NOTESExisting case notes are displayed in summary in the front screen.

1. From the appropriate screen Select the Case Notes button

2. Double-click the case note you wish to amend


3. Edit details as required, eg add date, change contact type

4. Select to update the record

5. Enter a reason for the change of details

6. Click on OK, OK

RAISE Documents

MARK A CASE NOTE TO ADD TO CHRONOLOGYWhen recording new case notes you can tick the Add to Chronology ‘yes’ check box. This will then insert a green tick in the Case Notes Listing screen. Existing Case Notes can also be highlighted as a significant event by selecting the case note (tick the check box as if you are printing) and then select the Add to Chronology button at the bottom of the screen.

These case notes are imported in the Chronology (IC) Report.

EXISTING CASE NOTES1: From the Case Notes List screen

See Steps 2 & 3 on next page – if you wish to condense the Case Note into a one line comment


2. Select the check box / es

3. Select to Add to Chronology

RAISE Documents

NEW CASE NOTESStep 1 - Open a new Case Note Complete all relevant sections either using the drop-down lists or typing in the free text boxes Select the Add to Chronology? Yes check box

Save the case note by selecting the Insert button

Step 2 – Select the Chronology Line tab

Step 3 – Type in a précis of the contact – this can then be copied and pasted into the Chronology document at a later date


5. Select to return to the recording screen

4. Select to save these details

Returns you to the Listings screen

3

2

RAISE Documents

V IEW ALL S IGNIFICANT EVENTS CASE NOTES From the Case Notes Listings screen

Ensure all Case Notes are displayed – select the Show All check box

Select Show Chronology Events check box. Untick the check box to view all Case Notes again.


Select if you wish to Print / Print Preview

the details – see page 34

Double-click to open a contact

RAISE Documents

DELETE A CASE NOTE From the Case Notes Listings screen

1: Select the Case Note to be deleted – tick the check box

2: Select the Delete button

3: Click on Ok4: Type in the reason for deletion

5: Click on OK


1

2

3

4

5

RAISE Documents

SHOW ALL CASE NOTESWhen the Show All field is selected, all Case Notes for this client are displayed. Case Notes from all Referrals and from any module to which the user has access will be included in the list.

The list of case notes displayed shows the Referral number and the name of the module in which the case note was originally created.


Scroll to see further details

Select the Show All check box to view all Case Notes associated with the client

RAISE Documents

PRINT CASE NOTES1. From the Case Notes List screen

Select the Case Notes to be printed OR Select the Select All check box to print out all case notes


5. Click to continue

2. Select to Print

3. Type in Pandorset\report

4. Type in report1

Returns you to the previous

screen

Make sure you Refresh your screen in order to obtain the latest updates / notes

RAISE Documents

6. A summary of the Case Note opens in a separate window

7. Select the Refresh button

8. Select Print Report button (next to the Refresh button)Select the Printer you wish to print toClick on OK

9. From the File Menu Select CloseORSelect the close button in the top right-hand corner


Select to print the case notes

Select a format, eg pdf to export the report if

required

Changes viewing size

All case notes are shown on one page – use the mouse scroll

button

Case note details

Always Refresh your screen before printing /

viewing

A case note can only be cloned to a client whose relationship has already been defined in the Personal Details module and has a current referral

RAISE Documents

CLONE A CASE NOTEA case note is always recorded in a selected module for a specific client. If the same contact needs to be recorded on a related client’s details, then RAISE allows you to copy the recorded case note to the related client’s record. This is done using a process called Cloning.

1. From the Case Notes List screenSelect the note to be copied across to a related client referral

2. Select the Clone button3. In the window

Select the Client / Referral you wish to clone to ORTick the Select All check box

4. Select the Clone button5. Click on OK6. Select the Back button

Note - you are able to clone across to closed Referrals

EDITING A CLONED CASE NOTE1. Search for the client, eg Henry Higgins2. From the Case Notes List screen

Double-click the note that has been copied over to him3. See page 28 to update existing case notes


Shows all relationship

s

Select the sign to expand the folders. This will give you

further information about the Referral

RAISE Documents

CASE NOTE AUDIT TRAILThis will list all actions carried out on a Case note, including Inserting, Updating and Deleting, with the date, time and name of user performing the actions and their reason for updating the case note where applicable.

From the Case Notes screenSelect a Case Note in the listing screenSelect the Audit Case Notes tab


Select to export the list

to Excel

Case Notes for Children being Adopted and Prospective

Adopters are to be recorded in the

Adoption module.Likewise, foster

carer case notes are to be recorded in

the Fostering module

RAISE Documents

COPYING AN EMAIL INTO A CASE NOTEUse this facility to copy the contents of the email into a case note. Grammatical content and spelling should be checked first as case notes occasionally may be needed for Court hearings, family meetings, etc.

STEP 11. From the appropriate screen

Select the Case Notes button2. Insert a new case note or open an existing one3. Complete all relevant sections - except the Case Recording free text box4. Leave RAISE open – drop the screen onto the Taskbar

Select the Minimise button on the top right corner

STEP 25. Open up Outlook – if not already open6. Double-click the email whose contents you wish to copy7. On the Standard toolbar

Select the Forward button8. Select the text to be copied – include the From, Sent, To, CC section (at the top

of the message) as this will give details of dates and times the email was sent, who sent it and the recipients to whom it was sent

9. From the Message RibbonSelect the Copy button

STEP 310. On the Taskbar

Select the RAISE / Careworks button11. Click into the Case Recording free text box (CTRL & V pastes in the contents)

ORSelect the Zoom buttonRight-click the free text boxSelect Paste

12. Complete any other sections in the Case Recording screen13. Select the Insert / Update button14. Click on OK


From: Anthony Henshaw Sent: 27 June 2006 13:10To: David Smith - Children & FamiliesSubject: Confidentiality alert on …….

David,

Please see below details of my conversation with Daisy………

Many thanksAnthonyChildren & Families ServicesBorough of Poole

RAISE Documents

COPYING TEXT FROM A WORD DOCUMENTUse this facility to copy the contents of a document previously saved / typed in word processing. Grammatical content and spelling should be checked first as case notes occasionally may be needed for Court hearings, family meetings, etc.

STEP 11. From the appropriate screen

Select the Case Notes button2. Insert a new case note or open an existing one3. Complete all relevant sections – except the Case Recording free text box 4. Leave RAISE open – drop the screen onto the Taskbar

Select the Minimise button on the top right corner

STEP 25. Open up Word and the document whose contents you wish to copy – if not already open6. Select the text to be copied 7. From the Home Ribbon

Select the Copy button

STEP 38. On the Taskbar

Select the RAISE / Careworks button15. Click into the Case Recording free text box ( CTRL & V pastes in the contents)

ORSelect the Zoom buttonRight-click the free text boxSelect Paste

9. Complete any other sections in the Case Notes screen10. Select the Insert / Update button11. Click on OK
