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This is a Astalty Premium feature.
You can find the Records report by navigating to the Reports page in Astalty and clicking Records.
This report will show you an overview of Participant records including current, missing and expired records.
If you don't have access to view all Participants, you will only see your assigned Participants in this report.
This is the name of the Participant for this Service.
The Primary Coordinator for the Participant
The issue date of the record.
The expiry date of the record.
To apply filters, click on the filter icon and select the filter you'd like to use.
You can search records for a Participant by searching the Participant's name in the search field.
Use this filter if you want to only view records for certain record types.
You can filter the report by record status - for example if you need to find all records that are missing.
You can use the expiry filter to find records that will expire this month or next month
You can use this filter if you want to see records for a particular Coordinator's case load.
If you have permission to access all Participants, you will be able to toggle between viewing alerts for all Participants or just your own Participants.
Here is a video overview of this process