INTERVIEW NOTES
The Interview notes section records and gives access to any interview notes relevant to the complaint
In the Complaint investigation form for the complaint, click on the Investigation tab.
To add an interview note
Click the Add icon to open the Add Activity – Interiew Notes
Enter the name of the person being interviewd
Use the Attach Document/Letter tool to locate and add any required document(s)
Use the Import Email from Outlook tool to import any relevant email(s)
Click Save and Close
The Interview Notes section updates to show the activity added
To view an interview note
Click the View interview note icon next the required note
Viewing
Attached documents are listed in the Attached Documents section and these can be opened by clicking the corresponding View Document icon
Most activities are locked from edit at the time they are saved and this is indicated by the red Read Only label above the side bar menu
There are some exceptions including Reporting to external bodies. These activities, which are accessed from within the relevant investigation forms, remain editable, until the form has been been appropriately approved (signed)
Download
Downloads all documents associated with an activity to a temporary folder
Click Download in the bottom tool bar
Note that the temporary download folders are deleted when you sign out of QualCare or QualCare is closed down
Send to Email
Attaches all documents from an activity to an email (note that this tool needs Outlook to be installed and available on the PC being used)
Click Send to Email in the bottom tool bar
Select the recipient from the pop up list or simply select send to blank email
An email is created with the documents as attachments
Complete the email as required
Remember that any email relative to an incident should be recorded using the appropriate activity such as Email (import)