Berichte für das Fallmanagement/en

HITGuard offers the possibility of generating various risk management reports under "Case management → Reports".

Reports

To create a report, first choose a type of report. Subsequently, choose which data to include in the report (e.g. hazard situations or audits). Most reports also have additional report options which allow further specification of the report's contents.

Languages:
Knowledge bases may be available in different languages if there are defined translations for specific knowledge bases. For example, to generate a report with English texts, the language must be changed via the flag icon in the top right corner of the screen, next to the logout button. This will load all content for the reports in the desired language, provided that a translation in that language is available for the knowledge base.

Download options:
Reports are available for download as PDF or DOCX files. To generate a report and download it, click on the pink button. Then, you can choose whether to download the report as PDF or DOCX.

Additionally, there is the option to generate and archive the reports including revision information. In doing this, the report can be viewed, generated anew, or downloaded again by an expert under "Administration → Report archive". More information about this can be found under "Administration → Report archive".

When generating reports with revision information in the archive, there is also the option to send the report by e-mail to various recipients right away. More information about this can be found in the report archive and under "Administration → Text blocks".

Remembering report options: Some of the report options can be found for various reports. For these, the selected options are remembered within the management system and for the individual user, and then also applied for other reports with that same option. For example, if the option "Table of contents" is selected, then it will already be selected when accessing any other report pages that use this option.

Licenses:
If no valid license for HITGuard is available, this will be displayed in the footer of the report! To change this, an expert or administrator has to request/upload a license under "Administration → Licensing".

Dossier report

This report shows the header data and assigned reports for one or more dossiers.

Report options
Selection of the analysis period	This option determines which analysis period the report elements come from.
Table of contents	This option determines whether a table of contents is included in the report.
Ticket messages	Determines whether all of the ticket's messages are included in the report.
Anonymize tickets	Anonymizes a ticket's messages. Any contents that have already been anonymized remain so even if the checkmark is not set.
Reviews AND/OR risks AND/OR Measures and controls	Determines whether information about the linked reviews, hazard situations, and/or measures and controls of the dossier is included in the report.
Processing notes	Determines whether a protocol of the processing notes of the dossier is included in the report.
List attachments/evidences	Prints the file names of attachments/evidences in the report..
Attachments/evidences as zip-file	The report is downloaded in a zip-folder along with any attachments/evidences.

Create dossier report

Ticket report

This report shows the details for one or more tickets.

Report options
Selection of the analysis period	This option determines which analysis period the report elements come from.
Table of contents	This option determines whether a table of contents is included in the report.
Anonymize tickets	Anonymizes a ticket's messages. Any contents that have already been anonymized remain so even if the checkmark is not set.
Ticket messages	Determines whether all of the ticket's messages are included in the report.
Period details per message	Determines whether information on the periods assigned to the individual messages is included in the report.
Period statistic	Determines whether an overview of all of the periods assigned to the ticket is included in the report.
Dossier details	Determines whether an overview of the dossier is included in the report, if a ticket is assigned to one.
List attachments/evidences	Prints the file names of attachments/evidences in the report..
Attachments/evidences as zip-file	The report is downloaded in a zip-folder along with any attachments/evidences.

Create ticket report