Case management reports

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

Ticket messages: Adds all of the ticket's messages to 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/hazard situations/measures and controls: Adds information about the linked reviews, hazard situations, measures, and controls of the dossier.
Processing notes: Adds a protocol of the processing notes of the dossier.

Ticket report

This report shows the details for one or more tickets.

Report options

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: Adds all of the ticket's messages to the report.
Period details per message: Adds information on the periods assigned to the individual messages
Period statistic: Adds an overview of all of the periods assigned to the ticket.
Dossier details: Adds an overview of the dossier, if a ticket is assigned to one.