Journal

FYI  (33992) - Not all qualifying entries from the PSI platform are being brought into the Journal.  When searching the Journal, workers should look at the Platform for a full case history.

The Journal provides the ability to record information and actions related to a case.  The Journal is the central location to quickly determine the current or historical actions specific to a case. Journal entries may be system generated or manually created by users. System generated journal entries are created based on specific actions and are identified as either ‘Auto Logs’ or ‘Batch Process’. User created journal entries are automatically identified by the user’s name and Worker ID.

Complete the following steps:

1. Access the case through Person Search or enter the Case Number in the quick search field from Task Navigation and click Go.

2. Click Journal from Utility Navigation. The Journal List displays in a separate pop-up window.

3. Click on one of the links below to review steps regarding specific journal functionality:

1. • Adding a Journal Entry

   • Editing a Journal Entry

   • Appending a Journal Entry

   • Viewing an Appended Journal Entry

   • Copying a Journal Entry

   • Transferring a Journal Entry

   • Suppressing a Journal Entry

   • Viewing a Suppressed Journal Entry

   • Searching for a Journal Entry

   • Exporting a Journal