Printable Version
Printable Versions are detailed print-outs of the client record. These printable versions are suitable for printing, signing, and maintaining as a hard-copy document in a paper file.
The Printable Versions at the client, program, and enrollment levels display an intermediate page for users to select the sections of the record to include on the Printable Version, also called a Client Status Sheet (CSS).
Navigation
Bring the client into context by conducting a Client Search or selecting the client from My Cases. Use the client context menu to navigate to Case Details > Printable Version, or click Printable Version on the Case Details page.
Print Client Record
- Click the Printable Version link on the Case Details page. The Print Information page displays with the option to select which sections to print. If the client is enrolled in a program, this page also has options to print Program Details and Enrollment Details.
- In the example, the client has one Universal Section and one WIOA section pictured. The program sections have options for program information and enrollment information.
- Select the sections to print by clicking the appropriate checkboxes, or click the Check All button at the bottom of the page. If you make selections, but want to remove them and start over, click the Check None button.
- Click the Print Preview button. The print preview displays.
- Use the File > Print option on your browser's menu to print.
