Skip to content
  • Locations
  • Members Log In
  • Contact
Menu
Alberta Parent-Child Assistance Program Council (APCAPC)
  • Locations
  • Members Log In
  • Contact
Search
  • Who We Are
    • About PCAP
    • Board & Staff
    • History
    • PCAP Quilts
    • Join Us
  • What we do
    • Training & Events
    • Newsletter
    • Publications
    • Memberships Info
  • Resources
    • FASD
    • Mental Health
    • Substance Use
    • Sexual Health & Pregnancy
    • Related Programs & Services
    • Training
  • Penelope
Close Menu
  1. Home
  2. /
  3. Penelope-help-topics
  4. /
  5. Penelope Reports
  6. /
  7. Report: Complete Case Profile Report

Report: Complete Case Profile Report

Description: This report provides a summary of all the information of one client’s case, including service file, case profile, and the individual profile. Biannuals can also be included in their entirety.

Steps:

    1. Go to the client’s case page (by clicking on the client’s case name from “My Case Load” or in the search page).
    2. Click the “Reports” heading from the right-hand menu bar. Click the link for “Complete Case Profile Report”. A box should appear with the title “Parameters”.
    3. Leave “Case Added” blank.
    4. Under “Case”, type the name of the case of which you would like a summary (usually the client’s last name”.
    5. Under “Report Options”,
      • Select “Individual Profile” if you would like to include demographic information about your client.
      • Leave “Individual Profile Documents” unchecked.
      • If you would like all of the client’s biannuals to be included in the report, leave “Documents” checked. Otherwise, uncheck “documents”.
      • If you have tracked the client’s referrals on Penelope, they will be included in the report if “Referrals” is checked.
      • If there are any notes on the client’s Service File, they will be included in the report if “Service File Notes” is checked. Typically, a client does not have any notes on their Service File, so leaving this box checked has no effect.
      • Leave “Service File” selected under “Sort by”.
    6. Leave “PCAP” checked under “Service File” if you would like to include information about the PCAP service file.

Example parameters for Complete Case Profile Report

  1. Click “view”. A new window should pop-up with the report.
  2. To print the report, use “Ctrl” + “P” on your keyboard. To exit the report, click the “x” in the top right hand corner. To exit out of the “Parameters” box, click “cancel”.
Back To Top

Join our mailing list

SUBSCRIBE HERE

Land Acknowledgement

We acknowledge that we are on traditional territories in Alberta of the many First Nations, Métis, and Inuit whose footsteps have marked these lands for centuries. We express gratitude and respect for the land we use and commit to reconciliation in the spirit of respect, reciprocity and truth.

Contact Us

E: info@alberta-pcap.ca

P: 780-701-5113

© Alberta Parent-Child Assistance Program Council (APCAPC) 2023
Site by Simple Cloud Works