Print an assessment from a case

Follow these steps to print an assessment for a case.

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link of the case you want to update. The Case Overview screen appears.

3. Click Assessments in the link menu. The Assessments screen (CM24) appears.

4. Enter filter criteria to find the assessment you want to print.

5. Click the report link for the safety assessment you want to print. The Document Details screen appears. It displays any previously saved reports.

6. To print an existing report, click the ID link. The report appears in a PDF. Go to step 11.
   
   For a new report, click Generate Report. The report parameter screen appears.

7. Complete the Caseworker field.

8. Click Generate Report. The report appears in a PDF.

9. To select another caseworker, click Review Parameters. The parameter screen appears. Repeat steps 8 and 9.

10. To save the report to the report history in the TFACTS database, click the Save button in the lower-left portion of the screen.

11. To print the report, click the print icon in the PDF tool bar. Do not use the printing function on your browser tool bar or menu.

12. Click the save icon on the PDF tool bar if you want to save it for your own use and not to the history in TFACTS.