Logs
Client Logs
From the left-hand menu select “Logs” and then “Client Logs”. Here we can see our client log beginning to form, these records come directly from the invoices raised on the system, the only field you may wish to complete is the theme of session. Many of us see clients on a voluntary basis, or through organisations where individual client invoices are not generated. For this purpose, we are able to manually input client logs by clicking on ‘Add New Log’ these records will not interfere with invoices or existing client data, they act as a means of maintaining your own client logs for auditing purposes by use of your organisation’s client id rather than the client name. We may need to generate a report of client logs, we can do this by using the “Export To Excel” button at the top right of the page.
Supervision Logs
In addition to client logs we have supervision logs, select the “Supervision logs” option from the left-hand menu and enter these records manually from this page. Both the client log screen and the supervision log screen allow you to export the respective data to MS Excel. This is useful for auditing purposes.