How to log a Team Meeting

1. Log into Case Manager.
2. Select the Teams tab.
3. Locate the desired Team and click View. 
4. Select the Meeting Logs tab.
5. Click New Logs button.
6. Complete the following fields for meeting logs.
   1. Title (required)
   2. Date (required)
   3. Place of Meeting
   4. Participants: this participant list is specific to active users in Behavioral Case Manager
   5. Additional Participants: Use this section to add additional meeting attendees who are not active users in Behavioral Case Manager.
   6. Summary: Discussion topic(s).
   7. Files: Attach files.
   8. Tasks: Assign tasks to team members. 
   9. Notes: Additional feedback discussed in meeting
   10. Related Cases: view all cases associated to your team.  If needed, open the case for further review by selecting View to open the case in a new browser tab. 
7. Click Save. 

How to export Meeting Log(s)

1. Log into Case Manager,
2. Select the Teams tab.
3. Locate the desired Team and click View. 
4. Select the Meeting Logs tab.
5. Click the three-dot Vertical Ellipsis next to meeting log.
   1. To Export All meeting logs, click Export All button. 
6. Select Export.
   1. The Meeting Logs report will be generated as a .xlsx file.

1. Log into Case Manager.
2. Select Team meetings tab.
3.  Select Export All. 
   1. The Meeting Logs report will be generated as a .xlsx file.