Case recording
Fiona only entered minimum amount of information in the client records system.
A few months later, Fiona is asked to prepare a report from the information that is on the system but struggles to remember detail.
Please watch the video content and decide what to do from the available options.
What's your next step?
Option 1: Fiona thinks she can remember more detail and includes it in her report.
Option 2: Fiona brings this to her line manager’s attention for advice on what to include in the report and how to avoid the situation in the future.
Option 3: Fiona writes her report based on the information in the system.