#12 Final report editing

[Stephen A. Zarkos]

We have two issues here:

1) Not everyone is the best writers/spellers, so if we want to turn in a report to a client, we should provide the ability for the case manager to edit the report before printing out.

2) Do we really want to allow the case manager to edit anyone's report?

The best solutions appear to be one of the following:

1) Create a whole new type of report based on the original report, but editable by the case manager. The case manager can then edit and print out a nice pretty report, but the original report remains untouched. One downside here (besides the complexity of creating this), is that we will now have two version of the same report which could become out of sync.

2) Allow the case manager to edit the report, but only for the purposes of printing the report. No changes will be permanent. The downside here is that the case manager will have to re-edit the reports each time he/she wants to print the report. However, adding a PDF export option will make it easier for folks to save edited reports.

Other possible solutions:

- Integration with other form systems or database. Perhaps we can export the report data into some other form based application that allows one to edit and save the information. Maybe Opendocument or MS Word? Can PDF do this?

[David]

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How about using an approval system. Have the case manager make their corrections and save the changes, then paraDB sends an email to the person who wrote the initial version to approve the changes. They would log into ParaDB and click an "Approve" button or somthing along those lines before the original is replaced. Does that make sense?