Print and Download Actions

A step-by-step guide to printing & downloading Actions attached to services.

Please note: If you don't see any of these icons or options, you may need to check your permissions with your Centre’s CLASS administrator.

Print/Download Actions

  1. Starting on the service details page, go to the Actions tab
  2. You will see a list of actions that are attached to the service
  3. At this point you have the choice to download multiple action notes or to print a specific one.

Print

  1. To print an individual action, click on the blue text within the action list to open your selected action.
  2. Click on the print icon within the action details box on the top right.
  3. A new print review box will be opened.
  4. Use the drop down box to Select Form. Then select the Print icon or Save PDF icon.
  5. Select your print settings in the print window.

Download

  1. To download a single action (or multiple actions), select the action(s) you would like to download by ticking in the tick box (the first field) next to action type field.
  2. Once you have selected your records to download, click on the download icon on the top right of your screen.
  3. If you have selected one record, your action will now be automatically downloaded as a PDF and will carry the name of the action type e.g 'Action_Appointment.pdf'.
  4. If you have selected multiple actions, your actions will be converted to PDFs and downloaded as a zip file titled 'Actions.zip'.