Worker Case Notes – Printing & Approving
Step-by-Step Guide
1 Log in & open the Employees view
Sign in to Planaji with your email address and password. Once you’re on the home screen, click the Employees tab (see the “Logging‑in” article for details on accessing the system).
2 Locate the participant
From the left‑hand drawer select Participants. Find the person you need, click the radio button next to their name, then hit the View button at the top of the dashboard to open their profile.
3 Open the Case Notes tab and choose a note
Within the participant’s profile click the Case Notes tab. Tick the circle beside the specific case note you want to work with and press the Print button that appears.
4 Generate and download/print the report
A printable case‑note report is generated. You can either click Download to save the PDF to your computer or click Print to send it directly to a printer.
5 Access all case notes from the menu
All of a participant’s case notes are also reachable from the left‑hand menu bar, allowing you to browse or select additional notes without returning to the dashboard.
6 Confirm you can now print (and approve) notes
After completing the steps above you are able to print participants’ case notes (and, if required, approve them via the Care Worker App).
