Provide for the ability to record text and images in a single place (e.g. worksheet) to record the information used in the human thought process in arriving at a decision e.g. Claims assessment.
The following are the key requirements:
- The ‘worksheet’ must be able to include text and images e.g. a screen capture of a section of a document. Note that most documents are many pages long so its essential that key parts can be extracted and included in this worksheet
- The ‘worksheet’ is a living a document but must have the ability to lock down previously captured sections of text and images at key stages e.g. when they decide to contact the client.
- The ‘worksheet’ should automatically record the person, the time and date each update is made and present the information in chronological order
- The ‘worksheet’ should be laid out in sections e.g. a template with sections for specific text and images.
- The ‘worksheet’ and sections of the 'worksheet' must be access controlled.