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Status: New

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:

  1. 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
  2. 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.
  3. The ‘worksheet’ should automatically record the person, the time and date each update is made and present the information in chronological order
  4. The ‘worksheet’ should be laid out in sections e.g. a template with sections for specific text and images.
  5. The ‘worksheet’ and sections of the 'worksheet' must be access controlled.