Suggestions for record keeping practices.
Case history by timeline - Use the Timeline tab to view a full case / audit history, by event, in a timeline view. This information can be printed to PDF.
Extracting data - Using the Case Tracker table, select the All tab to view all cases and records against cases. Click the drop down on Tab Options to view exporting options - Export current view or Export all rows (up to 10,000 records). This information may be imported to your own system if required.
o archiving process that will limit your view of the case details in the future.