Logo Daisy User Documentation Logo Daisy User Documentation
Logo Daisy User Documentation Logo Daisy User Documentation
  • Introduction to Daisy
    • Daisy: General Information
    • Case Actions: General Information
    • Case Status: General Information
    • Contacting the Client: General Information
  • Daisy Screens
    • Main Case Screens
    • My Profile Screens
    • Other Screens
    • The Daisy Home Screen
  • Screen Sections
    • Main Menu Bar
    • Dashboard Menu
    • Case Journal
    • My Case Listing
    • My Teams Case Listing
    • Case Action Listing *
    • Available Case Action Options *
    • Personal Case Display *
  • Case Hub
    • Case Hub - Overview
    • Case Hub - Select Case Type
    • Case Hub - Searching for a Client
    • Case Hub - Matching Clients
    • Case Hub - Selecting a Client
    • Case Hub - No Match Exists
    • Case Hub - Save and Create Case
  • Client Information/Profile
    • Full Client Details including Full Client Profile
    • Case and Client Required Fields
    • Client Type
  • Victim Case Status Info
    • Victim Case Statuses Explained
    • Victim Case Status Flow Chart *
  • Victim Case Actions
    • Update Referrer
    • Contact Attempt
    • Client Contacted
    • Assessment Checklist (V)
    • Adding a Case Note
    • Needs Matrix *
    • Record a Client Need *
    • Case Activity v2 *
    • Closure Checklist
    • Completing a Safe Lives Assessment
    • Case Actions: General Information
  • Perpetrator Case Status Info
    • Perpetrator Case Statuses Explained
    • Perpetrator Case Status Flow Chart
  • Perpetrator Case Actions
    • Assessment Checklist (P) *
    • Perpetrator Initial Risk Assessment *
    • Perpetrator Risk Assessment *
    • Initial Perpetrator Evaluation *
    • Record Group or 1to1 Work *
    • Interim Perpetrator Evaluation *
    • Final Perpetrator Evaluation *
    • Adding a Case Note
    • Update Referrer
    • Closure Checklist
    • Contacting the Client: General Information
    • Contact Attempt
    • Client Contacted
    • Needs Matrix *
    • Record a Client Need *
    • Case Activity v2 *
    • Case Actions: General Information
  • CYP Case Status Info
    • CYP Cases Statuses Explained *
    • CYP Case Status Flow Chart *
  • CYP Case Actions
    • Adding a Case Note
    • Case Actions: General Information
  • Birmingham Housing Solutions (BHS)
    • Birmingham Housing Solutions Cases
  • Usage Examples
    • Case Filtering from HOME page
    • Case Description Guidance *
    • Printing a Safe Lives Assessment to PDF
  • Frequently Asked Questions
    • How do I manage when my next Safe Lives Assessment is due?
    • Why can't I close my case?
    • Why can't I move my case to Ongoing Support from Assessment?
  1. Overview
  2. Usage Examples

Usage Examples

  • Case Filtering from HOME page

    The case listing portion of the screen allows you to filter the case listing displayed in multiple ways. Status When you click in the status box, the system will shows you every possible status available and you can choose the type you are looking for. ...

  • Case Description Guidance *

  • Printing a Safe Lives Assessment to PDF

    Once you have completed a Safe Lives Assessment, you may sometimes need to create a printed or PDF version to share the information with other agencies. Open the Safe Lives Assessment from the client's case journal. 2. Click the "eye" icon at the ...

© Cranstoun 2025
  • Cranstoun External Website
  • Daisy System
  • Cranstoun Helpdesk
  • Book Daisy Training