Help Centre

Log workers compensation cases

Keep a simple log of workers compensation cases and their status, which also feeds the Reports chart.

1. Click Workers Comp in the left-hand menu.
2. Under Log a case, choose the staff member, the status (Open, Ongoing or Closed), the date opened and a brief note.
3. Click Log case.

The totals at the top show how many cases are open, ongoing and closed. To update a case, change its status in the table.

The Staff: workers compensation cases chart on Reports reads from this log.

Warning: Keep notes brief and factual. Don't record medical details here — keep those in your claims system or insurer's records.

Related articles

• Use the Reports dashboard

Last reviewed 2026-10-13.