Link an Ongoing Assessment to an Intake

Process: Record an ongoing case assessment/investigation

The Participant Information screen, displayed when you open the ongoing A/I record, lists the intake(s) that are currently connected to this ongoing A/I. At least one intake record must be associated with this ongoing A/I. The system requires you to select an intake when you first create a new ongoing A/I.

To change or add the intakes associated with this ongoing A/I, complete the following steps:

1. To remove the link between an intake and this ongoing A/I, navigate to the appropriate child's Participant Information screen.

2. Click the Delete link on the right side of the screen.

3. Click the OK button. This action removes the association between the intake and this ongoing A/I.

4. To link an intake to this ongoing A/I, click the Link Intake button. The Available Intakes screen appears. It lists intakes received after the family assessment and that are a category of CA/N, family in need of services (Stranger Danger type), or dependency that is included on a safety assessment.

5. Select the check box next to the intake(s) you want to link to this ongoing A/I.

6. Click the Save button. You are returned to the Participants Information screen.

7. Click the Apply button to save the information.

8. Click Next Task below to continue.