This screen allows you to select a case reference name and complete the creation of a case from an intake. Before you can create a case, the following must be true:
A screening decision has been recorded.
The intake has at least one participant. (A participant may be recorded as "unknown.")
The name of the case reference person is unique. A person may be the case reference on one active case at a time.
The system sets the case category to "Investigation/Assessment" and the case status to "Open" or these types of screened-in intakes:
CA/N
Dependency
Family in need of services
The system sets the case category to "N/A" for screened-out intakes. The agency of the worker who created the case becomes the owner of the case.
[IN11 s01]