This screen is where you add intakes and where you access them during various stages of process. There are various options to help locate specific intakes within the workload based on status, category, priority, screener, time remaining to save a screening decision, and so on. (See About the intake workload).
The header also displays a View By field that lists options for which you can select to filter and view by those filters. Once a view by filter is selected, the quantity of the filtered intakes will display above the intake workload.
The intake workload list displays intakes currently in process by default. Use the View By drop down list in the header to filter the workload list. Each intake is divided by column. The Claimed By column displays the name of the person currently processing the intake. If the column is blank, then you have claimed the intake. (See About Claimed Intakes).
All intakes display links in the furthest column on the left of each row; and the Intake ID/Screen Priority column displays the intake ID as a link. Additional links may also appear in an intake's Category, and Status columns. Refer to the table below to see the action of each link:
Left Column |
Status |
Link Action |
View |
All |
Opens the intake as read-only. |
Edit |
Pending Research Returned |
Opens the intake for editing. |
Decision |
Completed |
Lets you record the screening decision. |
Link |
Screening decision recorded |
Lets you link the intake to a case. |
|
|
|
Intake ID |
Status |
Link Action |
View |
All |
Opens the intake as read-only. |
|
|
|
Category Column |
Status |
Link Action |
County Priority 1, 2 or 3 |
Screened In AR Screened In |
Opens the intake to the Decision Details screen. |
|
|
|
Status Column |
Status |
Link Action |
Remarks |
Returned |
Opens the intake as read-only to the Return Remarks for Intake screen. |
The furthest column on the right of each intake displays icons:
Select 
to review the intake narrative. From the preview window, an X displays in the top, right corner
to close the preview window, or select the View
Full Narrative link at the bottom to open the intake and view
the intake's narrative in it's entirety.
Select 
to copy the intake.
Select 
to generate an intake report worksheet form. This icon will only appear
if a Category is saved to
the intake.
Record the Intake Decision and Assessment
[IN12 s01]