The Intake Workload provides various tools and options to help you locate a specific intake, identify and/or organize how to view and manage the intake workload based on priority, the amount of time remaining to save a screening decision, screener, and so on. The Intake Workload shows currently in process intakes by default based on the screener, or SDM's role.
The Intake Workload header has an Add Intake button. There is also an Add Intake button under the Intake Workload, or below the Intake Header if no intakes are listed in the workload. The Intake Workload header also has a View By field that lists options for which you can select to filter and view specific intakes in process.
The Add Intake button is selected to add a new intake. An intake is created when Apply or Save is selected from the footer located at the bottom of the screen on all intake tabs. Once an intake is added to the system it will display in the Intake Workload. An intake can not be deleted.
The View By field in the header allows you to view intakes by status; amount of time remaining on intakes; and all. Once you select an option from View By drop down list, and click Filter, the intakes that meet the criteria selected will appear in the table below. Above the intakes listed, the system shows how many intakes are showing in the table for the filtered selection.
Screener/SDM View: The furthest column to the left of the intake has two links that navigate to the intake. The View link opens the intake as read only. This link will display until the intake is linked to a case. The Edit link opens the intake to editing. It will display until the intake is saved with the status of Complete. After the intake status is saved complete, the Edit link will no longer display. The screener can open the completed intake as read only by selecting the View link. If, however a SDM returns the completed intake for additional work, the intake workload will display the intake with the View & Edit links next to the returned intake.
SDM View: In addition to the Edit and View links on intakes being processed, the SDM will see two additional links. A Decision link will display in place of the Edit link on intakes with the status of Complete. After a screening decision is saved with the status of Screened In or Screened In AR, an Edit will display between a View and a Link link for four days. The Link link displays until the intake is linked to a case.
Screener/SDM View: This column displays the name of the screener, or SDM who most recently created or claimed the intake, if other than the person who created/claimed the intake. For the screener/SDM who created, or claimed the intake, Claimed By column is blank.
An intake is claimed two ways:
Click the Add Intake button, and select Apply or Save.
Select the Edit link for an intake with the status of Pending or Research when the Claimed By column displays the name of a screener, and select, Yes to edit the intake being processed by the other screener/SDM.
SDM View: Like the screener view, when an intake is being process; the person's name in the Claimed By column has claimed the intake. If the Claimed By column is blank on an intake being processed, you have claimed the intake.
Additionally for a SDM; once an intake is saved as Complete, it is not claimed and the Claimed By field is blank on all SDM intake workloads. There are two ways to claim a completed intake:
Select the Decision link for a Complete intake when the Claimed By column is blank. If you then exit the completed intake without saving a screening decision, the Claimed By column will display a Release link on the intake workload of the SDM who claimed the intake. The name of the SDM who claimed the intake will then display on the intake workload of all other SDMs.
Select the Decision link for a Complete intake when the Claimed By column displays the name of a SDM, and select, Yes to edit the intake being processed by the other SDM. If you then exit the completed intake without saving a screening decision, the Claimed By column will display a Release link on the intake workload of the SDM who claimed the intake. The name of the SDM who claimed the intake will then display on the intake workload of all other SDMs.
After a SDM saves the screening decision, the intake will display in all SDM intake workloads. The Claimed By field is blank.
After an intake is added, an Intake ID is system generated. In this column it displays as a link opening the intake as read only. The intake ID can not be edited, or deleted. Below the intake ID is the screening priority and timer. The screening priority populates based on:
Intake category/type entered on the Basic tab of the intake
Intake priority selected by the screener/SDM on the Basic tab of the intake
Is system generated as High once the intake timer has less than two hours, or has expired.
The timer below the priority counts down from 24 hours when the intake was created, (Apply or Save was selected to create the intake). After 24 hours, the timer will display 00:00 remaining until the intake screening decision is saved.
Once a screening decision is saved, this column will display only the Intake ID as a hyperlink to the intake.
This column populates from the name entered by the screener/SDM on the intake's Basic tab. This name can be changed or deleted until the intake decision is saved.
This column displays the category selected by the screener on the intake's
Basic tab. Below the Category
name, the system will display specific identifiers based on what is recorded
on the intake such as if the intake is identified as 
or 
.
This column populates from the Received
field on the bottom row of the intake's header. Upon adding an intake,
the system defaults to display the date/time it was added to the system.
It may not reflect the actual date and time the intake was received. The
date/time fields can be changed to the actual date/time the intake was
received. It can be edited until the screening decision is saved. Any
changes to the Received field
will populate here. This column can be sorted in ascending or descending
order from the column header by selecting the 
sorting
arrows.
The system auto populates this column with the name of the Screener
who added the intake and the name of the SDM who saved the screening decision.
The Screener Name may not be the name of the person showing in the Claimed By column if the intake
was edited by a screener other than who added the intake. This column
can be sorted in ascending or descending order from the column header
by selecting the sorting
arrows.
This column is system generated based on the current status of the intake. The status populates from:
the status selected from the footer located at the bottom of the screen on all intake tabs
the status saved on the Decision tab.
This column can be sorted in ascending or descending order from the
column header by selecting the
sorting arrows.
The information in this column is system generated, based on the date/time the intake was added/created to the system, (Apply or Save). The data in this column populates from the top row of the intake's header. It can not be edited, or deleted.
The furthest column on the right displays three 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 appear
after the Category of the
intake is selected and saved.
The Intake Workload allows you to:
Add an intake
Filter to view existing intakes by status, time remaining for decision, and all intakes in process
See how many intakes are in process by filtered view.
View and edit existing intakes
Record the screening decision
Identify the screener, screening decision maker, and who the intake is claimed by
Identify intakes approaching, and have expired the 24-hour deadline for a screening decision
Prioritize your workload based on screening priority and time remaining
Sort the Date/Time Received, Screener Name/SDM Name, and Status columns in ascending or descending order
Preview additional comments entered about the intake, (internal use only)
Preview the intake narrative, and view full narrative
Generate an intake report worksheet form
Copy an intake
Link the intake to a case
Once a screening decision has been saved, the intake can be linked to an existing case or a new case can be created. Once an intake is linked to a case, it will no longer be on the Intake Workload.