Add Details to a Completed Intake

You can add certain information on an intake record (which ever occurs first):

• within 4 business days of the date and time of the screening decision, OR

• before the safety assessment has been approved or routed for approval

Within these time frames, you can edit the records that were added after the screening decision. A post-screening decision narrative is required for all post-decision changes.

To add new details to a completed intake, complete the following steps:

1. Open the intake from the case.

   1. From the Home screen, click the Case tab.

   2. Click the Workload tab. The Case Workload screen appears.

   3. Click the case ID number link for the case you want to view. The Case Overview screen appears.

   4. Click the Intake List link in the left hand navigation. The Current Case Episode Intake List screen appears. It displays the intake ID number, as well other basic details from the intake record.

   5. Click the intake ID number link to view the complete intake record.

You will be able to edit the intake record if:

• Your work assignments include the intake. If not, see your supervisor.

• The intake meets either of the two criteria stated above.

2. Add and/or remove the following details:

Intake types

Participants (including added participant roles & allegations)

Assign Roles to Added Participants

Allegations

Reporter

3. Click on the Decision tab. The Decision Details screen appears.

4. Click the Post Decision Amendment button. The Post Decision Narrative screen appears.

5. Enter the Post Decision Narrative Amendment details in the field provided.

6. Click OK. You are returned to the Basic tab.

7. Click Save. You are returned to the Current Case Episode Intake List screen on the case record.