Record Basic Intake Information

The Basic tab on the intake record is dynamic. Additional tabs, screens, and fields will display based on the information selected on this screen.

Record Basic Information about an intake as follows:

Enter the Intake Workload Name in the field provided. This is optional. It will display on the Intake Workload.
Select the Intake Category from the drop down list. The system will display available intake types based on the intake category selected.
From the Intake Types table, select the type, or types that apply. Click Add All link to add all listed.
Click the Add link. The types selected display in the Selected Types table.
Click on the Other Intake Designation link arrow to display other available type designations.
Select the other available intake designations that apply.
Click the Add link. The other available designations display in the Selected Intake Designations table.
Radio buttons display next to each of the required questions. Select the appropriate radio button for each:

Does this report allege human trafficking of a child/children? If Yes is selected, a message window will display to confirm.
Does this report allege a child fatality/near fatality? If Yes is selected, a message window will display to confirm.
Does this report require Specialized Assessment/Investigation? If Yes is selected, a Specialized tab will display for the intake.
Does this report require Third Party involvement due to potential conflict of interest? If Yes, Select Type of Third Party from the drop down list.
Is parental or caregiver substance abuse being reported by the referent? If Yes, Select How did the reporter become aware of the substance abuse from the drop down. Select the Drug Types from the table and click the add button to record, and display the drug types.

Select the appropriate Living arrangement at the time of intake from the drop down list.
Answer the question, Is law enforcement involved? If Yes, Identify jurisdiction and involvement details in the field provided.
Select the appropriate priority for the question, What is the screening priority for this report?
Click Save to exit the intake. Click Apply to continue.
Click Next Task below to continue.