View Intakes Linked to a Case

A case is always linked to at least one intake record. (See Case Overview  or About intake dispositions for more information.)

View these intakes as follows:

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 menu on the left. The 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.