Record a case profile
When the screening decision maker decides that the intake warrants Department involvement, he or she either links the intake to an existing case or creates a new case. The case created by the screening decision maker only has the minimum information for saving the case record. The system assigns a case ID number for the new case.
As the worker assigned to the new case, you record additional information in the case profile. Details include the case references, case members and their relationships.
Process Overview
Follow these steps to complete a case profile.
From the Home screen, click the Case tab. The Case Workload screen appears.
Open the list of cases by clicking 
next to your name. The list of your assigned cases appears.
Click the case ID number link for the case you want to view. The Case Overview screen appears.
Under Case Actions, click the View Case Information link. The Case Information screen Case Detail tab.
Click the link in step 5 or click Next Task> below to continue.
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