Add details to a completed intake

You can edit the intake record if your work assignments include the intake. If not, see your supervisor. Also see About intakes for more information about changing intake data.

Add new details to a completed intake as follows:

1. View the intake workload and select the intake record you need to modify.

2. To change the intake types, click the Basic tab and move the intake types from the Available Types box and Selected Types box as needed. Click Apply.

3. To add participants, click the Participants tab. Click Search Person and select the person or add a new person. Click Apply. The [^] symbol indicates new participants.

4. To add allegations, click the Allegations tab. Click Add Allegation and complete a new allegation record. Click OK. The [^] symbol indicates new allegations.