Show 

Home > intake > Complete an Other intake and submit for approval

Complete an Other intake and submit for approval

Process: Record an other intake

When you have finished entering all of the information for this intake, you change its status to "Completed." This status change indicates to a screening decision maker that the intake is ready for review or a screening decision. Completed intakes no longer appear in your intake workload.

Indicate the intake is complete as follows:

  1. Click the Basic tab for the intake.

  2. Check the Intake Completed box.

  3. Click Save. The system sends a notice to the screening decision maker to review this intake record and record a screening decision.

After the intake is approved, you can view screening decision maker remarks.