Indicate a completed intake

Process: Record a CPS 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 the intake workload of the screener.

Indicate a completed intake as follows:

1. Click the Basic tab on the Intake screen.

2. Check the Submit for Approval box at the bottom of the screen.

3. Click Save. The status of this intake record is now "Completed."

After the intake is marked complete, the system sends a notice to screening decision maker to review the intake. See Record the CPS intake decision.

If the screening decision maker returns the intake to you for further work, you can view the screening decision maker remarks.