Record basic information for an Other intake

Process: Record an other intake

The Basic tab on the intake record describes when the agency received the intake, the type of intake, intake method, and the narrative.

Record basic information for an other intake as follows:

1. Click the Basic Information tab.

2. In the Intake Date field, change the date to the correct date for the intake if the default date is not correct.  The intake date can not be a future date.

3. In the Intake Method field, select the way in which you recorded the intake.

4. In the Responsible Region field, click on the drop down arrow and select the responsible region.

5. In the Responsible County field, click on the drop down arrow and select the responsible county.

6. In the Intake Narrative field, enter information about the alleged incident.

7. Complete other fields as needed.

8. Click Save.

9. Click Next Task> below to continue to the next task.