Record referent details for an Other intake

Process: Record a non-CPS intake

Continue the intake by recording information about the person who contacted the agency.

1. Click the Referent tab on the Intake screen. The Referent Information screen appears.

2. In the Referent Type field, click on the drop down arrow and select the type of referent.  If you select 'Other' you will need to explain what the 'Other' is.

3. Click Link Person to select a person in the system and add them as the referent. If the person is not already in the system, you may add the referent to TFACTS' person database.

4. If a resource is involved, click Link Resource to select a resource and link the resource to this intake.

5. Enter the referent's relationship to the Intake Participant.

6. If a court or school is involved, enter details in the appropriate Court Information and/or School Information section.

7. Under Collateral Information, enter additional details about the referent that could be useful to other workers for this intake.  

8. Click Save.

9. Click Next Task> below to continue.