Record referent information

Process: Record a 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. Under Referent Information, complete as much detail as you can based on the information provided by the referent.

3. Check the Anonymous Referent field if the referent does not want to be identified. Skip to step 10.

4. To select the referent in the system, click Add Referent next to Referent Name. The Participant Entry screen appears.  
   
   Click Link Person to search for or add a new person as described in View a person profile.

5. If the referral is mandated, enter details for the organization.  

6. Under I-3 Information, click Get I-3 Details if you need to view I-3 phone details from the I-3 interface.  Click Cancel in the I-3 Details screen.

7. Click Referent Additional link.

8. Under Situational Knowledge Source, select the check boxes and complete the narrative fields that apply to this referent.

9. Click Apply.

10. Click Next Task> below to continue.