Unlink an inquiry from a resource home

After a resource home inquiry is completed, the inquiry record is linked to a resource home. If an inquiry was linked to the wrong resource record, the resource home and inquiry can be unlinked from each other. Then the correct resource home can be linked to the inquiry.

Follow these steps to unlink an inquiry from a resource home.

  1. From the Home screen, click the Resource tab. The Resource Home Workload screen appears.

  2. Click the select link for the resource you want to view. The Resource Overview screen appears.

  3. Click Linked Inquiries in the link menu. The Linked Inquiries screen appears. This screen displays the inquiry records associated with the resource.

  4. Click the unlink link for the inquiry record you want to remove from this resource home.

  5. In the confirmation message, click OK. The inquiry is no longer linked to the resource home.

    This action does not delete the inquiry record from the system. The inquiry record appears in the Assignment screen in the Inquiry area. The Assignment screen displays the inquiries that are ready to be linked to a resource home.  

Record a resource home inquiry

View a provider inquiry