Create a track tool for intake track assignment

In TFACTS, one or more CPS Intake Track Tools exist for determining the appropriate track that a CPS Intake should be assigned. The Track Tool recommends a track to determine how the county staff handles the intake.

The Intake Specialist or the Intake Supervisor who reviews the intake can accept or reject the recommended track. If the track recommendation is not accepted, the worker must document why another track is required.

Follow these steps to create a priority tool for evaluating CPS intakes.

  1. From the Home screen, click Administration > Utilities. The RMS Basis Items screen appears.

  2. Click Intake Track Tool in the link menu. The Track Tools screen appears.  

  3. Click Add Track Tool to create a new tool for intake workers. The Track Tool Question List screen appears.

  4. In the Track Tool Name field, enter the name for the new tool.

  5. Enter the date when this tool can be used by intake workers.

  6. Click Add Track Tool Question. In the Track Tool Question screen, enter the text for the question and click Save. You are returned to the question list.

  7. Repeat step 6 for each question in this tool. Enter the questions in the correct sequence for the tool. Check the Last Question box when you enter the text for the last question in the tool.

  8. In the question list, define the actions for each question.

  9. Click Save. You are returned to the Track Tools screen.

 

See also:

Create a priority tool for intake priority assignment