The Intake Summary window is accessed from the Detail Intake window by either selecting menu Goto>Intake Summary or by clicking the Intake Summary icon.
This window allows you to view all of the related components of an Intake from a single window. Select the information and click the Detail button to navigate to the corresponding detail window.
Name: The name indicated as the Intake Name.
Number: The Intake number.
Status: The current status of the Intake.
Status Date: The date the status was determined.
Received Date: The date the Intake was received.
Assigned to: The worker to whom the Intake is assigned.
Original Status Reason: The original status reason for the Intake.
Current Status Reason: The current status reason for the Intake.
Initial Screening Decision: The initial screening decision for the Intake.
Initial Priority: The initial priority given the Intake.
Final Screening Decision: The final screening decision for the Intake.
Final Priority: The final priority given the Intake.
Last Person to Approve: The last staff person to approve the Intake.
Some List Box or Group Box:
List Box Field Column or Group Box Field: This is the description of the field or column.
Summary Group Box:
Highlight the information from the summary area and select the Detail button to view the corresponding detail window. The detail button will become active once an area connected to a detail window is selected from the summary information provided.
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Select this button to see the detail window for the information highlighted in the summary. |
(07-2013)
NFOATQ1H (105)