Search Intake

WINDOW OVERVIEW:

The Search Intake window is used to begin the process of creating a new Intake or finding an existing Intake.

There are several search options available on the window.

When creating a new Intake no information needs to be entered on this window, selection of the "New" Action button will open the Detail Intakewindow where new Intake information can be entered.

Intake Overview

FIELD DESCRIPTIONS:

Intake Group Box:

This box is used to search using the intake number when it is known.

Number: Enter the number assigned to the Intake.

-OR-

Person:  Select the Search Arrow  icon to begin a Person Search.

Intake Staff/Office Group Box:

This box is used to search for an Intake using information about the person involved in the Intake report, the staff person who received the information, or the person who reported the Intake.

Search Person/Staff:

Select the appropriate radio button for the person:

• Received by: This radio button begins the search using the name of the staff person who received the Intake report.
• Received by Supervisor:  This radio button begins the search using the name of the supervisor who received the Intake report.
• Received by Office:  This radio button begins the search using the Office number who received the Intake.
• Assigned To:  This radio button begins the search using the Assignment position.
• Assigned to Supervisor:  This radio button begins the search using Supervisor assigned to the Intake.
• Local Office Assigned:  This radio button begins the search using the Local Office assigned to the Intake.

Select the Search arrow to displays the Person Search window to select the correct person or caller/reporter or the Search Staff Person window to select the correct received by staff person.

Last: This field is populated after the search arrow has been used to select the correct person from the Person Search or Search Staff Person window.

First: This field is populated after the search arrow has been used to select the correct person from the Person Search or Search Staff Person window.

-AND/OR-

Intake Information Group Box:

This group box is used to search for an Intake using the status and type of the Intake.

Status: Select the
Approved
Open
Closed
Pendingstatus of the Intake from the drop down list.

Type: Select
Child Abuse/Neglect
Dependent Child
CPS Information and Referral
APS Information and Referral
Adult Protective Servicestype of intake from those listed in the drop down list.

Priority: This field is enabled if the Intake status is closed and the type is Child Abuse/Neglect or Adult Protective Services. Select the
1
2
3priority from those listed in the drop down list.

Status Reason:  Select the reason from the drop down list to narrow the search.

Finding Complete?: This field is enabled if the Intake status is closed and the type is Child Abuse/Neglect or Adult Protective Services. Select the
Yes
No
N/A not applicablestatus from those listed in the drop down list.

-AND-

Date Range Group Box:

This group box is used to narrow the Intake Person/Staff or Intake Information searches by a date range. A selection must be made in one of the two search areas before the date range enables.

Options:  Select the appropriate time frame from the drop down list  to narrow the search.

From: Enter the begin date (MM,DD,YYYY) for the search. Leave blank if searching for all of the intakes prior tot he date entered in the To field.

To: Enter the end date (MM,DD,YYYY) for the search. Leave blank if searching for all of the intakes after the date entered in the From field.

-AND-

Intake Notification:  Select the appropriate Intake Notification from the drop down list to narrow the search.

ACTION BUTTONS:

	Select this button to display a numerical count of the Intakes narrowed by the search criteria selected.
	Select the Search button to begin the search when all the appropriate search criteria have been entered. If the message "No Intakes Found" is received, change the criteria for the search and try again.
	Select the New button to create a new Intake.
	Select the Clear button to clear any search information entered in the window. The window remains open to enter new information.
	Select the Cancel button to cancel the search and return to the Main Menu window.
	Select the Help button to open the Help information for this window.

(07-2011)

 NFOA451H (502)