Use this tutorial to view or update the intake coordinator's observations on the Intake page.
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NOTE: After a child has been deemed eligible, the data on the Intake page is read-only and cannot be updated. |
Complete the following steps to perform this tutorial:
Display the Intake page.
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NOTE: The Observations link is selected by default, and the page displays detailed observation information in the Intake Coordinator Observations section. Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section. |
View or select the Activation Period in the Intake heading. If only one Activation Period exists for the child, the Activation Period is read-only.
View or update the observation details.
Intake Coordinator displays the intake coordinator's first and last name.
In Observations/Discussion of Development, enter the intake coordinator's observations of the child and any discussions of the child's development.
View or update the information in the Topics of Interest section.
In Would you like the information about the following, select one or more of the check boxes to indicate which topics require more information.
In Would you like assistance in getting more information for your family or others regarding the following, select one or more of the check boxes to indicate which topics require more information.
In Other-please describe, enter any other information the family is interested in receiving.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
Click the Save button. The page refreshes and displays the updated information.
Version 1.6