Tutorial: View Intake Details

Use this tutorial to view data on the intake coordinator's information on the Intake page.

Complete the following steps to perform this tutorial:

  1. Display the Intake page.

Intake page (default view)

Intake page (default view) for Coordinator/District roles

Intake page (default view) for Provider/State roles

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.

  1. View the Activation Period in the Intake heading.

  1. View the observation details.

  1. View the information in the Topics of Interest section.

  1. Click the Parental Consent link. The page refreshes and displays detailed information in the Parental Consent section.

Intake page (parental consent details view)

  1. View the consent details.

  1. Click the Vision Information link. The page refreshes and displays detailed information in the Vision Screening section.

Intake page (vision information details view)

Intake page (vision information details view) for Coordinator/District roles

Intake page (vision information details view) for Provider/State roles

  1. View the vision screening details.

  1. Click the Hearing Information link. The page refreshes and displays detailed information in the Hearing Screening section.

Intake page (hearing information details view)

Intake page (hearing information details view) for Coordinator/District roles

Intake page (hearing information details view) for Provider/State roles

  1. View the hearing screening details.

  1. Click the Family Assessment link. The page refreshes and displays detailed information in the Family Assessment and Child Care sections.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State role

  1. View the details in the Family Assessment and All About Our Child and Family sections.

  1. View the details in the Identification of Natural Environment(s) section.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State roles

  1. Click the [+] to expand the Child Care section.  The section expands to display additional information.

Intake page (family assessment details view)

Intake page (family assessment details view) for Coordinator/District roles

Intake page (family assessment details view) for Provider/State roles

  1. View the details in the Child Care section.