Linking Intakes to a Case

Attachments:
Download this file (Linking Intakes to a Case 4-28-2021.pdf)Linking Intakes to a Case 4-28-2021.pdf[ ]1444 Kb

 

This Knowledge Base Article (KBA) describes how to link an Intake to a Case, including an open Adoption Case. It describes the functionality that (in some instances) allows users to select which Intake Participants to add as Active Case Participants when linking an Intake.