tm intake - hotline search · tm intake - hotline search friday, july 13, 2018 ... 37/44 referral...

TM Intake - Hotline Search

Friday, July 13, 2018Copyright 2016 State of Colorado

1/44

Purpose

This Job Aid provides you with a document that describes how to perform the task. You can print this document or save it to your local hard drive.



2/44

Procedure

1. Follow the steps below to complete the task:

Colorado Trails

2. Click the Search menu item.



3/44

Colorado Trails

3. Click the Hotline Search menu item.



4/44

Hotline Search - Colorado Trails

4. Hotline Search



5/44

The Hotline Search page displays.


5. Hotline Search Queries



6/44

Use the Search Queries fields to assist in locating a hotline. You must enter at least one search criteria. For example, you might look for a specific hotline using the Hotline ID.


6. As required, complete/review the following fields: Field R/O/C DescriptionHotline ID R

Example: 648170



7/44


7. Click the Search button.



8/44


8. Hotline ID Search Result



9/44

The Hotline with the ID you searched for displays.


9. Search Queries Collapsed



10/44

Notice the Search Queries section collapsed when the search results displayed. You can expand the section to continue searching.


10. Click the Expand (+) icon.



11/44


11. Search Queries Expanded



12/44

The Search Queries section displays, with your previous search criteria still populating the fields.

To perform a new search, clear the fields.


12. Click the Clear button.



13/44


13. Clear Form Warning



14/44

The Warning! pop-up window displays where you can confirm that you want to clear the form.


14. Click the Yes button.



15/44


15. New Search



16/44

With the search queries fields cleared you can perform your next search.

For this example, you will search for a Hotline using Delta as the Responsible County.


16. Click the Responsible County drop-down menu.



17/44


17. Select the Delta menu item.



18/44


18. Click the Search button.



19/44


19. Responsible County Search Results



20/44

Hotlines where the Responsible County is Delta will display.


20. Search Results Filter and Sort



21/44

Where you have a large amount of results, as you do here with 189 results, you can filter and sort the columns to help find a specific hotline(s).


21. Search Results Filter



22/44

To filter the list of search results use the filter tool in the column header.


22. Search Results Sort



23/44

To sort the list of search results use the sort tool in the column header.


23. Select Hotline



24/44

When you have located the hotline you were searching for, you can view Hotline details and Referral details by clicking the links. Take a look at the hotline details first.


24. Click the 662581 link.



25/44

HotlineDetails - Colorado Trails

25. Hotline Details



26/44

The Hotline Details page displays.


26. Read and Read Only Details



27/44

If you select an unsubmitted hotline from your affiliated county, the hotline details will be editable.

If you select a submitted hotline from your affiliated county, the hotline details will be read-only.

If you select a hotline not from your affiliated county, the hotline details will be read-only.


27. Call Summary



28/44

Scroll down the page to review all the hotline details sections, starting with the Call Summary.


28. Scroll down the page



29/44

Scroll down the page.


29. Reporter Information



30/44

Reporter Information follows.


30. Family Information



31/44

Then Family Information.


31. Call Narrative



32/44

At the bottom of the Hotline Details page you will find Call Narrative and Call Disposition information.


32. Scroll up the page



33/44

Scroll back up the page.


33. Hotline Details Reviewed



34/44

Having reviewed the Hotline Details page, let's return to our search and open the Referral Details.


34. Hotline Search



35/44

The Hotline Search page displays.


35. Referrals



36/44

Links to Referral Details are displayed in the Referral Id column.


36. Click the 2667353 link.



37/44

Referral Details: - Colorado Trails

37. Referral Details



38/44

The Referral Details page displays.





39/44

Scroll down the page to review all the referral details sections, starting with the Referral Summary and Hotlines.


39. Scroll down the page



40/44

Scroll down the page.





41/44

Moving down the page, you can review information for the Referral's Clients, Collaterals, Notes and Frameworks, Prevention/Service Referrals and Mandatory Reporter.





42/44

Further down the page you can review the Referral Acceptance information.





43/44

At the bottom of the Referral Details page you will find Supervisor Approval information.


43. Scroll back up the page



44/44

Scroll back up the page.


44. Referral Details Reviewed

Having reviewed details for both the hotline and the referral, you can now review another hotline in your search or a new search. Or you can move on to your next task.

tm intake - hotline search · tm intake - hotline search friday, july 13, 2018 ... 37/44 referral...

Documents