Initial Contact

A Workflow has been created to allow “Initial Contact” to be recorded.

When creating a manual case there is a new “Referral Pathway” for “Initial Contact”:

Once the case has been created the “Initial Contact” Workflow can be started:

The first step is “Does the individual require a Checklist?”:

If Yes, click on the progress button underneath “Yes – checklist is required” which triggers the step “complete checklist”.

When the checklist is submitted the user will need to complete the “Complete checklist” step by recording the “Date checklist completed” so that the Workflow process is complete:

If No, click on the progress button underneath “No – checklist is not required” which triggers the next step “Checklist not required” where a mandatory free text reason needs to be recorded:

When a reason has been recorded, click on the “progress” button so that the Workflow process is complete.