The Intake Folder operates similarly to the Case Folder. If given permissions, users can change the Case Type of an Intake. The Case Type can be changed in the detail view from the three dots menu or by selecting a different case type from the Case Type field.
NOTE: You must have Modify permissions to My Intakes and/or Others' Intakes to change the Case Type of an Intake.
To change the Case Type of an Intake:
Open the detail view of the desired Intake.
Use the Case Type dropdown to select a new case type. You may also click the three dots menu and select the Change Case Type option.
From the Actions menu, select a new Case Type from the Case Type Selection window and click Save. A filter row has been added to quickly find a Case Type by typing a fragment of the Case Type Code, Header, or Description. [screenshot]
From either the Case Type dropdown or Actions menu, choose how to handle the existing Checklist, User Defined Data and Primary Staff. Refer to Changing the Case Type for more details.
Confirm your selections and click the Yes button to proceed with the Case Type change.
A confirmation banner will display when complete.
