Managing and tracking intake form requests in Concord

Effectively managing and tracking intake form requests is essential for maintaining operational efficiency. This guide covers how to use the intake form view for comprehensive management.

Accessing the intake form view Access the centralized intake form view through:

1. The sidebar menu under the “Intake” section, where you can view all requests.

Features of the intake form view This view provides important information such as:

• Title, requester, assignee, status, due date, and creation date: Essential details for tracking and managing requests.

Modifying requests To edit an existing request:

1. Click on the request to open the detailed view.
2. Update necessary information and confirm the changes to ensure accuracy.

Conclusion The intake form view provides a centralized location to manage and track requests efficiently, ensuring all information is up-to-date.