Once the Intake Interview Form is completed by you or the client, importing the content back into the case is easily following the steps in the Intake Interview Jumpstart Wizard.
Remember to search/replace full names with short names in some of the templates table columns before you import it into the case. For more information, see To search/replace full names in the template before the import.
When you import the Intake Interview Jumpstart form, CaseMap automatically creates a ReportBook of the imported information for you. When you complete the import wizard, a message box indicates that the ReportBook is created and available for to preview. The ReportBook also contains additional fields, like Key and Potential Source(s) so clients can provide more information or check the report for errors. You can save the ReportBook to a Reports folder on your network for reference purposes.
Importing Intake Interview Forms that have the same objects identified may cause duplicate fact and object entries. Review intake forms before an import to isolate data that can be manually entered in the case. Or review the Facts and objects spreadsheets and delete or merge duplicate entries as needed. You will want to make note in the case where the source of the information came from. |
In order for linking to automatically generate for information imported from the Intake Interview Jumpstart form, you should replace the full names with short names in the Description of Persons, Description of Organizations, Description of Event columns in form tables before the import process. Otherwise, you will want to find/replace full names with short names in Role in Case fields in both the Persons and Organizations spreadsheets, and the Fact Text field of the Facts spreadsheet after the import. We strongly recommend that you review and edit names in the template before you import the information since it is faster to search/replace content there than searching individual fields in each CaseMap spreadsheet.
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The Intake Interview Form must be open in Word before the import can occur.
If dates are not entered in the template correctly, a message box displays asking you to fix them according to the format selected in the import wizard.
When the import is complete, a message box displays stating that the import was successful and notes how many forms you can still import into the case.
The ReportBook is a copy of the intake form that you can print to a PDF file and save to the network folder where you store reports so it can be referenced later.
As you click on each spreadsheet, notice how the number count updates next to the spreadsheet icon in the Case Shortcuts pane. The Source(s) field in the Facts spreadsheet notes the Intake Interview Form as the origin for imported fact records. Also notice that short names were automatically created in object spreadsheets and the Role in Case description fields are populated with data that the client entered.
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