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.

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1 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. 1/44

2 Procedure 1. Follow the steps below to complete the task: Colorado Trails 2. Click the Search menu item. 2/44

3 Colorado Trails 3. Click the Hotline Search menu item. 3/44

4 4. Hotline Search 4/44

5 The Hotline Search page displays. 5. Hotline Search Queries 5/44

6 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 Description Hotline ID R Example: /44

7 7. Click the Search button. 7/44

8 8. Hotline ID Search Result 8/44

9 The Hotline with the ID you searched for displays. 9. Search Queries Collapsed 9/44

10 Notice the Search Queries section collapsed when the search results displayed. You can expand the section to continue searching. 10. Click the Expand (+) icon. 10/44

11 11. Search Queries Expanded 11/44

12 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. 12/44

13 13. Clear Form Warning 13/44

14 The Warning! pop-up window displays where you can confirm that you want to clear the form. 14. Click the Yes button. 14/44

15 15. New Search 15/44

16 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. 16/44

17 17. Select the Delta menu item. 17/44

18 18. Click the Search button. 18/44

19 19. Responsible County Search Results 19/44

20 Hotlines where the Responsible County is Delta will display. 20. Search Results Filter and Sort 20/44

21 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 21/44

22 To filter the list of search results use the filter tool in the column header. 22. Search Results Sort 22/44

23 To sort the list of search results use the sort tool in the column header. 23. Select Hotline 23/44

24 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 link. 24/44

25 HotlineDetails - Colorado Trails 25. Hotline Details 25/44

26 The Hotline Details page displays. HotlineDetails - Colorado Trails 26. Read and Read Only Details 26/44

27 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 readonly. HotlineDetails - Colorado Trails 27. Call Summary 27/44

28 Scroll down the page to review all the hotline details sections, starting with the Call Summary. HotlineDetails - Colorado Trails 28. Scroll down the page 28/44

29 Scroll down the page. HotlineDetails - Colorado Trails 29. Reporter Information 29/44

30 Reporter Information follows. HotlineDetails - Colorado Trails 30. Family Information 30/44

31 Then Family Information. HotlineDetails - Colorado Trails 31. Call Narrative 31/44

32 At the bottom of the Hotline Details page you will find Call Narrative and Call Disposition information. HotlineDetails - Colorado Trails 32. Scroll up the page 32/44

33 Scroll back up the page. HotlineDetails - Colorado Trails 33. Hotline Details Reviewed 33/44

34 Having reviewed the Hotline Details page, let's return to our search and open the Referral Details. 34. Hotline Search 34/44

35 The Hotline Search page displays. 35. Referrals 35/44

36 Links to Referral Details are displayed in the Referral Id column. 36. Click the link. 36/44

37 Referral Details: - Colorado Trails 37. Referral Details 37/44

38 The Referral Details page displays. Referral Details: - Colorado Trails 38. Referral Details 38/44

39 Scroll down the page to review all the referral details sections, starting with the Referral Summary and Hotlines. Referral Details: - Colorado Trails 39. Scroll down the page 39/44

40 Scroll down the page. Referral Details: - Colorado Trails 40. Referral Details 40/44

41 Moving down the page, you can review information for the Referral's Clients, Collaterals, Notes and Frameworks, Prevention/Service Referrals and Mandatory Reporter. Referral Details: - Colorado Trails 41. Referral Details 41/44

42 Further down the page you can review the Referral Acceptance information. Referral Details: - Colorado Trails 42. Referral Details 42/44

43 At the bottom of the Referral Details page you will find Supervisor Approval information. Referral Details: - Colorado Trails 43. Scroll back up the page 43/44

44 Scroll back up the page. Referral Details: - Colorado Trails 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. 44/44

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.

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