Reviewing the Triage List

The list of current Triage services awaiting actions will be displayed. It will initially be displaying in order or priority. The Priority is chosen at the time of creating the Triage.

1. You can search the results to find specific names, problem types or display the results by date created. 
2. To view a Triage service in full, click on the Service ID link.
   
   From here, you can decide how to proceed with the potential client.
    
3. To proceed with creating a client and service:
   1. Change the Service Type from Triage to the relevant Service. Depending on the Service Type you select, some additional fields may be displayed and/or become mandatory.
   2. Select Create Client to proceed with adding the remaining client details in full.
   3. Select Save.
   4. Go to the Client Services tab to view the newly created Service and add more notes, actions or detail.