Administrator Setup – Enabling Intake Request

Enable the Intake Request Feature

1. Navigate to:
   Configuration → General Configuration → Switch Features On or Off
2. Enable Intake Request by ticking the checkbox
3. Save your changes

When disabled, all Intake Request menus, forms, filters, reports, and notifications are hidden. Re‑enabling the feature restores all existing configuration and data.

Feature Visibility Configuration

Administrators can restrict access to:

• Intake Request
• Intake Request Documents
• Intake Request Notes

via:

Administration → Feature Visibility → Intake Requests

For more information about Feature Visibility, click here

Value Set creation

Once enabled Administrators will need to provide values for each of the Intake Request value sets.

This can be done by right clicking on the value set and selecting 'Create new value' to ad a single value 

If you use 'Import Values' then a pop up will appear where you can enter multiple value in the text box

Enter you values and press [Import] - each value will be created

These values will then populate the field drop down lists on the relevant Intake Request forms

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