Complete intake
Record the shareholder interview on the Intake tab, by hand or from a CSV import.
Who does this: Preparer. You are the assigned Preparer and the Study is still editable. Others on the Study see the recorded intake without the action controls.
Steps
- Open the Study and select the Intake tab.
- On a new Study, select Begin intake to start the shareholder interview. If intake is already under way, the tab opens on the recorded answers.
- Move between parts of the interview with Instrument sections. Each section shows whether it is in progress or complete.
- Enter each answer. Every value saves as you commit it, and each field shows who recorded it.
- To bring answers in from a spreadsheet, open Import intake from CSV and choose the CSV file.
- Describe where the file came from in Source descriptor. Preview mapping stays unavailable until this field is filled.
- Select Preview mapping to see which columns map to which intake fields, then select Review and apply.
Good to know
An imported answer keeps its source and import batch on the record, so the Study shows where each value came from.