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Contact Summary Form


This form doesn’t get transmitted outside your agency, and is used to collect information on a case or stop.

  • Can be used for many things

  • Summary doesn’t contain actual names

  • Can import data from a case into this form

  • Tracks basic demographic information but not names or specific information.

NOTE:

  • The Contact Summary form does not replicate to any form as it is a Case level form and other forms are needed first.

Info

NOTE: Changes updated for the Fall 2023 WIPack

Form Design

The Contact Summary Form contains the following groups:

How to:

Other Resources

Page Tree
root@self
startDepth1

Agency Tables associated with form

Document Group

Each Contact Summary form contains one Document group. The fields within the group are shown in the figure below.

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Summary Group

Each Contact Summary form contains one Summary group. The fields within the group are shown in the figure below.

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Include Page
Location Group
Location Group

Unit Group

Each Contact Summary form can contain multiple Unit groups. The fields within the group are shown in the figure below.

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Individual Sub-Group

Each Contact Summary form can contain multiple Individual groups. The fields within the group are shown in the figure below.

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Include Page
Agency Group
Agency Group