9.2 Baseline for Intake and Telephonic Advice – Electronic Desk Manual

Needed capacities or functions - Electronic Desk Manual

  1. Programs should have an electronic desk manual that serves as a guide for intake workers to provide appropriate information, advice, or referral and meets the following criteria: 

    1. readily available; 

    2. centrally located; 

    3. easily searchable; and 

    4. easily updated. 

Important Considerations and Best Practices 

As best practice, organizations should consider integrating intake manuals into a case management system, document management system, central knowledge base, or be available on a shared drive. 

Most importantly, organizations should ensure that manuals are widely and easily accessible to staff. They may want to consider using a knowledge management or document management system for its ease of access, administration, and searchability.