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The Presenting tab provides designated team members with the ability to add, edit, and view 

information that was provided when the case was referred to the CAC. The information on the 

Presenting Tab is typically complete even before the Forensic Interview is conducted. It is 

designed to record what is known about the case at the time the report is made – how the case 

presented initially.

The Presenting Tab is divided into several sections and record tables. Red data fields in this tab 

are used to tabulate statistics for the NCA Statistics Report.

The Save and Cancel buttons for the tab are located in the header above the active page. You must 

select “Save” to save information entered into each section to the case record. These buttons will 

be available even if you are at the bottom of the page.

The Presenting tab also has a “Save as Permanent Record” button. Once this option is selected, no 

further changes can be made to the record on the Presenting tab and data in this tab will be set to 

read-only.

Figure 1. “Save,” “Save as Permanent Record” and “Cancel” buttons

NOTE: Users with “View” privileges can view the information on the page, however, text boxes and 

pick list options are disabled.

Referral

The referral section includes information from the initial report or referral form.

STEP 1: Enter Date

Start by entering the date the CAC was made aware of the case in the field “Date Received by CAC.”

Figure 2. “Date Received by CAC” field

STEP 2: Enter the Referring Agency

Select the agency that made the referral from the “Referral Source” drop down list.

Figure 3. “Referral Source” drop down list

To add a new Agency, click on the “Add” button next to the Referral Source field.

Figure 4. “Add” referral source button

The “New Agency” dialog box will appear with a list of existing agencies at the top. Check to make 

sure the agency you want to add is not in the list. If it is on the list, select it there and 

return to the Incoming Referral section. If it is not on the list, enter the agency name, address 

and phone number in the open fields. Click “Save” to add the new agency or “Cancel” to forego 

adding a new agency.

Figure 5. “New Agency” fields

STEP 3: Enter the Individual Making the Referral

After you have chosen the Referral Source, the dropdown list for the “Person” field will be 

populated with personnel from the selected agency. Choose the individual who made the referral from 

the “Person” dropdown list.

Figure 6. “Person” dropdown list

To add a new personnel for the chosen agency, click on the “Add” button next to the Person

field.

Figure 7. “Add” person button

The “New Personnel” dialog box will appear with a list of existing individuals associated with the 

selected agency. Check to make sure the person you want to add is not in the list. If they are on 

the list, click cancel to return to the Referral section and select them from the Person drop down 

box. If the individual does not appear in the list, enter the individual’s name, credentials, job 

title, email address and phone number, if known. First and last names are

required. Click “Save” to add the new person or “Cancel” to forego adding a new person.

Figure 8. “New Personnel” list of existing individuals and new personnel data fields

STEP 4: Enter the Reason for Referral

Select the “Reason for Referral” from the radio button options. Once you tick on “Allegation of 

Abuse,” “Requesting Other Direct Services”, or “Requesting Other Indirect Services”, new fields and 

selections will be available for you to enter more information about the case.

Figure 9. “Reason for Referral” radio button options

The table below details the additional data entry fields that will be available in each of these 

sections and how to use them.

Incident

The incident section includes more details about the location where the incident(s) allegedly 

occurred.

Use the “Location Description” open text field to record a description of the incident location. 

Select the “State” and “County” where the incident(s) took place from the drop down lists.

Select the “Location Type” from the options in the drop down list.

Use the “Narrative Description” open text field to record a synopsis of how the allegation was

initially made and the case referred to the CAC.

Figure 10. Incident data fields

Prior Interviews

The Prior Interviews table provides a place to record if a child has already been interviewed with 

respect to this case.

Figure 11. Prior Interviews table

STEP 1: Add a Prior Interview

To document a prior interview, click on the “Add New Record” button.

Figure 12. “Add New Record” button

Enter the date the conversation/interview took place in the “Interview Date” field and the “Agency” 

that conducted the interview.

Figure 13. “Interview Date” and “Agency” fields

Click “Update” to save the record. Click “Cancel” to forego adding a new record.

STEP 2: Edit or Delete a Prior Interview

To edit a prior interview record, click on the “Edit” button in the row next to the record you wish 

to modify.

If you wish to delete a prior interview, click the “Delete” button in the row with the record you 

wish to remove.

Figure 14. “Edit” and “Delete” buttons

A pop up box will ask, “Are you sure you want to delete this record?” to confirm deletion. Select

“OK” to delete, or “Cancel” to forego deleting the record.

Referral Records

This section only displays for CACs with an Internet based Data Provider.

Figure 15. Referral Records section

The table below contains information about the data fields in the Referral Records table. 

Document Upload

To upload documents related to the information entered on the Presenting Tab, go to the Document 

Upload section towards the bottom of the page.

Refer to the “Document Upload” help file for details on uploading and managing documents.

NOTE: NCA does not recommend the storage of evidentiary documents as part of this case

record. Any copies of evidentiary materials should be retained by the appropriate law

enforcement and prosecution partners.