CM30: Case Book - Florida's Center for Child Welfarecenterforchildwelfare.fmhi.usf.edu/kb/FSFN/CaseBookTopicPaper.pdf · Change History Release# or Date CR# or Incident # Change Description

CM30: Case Book

May 12, 2017

Change History

Release# or

Date

CR# or

Incident #

Change Description Author(s) Section Modified

06/07/2013 Initial Version FSFN Implementation Team

All Sections

07/30/2013 Update FSFN Project Team

Pages (added Assessment and Planning, File Cabinet, Investigation/Special Conditions Referral, Legal, and updated Requirements)

08/04/2013 Review FSFN Project Team

Pages ( Assessment and Planning, File Cabinet)

05/04/2014 Update Q3 Documentation to include Risk Assessment and Service Request Authorization

FSFN Project Team

12/18/2014

Added new screenshot to include Service Request Authorization Request in the Case Book

Matthew Mocniak & Leah Dienger

1.4

02/13/2015 Q2/Q3 Eligibility

Updated content to include new functionalities that are a part of the Q2/Q3 release/

Matthew Mocniak All Sections

02/20/2015 Updated the formatting and Table of Contents

Matthew Mocniak Entire Document

02/23/2015 Pre-existing QA Review FSFN Enhancements Team

08/31/2015 Reviewed content and compared to current functionality. Inserted comments where different.

Leah Dienger Entire Document

11/25/2015 Final Review for Supported Platform

Kortney Rudd Entire Document

12/09/2015 CR607 Updated content based on CR607.


01/07/2016 CR607 Reviewed content and updated screenshots


12/12/2016 CRAS3, AS4, AS5, AS6, AS12

Update to Assessment and Planning

Leon White 1.2.4

12/13/2016 CRAS3, AS4, AS5, AS6, AS12

Peer Review Leah Dienger Assessment and Planning

1/25/2017 CR641.13 Updated page per CR641.13

Kathleen Watson 1.2.4.2 Page Information (Assessment Planning) Safety Plan

01/29/2017 Updated screen shots Leah Dienger Entire Document


Kathleen Watson 1.2.1.2 Page Information

02/10/2017 CR529.05 Peer Review Jishil Johnson 1.2.1.2 Page Information


Kathleen Watson 1.2.1.2 Page Information and Screenshots

02/27/2017 Peer Review Jishil Johnson Page Information

03/01/2017 CR 529.06 Additional updates for Story 529.06

Kortney Rudd Section 1.2.4 and throughout the document.

Florida Safe Families Network

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CM30 – Case Book May 12, 2017 Topic Paper Page 4 of 117

Table of Contents

1.1 Introduction ................................................................................................................................................ 6 1.2 Pages ............................................................................................................................................................ 7

1.2.1 Page – Case Book ................................................................................................................................... 7 1.2.1.1 Page Overview ................................................................................................................................................ 7 1.2.1.2 Page Information ............................................................................................................................................ 9 1.2.1.3 Background Processing................................................................................................................................. 25 1.2.1.4 Save Processing ............................................................................................................................................ 25

1.2.2 Page – Case Book (Adoption) ............................................................................................................... 27 1.2.2.1 Functionality Overview ................................................................................................................................ 27 1.2.2.2 Page Information .......................................................................................................................................... 28 1.2.2.3 Background Processing................................................................................................................................. 33 1.2.2.4 Save Processing ............................................................................................................................................ 33

1.2.3 Page – Case Book (Case Notes) ............................................................................................................ 34 1.2.3.1 Functionality Overview ................................................................................................................................ 34 1.2.3.2 Page Information .......................................................................................................................................... 35

1.2.4 Case Book Page (Assessment and Planning) ......................................................................................... 43 1.2.4.1 Functionality Overview ................................................................................................................................ 43 1.2.4.2 Page Information .......................................................................................................................................... 44 1.2.4.3 Background Processing................................................................................................................................. 49 1.2.4.4 Save Processing ............................................................................................................................................ 49 1.2.4.5 Security ......................................................................................................................................................... 49

1.2.5 Case Book Page (Assignments) ............................................................................................................. 50 1.2.5.1 Functionality Overview ................................................................................................................................ 50 1.2.5.2 Page Information .......................................................................................................................................... 51 1.2.5.3 Background Processing................................................................................................................................. 55 1.2.5.4 Save Processing ............................................................................................................................................ 55

1.2.6 Case Book Page (Eligibility) ................................................................................................................. 56 1.2.6.1 Functionality Overview ................................................................................................................................ 56 1.2.6.2 Page Information .......................................................................................................................................... 57 1.2.6.3 Background Processing................................................................................................................................. 61 1.2.6.4 Save Processing ............................................................................................................................................ 61

1.2.7 Case Book Page (File Cabinet) .............................................................................................................. 62 1.2.7.1 Functionality Overview ................................................................................................................................ 62 1.2.7.2 Page Information .......................................................................................................................................... 63 1.2.7.3 Background Processing................................................................................................................................. 67 1.2.7.4 Save Processing ............................................................................................................................................ 67 1.2.7.5 Security ......................................................................................................................................................... 68

1.2.8 Case Book Page (Intakes) ...................................................................................................................... 69 1.2.8.1 Functionality Overview ................................................................................................................................ 69 1.2.8.2 Page Information .......................................................................................................................................... 70 1.2.8.3 Background Processing................................................................................................................................. 73 1.2.8.4 Save Processing ............................................................................................................................................ 73

1.2.9 Case Book (Investigations/Special Conditions Referrals) ..................................................................... 74 1.2.9.1 Functionality Overview ................................................................................................................................ 74 1.2.9.2 Page Information .......................................................................................................................................... 74 1.2.9.3 Background Processing................................................................................................................................. 82 1.2.9.4 Save Processing ............................................................................................................................................ 82 1.2.9.5 Security ......................................................................................................................................................... 82

1.2.10 Case Book Page (Legal) ........................................................................................................................ 83


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1.2.10.1 Functionality Overview ................................................................................................................................ 83 1.2.10.2 Page Information .......................................................................................................................................... 83 1.2.10.3 Background Processing................................................................................................................................. 89 1.2.10.4 Save Processing ............................................................................................................................................ 89 1.2.10.5 Security ......................................................................................................................................................... 89

1.2.11 Case Book Page (Meetings) ................................................................................................................... 90 1.2.11.1 Functionality Overview ................................................................................................................................ 90 1.2.11.2 Page Information .......................................................................................................................................... 91 1.2.11.3 Background Processing................................................................................................................................. 95 1.2.11.4 Save Processing ............................................................................................................................................ 95

1.2.12 Case Book Page (Placements) ............................................................................................................... 96 1.2.12.1 Functionality Overview ................................................................................................................................ 96 1.2.12.2 Page Information .......................................................................................................................................... 97 1.2.12.3 Background Processing............................................................................................................................... 102 1.2.12.4 Save Processing .......................................................................................................................................... 102

1.2.13 Case Book Page (Service Request Authorization) ............................................................................... 103 1.2.13.1 Functionality Overview .............................................................................................................................. 103 1.2.13.2 Page Information ........................................................................................................................................ 104 1.2.13.3 Background Processing............................................................................................................................... 106 1.2.13.4 Save Processing .......................................................................................................................................... 107

1.2.14 Case Book Page (Services) .................................................................................................................. 108 1.2.14.1 Functionality Overview .............................................................................................................................. 108 1.2.14.2 Page Information ........................................................................................................................................ 109 1.2.14.3 Background Processing............................................................................................................................... 112 1.2.14.4 Save Processing .......................................................................................................................................... 112

1.3 Inventories ............................................................................................................................................... 113 1.3.1 CRUD Matrix ...................................................................................................................................... 113 1.3.2 Reference Data ..................................................................................................................................... 116 1.3.3 Automated Messages ........................................................................................................................... 116 1.3.4 Checklists ............................................................................................................................................. 116 1.3.5 Task Due .............................................................................................................................................. 116 1.3.6 Notifications ........................................................................................................................................ 116 1.3.7 Text Templates .................................................................................................................................... 116 1.3.8 Reports ................................................................................................................................................. 116 1.3.9 Triggers ................................................................................................................................................ 116 1.3.10 Batch Programs .................................................................................................................................... 116

1.4 Requirements Included .......................................................................................................................... 117


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1.1 Introduction

This document describes the design of the Case Book feature for the Florida Safe Families

Network (FSFN) Common Management module. This new page will support the need for

system users to have quick access to case specific information necessary to support analysis

regarding the safety and well-being of children, vulnerable adults, and families of the state

of Florida.

The functional design of the Case Book page represents changes to FSFN resulting from the

transformation of the Child Protection process to support changes to improvements to

DCF’s current safety and family assessment tools and practices. Enhancements to this

module support the following goals of the FSFN Child Protection Transformation and

SACWIS Compliance project:

Improve quality and consistency of decision making

Eliminate redundant processes and re-work

Gain efficiencies through enhanced technology

The Case Book page will allow users’ quick access to case information to support swift

analysis of case content. With the amount of information available in FSFN, users have

found it difficult to locate specific case information when needed causing many to rely on

ancillary systems to support their work.

New users find the current functionality cumbersome with case information scattered about

the application, making it difficult to retrieve when needed. Users are also challenged with

navigating through a number of expandos in order to access case information in the case as

the system is currently designed.

This design represents a major function of FSFN that supports the business process for

various users across the system, providing increased usability and efficiencies in accessing

and creating work. These changes are the result of the Child Protection Transformation

effort, as well as compliance with SACWIS requirements. System changes noted for this

design impact all system users.


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1.2 Pages 1.2.1 Page – Case Book

1.2.1.1 Page Overview

Page Navigation

The Case Book page allows for the items/reference values once located in the Options drop

down to be easily accessed from one location. The user can also create pieces of work (case

and participant specific) from the Case Book page via the hyperlinks located in the Actions

list box. Information contained within the various group boxes on the Case Book page will

pre-fill and display information based on existing timeframes in FSFN today, mimicking

the logic employed when the desktop is in Date Restricted view. The amount of information

displayed at one time is limited by a CVM default view to timeframes such as three months,

six months, or two years from the date of creation/update.

Case Book is accessed from the desktop by clicking the Case Book hyperlink next to the

Case Name hyperlink within the Cases expando when in Case View. Case Book can also be

launched from the Utility Search page (accessed via the Search command button on the

Desktop or Search option from the Utilities menu). Refer to the Desktop/Navigation/Search

Functional Specification for details regarding how to access Case Book from each of the


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tabs on the Search page. It is important to note that Case Book can be accessed by selecting

the Case Book hyperlink via each of the Case, Person, Provider/Organization, and Worker

tabs.

Access to the Case Book page is specifically excluded on data retrieval search pages. The

new Case Book link will only show on search results provided on the Search Utility page

tabs defined above. Data Retrieval Search pages are those which are accessed from pieces

of work within FSFN (e.g., Intake Inquiry Search page, Case Search pop-up page from

various pieces of work created or maintained through Financial Work, and so on.), as well

as any search page other than the Utility Search page.

When the Case Book page is accessed from the Desktop, the pieces of work accessed from

Case Book are launched in Edit mode if the user has the applicable security to access and/or

create the various pieces of work. If accessed from Search, the pieces of work launch in

View mode and the Case and Participant Action hyperlinks will not be available within the

list box.

The Print command button in the FSFN application will allow for a screen print and will

include the information captured below the scroll bar. Additionally, Case Book employs the

existing logic that all pages within FSFN have to support audit functionality.


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1.2.1.2 Page Information

Case Book page Landing page for overall Case Information.

Case Book is accessed from the desktop by clicking the Case

Book hyperlink next to the Case Name hyperlink within the

Cases expando when in Case View.

Case Book can also be launched from the Search page (accessed

via the Search command button on the Desktop).

Refer to the Search Functional Spec for details regarding how to

access Case Book from each of the tabs on the Search page.

When the Case Book page is accessed from the Desktop, the

pieces of work accessed from Case Book are launched in Edit

mode.

If accessed from Search, the pieces of work launches in View

mode and the Case and Participant Action hyperlinks will not be

available.

Group

Box:

Case Information

Fields: Case Information Captures basic case information. Contains case level

information.

Case Name Selecting this hyperlink launches the Maintain Case page.

This hyperlink captures the following:

Case Name; (Case ID); a text indicator if the case is Restricted;

a text indicator regarding the Case Closure Status, if applicable

[No Status, Pending or Historical] ---"Display Nothing"

Accepted --- Display “Accepted”


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Denied --- Display “Denied”

(Case Split from Case ID: XXXXX) next to the Case Name

hyperlink if the case is the result of an authorized worker

performing a Case Split.

(Case Merged with Case ID: XXXXX) within the Case Name

hyperlink if the case has been merged with another; (Pre-

Adoption Case ID: XXXXX) next to the Case Name hyperlink if

the case is an Adoption Case created when a worker de-activates

a child from an existing case for the reason of “Adoption

Finalized.”

(Post-Adoptive Case ID: XXXXX) next to the Case Name

hyperlink if the case is one that has had a child de-activated for

the reason of “Adoption Finalized,” (e.g., the Pre-Adoptive

Case), which results in the creation of a new Post-Adoption

Case.

Additional Case

Details

Plain text displayed beneath the Case Name hyperlink to provide

additional details about the FSFN Case. Displays the following

information: Case Type, Case Open/Reopen Date, Primary

Assigned Worker’s Name, County, and Case Address.

Group

Box:

Active

Participants

Fields: Active

Participants

Contains case participant details. Displays all "ACTIVE" FSFN

Case Participants.

Participant Name Selecting this hyperlink launches the associated Person

Management record. Captures the participant’s name: Last

Name, First Name, Middle Name and the associated Person ID.

Current Photo on Selecting this link launches the Imaging page for the most


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file recently created Photo on the participants Person Management

record. Displays as "Current Photo."

Additional

Participant

Details

Plain text displayed beneath the Participant Name hyperlink to

provide additional details about the FSFN Case Participant.

Captures the following information: Date of Birth; Age; Service

Role from Maintain Case page; Date of Last Contact.

For Date of Last Contact, displays the most recent "Face-to-Face

Contact" date documented that was "Completed.”

Group

Box:

Independent

Living

Fields: Independent

Living

Displays Independent Living pages for all FSFN Case

Participants, active or inactive within the last 24 months. The

Independent Living pages display in alphabetical order by Last

Name, First Name, and then the Middle Name.

Participant Name Displays as the participant's name: Last Name, First Name, and

Middle Initial with the associated Person ID. Selecting this

hyperlink launches the participant’s associated Independent

Living page.

Date Last

Updated

Displays the date the Independent Living page, as a whole, was

last updated.

Group

Box:

Medical/Mental

Health

Fields: Medical/ Mental

Health

Displays Medical/Mental Health pages and Medical/Mental

Health Imaging pages for all FSFN Case participants, active or

inactive within the last 6 months; the existing security logic is


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employed.

If the user accessing the Case Book page does not have the

security to view Medical/Mental Health, the following text will

display within the group box: “Security does not exist.”

The Medical Mental Health pages will display in order

alphabetically by Last Name, First Name, and Middle Name

grouped together and then all Medical/Mental Health file cabinet

images will display newest to oldest by Date Document

Scanned.


Middle Initial with associated Person ID. Selecting this

hyperlink launches the participant’s associated Medical/Mental

Health page.

MMH Details Plain text displayed beneath the Participant Name hyperlink

provides additional details about the FSFN Case Participant.

Captures the following information:

Psychotropic Meds: with Yes or No indication based on whether

there is at least 1 Medication captured with the Psychotropic flag

set to "Yes";

Date of Last Medical Exam, which pre-fills from the Medical

History tab where Condition Type = Medical and Type of

Service = Physical Exam with the most recent date using the

following logic:

If multiple records exist with this criteria and Last Dates

and First Dates both exist, looks at the record with the

most recent "First Date", and then displays the "Last

Date" if documented, otherwise displays the First Date.

If only First Dates exist, displays the date of the record

with the most recent First Date; Date of Last Dental

Exam, which pre-fills from the Medical History tab

where Condition Type = Dental and Type of Service =

Dental Exam and employs the same logic as for Medical

Exam to display the applicable date; Date Last Updated


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is the date the Medical/Mental Health page, as a whole,

was last updated.

File Cabinet Displays the Imaging Category - Image Type (Note: The Image

Category should always be Medical/Mental Health if being

displayed within the Medical/Mental Health group box).

Selecting this hyperlink launches the Imaging page.

Additional

Information

Plain text displayed beneath the Imaging page hyperlink to

provide additional details about the Imaging page. Captures the

following information: File Name, Date Document Scanned, and

all participants identified within the Participants group box on

the Imaging page.

Group

Box:

Education

Fields: Education Displays Education pages for ALL FSFN Case Participants,

active or inactive within the last 6 months. The Education pages

will display in alphabetical order by Last Name, First Name, and

then the Middle Name.

Participant Name Displays as the participant's name: Last Name, First Name,

Middle Initial with the associated Person ID. Selecting this

hyperlink launches the participant’s associated Education page.

Additional

Education details

Plain text displayed beneath the Participant Name hyperlink to

provide additional details about the FSFN Case Participant.


School Name and Current Grade, which both pre-fill from the

school record with the most recent "Start Date" which does not


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have an End Date.

Date Last Updated is the date the Education page, as a whole,

was last updated.

Group

Box:

Scheduled Legal

Actions

Fields: Scheduled Legal

Actions

Displays all Scheduled Legal Actions on Legal Record pages.

Note: If a participant has more than 1 Scheduled Legal Action,

multiple rows will exist.

Displays Scheduled Legal Actions on Legal Record pages for

ALL FSFN Case Participants, active or inactive within the last

12 months, where there is a "Scheduled Date" but no Completed

Date.

The Scheduled Legal Actions will display based on the most

recent coming due Scheduled Legal Action Date and Time to the

furthest due Scheduled Legal Action Date and Time.

Legal Action

Initiated

Displays the Legal Action initiated. Selecting this hyperlink

launches the Legal Record page for that particular FSFN Case

Participant. The Legal page on which the Scheduled Legal

Action is documented will then be launched from the

Participant's Legal Record.

Additional

Information

Plain text displayed beneath the Legal Action Initiated hyperlink

provides additional details about the Scheduled Legal Action.


Scheduled Date and Time; Participant Name for whom the Legal

Action is scheduled with Person ID in parenthesis.

Date Last Updated, which is the date the Legal page itself, was

updated last. Note: The Legal page is a page launched off the


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Legal Record page.

Group

Box

Pending Diligent

Search(es)

Fields: Pending Diligent

Search(es)

Only displays "pending" Diligent Search for Parent pages where

there is not a Diligent Search Outcome and associated Date

documented within the last 12 months. The Pending Diligent

Search pages will display oldest to newest based on Create Date.

Diligent Search

Purpose and

Create Date

Displays the Purpose (either TPR or Dependency) and the

associated Date Entered. Selecting this hyperlink launches the

associated Diligent Search for Parent page.

Date Last

Updated

Displays the date the Diligent Search for Parent page was last

updated.

Group

Box:

Adoption

Information

Fields: Adoption

Information

Displays Adoption Information pages and Adoption Subsidy

Agreement Information pages for ALL FSFN Case Participants,

active or inactive within the last 24 months.

Adoption Information pages are displayed in order alphabetical

by Last Name, First Name Middle, Name with Adoption

Information pages group together, and then the Adoption

Subsidy Agreement Information pages displayed in

chronological order, newest to oldest, by Create Date.


the Middle Initial with the associated Person ID. Selecting this

hyperlink launches the participant’s associated Adoption

Information page.

Date Last

Updated

Displays the date the Adoption Information page was last

updated.


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Adoption Subsidy

Agreement

Information

Displays as Adoption Subsidy Agreement. Selecting this

hyperlink launches the participant's associated Adoption Subsidy

Agreement page.

Additional

Information

Plain text displayed beneath the Adoption Subsidy Agreement.

Information hyperlink to provide additional details. Captures the

following information: Participant Name - Last Name, First

Name and Middle Name with Person ID in parenthesis; Date of

Agreement which pre-fills from the Date of Agreement field on

the Adoption Subsidy Agreement Information page; Date Last

Updated which is the date the Adoption Subsidy Agreement

Information page was updated.

Group

Box:

Other

Buttons: Refresh Selecting the Refresh button refreshes the Case Book page as a

whole to pull in the most recent, up-to-date information and

reset the default of the center drop down.

Close Selecting the Close button returns the user to either the Desktop

or Search page, whichever the Case Book page was launched

from.

Links: Create Case

Work

Displays as Create Case Work. Selecting this hyperlink launches

the Create Case Work page with the Case Name pre-selected.

Case Note Search

Criteria

Displays as Case Note Search Criteria. Selecting this hyperlink

launches the Case Note Search Criteria page.

File Cabinet

Search

Displays as File Cabinet Search. Selecting this hyperlink

launches the File Cabinet Search page.

Fields: Work drop down Drop down contains the following values: Adoption,

Assessment and Planning, Assignments, Case Notes, Child


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Placement Agreement, Eligibility, File Cabinet, Intakes,

Investigations/Special Conditions Referrals, Legal, Meetings,

Placements, Service Request Authorization, and Services.

Defaults to Case Notes, which display Case Notes

created/updated within the last 3 months in order of newest to

oldest, based on Contact Begin Date.

Adoption displays the Adoption Information: Adoption Subsidy

Agreement, Adoption Photos; Sibling Group Photos records;

and Post Adoption Services page(s) created/updated within the

last 24 months in order of newest to oldest based on the create

date.

Assessment and Planning displays FFA – Investigation, Safety

Plan (Investigation and Case level), PDA (Investigation and

Case level), FFA - Ongoing, Case Plan Worksheets, Progress

Updates, Judicial Review Worksheets and Risk Assessment


oldest based on the create date.

Assignments display all open, current Assignments to the FSFN

Case/Participants.

Child Placement Agreement displays all Child Placement

Agreements within the last 24 months newest to oldest based on

the very first Effective Date documented on the page. If more

than one child has the same Effective Date, displays based on

the Last Name, First Name, Middle Name alphabetically.

Eligibility displays all Medicaid, TANF, Adoption TANF, Title

IV-E Adoption Eligibility, and Title IV-E Foster Care Eligibility



File Cabinet displays all Imaging pages created/updated within

the last 12 months, EXCLUDING Imaging pages with the

category of Medical/Mental Health, in order of newest to oldest

based on the Date Document Scanned.


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Intakes displays all Intakes with Intake Received Dates within

the last 12 months in order of newest to oldest based on Intake

Received Date.

Investigations/Special Conditions Referrals displays all Child,

Adult and Special Conditions Referrals created/updated within

the last 24 months in order of newest to oldest based on

Intake/Investigation ID.

Note: all pieces of work created from the Investigation/Special

Conditions Referral page, as separate pages, are grouped under

the applicable Investigation/Special Conditions Referral page.

In addition, these pieces of work are displayed in alphabetical

order and then in order of newest to oldest based on create date

and will display as hyperlinks in order to access the applicable

piece of work.

Legal displays Legal Records, Legal Documentation pages, and

Diligent Search for Parent pages. Legal Records are displayed

first, Legal Documentation pages second, and Diligent Search

for Parent pages third. They are sorted by the Date Created from

newest to oldest and only show the relevant pages that have been

created or updated within the last 12 months.

Meetings displays all Meetings created/updated within the last

12 months -- displays them in order based on Create Date from

newest to oldest.

Placements displays all placements, living arrangements, private

adoptions, and family support pages -- there are no date

restrictions for "open" records; for ended/closed records,

displays those created within the last 24 months -- displays the

open records first in alphabetical order by last name, the first

name, the middle name; and then displays the closed records in

alphabetical order by last name, the first name, the middle name,

and then newest to oldest based on create date.

Service Request Authorization displays all Service Request

Authorization pages – there are no date restrictions for “open”


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records; for ended/closed records, displays those created within

the last 24 months – displays the open records first in

alphabetical order by last name, first name, middle name; and

then displays the closed records in alphabetical order by last

name, first name, middle name, and then newest to oldest based

on create date.

Services displays all Service pages -- there are no date







Group

Box:

Case Actions

Fields: Case Actions list

box

Contains the following links: Adult Investigation, Case Note,

Case Plan Worksheet, Child Investigation, Diligent Search for

Parent, FFA – Ongoing, Judicial Review Worksheet, Legal

Document, Present Danger Assessment, Progress Update, Safety

Plan, and Special Conditions Referral.

Displays the actions in alphabetical order.

Adult

Investigation

Selecting the Adult Investigation hyperlink displays, the Intake

Link pop-up page, and all the "Initial" Adult Intakes that are

associated with the FSFN Case which have not had an

associated Adult Investigation created yet.

Case Note Selecting the Case Note hyperlink launches the Case Notes page

for the associated FSFN Case ID.

Case Plan

Worksheet

Selecting the Case Plan Worksheet hyperlink displays the

"Select FFA - Ongoing/Progress Update" pop-up page for the

user to identify the FFA - Ongoing or Progress Update for which


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the Case Plan Worksheet page is being created.

The user cannot create a Case Plan Worksheet without selecting

an applicable FFA - Ongoing/Progress Update.

Child

Investigation

Selecting the Child Investigation hyperlink, the Intake Link pop-

up page displays all "Initial" Child Intakes that are associated

with the FSFN Case which have NOT had an associated Child

Investigation created yet.

Diligent Search

for Parent

Selecting the Diligent Search for Parent hyperlink displays the

Diligent Search for Parent page.

FFA - Ongoing Selecting the FFA - Ongoing hyperlink, displays the

Investigation Select pop-up page so the user can identify the

associated Investigation for which the FFA - Ongoing is being

created. However, the user can choose to create an FFA -

Ongoing without selecting an applicable Investigation.

Judicial Review

Worksheet

Selecting the Judicial Review Worksheet hyperlink displays the

Case Plan Worksheet Select pop-up page. The user cannot

create a Judicial Review Worksheet without selecting an

applicable Case Plan Worksheet.

Legal Document Selecting the Legal Document hyperlink displays the Legal

Document History page. The user can create or copy a Legal

Document.

Present Danger

Assessment

Selecting the Present Danger Assessment hyperlink displays the

PDA page.

Progress Update Selecting the Progress Update hyperlink displays the FFA -

Ongoing/Progress Update Select pop-up page. Once the

applicable FFA - Ongoing or Progress Update is selected, the

user is presented within the Case Plan Worksheet select pop-up

page to identify which Case Plan Worksheet the user is creating

the Progress Update for.


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Safety Plan Selecting the Safety Plan hyperlink displays the Safety Plan

page.

Special

Conditions

Referral

Selecting the Special Conditions Referral hyperlink displays the

Intake Link pop-up page that contains all "Initial" Special

Conditions Intakes associated with the FSFN Case, which have

not had an associated Special Conditions Referral created yet.

Group

Box:

Participant

Actions (Create

Case Work)

Fields: Participant

Actions (Create

Case Work) List

Box

Contains the following links: Child Placement Agreement,

Education, Family Support, File Cabinet, Independent Living,

Legal Record, Living Arrangement, Medical/Mental Health,

Out-of-Home Placement, Placement Request, and Services. For

all Participant Actions, the Create Case Work page is displayed

and defaults identified with each particular link. When the

Create Case Work page is launched, the user will not be able to

modify the Case Item pre-selection or the Case Name pre-

selected since they launched the Create Case Work page from

the Case Book landing page.

Displays the actions in alphabetical order.


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Child Placement

Agreement Selecting the Child Placement Agreement hyperlink displays

the Create Case Work page with the Child Placement

Agreement pre-selected within the Create Case Items group box

> Case Name defaulted. It is displayed as the only FSFN Case in

the Case list box.

The user must then select the applicable participant and click

Create from the Create Case Work page.

If the selected Case Participant has an active, non-terminated

Child Placement Agreement, the user will receive a validation

message that states the following: The selected participant has

an “Active” Child Placement Agreement in Case <#####>,

please access the existing Child Placement Agreement to make

the appropriate changes.

Education Selecting the Education hyperlink displays the Create Case

Work page with "Education" pre-selected within the Create Case

Items group box > and Case Name pre-selected within the Cases

group box.



If the user receives an error that an Education page already exists

for that participant, upon closing the Create Case Work page the

user will be returned to the Case Book page since that is the

page from which the Create Case Work page was accessed.

Family Support Selecting the Family Support hyperlink displays the Create Case

Work page with "Family Support" pre-selected within the Create

Case Items group box > and Case Name pre-selected within the

Cases group box.



If the user receives an error that a Family Support page already

exists for that participant, upon closing the Create Case Work


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______________________________________________________________________________


page, the user will be returned to the Case Book page since that

is the page from which the Create Case Work page was

accessed.

File Cabinet Selecting the File Cabinet hyperlink displays the Create Case

Work page with "File Cabinet" pre-selected within the Create


Cases group box.



Note: Once the user is on the Imaging page, s/he must select the

applicable Image Category, which will filter the Image Type

drop down accordingly.

There will not be any Image Types associated with the

Image Category "File Cabinet" so the user will be forced

to select the applicable Image Category in order to save

the Imaging page.

Upon completing and closing the Imaging page, the user

will be returned to the Case Book page since that is the

page from which the Create Case Work page was

accessed.

Independent

Living

Selecting the Independent Living hyperlink displays the Create

Case Work page with "Independent Living" pre-selected within

the Create Case Items group box > and Case Name pre-selected

within the Cases group box.



If the user receives an error that an Independent Living page

already exists for that participant, upon closing the Create Case

Work page the user will be returned to the Case Book page since

that is the page from which the Create Case Work page was

accessed.

Legal Record Selecting the Legal Record hyperlink displays the Create Case


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______________________________________________________________________________


Work page with “Legal Record” pre-selected within the Create


Cases group box.



If the user receives an error that a Legal Action must be created

to save the Legal Record, upon closing the Create Case Work

page the user will be returned to the Case Book page since that

is the page from which the Create Case Work page was

accessed.

Living

Arrangement

Selecting the Living Arrangement hyperlink displays the Create

Case Work page with "Living Arrangement" pre-selected within





If the user receives an error that a Living Arrangement page

already exists for that participant, upon closing the Create Case

Work page the user will be returned to the Case Book page since

that is the page from which the Create Case Work page was

accessed.

Medical/ Mental

Health

Selecting the Medical Mental Health hyperlink displays the

Create Case Work page with "Medical Profile" pre-selected

within the Create Case Items group box > and Case Name pre-

selected within the Cases group box.


Create from the Create Case Work page. If the user receives an

error that a Medical Profile page already exists for that

participant, upon closing the Create Case Work page the user

will be returned to the Case Book page since that is the page

from which the Create Case Work page was accessed.

Out of Home

Placement

Selecting the Out-of-Home Placement hyperlink displays the

Create Case Work page with "Out-of-Home Placement" pre-

selected within the Create Case Items group box > and Case

Name pre-selected within the Cases group box.


______________________________________________________________________________

______________________________________________________________________________




If the user receives an error that an Out-of-Home Placement

page already exists for that participant, upon closing the Create

Case Work page the user will be returned to the Case Book page

since that is the page from which the Create Case Work page

was accessed.

Placement

Request

Selecting the Placement Request hyperlink displays the Create

Case Work page with "Placement Request" pre-selected within





If the user receives an error message, upon closing the Create

Case Work page the user will be returned to the Case Book page

since that is the page from which the Create Case Work page

was accessed.

Services Selecting the Services hyperlink displays the Create Case Work

page with "Services" pre-selected within the Create Case Items

group box > and Case Name pre-selected within the Cases group

box.


Create from the Create Case Work page. Upon completing and

closing the Service page, the user will be returned to the Case

Book page since that is the page from which the Create Case

Work page was accessed.

1.2.1.3 Background Processing

Refer to the background processing associated with each of the fields displayed

within the table above.

1.2.1.4 Save Processing


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______________________________________________________________________________


N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.2 Page – Case Book (Adoption)

1.2.2.1 Functionality Overview

When Adoption is selected, the center group box displays the Adoption Information,

Adoption Subsidy Agreement Information, Adoption Photos and Sibling Adoption Photos,

and Post Adoption Services pages for all FSFN Case Participants. They are displayed as

hyperlinks in the center group box and appear exactly as the same Adoption icon located on

the Desktop. Within each grouping, the Adoption Information pages will display by person,

in alphabetical order based on last name, then first name and middle name. Adoption

Subsidy Agreement Information pages will display by person, in alphabetical order based on

last name, then first and middle name. The Adoption Subsidy Agreement Information pages

will display in chronological order newest to oldest based on Create Date/Time. Individual

Adoption Photos will display in alphabetical order based on last name, first name and

middle name and will display for each child with the Web Ready first and then Not Web

Ready. Sibling Group Photos will display newest to oldest based on “Date Document


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______________________________________________________________________________


Scanned” and will display with the Web Ready first and then Not Web Ready. And finally,

Post Adoption Services pages will display in order of newest to oldest based on the create

date and will only include those records created/updated within the last 24 months,

regardless if the Post Adoption Services page was created in the Case for which Case Book

was accessed. Post Adoption Services pages are based on a case participant’s Person ID, so

once created a Post Adoption Services page will display in all FSFN Cases in which that

Person ID is an identified Case Participant.


Fields Work drop down Drop down contains the following values: Adoption,










and Post Adoption Services pages created/updated within the


date.








Case/Participants.




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______________________________________________________________________________






IV-E Adoption Eligibility and Title IV-E Foster Care Eligibility









Received Date.











piece of work.

Legal displays Legal Records, Legal Documentation pages and








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______________________________________________________________________________



newest to oldest.


adoptions and family support pages -- there are no date


displays those created within the last 24 -- displays the open

records first in alphabetical order by last name, the first name,

the middle name; and then displays the closed records in







alphabetical order by last name, first name, middle name; and

then displays the closed records in alphabetical order by last


on create date.








Dynamic Group

Box

Upon selecting Adoption from the drop down, the center group

box automatically displays the applicable information for all

Adoption pages documented across the FSFN system for all

FSFN Cases.

A child will only ever have one Adoption Information page

across FSFN at one time, so there will only be one document

shown. The Adoption Subsidy Agreement Information pages

will display newest to oldest based on Create Date/Time. The

child’s Individual Adoption Photos display Web Ready first,


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______________________________________________________________________________


followed by Not Web Ready. The Sibling Group Photos display

Web Ready first and Not Web Ready second. Finally, Post

Adoption Services pages will display. A child will only ever

have one Post Adoption Services page across FSFN at one time,

so there will only be one Post Adoption Services page shown for

each case participants that has one.

Adoption

Information

Selecting the hyperlink launches the associated Adoption

Information page. Displays as hyperlink with date created in

between the record type and the person name.

Adoption Subsidy

Agreement

Information


Subsidy Agreement Information page. Displays as hyperlink

with date created in between the record type and the person

name.

Photo-Child Web

Ready

Selecting the hyperlink launches the associated Child Web

Ready Photo page.

Photo-Child Not

Web Ready

Selecting the hyperlink launches the associated Child Non Web

Ready photo page.

Photo-Sibling

Group Web

Ready

Selecting the hyperlink launches the associated Sibling Group

Web Ready photo page.

Photo-Sibling

Group Not Web

Ready

Selecting the hyperlink launches the associated Sibling Group

Not Web Ready photo page.


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______________________________________________________________________________


Post Adoption

Services

Selecting the hyperlink launches the associated Post Adoption

Services page. Displays the hyperlink with case participant’s

name and Person ID in plain black text.


______________________________________________________________________________

______________________________________________________________________________






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.3 Page – Case Book (Case Notes)


The Case Notes center group box is the default view that is displayed when Case Book is

launched or refreshed. All Case Notes will display where participants of the case has their

associated checkbox selected regardless if a Face-to-Face contact is documented. The Case

Notes center group box only displays Case Notes created in the last three months in order of

newest to oldest, based on Contact Begin Date within the three month filter.


______________________________________________________________________________

______________________________________________________________________________















date.








Case/Participants.











______________________________________________________________________________

______________________________________________________________________________








Received Date.











piece of work.









newest to oldest.






name, middle name; and then displays the closed records in



______________________________________________________________________________

______________________________________________________________________________







alphabetical order by last name, first name, the middle name;

and then displays the closed records in alphabetical order by last


on create date.








Dynamic Group

Box

Selecting Case Notes from the drop down automatically displays

the applicable Case Notes information in the center group box.

Case Note

Category

Displays as the Case Note Category. Selecting this hyperlink

launches the associated Case Notes page. Only if Case Book is

launched from the Desktop and the person accessing the Case

Note is either the worker that created the note or the supervisor

of the worker that created the note can the user edit the Case

Note page.

Case Note Type Displays beside the hyperlink: Case Note Type(s) selected on the

associated Case Note page; if multiple Case Note Types are

selected, each will be displayed, separated with a semi-colon.

Contact Begin Displays the Contact Begin Date and Time in the identified


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______________________________________________________________________________


Date format with AM/PM designation.

Date Entered Date Entered is a system derived date when the user creates the

Case Notes page and is displayed in the identified Date and

Time format with AM/PM designation.

View History Displays for each Case Note that populates the group box.

Selecting this hyperlink launches the word document capturing

the Versioning History of the associated Case Note. This is the

same document that launches when the user selects View

History from the Options drop down on the Case Notes page.

Note: This is not replacing the ability to launch it from the

Options drop down, but is in addition to for ease of access.

Case Note

Narrative

200 characters of the Case Notes Narrative field will display.

If 200 characters occur in the middle of a word, the word will be

cut off; in addition, if there are more than 200 characters of text

in the Case Notes Narrative field.

When the 200 character limit is met and cut off occurs, “.........”

displays to indicate to the user that additional narrative

information is captured on the associated Case Notes page.

More history

exists

"More history exists, please see the Desktop” displays if there is

more history that isn't displayed due to the date restriction. This

is an indicator to the user to access the Desktop and clear the

Date Restricted check box.


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______________________________________________________________________________


1.2.4 Page – Case Book (Child Placement Agreement)


When “Child Placement Agreement” is selected from the Work Type drop down, the center

group box displays all Child Placement Agreement pages created or updated within the last

24 months. In addition, all assessment and planning pieces of work are displayed with their

associated unique, system generated identifier in plain black text beneath the hyperlink.






______________________________________________________________________________

______________________________________________________________________________











date.








Case/Participants.
















______________________________________________________________________________

______________________________________________________________________________



Received Date.











piece of work.









newest to oldest.






name, middle name; and then displays the closed records in







______________________________________________________________________________

______________________________________________________________________________




and then displays the closed records in alphabetical order by last


on create date.








Dynamic Group

Box

Selecting Child Placement Agreement from the drop down

automatically displays the applicable Child Placement

Agreement information in the center group box.

Child Placement

Agreement Child Placement Agreement displays all Child Placement






______________________________________________________________________________

______________________________________________________________________________


Case Book Page (Assessment and Planning)


When “Assessment and Planning” is selected from the Work Type drop down, the center

group box displays all assessment and planning pages, regardless if the piece of work was

created at the Investigation or Case Level, created or updated within the last 24 months.

This includes the following pages: Safety Plan (Investigation and Case level), Present

Danger Assessment (PDA) (Investigation and Case level), Family Functioning Assessment

(FFA) – Investigation, Family Functioning Assessment (FFA) – Ongoing, Case Plan

Worksheets, Progress Updates, Judicial Review Worksheets, and Risk Assessment. If the

Family Functioning Assessment (FFA) – Investigation, Present Danger Assessment (PDA),

Risk Assessment, or Safety Plan were created at the Investigation level, the

Intake/Investigation ID is displayed in plain black text directly beneath the hyperlink. In

addition, all assessment and planning pieces of work are displayed with their associated

unique, system generated identifier in plain black text beneath the hyperlink.

Based on the type of Assessment and Planning work that is displayed, the date(s) displayed

also vary:

FFA – Investigation – displays the Completed Date

Safety Plan – displays the Effective Date and Termination Date, if applicable

Present Danger Assessment (PDA) – displays the Completed Date


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______________________________________________________________________________


Risk Assessment – displays the Completed Date

FFA – Ongoing – displays the Create Date and Completion Date

Case Plan Worksheets – displays the Date Last Modified

Progress Update – displays the Create Date; and the Completion Date

Judicial Review Worksheets – displays the Date Last Modified


Fields: Work drop

down

Drop down contains the following values: Adoption,

Assessment and Planning; Assignments, Case Notes, Child







Adoption displays the Adoption Information: Adoption

Subsidy Agreement, Adoption Photos, Sibling Group Photos

records; and Post Adoption Services pages created/updated

within the last 24 months in order of newest to oldest based on

the create date.







Assignments display all open, current Assignments to the

FSFN Case/Participants.


Agreements within the last 24 months newest to oldest based

on the very first Effective Date documented on the page. If


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______________________________________________________________________________


more than one child has the same Effective Date, displays

based on the Last Name, First Name, Middle Name

alphabetically.


IV-E Adoption Eligibility and Title IV-E Foster Care

Eligibility created/updated within the last 12 months in order of

newest to oldest based on the create date.







Received Date.


Adult, and Special Conditions Referrals created/updated within









piece of work.




for Parent pages third. They are sorted by the Date Created

from newest to oldest and only show the relevant pages that

have been created or updated within the last 12 months.


______________________________________________________________________________

______________________________________________________________________________




newest to oldest.

Placements displays all placements, living arrangements,

private adoptions, and family support pages -- there are no date





alphabetical order by last name, the first name, the middle

name, and then newest to oldest based on create date.






and then displays the closed records in alphabetical order by

last name, first name, the middle name, and then newest to

oldest based on create date.






alphabetical order by last name, the first name, the middle


Dynamic

Group Box

Selecting Assessment and Planning from the drop down,

automatically displays the applicable information for FFA –

Investigation, Safety Plan (Investigation and Case level), PDA

(Investigation and Case level), FFA - Ongoing, Case Plan

Worksheet, Progress Update, JR Worksheet and Risk

Assessment in the center group box. In addition, for FFA -

Ongoing and Progress Update pages, any Supervisor

Consultation pages created are displayed and indented directly


______________________________________________________________________________

______________________________________________________________________________


beneath the associated page from which the Supervisor

Consultation page was created.

If multiple Supervisor Consultation pages were created from a

single FFA - Ongoing or Progress Update page the system

displays them newest to oldest based on Consultation Date and

Time.

Safety Plan Hyperlink displays as Safety Plan with the associated unique

Safety Plan ID in parenthesis with the Intake/ Investigation ID,

Effective Date, and Termination Date (if applicable) displayed

in plain black text beneath the hyperlink. This is the display for

Safety Plans created at the Investigation level.

Present

Danger

Assessment

(PDA)

Hyperlink displays as Present Danger Assessment (PDA) with

the associated unique Present Danger Assessment (PDA) ID in

parenthesis with the Intake/ Investigation ID and Completed

Date displayed beneath the hyperlink in plain black text. This is

the display for PDAs that are created at the Investigation level.

Family

Functioning

Assessment

(FFA) –

Investigation

Hyperlink displays as Family Functioning Assessment (FFA) -

Investigation with the associated unique Family Functioning

Assessment (FFA) - Investigation ID in parenthesis with the

Intake/ Investigation ID and Completed Date displayed beneath

the hyperlink in plain black text.

Safety Plan Hyperlink displays as Safety Plan with the Safety Plan Purpose.

Household Name, Investigation ID, Effective Date,

Termination Date, and associated unique Safety Plan ID

displays in plain black text beneath the hyperlink. These are

Safety Plans created at the Case level.


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______________________________________________________________________________


Present

Danger

Assessment

(PDA)

Hyperlink displays as PDA with the associated unique Safety

PDA ID in parenthesis with the Completed Date displayed

beneath the hyperlink in plain black text. These are PDAs that

are created at the Case level.

FFA –

Ongoing

Hyperlink displays as FFA - Ongoing with the Status and

displays the Household Name, Create Date, Completion Date,

and a unique FFA-Ongoing ID are displayed directly beneath


Supervisor

Consultation

Hyperlink displays as Supervisor Consultation - <Type> with

the Method of Consultation and Consultation Date and Time

displayed directly beneath the hyperlink in plain black text.

Case Plan

Worksheet

Hyperlink displays as Case Plan Worksheet with the Case Plan

Type and displays the Household Name, Date Last Modified,

and a unique Case Plan Worksheet ID are displayed directly

beneath the hyperlink in plain black text.

Progress

Update

Hyperlink displays as Progress Update with the Status; and

displays the Household Name, Create Date, Completion Date,

and a unique Progress Update ID are displayed directly beneath


Judicial

Review

Worksheet

Hyperlink displays as Judicial Review Worksheet and displays

the Household Name, Date Last Modified, and a unique

Judicial Review Worksheet ID are displayed directly beneath


Risk Hyperlink displays as Risk Assessment – Status; the unique

Investigation ID; Unable to Assess and the associated Reason;


______________________________________________________________________________

______________________________________________________________________________


Assessment Completed Date; Scored Risk Level; and Final Risk Level

displayed beneath the hyperlink in plain black text.





N/A

1.2.4.7 Security

N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.5 Case Book Page (Assignments)


When Assignments is selected, the center group box displays all “active” Case assignments.

As with current desktop functionality, each assignment displayed has an associated Actions

hyperlink, providing the user with the ability to create a new assignment to the FSFN Case.

Please note that the ability to create assignments is controlled through security and if the

user doesn’t have the security to create assignments, the Actions hyperlink will not be

displayed. Selecting the Worker Name hyperlink launched the Worker Assignment pop-up

page in Edit Mode, if security exists.


______________________________________________________________________________

______________________________________________________________________________



Fields: Work drop down Drop down contains the following values: Adoption;

Assessment and Planning; Assignments; Case Notes;

Eligibility; File Cabinet; Intakes; Investigations/Special

Conditions Referrals; Legal; Meetings; Placements;

Service Request Authorization; and Services.


created/updated within the last 3 months in order of newest

to oldest, based on Contact Begin Date.


Subsidy Agreement; Adoption Photos; Sibling Group

Photos records; and Post Adoption Services pages

created/updated within the last 24 months in order of


Assessment and Planning displays FFA – Investigation,

Safety Plan (Investigation and Case level), PDA


Worksheets, Progress Updates, Judicial Review

Worksheets and Risk Assessment created/updated within

the last 24 months in order of newest to oldest based on the

create date.




Agreements within the last 24 months newest to oldest

based on the very first Effective Date documented on the

page. If more than one child has the same Effective Date,

displays based on the Last Name, First Name, Middle

Name alphabetically.

Eligibility displays all Medicaid, TANF, Adoption TANF,

Title IV-E Adoption Eligibility and Title IV-E Foster Care

Eligibility created/updated within the last 12 months in

order of newest to oldest based on the create date.


______________________________________________________________________________

______________________________________________________________________________


File Cabinet displays all Imaging pages created/updated

within the last 12 months, EXCLUDING Imaging pages

with the category of Medical/Mental Health, in order of

newest to oldest based on the Date Document Scanned.

Intakes displays all Intakes with Intake Received Dates

within the last 12 months in order of newest to oldest

based on Intake Received Date.

Investigations/Special Conditions Referrals displays all

Child, Adult and Special Conditions Referrals


newest to oldest based on Intake/Investigation ID.

Note: all pieces of work created from the

Investigation/Special Conditions Referral page, as separate

pages, are grouped under the applicable

Investigation/Special Conditions Referral page.

In addition, these pieces of work are displayed in

alphabetical order and then in order of newest to oldest

based on create date and will display as hyperlinks in order

to access the applicable piece of work.

Legal displays Legal Records, Legal Documentation pages

and Diligent Search for Parent pages. Legal Records are

displayed first, Legal Documentation pages second, and

Diligent Search for Parent pages third. They are sorted by

the Date Created from newest to oldest and only show the

relevant pages that have been created or updated within the

last 12 months.

Meetings displays all Meetings created/updated within the

last 12 months -- displays them in order based on Create

Date from newest to oldest.


private adoptions, and family support pages -- there are no

date restrictions for "open" records; for ended/closed

records, displays those created within the last 24 -- displays


______________________________________________________________________________

______________________________________________________________________________


the open records first in alphabetical order by last name,

the first name, the middle name; and then displays the

closed records in alphabetical order by last name, the first

name, the middle name, and then newest to oldest based on

create date.


Authorization pages – there are no date restrictions for

“open” records; for ended/closed records, displays those

created within the last 24 months – displays the open

records first in alphabetical order by last name, first name,


alphabetical order by last name, first name, the middle




displays those created within the last 24 months -- displays





create date.

Dynamic Group Box Selecting Assignments from the drop down automatically

displays the applicable information for all "active"

assignments to the FSFN Case. Assignments are displayed

newest to oldest by Start Date and Time in the center group

box.

Worker Name Selecting the hyperlink launches the Worker Assignment

page in Edit mode if Case Book is accessed from the

Desktop.

If Case Book is accessed from the Utility Search page, the

Worker Assignment page is displayed in View mode.

Directly beneath the hyperlink, displayed in plain black


______________________________________________________________________________

______________________________________________________________________________


text, is the Worker Type, Role, Start Date and Time, and

Location.

Actions Selecting the hyperlink launches the Actions pop-up page,

which only contains a radio button for "Create

Assignment" when the Actions hyperlink is associated with

a Worker Assignment, and defaults to selected.

The user must click the Continue button to then navigate to

the Create Worker Assignment pop-up page.

Note: The Actions hyperlink will only be displayed next to

each active assignment record if the user logged in has the

security to create assignment.

Assignment Details Displays the Worker Type, Worker Role, Date Worker

assigned to Case, and Assigned Unit in plain black text.


______________________________________________________________________________

______________________________________________________________________________






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.6 Case Book Page (Eligibility)


When Eligibility is selected, the center group box displays all Medicaid Eligibility

Determination, TANF-Eligibility, Adoption TANF-Eligibility, Title IV-E Adoption

Eligibility, and Title IV-E Eligibility Determination pages for all FSFN Case Participants.

They are displayed as hyperlinks in the center group box and appear exactly as the same

eligibility records located on the Desktop. Only Eligibility records created or updated within

the last 12 months display. All applicable Eligibility records appear in order from newest to

oldest, based on the “Eligibility From Date” or “Eligibility Effective From Date”,

depending on the type of Eligibility.


______________________________________________________________________________

______________________________________________________________________________






















create date.














______________________________________________________________________________

______________________________________________________________________________










Child, Adult, and Special Conditions Referrals











Legal displays Legal Records, Legal Documentation pages,






last 12 months.





private adoptions, and family support pages -- there are no




______________________________________________________________________________

______________________________________________________________________________






create date.
















create date.

Dynamic Group Box Selecting Eligibility from the drop down, the center group

box automatically displays the applicable information for

all Eligibility pages documented within the FSFN Case.

The records are displayed newest to oldest by Eligibility

From Date/Eligibility Effective From Date.

If multiple of the same date exists, 2nd filter is alphabetical

by Last Name, First Name Middle Name.

All Eligibility pages displayed are exactly as they are

displayed on the desktop.

In addition, only if the Case Book page was launched from

the Desktop and the user has the applicable security will

the user be able to launch the various Eligibility pages and

make updates.


______________________________________________________________________________

______________________________________________________________________________


Medicaid Eligibility Selecting the hyperlink launches the associated Medicaid

Eligibility Determination page.

The hyperlink contains the information captured in the

mock-up.

TANF-Eligibility Selecting the hyperlink launches the associated TANF-

Eligibility page.


mock-up.

Adoption TANF-

Eligibility


TANF-Eligibility page.


mock-up.

Adoption Eligibility Selecting the hyperlink launches the associated Adoption

Eligibility page.


mock-up.

Title IV-E Eligibility

Determination

Selecting the hyperlink launches the associated Title IV-E

Eligibility Determination page.


mock-up.


______________________________________________________________________________

______________________________________________________________________________






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.7 Case Book Page (File Cabinet)


The center group box, when “File Cabinet” is selected, displays all Imaging pages created

for the FSFN Case within the last 12 months. This includes all Imaging pages that are

created or updated either through the Create Case Work page or from an actual page within

FSFN. The following pages are capable of creating and updating image records: Child

Investigation, Safety Plan, Present Danger Assessment (PDA), Legal Documentation, Legal

Imaging, Unified Home Study, Case Notes, Out-of-County Services, and Meetings. In

addition, all Imaging pages display the applicable work icon associated, as depicted in the

screen shot directly above.


______________________________________________________________________________

______________________________________________________________________________






Conditions Referrals; :Legal; Meetings; Placements;




newest to oldest, based on Contact Begin Date.

Adoption displays the Adoption Information; Adoption











the create date.













______________________________________________________________________________

______________________________________________________________________________















Investigation/Special Conditions Referral page, as

separate pages, are grouped under the applicable




based on create date and will display as hyperlinks in

order to access the applicable piece of work.






relevant pages that have been created or updated within

the last 12 months.





private adoptions and family support pages -- there are no



______________________________________________________________________________

______________________________________________________________________________


records, displays those created within the last 24 --

displays the open records first in alphabetical order by last

name, the first name, the middle name; and then displays

the closed records in alphabetical order by last name, the

first name, the middle name, and then newest to oldest

based on create date.

Service Request Authorization displays all Service

Request Authorization pages – there are no date

restrictions for “open” records; for ended/closed records,

displays those created within the last 24 months – displays


first name, the middle name; and then displays the closed

records in alphabetical order by last name, first name, the

middle name, and then newest to oldest based on create

date.



displays those created within the last 24 months --






Dynamic Group Box Selecting File Cabinet from the drop down, automatically

displays the applicable information for all Imaging pages

documented within the FSFN Case in the center group

box.

Imaging pages are displayed newest to oldest by Date

Document Scanned. If multiple images exist with the

same Date Document Scanned, 2nd filter is alphabetical

by Image Category and then Image Type. All Imaging

pages are displayed with their applicable Work icon as

depicted in the associated screen shot.


______________________________________________________________________________

______________________________________________________________________________


Image Category and

Type

Selecting the hyperlink launches the associated Imaging

page in Edit mode if Case Book is accessed from the

Desktop. If Case Book is accessed from the Utility Search

page the Imaging page is displayed in View mode.

Directly beneath the hyperlink, displayed in plain black

text is the File Name; Date Document Scanned; and

Participant Name(s) identified on the associated Imaging

page. This same information is displayed on the desktop

anytime an Imaging page is displayed (within File Cabinet

work icon, Medical/Mental Health icon, and so on).

For those Imaging pages which are displayed based on

having been created from a page within FSFN will also

include the pages unique ID in parenthesis. This includes

the following pages:

Case Notes; Child Investigations; Legal Documentation;

Meetings; Present Danger Assessment (PDA); Safety Plan

and Unified Home Study. Please note that Unified Home

Study will only display on Case Book and only if the

FSFN Case is associated to the Unified Home Study page.

In addition, the following Imaging pages will only display

on Case Book because they do not have specified

participants when creating from the specific piece of

work: Case Notes; Child Investigation; Legal

Documentation; Meeting; PDA; and Safety Plan.

These are available from Case Book and also from the

specific piece of work when clicking the View Attached

Images hyperlink.

Case Notes Imaging

page

Case Notes Imaging pages can only be created from the

Case Notes page and cannot be created from Create Case

Work.

Child Investigation

Imaging page

Child Investigation Imaging pages can only be created

from the Child Investigation page and cannot be created

from Create Case Work.


______________________________________________________________________________

______________________________________________________________________________


Home Study Imaging

page

Home Study Imaging pages can only be created from the

Unified Home Study page and cannot be created from

Create Case Work. However, these Imaging pages are

viewable within the File Cabinet in Case Book.

Legal Imaging page Legal Imaging pages can only be created from the Legal

Documentation page and cannot be created from Create

Case Work. However, these Imaging pages are viewable

within the File Cabinet in Case Book.

Legal Documentation

Imaging page

Legal Documentation Imaging pages can only be created

from the Legal Documentation page and cannot be created


Meeting Imaging page Meeting Imaging pages can only be created from the

Meeting page and cannot be created from Create Case

Work.

PDA Imaging page PDA Imaging pages can only be created from the PDA

page and cannot be created from Create Case Work.

Safety Plan Imaging

page

Safety Plan Imaging pages can only be created from the

Safety Plan page and cannot be created from Create Case

Work.

Unified Home Study

Imaging page

Unified Home Study Imaging pages can only be created

from the Unified Home Study page and cannot be created






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.7.5 Security

N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.8 Case Book Page (Intakes)


The center group box, when Intakes is selected, displays all Intake pages linked to the FSFN

Case. This includes all Intake pages within the last 12 months whether the status is

“Pending,” “Open,” or “Closed.” In addition, this includes all Intakes that are screened in or

out, which is denoted based on the Screening Reason displayed within the hyperlink.


______________________________________________________________________________

______________________________________________________________________________






















create date.














______________________________________________________________________________

______________________________________________________________________________



























last 12 months.









______________________________________________________________________________

______________________________________________________________________________






create date.
















create date.

Dynamic Group Box Selecting Intakes from the drop down automatically

displays the applicable information for all Intake pages

linked to the FSFN Case in the center group box.

Intakes are displayed newest to oldest by Screening

Decision Date and Time.

This includes Child Intakes, Adult Intakes and Special

Conditions Intakes, as well as "Pending,” "Open" or

"Closed.” Additionally, this will include any Intakes that

were “screened out” which are reflected based on the

Screening Reason displayed.

Note: A FSFN Case will either contain Child

Investigations and Special Conditions Referrals OR Adult

Investigations. You will not see the Programs "Child" and


______________________________________________________________________________

______________________________________________________________________________


"Adult" mixed.

Intake Information Selecting the hyperlink launches the associated Intake

page.

The Intake hyperlink captures the information identified

within the hyperlink mock-up.

Intake ID includes the sequence identifier (e.g., 2013-

XXXXXX-01); Intake Type refers to Child Intake, Adult

Intake, or Special Conditions Intake; Investigative Sub

Type refers to In-Home, Institutional, or Other; Screening

Reason refers to the Decision drop down on the Decision

tab of the Intake page.

Status refers to Open or Closed; and County is the Intake

County identified on the Intake page.





N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.9 Case Book (Investigations/Special Conditions Referrals)


When “Investigations/Special Conditions Referrals” is selected from the drop down, the

center group box displays all Investigation and Special Conditions Referrals and all relevant

pages linked to the FSFN Case. This includes all Investigation and Special Conditions

Referrals pages whether the status is “Pending,” “Open,” or “Closed.” They are sorted by

the Intake Received Date from newest to oldest. Along with the hyperlinks to the

Investigation or Special Conditions Referral page, hyperlinks to the associated work display

as well, indented directly beneath the associated Child or Adult Investigation or Special

Conditions Referral. The hyperlinks include Investigation Type and Subtype, Status and

Status Date, Intake ID and Date/Time Received, County, Primary Protective Investigator

Name and Unit Number and Name, Move Investigation Indicator (M) if applicable, Special

Handling Indicator if applicable, and Most Serious Finding on the Investigation: Verified,

Not Substantiated, or No Indicator (below the hyperlink, in black text).





______________________________________________________________________________

______________________________________________________________________________















(Investigation and Case level), FFA - Ongoing, Case

Plan Worksheets, Progress Updates, Judicial Review

Worksheets and Risk Assessment created/updated


based on the create date.

Assignments display all open, current Assignments to

the FSFN Case/Participants.

Child Placement Agreement displays all Child

Placement Agreements within the last 24 months newest

to oldest based on the very first Effective Date

documented on the page. If more than one child has the

same Effective Date, displays based on the Last Name,

First Name, Middle Name alphabetically.

Eligibility displays all Medicaid, TANF, Adoption

TANF, Title IV-E Adoption Eligibility and Title IV-E

Foster Care Eligibility created/updated within the last 12

months in order of newest to oldest based on the create

date.




______________________________________________________________________________

______________________________________________________________________________



















Legal displays Legal Records, Legal Documentation

pages and Diligent Search for Parent pages. Legal

Records are displayed first, Legal Documentation pages

second, and Diligent Search for Parent pages third. They

are sorted by the Date Created from newest to oldest and

only show the relevant pages that have been created or

updated within the last 12 months.

Meetings displays all Meetings created/updated within

the last 12 months -- displays them in order based on

Create Date from newest to oldest.


private adoptions and family support pages -- there are

no date restrictions for "open" records; for ended/closed


displays the open records first in alphabetical order by

last name, the first name, the middle name; and then

displays the closed records in alphabetical order by last


______________________________________________________________________________

______________________________________________________________________________


name, the first name, the middle name, and then newest

to oldest based on create date.




displays those created within the last 24 months –


last name, first name, the middle name; and then


name, first name, the middle name, and then newest to

oldest based on create date.









Dynamic Group Box Selecting Investigation/ Special Conditions Referrals

from the drop down, automatically displays the

applicable information for Child Investigations, Adult

Investigations and Special Conditions Referrals linked

to the FSFN Case in the center group box.

They are displayed newest to oldest based on Initial

Intake Screening Decision Date and Time. Note: A

FSFN Case will either contain Child Investigations and

Special Conditions Referrals or Adult Investigations.

You will not see the Programs "Child" and "Adult"

mixed.

Pre-Implementation

Child In-Home or

Institutional Investigation

Displays the Investigation Type (Child or Adult);

Investigative Sub-Type (In-Home or Institutional);

Status; Status Date; linked Initial Intake ID; linked


______________________________________________________________________________

______________________________________________________________________________


OR Adult Investigation Initial Intake Received Date; County; Primary PI Name;

Primary PI Unit Name/Number; Move Investigation

indicator (M), if applicable; Special Handling indicator,

if applicable; each piece of work created from the

Investigation or Special Conditions Referral is displayed

directly beneath the hyperlink but not requiring the user

to have to drill down.

Selecting this hyperlink launches the associated Child or

Adult Investigation page. The Investigation page will

only launch in Edit mode if the Case Book is launched

from the desktop by either the worker or supervisor.

Case Note Hyperlink All Case Notes associated with the specific Investigation

ID are displayed under the applicable Investigation;

displays the Case Note Category as a hyperlink; beneath

the hyperlink the selected Case Note Type(s) are

displayed and if more than one selected type, they will

be broken out by semi-colons; then the Contact Begin

Date and Worker Making Contact are displayed, as well

as any participants selected within the Participants group

box, if applicable.

Selecting this hyperlink launches the associated Case

Notes page. The Case Notes page will only launch in

Edit mode if the Case Book is launched from the

Desktop by either the worker or supervisor; in addition,

the Case Note is only editable/user modifiable by the

worker who created the Case Note or the Supervisor of

the worker who created the Case Note.

Post-Implementation

Adult Investigation

Hyperlink displays the Investigation Type (Child or

Adult); Investigative Sub-Type (In-Home or

Institutional); Status; Status Date; linked Initial Intake

ID; linked Initial Intake Received Date; County; Primary

PI Name; Primary PI Unit Name/Number; Move

Investigation indicator (M), if applicable; Special

Handling indicator, if applicable.

Directly beneath the Adult Investigation hyperlink

displays the Most Serious Finding; the hierarchy is as


______________________________________________________________________________

______________________________________________________________________________


follows: Verified; Not Substantiated; No Indicator.

Selecting this hyperlink launches the associated Adult

Investigation page. The Investigation page will only

launch in Edit mode if the Case Book is launched from

the desktop by either the worker or supervisor.

Post-Implementation

Child Institutional

Investigation Hyperlink








Directly beneath the hyperlink the Most Serious Finding

will be displayed. The hierarchy is as follows: Verified;

Not Substantiated; No Indicator.

Selecting this hyperlink launches the associated Child




Initial Institutional Child

Safety Assessment

Hyperlink

Displays as In-Home or Institutional Child Safety

Assessment; displays Status as "Pending" or

"Complete"; displays Completed Date, if applicable.


Institutional Safety Assessment page. The Child

Institutional Safety Assessment page will only launch in

Edit mode if the Case Book is launched from the

desktop by either the worker or supervisor and the

Status is "Pending.”

Supervisor Consultation Hyperlink displays Supervisor Consultation - <Type>

with the Method of Consultation and Consultation Date

and Time displayed directly beneath the hyperlink in

plain black text.


______________________________________________________________________________

______________________________________________________________________________


Post Implementation In-

Home and Other

"Investigation Sub

Types" Investigation

Hyperlink








Directly beneath the hyperlink each Child's Name

captured on the associated FFA - Investigation is

displayed with their Safety Determination, each

separated with a semi-colon; and the Most Serious

Finding is displayed. The hierarchy is as follows:

Verified; Not Substantiated; No Indicator.





Present Danger

Assessment

Hyperlink displays as PDA with the associated

Intake/Investigation ID in parenthesis, if applicable,

since the PDA can be created at the Investigation or

Case Level.

Selecting this hyperlink launches the associated Present

Danger Assessment page. The Present Danger

Assessment page will only launch in Edit mode if the

Case Book is launched from the desktop by either the

worker or supervisor and it is not "Complete.”

Safety Plan Hyperlink displays as Safety Plan with the associated

Intake/Investigation ID in parenthesis, if applicable,

since the Safety Plan can be created at the Investigation

or Case Level.

Selecting this hyperlink launches the associated Safety

Plan page. The Safety Plan page will only launch in Edit

mode if the Case Book is launched from the desktop by


______________________________________________________________________________

______________________________________________________________________________


either the worker or supervisor and it is not "Complete.”

FFA - Investigation Hyperlink displays as FFA - Investigation with the

associated Intake/Investigation ID in parenthesis.

Selecting this hyperlink launches the associated FFA -

Investigation page. The FFA - Investigation page will

only launch in Edit mode if the Case Book is launched

from the desktop by either the worker or supervisor and

it is not "Complete.” Directly beneath the hyperlink, the

Safety Determination of either ‘Safe’ or ‘Unsafe’ (the

selection that was chosen from the 2 radio button

selections on the FFA-Investigation) will display in

plain black text. For cases with an FFA-Investigation

created prior to 03/17/2017, the Safety Determination

will also display, but consist of the language from one of

the 3 Safe, Safe, or Unsafe radio buttons selected on the

FFA-Investigation prior to implementation.

Supervisor Consultation Hyperlink displays Supervisor Consultation - <Type>

with the Method of Consultation and Consultation Date

and Time displayed directly beneath the hyperlink in

plain black text.

Risk Assessment Hyperlink displays as Risk Assessment – Status with the

Investigation ID; Unable to Assess with the associated

Reason; Completed Date; Scored Risk Level and Final

Risk Level.

Selecting this hyperlink launches the associated Risk

Assessment page. The Risk Assessment will be displayed

and indented under the applicable Child Investigation for


______________________________________________________________________________

______________________________________________________________________________


which it was created.





N/A

1.2.9.5 Security

N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.10 Case Book Page (Legal)


The center group box, when Legal is selected, displays Legal Case Work in the FSFN Case

that was created or updated within the last 12 months. This includes Legal Records; Legal

Documentation pages and Diligent Search for Parent pages. They are sorted by the Date

Created from newest to oldest. The hyperlinks display in a similar way as they appear on

the Desktop, except they do not have an expando nearby to drill down into the document.











______________________________________________________________________________

______________________________________________________________________________













the create date.









Eligibility displays all Medicaid, TANF, Adoption

TANF, Title IV-E Adoption Eligibility and Title IV-E

Foster Care Eligibility created/updated within the last 12

months in order of newest to oldest based on the create

date.









______________________________________________________________________________

______________________________________________________________________________





















Meetings displays all Meetings created/updated within

the last 12 months -- displays them in order based on

Create Date from newest to oldest.














______________________________________________________________________________

______________________________________________________________________________


displays those created within the last 24 months –


last name, first name, the middle name; and then displays

the closed records in alphabetical order by last name, first

name, the middle name, and then newest to oldest based

on create date.









Dynamic Group Box Selecting Legal from the drop down, automatically

displays the applicable information for all Legal Case

Work created within the FSFN Case. This includes Legal

Records; Legal Documentation pages and Diligent

Search for Parent pages. The Legal Records are displayed

first, then Legal Documentation pages, 2nd and Diligent

Search for Parent pages 3rd

in the center group box.

Within each grouping the following sort order applies:

Legal Records display alphabetical by Last Name, First

Name, Middle Name, Suffix; Legal Documentation pages

display newest to oldest based on Create Date, then sub

sort, if multiple exist with same date, alphabetical by

Legal Document Name; Diligent Search for Parent pages

display newest to oldest based on Date Entered, if

multiple exist with same date, use time stamp from

database table.

Legal Record Legal Record hyperlink which captures Legal Record;

Create Date and Participant Name.

Selecting the hyperlink launches the Legal Record page

in Edit mode if Case Book is accessed from the Desktop.


______________________________________________________________________________

______________________________________________________________________________


If Case Book is accessed from the Utility Search page the

Legal Record page will be displayed in View mode.

Legal Document Legal Documentation hyperlink which displays as Legal

Documentation; directly beneath the hyperlink in plain

black text is the Document Name and Legal

Documentation Create Date.

Selecting the hyperlink launches the Legal

Documentation page in Edit mode if Case Book is

accessed from the Desktop and Legal Documentation

page is not approved, if applicable.



Diligent Search for

Parent

Diligent Search for Parent page hyperlink which displays

as Diligent Search Purpose - <Purpose> and the Date

Entered.

Selecting the hyperlink launches the Legal

Documentation page in Edit mode if Case Book is

accessed from the Desktop and Legal Documentation

page is not approved, if applicable.



Group

Box:

Case Actions

Fields: Legal Document Selecting the Legal Document hyperlink displays the

Legal Document History page.

Group

Box:

Participant Actions

Fields: Legal Record Selecting the Legal Record hyperlink displays the Create


______________________________________________________________________________

______________________________________________________________________________


Case Work page with "Legal Record" pre-selected within

the Create Case Items group box > and Case Name pre-

selected within the Cases group box.

The user must then select the applicable participant and

click Create from the Create Case Work page.

If the user receives an error that a Legal Record page

already exists for that participant, upon closing the Create

Case Work page the user will be returned to the Case

Book page since that is the page from which the Create

Case Work page was accessed.


______________________________________________________________________________

______________________________________________________________________________






N/A

1.2.10.5 Security

N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.11 Case Book Page (Meetings)


The center group box, when Meetings is selected, displays all Meeting pages created either

at the Case Level or at the Participant Level within that specific FSFN Case. All Meetings

created or updated within the last 12 months display and sort by Create Date from newest to

oldest.


______________________________________________________________________________

______________________________________________________________________________






















create date.














______________________________________________________________________________

______________________________________________________________________________



























last 12 months.









______________________________________________________________________________

______________________________________________________________________________






create date.
















create date.

Dynamic Group

Box

Selecting Meetings from the drop down automatically

displays the applicable information for all Meetings pages

created within the FSFN Case.

Meetings are displayed newest to oldest by Create Date in

the center group box.

Meeting Meeting information hyperlink which captures the Meeting

Type; Create Date and Subject Participant in parenthesis.

Selecting the hyperlink launches the Meeting page in Edit

mode if Case Book is accessed from the Desktop.


Meeting page will be displayed in View mode.


______________________________________________________________________________

______________________________________________________________________________



______________________________________________________________________________

______________________________________________________________________________






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.12 Case Book Page (Placements)


When Placements is selected from the drop down, the center group box displays all

Placements, Living Arrangements, Private Adoptions, and Family Support pages created for

all FSFN Case Participants within the FSFN Case that have been created or updated within

the last 24 months.


______________________________________________________________________________

______________________________________________________________________________






















the create date.













______________________________________________________________________________

______________________________________________________________________________




































______________________________________________________________________________

______________________________________________________________________________
















date.










______________________________________________________________________________

______________________________________________________________________________


Dynamic Group Box Selecting Placements from the drop down, automatically

displays the applicable information for all Placements,

Living Arrangements, Private Adoptions and Family

Support Services documented within the FSFN Case in

the center group box.

The records are displayed newest to oldest by Begin Date

and Time for Out-of-Home Placements, Living

Arrangements and Family Support pages, and by Create

Date for Private Adoption pages.

If more than one child has the same Placement Begin Date

and Time or Create Date for Private Adoption, the 2nd

filter is alphabetical by Last Name, First Name, and

Middle Name.

Out-of-Home

Placement

Selecting the hyperlink launches the associated Out-of-

Home Placement page.

The Out-of-Home Placement hyperlink displays as

Service Category, Service Type. Directly beneath the

hyperlink, in plain black text, the information captured in

the mock-up displays.

Living Arrangement Selecting the hyperlink launches the associated Living

Arrangement page.

The Living Arrangement hyperlink displays as Living

Arrangement. Directly beneath the hyperlink, in plain

black text, the information captured in the mock-up

displays.


______________________________________________________________________________

______________________________________________________________________________


Family Support Selecting the hyperlink launches the associated Family

Support page.

The Family Support hyperlink displays as Family Support.

Directly beneath the hyperlink, in plain black text, the

information captured in the mock-up page displays.

Private Adoption Selecting the hyperlink launches the associated Private

Adoption page.

The Private Adoption hyperlink displays as Private

Adoption. Directly beneath the hyperlink, in plain black

text, the information captured in the mock-up page

displays.


______________________________________________________________________________

______________________________________________________________________________






N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.13 Case Book Page (Service Request Authorization)


The center group box, when Authorization is selected, displays all Service Request

Authorization pages created for all FSFN Case Participants for that particular FSFN Case.

The hyperlinks indicate the Service Category and Service Sub Category. Below the

hyperlinks, the Request Date, Participant Name with ID in parentheses and Status display in

plain black text. Only records that have been created or updated within the last 24 months

are displayed.


______________________________________________________________________________

______________________________________________________________________________






















the create date.














______________________________________________________________________________

______________________________________________________________________________




































______________________________________________________________________________

______________________________________________________________________________















date.









Dynamic Group Box Selecting Service Request Authorization from the drop

down, automatically displays the applicable information

for all Service Request Authorization pages documented

within the FSFN Case in the center group box.


and Time. If more than one Service has the same Begin

Date and Time, 2nd filter is alphabetical by Last Name,

First Name, Middle Name.




______________________________________________________________________________

______________________________________________________________________________




N/A


______________________________________________________________________________

______________________________________________________________________________


1.2.14 Case Book Page (Services)


The center group box, when Services is selected, displays all “Open” Service pages for all

FSFN Case Participants for that particular FSFN Case that have been created or updated

within the last 24 months. This list also includes any ended services within the last 24

months. Additional information included with the services consists of:

Begin Date

End Date, if applicable

Provider Name

Participant Name

Approval Status


______________________________________________________________________________

______________________________________________________________________________












Subsidy Agreement; Adoption Photos Sibling Group










the create date.














______________________________________________________________________________

______________________________________________________________________________




































______________________________________________________________________________

______________________________________________________________________________















date.









Dynamic Group Box Selecting Services from the drop down, automatically

displays the applicable information for all Service pages

documented within the FSFN Case in the center group

box.


and Time. If more than one Service has the same Begin

Date and Time, 2nd filter is alphabetical by Last Name,

First Name, Middle Name.


______________________________________________________________________________

______________________________________________________________________________


In Home Service Selecting the hyperlink launches the associated Service

page.

The Service hyperlink displays as Service Category,

Service Type. Directly beneath the hyperlink, in plain

black text, the information captured in the mock-up

displays.





N/A


______________________________________________________________________________

______________________________________________________________________________


1.3 Inventories 1.3.1 CRUD Matrix

Table Name Create Read Update Delete

ACCESS_REPORT X

ADDRESS X

ALERTS X

APPROVAL X

ASSESSMENT_PRVD X

ASSIGN_CATEGORY X

ASSIGNMENT X

CA_MAIN X

CASE_MASTER X

CASE_PART X

CASE_PLAN X

CASE_PRGRSS_EVAL X

CATEGORY_TYPE X

CHECKS X

CHILD_CARE_ELIG X

COC_MASTER X

CODE_DESC X

CODE_DESC_LRG X

CODE_DESC_STATIC X

COURT_DISP X

EDUCATION X

ELIG_REDET X

ELIGIBILITY X


______________________________________________________________________________

______________________________________________________________________________



EPISODE X

FAMILY_ASSESSMENT X

FSFN_TBL_URL X

HOME_INQUIRY X

IA_NARRATIVE X

IA_PRIMARY X

INTAKE_PART X

INVESTIGATION X

INVS_SFTY_FCTRS_ADULT_IH X

INVS_SFTY_FCTRS_ADULT_II X

INVS_SFTY_FCTRS_CHILD_II X

INVS_SFTY_FCTRS_CHLD_IH X

JOB_CLASS X

LEGAL_ACTION X

LEGAL_DOC X

LEGAL_RECORD X

LICENSE X

LICENSE_ACTION X

LINK_PART X

LIVING_ARRANGEMENT X

LOCATION X

MANUAL_TICKLERS X

MEDICAID_ELIGIBILITY X

MEDICAL_PROFILE X

MEETING X

MEETING_PART X


______________________________________________________________________________

______________________________________________________________________________



NEEDS_AND_STRENGTHS X

ORG_LOCATION X

ORG_LOCATION_UNIT X

ORG_UNIT X

ORG_WORKER_ROLE X

PAN_TEXT_EVENT X

PARENT_AGENCY X

PARTICIPANT_FORM X

PAYMENT X

PAYMENT_ADJUST X

PERSON X

PERSON_AKA X

PLACEMENT_REQUEST X

PRMNCY_PLAN X

PRMNCY_PLAN_REVIEW_HEARING X

PROVIDER_CHAR X

PROVIDER_LINK X

PROVIDER_ORG X

PROVIDER_PART X

PROVIDER_SERVICE X

RATE_SETTING X

REQ_ASST_ASSESSMENT X

SAFETY_PLAN_OH X

SCRTY_JSP X

SERVICE_TYPE X

SPECIAL_NEEDS X


______________________________________________________________________________

______________________________________________________________________________



TABLET_LOCK X

TICKLER X

TRUST_ACCOUNT X

UNMET_NEEDS X

VOUCHER X

WORKER X

1.3.2 Reference Data

Reference values are noted with specific fields in section 3.2.1.2 Page Information

for Case Book.

1.3.3 Automated Messages

None

1.3.4 Checklists

None

1.3.5 Task Due

None

1.3.6 Notifications

None

1.3.7 Text Templates

None

1.3.8 Reports

None

1.3.9 Triggers

None

1.3.10 Batch Programs

N/A


______________________________________________________________________________

______________________________________________________________________________


1.4 Requirements Included

REQ Number Requirement Description

REQT2.25 The system must provide filter and sort capability to the user to sort investigation or special conditions referral (their

workload.) FSFN must provide the user with the ability to quickly view information and have instant access to time frames

and sorting options for their workload.

REQT2.32 The system must support the redesign of case information to operate similar to "Face book social media site"

REQT2.32.1 The system must provide the name of Case Facesheet for the new redesign of desktop case information.

Note: This naming convention was subsequently changed to “Case Book” and “Person Book.”

REQT2.32.2 The system must provide the ability for the user to view and create work from the Case Facesheet.

Note: The name of the page was subsequently changed to “Case Book.”

REQT2.32.3 FSFN must provide a user desk top landing page that will display various sections within case information. Many of the

sections must include a link to view more information. The more information must also provide the option to undo, that

will return the User to the original page. Please refer to Attachment F for details within the CPI Transformation CR.

Examples of possible elements include: Active Child Participants, Other Active Case Participants, Pending Diligent

Search, Placements/Services, Medical Mental Health, Education, Scheduled Legal Actions, Independent Living, Adoption

Information, as well as many others.

REQT2.34.4.2 FSFN must display current open intakes to enable the user to quickly identify any open intakes.

REQT2.34.4.4 FSFN must display current open Intakes to enable the User to quickly identify any open intakes on the Case Book Page

REQT2.34.5.1 FSFN must provide a link to open up each the persons last updated education record

REQT2.34.5.2 FSFN must provide a link to open up each person’s last updated education record on the Case Book page.

REQT2.34.6.1 FSFN must provide a link to open up that person’s legal record via a hyperlink that displays the child's most recent Legal

Case Status.

REQT2.34.6.2 FSFN must provide a link to open up that person’s legal record via a hyperlink that displays the child’s most recent Legal

Case Status on the Case Book Page.

CR607 Adoption Incentive Enhancements

Documents

CM30: Case Book - Florida's Center for Child Welfarecenterforchildwelfare.fmhi.usf.edu/kb/FSFN/CaseBookTopicPaper.pdf · Change History Release# or Date CR# or Incident # Change Description