sm08a2: case plan worksheet and judicial review...

SM08a2: Case Plan Worksheet and Judicial Review

Worksheet

January 4, 2019

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SM08a2 – Case Plan Worksheet and Judicial Review Worksheet January 4, 2019

Topic Paper of 154

Change History

Date

Modified

CQ (M&O) /

ENH

Workstream

Change Description Author(s) Section Modified

07/30/2013 Initial Version FSFN

Enhancement

Project

All Sections – new

Topic Paper

11/01/2013 Updates based on CRs FSFN Team

05/04/2014 Updates for R3 – Service

Authorization

FSFN

Enhancement

Project

06/14/2014 CR 469 Updates per CR All sections

10/22/2015 Initial updates due to

Supported Platforms

review

Robert Thornton Throughout

11/02/2015 Peer Review for

Supported Platforms

updates

Gina

Schendowich

Throughout

01/13/2016 Final Review for

Supported Platforms

Kortney Rudd Entire Document

09/19/2016 CR579.02 Reflect addition of

Update Link hyperlink

functionality

Regina

Richardson

Case Plan Worksheet

Page-FFA-

Ongoing/Progress

Update Select Pop-Up

9/21/2016 CR579.02 Peer Review for

CR579.02

Nancy Weglinski 1.2.3.1, 1.2.3.2, 1.2.3.4

09/26/2016 CR 579.02 Peer Review Kortney Rudd 1.2.3.1, 1.2.3.2, 1.2.3.4

10/12/2016 CR527

CR512

Updates per CR527.01 c,

e, f, h and CR512.01

Nancy Weglinski 1.2.3.2, 1.2.20

10/17/16 CR527.03

CR579.05

Updates per CR527.03

and CR579.05

Kathleen Watson 1.2.3.1,1.2.10.1,1.2.11.1,

1.2.22.1

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Topic Paper of 154

10/18/2016 CR578.03

CR578.06

Updates per CR578.03,

578.06 and CR578.06a

Regina

Richardson

All JRW sections

10/25/2016 CR 578 Updates for DCF

feedback

Kortney Rudd 1.2.3.2

10/28/2016 CR-527

CR-578

Updates per Sprint 4

CR-527.02, CR-527.05,

CR-578.04

Regina

Richardson

1.2.19.2, 1.2.20.2,

1.2.22.2,

11/03/2016 CR-527

CR-528

Peer Review Nancy Weglinski 1.2.19.2, 1.2.20.1,

1.2.20.2, 1.2.22.2

11/11/2016 CR-578 Updates per Sprint 5 CR-

578.05 and 578.05a

Kathleen Watson 1.2.20.2 and 1.2.21.2

11/16/2016 CR-578 Peer Reviewed Kortney Rudd 1.2.20.2 & 1.2.21.2

11/18/2016 DCF

Feedback

Incorporation of the DCF

Feedback Received

11/17/2016

Regina

Richardson

11/21/2016 CR578.05

CR578.05a

Peer Review Leah Dienger

12/09/2016 R3PROD3

R3PROD4

AS1a

579.03

Updates per CR-

R3PROD3, R3PROD4,

AS1a, 579.03

Jishil Johnson 1.2.2, 1.2.2.2, 1.2.3 &

1.2.15.2

12/14/2016 R3PROD3

R3PROD4

AS1a

579.03

Peer Review per CR-

R3PROD3, R3PROD4,

AS1a, 579.03

Kathleen Watson 1.2.2, 1.2.2.2, 1.2.3 &

1.2.15.2

01/06/2017 CR578.06

CR556.20a

Updates per CR-578.06

and CR556.20a

Kathleen Watson 1.2.10.1 &1.2.18.1

01/06/2017 CR605.01 Updates made per

CR605.01

Leah Dienger Sections 1.2.1.3, 1.2.3.1,

and 1.2.3.2

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Topic Paper of 154

01/10/2017 CR605.01,

578.06, and

556.20a

Peer Review Leon White


CR578.05

Leon White Sections 1.2.15.2,

1.2.18.2, 1.2.19.2,

1.2.20.2, 1.2.22.2,

1.2.24.2, 1.2.25.2


CR605.02

Jishil Johnson Section: 1.2.6 Case Plan

Task Summary Pop-Up

01/23/2017 Peer reviewed content.

Updated screen shots as

they relate to stories in

Sprint 1-8 and

incorporated final review

comments.

Leah Dienger Entire Document

04/03/2018 UHS

Enhancement

Fixed Formatting and

updated information in

accordance with UHS

enhancements efforts

Chris Gosselin Fixed numbering for all

sections to be consistent.

Modified content in

sections 1.2.1, 1.2.14

04/20/2018 UHS

Enhancement

Peer Review Nicole Balanoff Entire Document

04/23/2018 UHS

Enhancement

Effort

Updated to include DCF

Feedback from Sprint 13

and 14

Kortney Rudd Entire Document

05/14/2018 CR 688 Updates per CR 688 Nicole Balanoff Throughout

07/18/2018 Amd17 Updates to formatting

and Amd17 changes

Chris Gosselin Throughout

07/25/2018 Amd17 Peer Review Nicole Balanoff Throughout

07/27/2018 Amd 17 Final Review Patricia Atchley Throughout

09/14/2018 Amd 19 Updates per Amd 19

enhancements

Nicole Balanoff 2.10

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Table of Contents

1 Introduction ........................................................................................................................................... 9

2 Pages ..................................................................................................................................................... 10

2.1 Case Plan Worksheet Page-FFA-Ongoing/Progress Update Selection Pop-Up ............................... 10 2.1.1 Page Overview .......................................................................................................................... 10 2.1.2 Page Information ...................................................................................................................... 11 2.1.3 Background Processing ............................................................................................................ 11 2.1.4 Save Processing ........................................................................................................................ 12 2.1.5 Security ..................................................................................................................................... 12

2.2 Case Plan Worksheet Page-Participants/Family Change Strategy Tab ............................................ 13 2.2.1 Tab Overview ........................................................................................................................... 13 2.2.2 Page Information ...................................................................................................................... 14 2.2.3 Background Processing ............................................................................................................ 19 2.2.4 Save Processing ........................................................................................................................ 21 2.2.5 Security ..................................................................................................................................... 22

2.3 Participant Selection Pop-Up Page ................................................................................................... 24 2.3.1 Page Overview .......................................................................................................................... 24 2.3.2 Page Information ...................................................................................................................... 24 2.3.3 Background Processing ............................................................................................................ 25 2.3.4 Save Processing ........................................................................................................................ 25 2.3.5 Security ..................................................................................................................................... 25

2.4 Participant Selection Pop-Up (Family Support Network) ................................................................ 26 2.4.1 Page Overview .......................................................................................................................... 26 2.4.2 Page Information ...................................................................................................................... 27 2.4.3 Background Processing ............................................................................................................ 27 2.4.4 Save Processing ........................................................................................................................ 27 2.4.5 Security ..................................................................................................................................... 27

2.5 Case Plan Task Summary Pop-Up .................................................................................................... 28 2.5.1 Page Overview .......................................................................................................................... 28 2.5.2 Page Information ...................................................................................................................... 29 2.5.3 Background Processing ............................................................................................................ 31 2.5.4 Save processing ........................................................................................................................ 31 2.5.5 Security ..................................................................................................................................... 31

2.6 Case Plan Worksheet Page – Visitation/Family Time/Placement Tab ............................................. 32 2.6.1 Tab Overview ........................................................................................................................... 32 2.6.2 Tab Information ........................................................................................................................ 33 2.6.3 Background Processing ............................................................................................................ 37 2.6.4 Save Processing ........................................................................................................................ 37 2.6.5 Security ..................................................................................................................................... 37

2.7 Visitation/Family Time Information Pop-Up ................................................................................... 38 2.7.1 Page Overview .......................................................................................................................... 38 2.7.2 Page Information ...................................................................................................................... 39 2.7.3 Background Processing ............................................................................................................ 39 2.7.4 Save Processing ........................................................................................................................ 40 2.7.5 Security ..................................................................................................................................... 40

2.8 Placement Summary Pop-Up ............................................................................................................ 41 2.8.1 Page Overview .......................................................................................................................... 41

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2.8.2 Page Information ...................................................................................................................... 42 2.8.3 Background Processing ............................................................................................................ 42 2.8.4 Save Processing ........................................................................................................................ 42 2.8.5 Security ..................................................................................................................................... 42

2.9 Case Plan Worksheet Page-Additional Child Information Tab ........................................................ 43 2.9.1 Tab Overview ........................................................................................................................... 44 2.9.2 Tab Information ........................................................................................................................ 44 2.9.3 Background Processing ............................................................................................................ 47 2.9.4 Save Processing ........................................................................................................................ 48 2.9.5 Security ..................................................................................................................................... 48

2.10 Case Plan Worksheet Page-Summary of Child in Care Needs Tab .................................................. 49 2.10.1 Tab Overview ........................................................................................................................... 49 2.10.2 Page Information ...................................................................................................................... 50 2.10.3 Background Processing ............................................................................................................ 51 2.10.4 Save Processing ........................................................................................................................ 51 2.10.5 Security ..................................................................................................................................... 51

2.11 Case Plan Worksheet Page-Protective Capacities Tab ..................................................................... 52 2.11.1 Tab Overview ........................................................................................................................... 52 2.11.2 Tab Information ........................................................................................................................ 53 2.11.3 Background Processing ............................................................................................................ 55 2.11.4 Save Processing ........................................................................................................................ 55 2.11.5 Security ..................................................................................................................................... 55

2.12 Case Plan Worksheet Page-Outcomes Tab ....................................................................................... 56 2.12.1 Tab Overview ........................................................................................................................... 56 2.12.2 Tab Information ........................................................................................................................ 57 2.12.3 Background Processing ............................................................................................................ 61 2.12.4 Save Processing ........................................................................................................................ 62 2.12.5 Security ..................................................................................................................................... 62

2.13 Case Plan Worksheet Page-Attachments Tab ................................................................................... 63 2.13.1 Tab Overview ........................................................................................................................... 63 2.13.2 Tab Information ........................................................................................................................ 64 2.13.3 Background Processing ............................................................................................................ 66 2.13.4 Save Processing ........................................................................................................................ 66 2.13.5 Security ..................................................................................................................................... 66

2.14 Case Plan Worksheet Selection Pop-Up Page .................................................................................. 67 2.14.1 Page Overview .......................................................................................................................... 67 2.14.2 Page Information ...................................................................................................................... 68 2.14.3 Background Processing ............................................................................................................ 68 2.14.4 Save Processing ........................................................................................................................ 69 2.14.5 Security ..................................................................................................................................... 69

2.15 Judicial Review Worksheet Page – Participants Tab ........................................................................ 70 2.15.1 Tab Overview ........................................................................................................................... 70 2.15.2 Tab Information ........................................................................................................................ 71 2.15.3 Background Processing ............................................................................................................ 77 2.15.4 Save Processing ........................................................................................................................ 79 2.15.5 Security ..................................................................................................................................... 79

2.16 Participant Selection Pop-Up Page ................................................................................................... 80 2.16.1 Page Overview .......................................................................................................................... 80 2.16.2 Page Information ...................................................................................................................... 81 2.16.3 Background Processing ............................................................................................................ 82

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2.16.4 Save Processing ........................................................................................................................ 82 2.16.5 Security ..................................................................................................................................... 82

2.17 Participant Selection Pop-Up Page (Family Support Network) ........................................................ 83 2.17.1 Page Overview .......................................................................................................................... 83 2.17.2 Page Information ...................................................................................................................... 84 2.17.3 Background Processing ............................................................................................................ 86 2.17.4 Save Processing ........................................................................................................................ 86 2.17.5 Security ..................................................................................................................................... 86

2.18 Judicial Review Worksheet Page - Family Change Strategy/ Resources Tab .................................. 87 2.18.1 Tab Overview ........................................................................................................................... 87 2.18.2 Tab Information ........................................................................................................................ 88 2.18.3 Background Processing ............................................................................................................ 92 2.18.4 Save Processing ........................................................................................................................ 92 2.18.5 Security ..................................................................................................................................... 92

2.19 Judicial Review Worksheet Page - Visitation/ Family Time/ Child Participation Tab .................... 93 2.19.1 Tab Overview ........................................................................................................................... 93 2.19.2 Tab Information ........................................................................................................................ 94 2.19.3 Background Processing .......................................................................................................... 100 2.19.4 Save Processing ...................................................................................................................... 100 2.19.5 Security ................................................................................................................................... 100

2.20 Judicial Review Worksheet Page-Placement Tab ........................................................................... 101 2.20.1 Tab Overview ......................................................................................................................... 102 2.20.2 Tab Information ...................................................................................................................... 102 2.20.3 Background Processing .......................................................................................................... 114 2.20.4 Save Processing ...................................................................................................................... 114 2.20.5 Security ................................................................................................................................... 114

2.21 Summary Information Pop-Up Page ............................................................................................... 115 2.21.1 Page Overview ........................................................................................................................ 115 2.21.2 Page Information .................................................................................................................... 116 2.21.3 Background Processing .......................................................................................................... 116 2.21.4 Save Processing ...................................................................................................................... 116 2.21.5 Security ................................................................................................................................... 116

2.22 Judicial Review Worksheet Page - Additional Child Information Tab .......................................... 117 2.22.1 Tab Overview ......................................................................................................................... 117 2.22.2 Tab Information ...................................................................................................................... 119 2.22.3 Background Processing .......................................................................................................... 125 2.22.4 Save Processing ...................................................................................................................... 126 2.22.5 Security ................................................................................................................................... 126

2.23 Judicial Review Worksheet Page – 17+ Requirements .................................................................. 127 2.23.1 Page Overview ........................................................................................................................ 127 2.23.2 Page Information .................................................................................................................... 128 2.23.3 Background Processing .......................................................................................................... 134 2.23.4 Save Processing ...................................................................................................................... 134 2.23.5 Security ................................................................................................................................... 135

2.24 Judicial Review Worksheet Page - Review Summary Tab ............................................................. 136 2.24.1 Tab Overview ......................................................................................................................... 136 2.24.2 Tab Information ...................................................................................................................... 137 2.24.3 Background Processing .......................................................................................................... 138 2.24.4 Save Processing ...................................................................................................................... 138 2.24.5 Security ................................................................................................................................... 139

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2.25 Judicial Review Worksheet Page - Attachments Tab ..................................................................... 140 2.25.1 Tab Overview ......................................................................................................................... 140 2.25.2 Tab Information ...................................................................................................................... 141 2.25.3 Background Processing .......................................................................................................... 146 2.25.4 Save Processing ...................................................................................................................... 147 2.25.5 Security ................................................................................................................................... 147

3 Inventories ......................................................................................................................................... 148

3.1 CRUD Matrix ................................................................................................................................. 148 3.2 Reference Data ................................................................................................................................ 148 3.3 Automated Messages ...................................................................................................................... 148 3.4 Checklists ........................................................................................................................................ 148 3.5 Task Due ......................................................................................................................................... 148

3.5.1 Case Plan Due ......................................................................................................................... 148 3.5.2 Initial Judicial Review Due .................................................................................................... 148 3.5.3 Subsequent Judicial Review Due ............................................................................................ 149 3.5.4 Judicial Review Permanency Hearing Due ............................................................................ 149 3.5.5 Judicial Review Age 17 Due .................................................................................................. 150

3.6 Notifications .................................................................................................................................... 151 3.7 Text Templates ............................................................................................................................... 151 3.8 Reports ............................................................................................................................................ 151 3.9 Triggers ........................................................................................................................................... 151 3.10 Batch Programs ............................................................................................................................... 151 3.11 Requirements Covered In This Paper ............................................................................................. 151

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1 Introduction

This document describes the design of the Florida Safe Families Network (FSFN), which

supports a transformation of the Case Planning module.

The Case Plan is a FSFN tool used for all children that enter out of home placement or

participate in protective services offered through the Department of Children and Families

(DCF). Case Plans identify goals and objectives that are to be achieved to support and verify the

safety and well-being of all children involved.

The functional design of the Case Planning module represents changes to FSFN resulting from

the transformation of the departments Child Welfare business processes to facilitate the safety of

children and families, and support the following goals of the 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 Plan is a written document that specifies tasks or activities required to be completed

by parent(s), caregiver(s), child(ren), and the case worker to support safety and permanency for

the child(ren) for whom the case plan is created. The Case Plan also identifies services to assist

the family and provides specified time frames for completion of noted task. The FSFN Case

Plan follows the child(ren) from the delivery of services through dependency, foster care, and/or

the termination of rights of the parents.

The FSFN Case Planning tool is comprised of two components: Case Plan Worksheet and

Judicial Review Worksheet. These components are made up of numerous tabs and pop-up pages

to support documentation of needs, services, and activities that have been put in place to support

and verify the safety, well-being and permanency of the child(ren) for whom the plan has been

designed.

The Case Plan Worksheet page captures information pertaining to all planning activities and

includes all case participants involved. The Judicial Review Worksheet will capture additional

information such as summary of the child(ren) who in care needs, protective capacities of the

caregiver, and desired overall placement outcomes.

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2 Pages

2.1 Case Plan Worksheet Page-FFA-Ongoing/Progress Update Selection

Pop-Up

2.1.1 Page Overview

Page Navigation

The FFA-Ongoing/Progress Update Selection pop-up page is launched when creating a Case

Plan Worksheet page from Create Case Work or Case Book. Before a new Case Plan Worksheet

page is created, a FFA - Ongoing or Progress Update must be selected. This page is also

launched from the Case Plan Worksheet by clicking the Update Link hyperlink in the Case

Information group box.

The FFA-Ongoing/Progress Update Selection pop-up page allows the user to select the

appropriate FFA-Ongoing or Progress Update that is either “Pending” or “Approved.” The FFA-

Ongoing/ Progress Update Selection pop-up page contains a repeating table that contains

pending and approved FFA-Ongoing or Progress Update Pages associated to the Case. The user

can select only one radio button at a time. The Continue button is enabled only after a radio

button is selected. Upon clicking Continue, the system launches a new Case Plan Worksheet

Page, pre-filling with the data from the selected FFA-Ongoing or Progress Update page. Upon

clicking Close, the system returns the user to the Desktop or Case Book, whichever is applicable,

without creating a new Case Plan Worksheet page.

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2.1.2 Page Information

Group Box FFA-Ongoing /

Progress Update

Selection

Contains a list of all “Pending” and “Approved” FFA-

Ongoing and Progress Update pages for the Case.

Fields Select Column displays radio buttons to select the specific FFA-

Ongoing or Progress Update.

Household Name Column displays the Household Name currently captured

on the FFA - Ongoing or Progress Update.

FFA - Ongoing ID Column displays the FFA-Ongoing ID.

Progress Update

ID

Column displays the Progress Update ID.

Worker Name Column displays the name of the worker that created the

FFA-Ongoing or Progress Update.

Type Column displays the "Type" of record: FFA-Ongoing or

Progress Update.

Approval Date Column displays the Approval Date of the FFA-Ongoing

or Progress Update.

Status Column displays the status of the FFA-Ongoing or

Progress Update: Approved” or “Pending” status.

Buttons Continue User continues to the Case Plan Worksheet page after

selecting the applicable FFA-Ongoing or Progress Update.

Close Closes page without creating a new Case Plan Worksheet

page (if launching the page to create a new Case Plan

Worksheet) or closes page without applying a new FFA-

Ongoing or Progress Update (if launching the page to

apply a pending or approved FFA-Ongoing or Progress

Update to the Case Plan Worksheet).

2.1.3 Background Processing

• Upon attempting to create the Case Plan Worksheet page, or when updating the Case Plan

Worksheet page, the FFA – Ongoing/ Progress Update Selection page displays only

“Pending” and “Approved” pages for selection. Not Approved FFA – Ongoing or Progress

Update pages will not be displayed.

• The column named “Household Name” will display the Household Name currently captured

on the FFA - Ongoing or Progress Update when accessing the selection pop-up page via any

of the following workflows: creating an FFA - Ongoing; creating a Progress Update; creating

the Case Plan Worksheet; or updating the "link" on the Case Plan Worksheet.

• Upon attempting to create the Case Plan Worksheet, at which point the worker must select

the appropriate FFA - Ongoing or Progress Update to link to the Case Plan Worksheet, FSFN

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will look to determine if a Case Plan Worksheet already exists for the selected FFA -

Ongoing or Progress Update. If so, FSFN will display a soft edit stating:

o A Case Plan Worksheet already exists for this FFA-Ongoing. Are you sure you would

like to create a new Case Plan Worksheet? <Yes><No>

2.1.4 Save Processing

• N/A

2.1.5 Security

• N/A

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2.2 Case Plan Worksheet Page-Participants/Family Change Strategy Tab

2.2.1 Tab Overview

The Case Plan Worksheet page captures information regarding the case planning activities. It

includes the case participants involved, visitation plans, summary of child in care needs, the

protective capacities of the caregivers, and desired outcomes. The Case Plan Worksheet page is

created by selecting “Case Plan Worksheet” under the Assessment and Planning drop down in

the Create Case Items group box on the Create Case Work page. When creating a Case Plan

Worksheet, the user will be asked to select a FFA-Ongoing or Progress Update. The Case Plan

Worksheet page can also be created from the Case Actions group box on the Case Book page.

Existing pages can be accessed in edit mode from the Desktop Outliner>Case>Assessments and

Planning (or view only mode if from Search). Existing pages can be accessed in the Person Book

or Case Book from the Work group box by selecting Assessments and Planning as the Work

type. If Person Book or Case Book is launched from the Desktop the page will be in edit mode.

If launched from Search, it will be in view only mode.

When the Case Plan Worksheet page is created the system will ask the user to select an FFA-

Ongoing or Progress Update. The system will pre-fill data on the new Case Plan Worksheet page

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with data from the selected FFA-Ongoing or Progress Update. The Case Plan Worksheet page

cannot be created without selecting an applicable FFA-Ongoing or Progress Update page. After

the initial creation of the Case Plan Worksheet page, the user must refresh the Case Plan

Worksheet page to obtain any updated data from the FFA –Ongoing or Progress Update page

and any other applicable pages. The Case Plan Worksheet page is updated at critical junctures or

designated intervals throughout the lifecycle of the Case during the Departments involvement

with the family. The user can select the Update Link hyperlink to launch the FFA-Ongoing /

Progress Update Selection pop-up page; this enables the selection of any Pending or Approved

FFA-Ongoing or Progress Update to pull in updated information to the Case Plan Worksheet.

Once a new FFA-Ongoing or Progress Update has been selected, clicking the Save button on the

Case Plan Worksheet page will save the newly updated information.

The Participants/Family Change Strategy tab contains the involved case participant’s information

such as children, adult(s) (In a care giving role), and family support network person(s) who are

included in the Case Plan Worksheet. Upon creation of the Case Plan Worksheet page, persons

included in the selected FFA - Ongoing or Progress Update will pre-fill the appropriate sections

from the Participants tab of the FFA – Ongoing or Progress Update page, whichever is

applicable. There must be at least one child and one adult included to initially save the Case Plan

Worksheet. This tab contains three insert buttons. Upon clicking any of the Insert buttons, the

system will launch the Participant Selection pop-up page and list appropriate FSFN Case

Participants or Family Support Network persons, whichever is applicable. Upon clicking the

Task Summary hyperlink that is associated with any participant in the Parent/Legal

Guardian(s)/Other Adult Household Members in a Caregiving Role group box, the system will

launch a Case Plan Task Summary pop up page in view only mode. The Participant/Family

Change Strategy tab also contains narrative of the Family Change Strategy which includes the

Danger Statement, Family Goal, Ideas, and Potential Barriers information from the FFA -


In the event the user performs the Update Link functionality, upon saving the FFA – Ongoing

page, these same fields will automatically pre-fill with the most current information documented

on the selected FFA – Ongoing or Progress Update.

Note that anywhere the term “notifications and templates” is referenced, notifications is a

technical term that is similar to templates, the key difference being that notifications pre-fill

everything from the FSFN system, do not have any user-entered fields, and are not saved to the

FSFN database. Therefore, regardless of when the template is launched it will pull in all the most

current, up-to-date information from FSFN.


Group Box Case Information Header group box contains basic case and case plan

information.

Field Household Name User entered text field; 100 characters in length

which will display all characters on the screen;

required upon save.

Case Name Hyperlink will launch the Maintain Case page.

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FSFN Case ID Displays the unique system generated 10- digit

identification number for the Case associated with the

Case Plan Worksheet Page.

FFA-Ongoing/

Progress Update ID

Hyperlink will launch the FFA-Ongoing or Progress

Update page associated with the Case Plan

Worksheet page.

Update Link Hyperlink will launch the FFA-Ongoing/Progress

Update Selection pop-up page to allow the user to

select from any of the existing FFA - Ongoing or

Progress Update pages which are either Pending or

Approved, to update the information on the current

Case Plan Worksheet.

Update Link refreshes content but does NOT refresh

case participants. Any discrepancies between the

participants identified on the selected FFA-Ongoing

or Progress Update and Case Plan Worksheet must be

resolved on the Participants tab of the Case Plan

Worksheet by adding or removing participants.

The Update Link hyperlink is only available upon

saving the Case Plan Worksheet page for the first

time.

Case Plan Worksheet

ID

Displays the unique system generated identification

number for the Case Plan Worksheet page.

Worker Name Displays the name of the user that created the Case

Plan Worksheet page.

Case Plan Type Type of Case Plan Worksheet

Include Substitute

Caregiver

Responsibilities

Check box indicates if the static Substitute Caregiver

Responsibilities need to be included in the Court

Involved Case Plan, Non-Judicial In-Home or Non-

Judicial Out-of-Home templates.

Date Modified System derived date Case Plan Worksheet page was

last modified and saved; Date displayed:

(MM/DD/YYYY)

Date Modified captures the last date a modification

was made to the page; system derived, not user

modifiable.

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For previously ‘Completed’ Case Plan Worksheets,

the system will display the date of completion and the

page is un-editable.

Dependency Case

Manager

Drop down field; enabled and required. Displays the

name of all workers that have an active assignment to

the case and the worker’s associated Unit Name.

Worker names available for selection update

dynamically based on active case assignments.

Defaults to blank upon initial creation of the Case

Plan Worksheet.

Selected name will pre-fill to Case Plan Worksheet.

Tab

Information

Participants/

Family Change

Strategy

Contains information for the Case Participants

included in the Case Plan Worksheet and the

narrative of the Family Change Strategy.

Visitation / Family

Time/ Placement

Contains information regarding visitation/family time

and placement details.

Additional Child

Information

Contains Additional Child information such as

Medical/Mental Health, Education, Master Trust, and

Independent Living.

Summary of Child in

Care Needs

Contains information regarding the child(ren)’s

needs.

Protective Capacities Contains information regarding the caregiver’s

protective capacities.

Outcomes Contains information regarding the desired outcomes

and tasks.

Attachments Contains a checklist of documentation that needs to

be attached to the court report.

Actions and

Text

(Notification

and

Templates)

List Box

Actions There are no Actions for the Case Plan Worksheet

page.

Text Text Hyperlink; the hyperlink(s) displayed will depend on

the Case Plan Type selected.

NOTE: The Court Involved Case Plan, associated

with the Judicial Case Plan Type, launches from the

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Legal Documentation page.

Non-Judicial In-Home

Case Plan

Hyperlink will launch the Non-Judicial In-Home

Case Plan template.

Non-Judicial Out-of-

Home Case Plan

Hyperlink will launch the Non-Judicial Out-of-Home

Case Plan template

Tab

Information

Participants/Family

Change Strategy

Group Box Household

Composition

Captures the various household members including

Children; Parent/Legal Guardian(s)/Other Adult

Household Members in Caregiving Role; and Family

Support Network persons that are involved in the


Group Box Children Captures the children that are involved in the Case

Plan Worksheet.

# Column captures a numerical listing for easy

identification of how many children are included in

the Case Plan Worksheet.

Participant Name Column displays the names of each applicable child

involved in the Case Plan Worksheet.

Date of Birth Column displays the Date of Birth of each applicable

child involved in the Case Plan Worksheet.

Age Column displays the age of each applicable child

involved in the Case Plan Worksheet

Hyperlink Action Column contains a Remove hyperlink for each Case

Participant displayed.

Button Insert Launches the Participant Selection pop-up page to

add a child participant.

Group Box Parent/Legal

Guardian(s) /Other

Adult Household

Members in

Caregiving Role

Captures the Case Participants who are involved in

the Case Plan Worksheet and who are in a caregiving

role.

Fields Participant Name Column displays the names of each applicable Case

Participant who is involved in the Case Plan

Worksheet.


Case Participant who is involved in the Case Plan

Worksheet.

Age Column displays the age of each applicable Case

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Participant who is involved in the Case Plan

Worksheet.



Hyperlink Case Plan Task

Summary

Column contains a hyperlink labeled ‘Task

Summary’ for each Case Participant displayed. The

hyperlink will ONLY be displayed once the Case

Plan Worksheet has been successfully saved for the

first time and is only displayed in the Adult/Legal

Guardian(s)/Other Adult Household Members in

Caregiving Role group box. The hyperlink launches

the associated Case Plan Task Summary pop up page.

Button Insert Launches the Participant Selection pop-up page; add

Case Participant who is a Parent/Legal

Guardian/Other Adult Household Member in

Caregiving Role.

Group Box Family Support

Network

Column captures the persons who are part of the

Family Support Network (not Case Participants) who

are involved in the Case Plan Worksheet.

Participant Name Column displays the Family Support Network

person’s name.

Role Column displays the Roles of the Family Support

Network persons involved in the Case Plan

Worksheet.

Hyperlink Action Column contains a Remove hyperlink for each

Family Support Network person displayed.

Button Insert Launches the Participant Selection pop-up page;

provides the ability to add a Family Support Network

person.

Group Box Family Change

Strategy

Displays the Danger Statement, Family Goal, Ideas,

and Potential Barriers information from the

associated FFA-Ongoing or Progress Update.

Fields Danger Statement:

Developed in

collaboration with the

family.

Displays the narrative in the Danger Statement from

the associated FFA-Ongoing or Progress Update.

Family Goal: Describe

how the family will be

functioning when all

Displays the narrative in the Family Goal from the

associated FFA-Ongoing or Progress Update.

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children are safe and

the family is able to

independently meet

the needs of their

children. (Developed

in collaboration with

the family.)

Ideas: Describe ideas

parent/legal guardian,

worker, child or other

network members

have for moving

toward the Family

Goal.

Displays the narrative in the Ideas for achieving the

Family Goal from the associated FFA-Ongoing or

Progress Update.

Potential Barriers:

Describe things that

could get in the way of

change from the

family’s perspective

and/or the family

team’s perspective.

Displays the narrative in the potential barriers toward

achieving the family goal from the associated FFA-

Ongoing or Progress Update

Buttons Refresh Refreshes the Case Plan Worksheet page to pull in

the most current information from any applicable

pages which populate the Case Plan Worksheet page,

including data from the associated FFA-Ongoing or

Progress Update page.

Save Saves the Case Plan Worksheet page.

Close Closes the Case Plan Worksheet page.


• Selecting Non-Judicial In-Home from the Case Plan Type drop down, the following fields

are not displayed on the Case Plan Worksheet page:

o All fields on the Visitation/Family Time/Placement tab

o Master Trust and Independent Living group boxes on the Additional Child

Information tab

• Upon selecting Non-Judicial Out-of-Home from the Case Plan Type drop down, the

following fields are not displayed on the Case Plan Worksheet page:

o Independent Living group box on the Additional Child Information tab

• Upon clicking the Refresh button, the system will pull in all current, up-to-date information

for the following fields:

o Family Change Strategy group box (all fields within the group box) on

Participants/Family Change Strategy tab;

o Education group box on Additional Child Information tab to include the following

fields:

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▪ School Type

▪ Current Grade Level

▪ Is the child currently an ESE student?

▪ Does the child have an education surrogate parent appointed by the district

superintendent or dependency court?

o Independent Living group box on Additional Child Information tab – Initial date of

referral for Independent Living date field;

o Child Functioning and Child Needs group boxes on Child in Care Needs tab

o Adult Functioning, Parenting, and Protective Capacities group boxes on Protective

Capacities tab.

• Upon clicking the Insert button within the Children or Parent/Legal Guardian(s)/Other Adult

Household Members in Caregiving Role group boxes, selecting the applicable participant(s)

and clicking Continue to return to the Case Plan Worksheet page, the Case Plan Worksheet

page will automatically be refreshed, and the Participant(s) Name(s) will be displayed within

the following sections, if applicable:

o Current Placement group box on Visitation/Family Time/Placement tab

o Department of Revenue (DOR) Child Support group box on Visitation/Family

Time/Placement tab

o Medical/Mental Health group box on Additional Child Information tab

o Education group box on Additional Child Information tab

o Master Trust group box on Additional Child Information tab

o Independent Living group box on Additional Child Information tab

o Child Functioning and Child Needs group boxes on Child in Care Needs tab; and

o Adult Functioning, Parenting, and Protective Capacities group boxes on Protective

Capacities tab.

▪ Note that if the inserted participant has associated information captured on

the FFA – Ongoing page, the applicable information will automatically pre-

fill and be displayed in the applicable fields as defined within the table above.

▪ Note that once a participant has been inserted, the Participant Name will

appear in all applicable drop downs as defined within the table above.

• Upon clicking the Remove hyperlink for any of the Household Composition group boxes the

system will display the following validation message: Are you sure you wish to remove the

selected participant? <Yes><No>

o If “Yes,” the page will automatically refresh, and the Participant’s Name will no

longer be displayed within the following group boxes, whichever are applicable:

▪ Current Placement group box on Visitation/Family Time/Placement tab

▪ Department of Revenue (DOR) Child Support group box on

Visitation/Family Time/Placement tab (the entire row will be removed

because the adult to child relationship no longer exists)

▪ Medical/Mental Health group box on Additional Child Information tab

▪ Education group box on Additional Child Information tab

▪ Master Trust group box on Additional Child Information tab

▪ Independent Living group box on Additional Child Information tab

▪ Child Functioning and Child Needs group boxes on Child in Care Needs tab

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▪ Adult Functioning, Parenting, and Protective Capacities group boxes on

Protective Capacities tab

• Note that if the removed participant has associated information

captured on the FFA – Ongoing page, the applicable information will

automatically be removed and no longer displayed in the applicable

fields as defined within the table above.

• Only once the Case Plan Worksheet page has been successfully saved

after having removed the selected participant(s) will the data be

removed from the database. If the user closes without saving, upon

returning to the Case Plan Worksheet page the participant(s) will not

have been removed and neither will the associated participant

information.

o If “No,” the user will be returned to the Case Plan Worksheet page and the

participant will not be removed.

• Upon clicking the Task Summary hyperlink, which only appears in the Adult/Legal

Guardian(s)/Other Household Adult Members in a Caregiving Role group box next to each

participant after the Case Plan Worksheet has been successfully saved for the first time, the

associated Case Plan Task Summary pop-up page displays in view-only mode.

• Once a Participant has been added to a Family Support Network group box the user will not

be able to delete that person from Maintain Case. For more information see the Maintain

Case Topic Paper.


• Upon clicking Save, if the same participant (by Person ID) is included in both the Children

and Parent/Legal Guardian(s)/Other Adult Household Members in Caregiving Role group

boxes, the system will display the following validation message:

o There are duplicate persons in the Children and Parent/Legal Guardian(s)/Other

Adult Household Members in Caregiving Role group boxes. Please make the

necessary updates in order to save. <OK>

• Upon clicking Save, if there are duplicate rows within the Visitation/Family Time group box

the following validation message will display:

o Duplicate Visitation/Family Time records exist. Please make the necessary updates in

order to save. <OK>

• Upon clicking Save, if a new FFA-Ongoing or Progress Update was selected via the Update

Link hyperlink, the Case Plan Worksheet will be updated with data from the new FFA-

Ongoing or Progress Update page.

• Upon clicking Save on the Case Plan Worksheet page for the first time, the Update Link

hyperlink will then display.

• There must be at least one child listed to save the Case Plan Worksheet.

• There does not need to be at least one adult participant selected or listed to save the Case


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2.2.5 Security

• Refer to the Child Investigation Functional Specification Document which outlines the

Security Resources, Security Profiles, and Security User Groups specific to creating the

PDA from the Investigation page.

• New Security Resources will be added for the Case Plan Worksheet for Create, Read, and

Update, as well as Read with No Templates.

o Note that due to the complex nature of the new Case Plan Worksheet page, additional

actions may be needed other than Create, Read, and Update. However, all applicable

Security Resources will be under Case Plan Worksheet which will then be associated

to the identified Security Profiles.

• New Security Resources will be added for the Judicial Review Worksheet for Create, Read,

and Update.

• Note that due to the complex nature of the new Judicial Review Worksheet page, additional

actions may be needed other than Create, Read, and Update. However, all applicable

Security Resources will be under Judicial Review Worksheet which will then be associated

to the identified Security Profiles.

• The new Security Resources to Create, Update, Read, etc. for the Case Plan Worksheet and

Judicial Review Worksheet will be associated to a new Security Profile labeled “Florida

Safety Decision Making Methodology (FSDMM) Case Planning - All.”

• The new Security Resource, Read, for the Case Plan Worksheet and Judicial Review

Worksheet will be associated to a new Security Profile labeled “Florida Safety Decision

Making Methodology (FSDMM) Case Planning – View.”

• The new Security Resource Read but with No View Templates, for the Case Plan Worksheet

and the Security Resources, Read, for the Judicial Review Worksheet will be associated to a

new Security Profile labeled “Florida Safety Decision Making Methodology (FSDMM)

Case Planning – No View Templates.”

• As identified in the Present Danger Assessment (PDA) Functional Specification Document,

the existing Security User Groups for Child Case Manager and Child Case Supervisor will

be copied, and new Security User Groups created labeled Child Case Manager – FSDMM

and Child Case Supervisor - FSDMM.

o The new Security Profile “FSDMM Case Planning - All” will be associated with the

new Security User Groups. This will provide the new Security User Groups with all

the current FSFN functionality, as well as full Create/Update for the new Case Plan

Worksheet and Judicial Review functionality. This includes the ability to create both

old and new functionality.

o As with Child Case Manager and Child Case Supervisor, all other Security User

Groups identified below in the table with Case Planning – All must be copied, and

the same naming convention applied (<Security User Group Name> – FSDMM) to

create new Security User Groups.

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o Because there are various Functional Specification Documents to address different

functionality related to the new Florida Safety Decision Making Methodology, the

end result should be that there are Security User Groups that mimic the existing

Security User Groups to which the various new Security Profiles will be associated.

Duplicate Security User Groups for the various new modules will not be created. For

example: FFA – Ongoing, Progress Update and Case Plan Worksheet will all have

new Security Profiles with “All” functionality. However, all the Security Profiles

will be associated to a single Child Case Manager - FSDMM Security User Group.

o All existing Security User Groups with Case Planning – All will be given the new

Security Profile “FSDMM Case Planning – View.” This will provide workers with

“view only” access to the “new” Case Management functionality, Case Plan

Worksheet and Judicial Review Worksheet, while continuing to create the “old”

Case Management functionality.

• The existing Security User Groups identified in the table below with Case Planning – LE

View and Case Planning – View will be given the new Security Profile “FSDMM Case

Planning – View.” This will provide workers with “view only” access to the “old” Case

Management functionality, view capability to the Case Plan Worksheet and Judicial Review

Worksheet functionality.

• The existing Security User Groups identified in the table below with Case Planning – No

View Templates will be given the new Security Profile “FSDMM Case Planning – No View

Templates.” This will provide with “view only” access to the “old” Case Management

functionality but with NO access to the Case Plan templates, view capability to the Case

Plan Worksheet and Judicial Review Worksheet functionality but NO access to the Non-

Judicial In-Home and Non-Judicial Out-of-Home templates which will be launched from the

Case Plan Worksheet page.

o Note that the new Court Involved Case Plan, Judicial Review, and Simplified

Judicial Review templates will be launched from Legal Documentation, which

has its own security.

Existing Security User Groups with Case Planning – All; Case Planning – LE View; Case

Planning – View; and Case Planning – No View Templates

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2.3 Participant Selection Pop-Up Page

2.3.1 Page Overview

The Participant Selection pop-up page is used to select Case Participants involved in the Case

Plan Worksheet. This page is launched from the Case Plan Worksheet page- Participants/Family

Change Strategy tab by clicking one of the Insert buttons in the Household Composition group

boxes, except Family Support Network.

The user can select multiple participants. At least one participant must be selected to enable the

Continue button. Upon clicking Continue, the system returns the user to the Case Plan

Worksheet page and inserts a row for every participant or family support network person

selected. Upon clicking Close, the system returns the user to the Case Plan Worksheet page and

does not insert a row into the applicable group box.


Participant

Selection Pop-

Up

The Participant Selection pop-up page is used to select

Case Participants or Family Support Network

Participants involved in the Case Plan Worksheet.

Group Box Participant

Selection

Contains a list of Case or Family Support Network

Participants for the Case.

Fields Select Column contains a check box for each row to select the

applicable Case or Family Support Network Participants.

Participant

Name

Column displays the names of the Case or Family

Support Network Participants for the Case.

Date of Birth Column displays the Date of Birth for each of the

Participants.

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Buttons Continue User returns to the Case Plan Worksheet page after

selecting one or more Participants or Family Support

Network persons.

Close Closes page without creating a new participant or family

support network person row.


• N/A


• N/A

2.3.5 Security

• N/A

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2.4 Participant Selection Pop-Up (Family Support Network)

2.4.1 Page Overview

The Participant Selection pop-up page is used to select Family Support Network Participants

involved in the Case Plan Worksheet. The Participant Selection pop-up page for Family Support

Network Contacts is launched from the Case Plan Worksheet page - Participants tab by clicking

the Insert button in the Family Support Network group box.

Users can select multiple participants. At least one participant must be selected to enable the

Continue button. Upon clicking Continue, the system returns the user to the Case Plan

Worksheet page and inserts a row for every participant selected into the group box from which it

was launched. Upon clicking Close, the system returns the user to the Case Plan Worksheet page

and does not insert a row into the group box from which it was launched.

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Group Box Participant Selection Contains a list of Case or Family Support Network


Field Select Column contains a check box for each row to select the

applicable Case or Family Support Network

Participants.

Participant Name Column displays the names of the Case or Family


Role Column displays the Role of each Family Support

Network person(s), if applicable.

Button Continue User returns to the Case Plan Worksheet page after

selecting one or more participants or Family Support

Network persons.

Close Closes page without creating a new participant or

family support network person row.


• N/A


• N/A

2.4.5 Security

• N/A

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2.5 Case Plan Task Summary Pop-Up

2.5.1 Page Overview

The Case Plan Task Summary Pop-Up Page provides the ability to view and print a summary of

Case Plan Tasks for the associated participant. The Case Plan Task Summary Pop Up page is

displayed by clicking on the ‘Task Summary’ hyperlink next to the Case Participant on the

Participants/Family Change Strategy tab. The hyperlink will ONLY be displayed once the Case

Plan Worksheet has been successfully saved for the first time and is only displayed in the

Adult/Legal Guardian(s)/Other Adult Household members in Caregiving Role group box.

The Case Plan Task Summary Pop-Up page will be displayed in view only mode at all times. All

necessary task details will be displayed on the page and include but is not limited to:

Parent/Adult name; Outcome Achievement; Family Goal; Service level; Who the Providers are

and their Contact Information. This information will pre-fill for each Task captured on the

associated Case Plan Worksheet where the Task has that participant identified in the "Who" drop

down. The Visitation Schedule will pre-fill and display for the Parent/Adult name that appears

in the Visitation With (Participant Name) field in the Visitation/Family Time group box.

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Group Box Field Name Description

Case Plan

Task

Summary

This group box dynamically grows in size as more

records populate it so that all results are viewable

with the use of the overall page scroll bar.

Name Pre-fills with the participant name of the person for

whom the Tasks Summary hyperlink was selected.

The Name field displays as First Name Middle

Name Last Name.

Dependent Case

Manager

Pre-fills with the name of the worker selected in the

Dependency Case Manager drop down on the Case


Family Goal Pre-fills from the Family Goal narrative on the Case

Plan Worksheet- Participants/Family Change

Strategy tab.

Note: The CPW allows an updated link to select a

different FFA- Ongoing or Progress Update to pre-

fill the CPW; therefore, this narrative will be

updated and refreshed when relaunching this pop-

up page.

Outcome Pre- fills from each Outcome selected on the CPW-

Outcomes tab. There are ONLY the Outcomes for

which at least 1 Task is inserted where the “WHO”

selected in the participant for whom the Tasks

Summary hyperlink was selected. For each

Outcome that pre-fill, all associated Tasks will

populate, each with a new numerical sequence that

increases.

Note: If the Outcome selected is the Additional as

defined value, this will pre-fill with just the text in

the associated narrative field. Meaning, for any

specific value selected the actual Outcome text from

the drop down will pre-fill. But for the additional

value, the text in the associated narrative should

pre-fill and not include the text from the drop-down

selection.

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Outcome

Achievement

Pre-fills from the Case Plan Worksheet page that is

associated with the Outcome.

Estimated

Completion Date

Pre-fills from the Case Plan Worksheet page that is

associated with the Task.

Provider name Pre-fills from the Case Plan Worksheet page that is

associated with the Task. This is either pre-filled

from the linked provider record that has been

searched and selected or from the user entered text.

Provider Address

and Phone Number

Pre-fills from the selected provider’s Person

Provider or Org Provider record. If the Provider was

user entered, these 2 fields will display as

blank/null.

Visitation

Schedule

This group box dynamically grows in size as more

records populate it so that all results are viewable

with the use of the overall page scroll bar

Child name Pre-fills with the Child Name captured for that

Visitation record.

Age Pre-fills with the Age for that Child Name captured

for that Visitation record.

Visitation/Family

Time

Pre-fills with the selected Visitation/Family Time

value for that Child Name captured for that

Visitation record.

Who is responsible

for transportation

Pre-fills with the selected participant in the Who is

responsible for transportation drop down

documented on the associated Visitation record.

Furthermore, if Other is selected from the drop

down, just the text entered in the associated text

field will display.

Visitation/Family

Time schedule

Pre-fills with the narrative documented for the

associated Visitation record.

Visitation/Family

Time Restrictions

Pre-fills with the narrative documented for the

associated Visitation record.

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• Upon clicking the Task Summary hyperlink, which only appears in the Adult/Legal

Guardian(s)/Other Household Adult Members in a Caregiving Role group box next to each

participant after the Case Plan Worksheet has been successfully saved for the first time, the

associated Case Plan Task Summary pop-up page displays in view-only mode.

• Clicking the Print command button on the Case Plan Task Summary pop- up page will

launch a print screen of the pop-up page, which will display all details captured on the page,

including any information captured within the expando or scroll area in a font size consistent

with how the Supervisor Consultation print launches so that it is readable. The font size will

be at least 12 pt. to ensure that all details are readable as this information is provided to the

families.

2.5.4 Save processing

• N/A

2.5.5 Security

• N/A

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2.6 Case Plan Worksheet Page – Visitation/Family Time/Placement Tab

2.6.1 Tab Overview

The Visitation/Family Time/Placement tab contains information regarding the Visitation/Family

Time plans, current Out-of-Home Placement information, and Child Support details.

There will be a row for each Child and Visitation with (Participant Name) combination. Users

select the child(ren) and with whom the visitation plan applies on the Visitation/Family Time

pop-up page.

This page also contains placement information for all the children listed in the Children group

box on the Participants/Family Change Strategy tab if the child is currently in an Out-of-Home

Placement. The placement information will be system-derived from the current open Out-of-

Home Placement record. Only one radio button can be selected at a time. The questions will

pertain to the child whose radio button is selected.

DOR Child Support information will be system-derived from the DOR extract file, as well as

user-entered for those not currently documented in DOR. There are two separate group boxes:

One contains the DOR Child Support information for a specific Payor/Child combination derived

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from the DOR extract file; the other group box contains Child Support details that are not

included in the DOR data.

The DOR Child Support pre-fills as the result of FSFN sending the population for which DOR

must send back to FSFN the applicable information. The criteria that derives the population in

FSFN includes that the Florida Review Complete check box is selected on the Title IV-E Foster

Care Eligibility page.

2.6.2 Tab Information

Visitation / Family

Time/Placement

Contains information regarding the Visitation/Family

Time plans, current Out-of-Home Placement

information, and Child Support details.

Group Box Visitation/ Family

Time

Captures information regarding the Visitation/

Family Time plans.

Field Child Name Column displays the names of children with a

Visitation/ Family Time plan.

Date of Birth Column displays the Date of Birth of the child(ren)

with a Visitation/ Family Time plan.

Age Column displays the age of children with a

Visitation/ Family Time plan.

Visitation With

(Participant Name)

Column displays the name of the person with whom

the child has visitation.

Visitation/Family

Time

Column displays the type of Visitation/ Family Time

plan.

Who is

responsible for

Transportation

Column captures who is responsible for transporting

the child for visitation.

Describe Other Captures who will be responsible for transporting

child for visitation if Other.

Action Column contains a Delete hyperlink for each

Visitation/Family Time row displayed.

Visitation/Family

Time Schedule

Captures the information regarding the Visitation/

Family Time schedule.

Visitation/Family

Time Restrictions

Captures the information regarding the visitation

restrictions.

Button Insert Launches the Visitation/ Family Time pop-up page

to add Visitation/ Family Time record. Captures the

information regarding the visitation restrictions.

Group Box Current Placement

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Fields Select Radio button indicating to which child the questions

are pertaining.

Child Name Column displays the names of children currently in

an Out-of-Home Placement.

Provider Name Column displays the name of the Provider each child

is currently in placement with.

Placement Type Column displays the type of placement each child is

in.

Placement Begin

Date

Column displays the begin date of each child’s

current placement.

Current Removal

Date

Column displays the removal date of each child’s

current removal episode.

Summary

Information

Hyperlink

Column contains a Summary Information hyperlink

for each child that launches the Summary

Information pop-up page for each child’s placement

history.

What, if any, are

the strengths with

the placement?

Provides the ability to document the strengths of the

placement for the child whose radio button is

selected.

What, if any, are

the problems with

the placement?

Provides the ability to document the problems of the

placement for the child whose radio button is

selected.

Is the placement

the least

restrictive, most

family-like setting

consistent with the

child’s best

interest and

special needs?

Provides a Yes/No answer for question if the

placement is consistent with the best interest and

needs for the child whose radio button is selected.

If no, explain? Provides the ability to document why the placement

is not consistent with the best interest and needs for

the child whose radio button is selected.

Is the placement in

close proximity to

the child’s home?


placement is in close proximity to the child’s home

for the child whose radio button is selected.

If “No,” describe

efforts to place the

child closer to his

Provides the ability to document why the placement

is not in close proximity to the child’s home for the

child whose radio button is selected.

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or her home?

Placement takes

into account

proximity to the

school in which

the child is

enrolled at time of

placement.


placement is in close proximity to the child’s school

for the child whose radio button is selected.

If “No,” explain. Provides the ability to document why the placement

is not in close proximity to the child’s school for the


Did the child

change schools as

a result of the

placement change?

Provides a Yes/No answer for question if the child

changed schools as a result of the placement for the


If “Yes,” what

efforts were made

to keep the child

in the same

school?

Provides the ability to document the efforts made to

keep the child, whose radio button is selected, in the

same school.

Does the

placement support

the level of contact

to the parent that

is deemed

appropriate?


placement support contact with the parent of the


If “No,” describe

efforts to place the

child in a

placement that

will support the

contact with the

parents.

Provides the ability to document the efforts to change

the placement of the child whose radio button is

selected, so it supports contact with the parent.

Group Box Department of

Revenue (DOR)

Child Support

Contains information from the Department of

Revenue (DOR) regarding the child support for each

of the children.

This section pre-fills as the result of FSFN sending

the population for which DOR must send back to

FSFN the applicable information. The criteria that

derives the population in FSFN includes that the

Florida Review Complete check box is selected on

the Title IV-E Foster Care Eligibility page.

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Fields Payor Column displays names of Payor(s) from the DOR

Child Support extract file.

DOR Case

Number

Column displays the DOR Case Number from the

DOR Child Support extract file.

Child Column displays the Child’s Name from the DOR

Child Support extract file.

Date of Birth Column displays each Child’s Date of Birth from the

DOR Child Support extract file.

Child Support

Obligation

Column displays the amount of the Child Support

Obligation from the DOR Child Support extract file.

Last Payment Date Column displays the date of the last payment.

Last Payment

Amount

Column displays the amount of the last payment

from the DOR Child Support extract file.

Group Box Child Support Contains information regarding the Child Support

that may be known but not included in the DOR

information.

Fields Payor Column displays the names of Payor(s) (who makes

the payments).

Payee Column displays the names of Payees (who receives

payment).

Describe Other Captured who is receiving payment if Other.

Child Column displays the names of the children.

Date of Birth Column displays the Date of Birth of the child(ren).

Frequency Column displays the frequency of the child support

payments.

Amount Column displays the amount of the child support

payments.

Start Date Column displays the date the child support payments

started or will start.

Hyperlink Action Column contains a Delete hyperlink for each Child

Support row displayed.

Buttons Insert Upon clicking the Insert button, a child support row

displays, and the user will select/ enter all the

applicable information.

Refresh Refreshes the Case Plan Worksheet page to pull in

the most current information from any applicable

pages which populate the Case Plan Worksheet page,

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including data from the associated FFA-Ongoing or


Save Standard Save processing.

Close Standard Close processing.


• Upon clicking the Delete hyperlink for any Visitation/Family Time record the system will

display the following validation message: Are you sure you wish to remove the selected

record? <Yes><No>

o If “Yes”, the record will be deleted and no longer displayed within the

Visitation/Family Time group box.

▪ Only once the Case Plan Worksheet page has been successfully saved after

having removed the selected record(s) will the data be removed from the

database. If the user closes without saving, upon returning to the Case Plan

Worksheet page the record(s) will not have been removed.

o If “No,” the user will be returned to the Case Plan Worksheet page and the record

will not be deleted.

• Upon clicking the Delete hyperlink for any Child Support record the system will display the

following validation message: Are you sure you wish to remove the selected record?

<Yes><No>

o If “Yes”, the record will be deleted and no longer displayed within the Child Support

group box.








• N/A

2.6.5 Security

• N/A

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Topic Paper of 154

2.7 Visitation/Family Time Information Pop-Up

2.7.1 Page Overview

The Visitation/Family Time Information pop-up page is a new page and used to select Children

and persons with whom they have visitation. The Visitation/Family Time Information pop-up

page is launched from the Case Plan Worksheet page - Visitation/Family Time/Placement tab by

selecting the Insert button within the Visitation/Family Time group box. Applicable Children

displays the participants listed in the Children group box on the Participants/Family Change

Strategy tab. Visitation displays participants captured in the Children, Parent/Legal

Guardian(s)/Other Adult Household Members in Caregiving Role and Family Support Network

group boxes on the Participants/ Family Change Strategy tab.

Multiple children and “Visitation/Family Time With” items can be selected. At least one

participant must be selected from each group box to enable the Continue button. Upon selecting

Continue button, the system returns the user to the Case Plan Worksheet page and inserts a row

for every Applicable Child and “Visitation/Family Time With” participant combination selected.

Upon selecting the Close button, the system returns the user to the Case Plan Worksheet page

and does not insert any rows.

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Group Box Applicable

Children

Contains a list of children involved in the Case Plan

Worksheet.

Fields Select Column displays a check box for each row to select each

child involved in the Visitation/Family Time.

Child Name Column displays the name of each child involved in the


Date of Birth Column displays the Date of Birth for each child

involved in the Case Plan Worksheet.

Age Column displays the age of each child.

Group Box Visitation/Family

Time With

Contains a list of all children, adults, and Family

Support Network participants involved in the Case Plan

Worksheet.

Fields Select Column displays a check box for each participant

displayed to select the applicable participants involved

in the Visitation/Family Time.

Name Column displays the names of all participants involved

in the Case Plan Worksheet.

Date of Birth Column displays the Date of Birth of each participant.

Age Column displays the age of each participant.

Other Allows user to enter another person for the visitation if

they are not listed.

Describe Captures the "Other" person with whom the child has

visitation.

Buttons Continue User returns to the Case Plan Worksheet page after

selecting one or more Applicable Child(ren) and

Visitation/Family Time With participants.

Close Closes page without creating a new Visitation/Family

Time row.


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2.7.5 Security

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2.8 Placement Summary Pop-Up

2.8.1 Page Overview

The Placement Summary Information pop-up is a new page and displays additional information

regarding the child's placement history. The Placement Summary pop-up page is launched from

the Case Plan Worksheet page - Visitation/Family Time/ Placement tab by selecting the

Summary Information hyperlink within the Current Placement group box. The Summary

Information data displayed is for the child listed in the associated row of the Summary

Information hyperlink. All calculations used in the table must be consistent with AFCARS

Removal/Placement time frames.

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Group Box Placement Summary Contains additional information regarding the child's

placement history.

Fields Total # of

Placements (current

removal episode)

Column displays the total number of placements for the

child in the current removal episode.

Length of Current

Removal Episode

(months)

Column displays the total number of months for the

current removal episode for the child.

Total # of Removal

Episodes

Column displays the total number of removal episodes

for the child.

Total Length of

Time in Removals

(months)

Column displays the total number of months across

removal episodes for the child.

Button Close Closes page and returns the user to the Case Plan

Worksheet page.


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2.9 Case Plan Worksheet Page-Additional Child Information Tab

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2.9.1 Tab Overview

This page contains Medical and Mental Health information for all the children listed in the

Children group box on the Participants/Family Change Strategy tab. The Summary text box will

pertain to the child whose radio button is selected. Only one child can be selected at one time.

Medical and Mental Health hyperlink will launch the Medical/Mental Health page associated to

the child. Hyperlink will display only if the participant has a Medical/Mental Health Record in

the associated FSFN Case. If the user does not have the applicable security to view

Medical/Mental Health records, a security validation message will appear informing user they do

not have appropriate security

This page also contains education information of all the children listed in the Children group box

on the Participants/Family Change Strategy tab. The data and narrative text boxes within the

group box will pertain to the child whose radio button is selected. Only one child can be selected

at one time. Education hyperlink will display only if the participant has an Education Record.

Upon clicking the hyperlink, the Education Record will display in edit mode or in view only

mode.

This page displays information on the child’s Master Trust account if applicable. Upon click

Master Trust hyperlink system will launch the Trust Account page Ledger tab associated to the

child (view only).

This page also displays Independent Living Program information (if applicable) for all the

children of age 13 or above. If there are no children of age 13 or above, the entire group box will

not display. Only one child can be selected at one time. Independent Living hyperlink will

display only if the participant has an Independent Living Record in the associated FSFN Case.

Upon clicking the hyperlink, the Independent Living Record is displayed in Edit mode or in view

only.


Additional Child

Information

Contains information regarding the child's

Medical and Mental Health, Education, Trust

Accounts (if applicable), and Independent Living

(if applicable).

Group Box Medical/Mental

Health

Captures information regarding the child’s

Medical and Mental Health.

Child Radio Button Radio button for each child’s medical/mental

health information. Displays the Child’s Name,

Date of Birth, and Age in plain black text next to

each radio button.

Medical/Mental

Health

Hyperlink will launch the Medical/Mental Health

page associated to the child.

Summary of child’s Provides the ability to summarize the child's

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current medical,

dental and/or mental

health issues,

treatments and

diagnoses

current medical, dental, and mental health status.

Group Box Education Captures the information regarding the child’s

education.

Fields Child Radio Button Radio button for each child’s Education

information. Displays the Child’s Name, Date of

Birth, and Age in plain black text next to each

radio button.

Education Hyperlink will launch the Education page

associated to the child’s person ID.

Is the child

performing on grade

level? If “No,”

explain what you are

doing to remediate.

Provides a Yes/No answer for question if child is

performing on grade level.

No label Provides the ability to document what is being

done to remediate if child is not performing on

grade level.

School Type Child's School Type

Current Grade Level Child's Current Grade Level

If the child is not

enrolled in an

educational program

which includes a

licensed early

education or child

care program,

provide an

explanation below.

Provides the ability to document the child’s

educational program status for purposes of Rilya

Wilson Act compliance.

User-entered text box; enabled, not required;

3,200 characters.

Is the child currently

an ESE student?


child currently an ESE student?

Does the child have

an education

surrogate parent

appointed by the

district

superintendent or

dependency court?


child has an education surrogate parent appointed

by the district superintendent or dependency

court?

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If “No,” and the

child is an ESE

student and in an

Out of Home

Placement explain

why

Provides the ability to document why the child

does not has an education surrogate parent.

Group Box Master Trust Display information on the child’s Master Trust

account if applicable.

Child(ren) With

Master Trust

Accounts. Evaluate

the ledger to

confirm the

information is up to

date. The ledger

should be exported

and submitted as an

attachment.

Displays in plain black text.

Fields Child Name Column displays the names of each child who

has a Master Trust Account.

Master Trust Type Column displays the Type of Master Trust for

each child.

Account Balance Column displays the current balance for each

Trust Account.

Action Column displays a View Master Trust hyperlink

for each row displayed to launch the associated

Master Trust Account page for the child (view

only).

Child Name Column displays the names of each child who

does not have a Master Trust Account.

Does child need

Master Trust

Account

Established?

Indicator if a Master Trust Account is needed for

the child.

If “Yes”, Case

Manager will

establish on or

before:

Column captures the date the Master Trust

Account must be established before.

Deceased Mother Column indicates if the child's Mother is

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deceased.

Father Deceased Column indicates if the child's Father is

deceased.

Is Child Receiving

SSI?

Column indicates if the child is receiving SSI.

System derived based on if the singular Assets

and Employment record for the child has income

identified of SSI; if so, display “Yes”, if not,

display “No”.

Group Box Independent Living Displays Independent Living Program

information.

Fields Child Radio Button Radio button for each child’s Independent Living

information.

Independent Living Hyperlink will launch the Independent Living

page associated to the child.

Initial date of

referral for

Independent Living

Displays date of initial referral to the

Independent Living Program

Buttons Refresh Refreshes the Case Plan Worksheet page to pull

in all the most current information from any

applicable pages which populate the Case Plan

Worksheet page, including data from the

associated FFA-Ongoing or Progress Update

page.




• The Medical/-Mental Health hyperlink displays based on security and works in the

following manner if the Case Plan Worksheet page is accessed from the Desktop or from

Case Book or Person Book which was accessed from the Desktop:

o If the user does not have the security to view Medical/ Mental Health at all, the

Medical/ Mental Health hyperlink will be displayed and upon clicking the hyperlink a

security message will be displayed just as when attempting to launch Medical/ Mental

Health from the Desktop.

o If the user has Medical/Mental Health – View security, the Medical/Mental Health

hyperlink will be displayed and upon clicking the hyperlink the Medical/ Mental

Health page will be displayed in Edit mode. However, if a change is attempted to be

made to the Medical/Mental Health page, upon clicking Save on the Medical/-Mental

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Health page a security message will be displayed just as when attempting to make a

change if Medical/Mental Health is accessed from the Desktop.

o If the user has Medical/-Mental Health – All security, the Medical/ Mental Health

hyperlink will be displayed and upon clicking the hyperlink the Medical/ Mental

Health page will be displayed in Edit mode and changes able to be made.


following manner if the Case Plan Worksheet page is accessed from Search:

o If the user does not have the security to view Medical/ Mental Health at all, the

Medical/ Mental Health hyperlink will be displayed and upon clicking the hyperlink a

security message will be displayed just as when attempting to launch Medical/ Mental

Health from the Desktop.

o If the user has Medical/Mental Health – All security or View security, the

Medical/Mental Health hyperlink will be displayed and upon clicking the hyperlink,

the Medical/Mental Health page will be displayed in View mode.


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2.10 Case Plan Worksheet Page-Summary of Child in Care Needs Tab

2.10.1 Tab Overview

The Summary of Child in Care Needs tab contains information about the child(ren)’s needs.

This tab contains Child Functioning information and needs of all the children listed in the

Children group box on the Participants/Family Change Strategy tab. Upon creation of Case Plan

Worksheet Page, the Summary text box, the Needs and Rating table will pre-fill from the

selected FFA-Ongoing or Progress Update page.

Upon Refresh, the Child Functioning and Child Needs group boxes (including the Rating table)

will be replaced with the current information from the selected FFA-Ongoing or Progress Update

page.

The Needs and Rating table will pertain to the child whose radio button is selected. Only one

child can be selected at one time. The Needs and Rating table will change depending on the child

selected. The needs list is the same as listed on the FFA-Ongoing or Progress Update. System

displays the Need/Rating row if the rating is C or D and the “Include in Case Plan” response is

“Yes” on the selected FFA – Ongoing or Progress Update, whichever is applicable.

This page also contains Recommended Case Plan permanency goals of all the children listed in

the Children group box on the Participants/Family Change Strategy tab. User can select Primary

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and Concurrent goals from the drop down list; the value “Transition to Independence” is only

available in the Primary drop down and will only display if the participant is 18 years of age or

older based on their Date of Birth.

When the user selects a Primary Goal for a child, the associated Goal Expiration Date field will

be required.


Summary of

Child in Care

Needs

Group Box Child

Functioning

Displays the Child Functioning domain summary for each

child from the FFA-Ongoing or Progress Update

Child

Name/DOB/Age

Display Child Name, DOB, and Age

How does the

child function on

a daily basis?

Behavior,

activities, with

family and

others, etc.

Include a

description of

each child’s

vulnerability

based on the

threats

identified.

Displays the narrative on the child's functioning from the

FFA-Ongoing or Progress Update. It allows up to 32,000

characters

Expando Displays the child functioning domain text field to display

within an expando for each applicable participant.

Group Box Child Needs Displays the needs assessment for each child from the FFA-


Child Radio

Button

Radio button for each child’s needs assessment; displays

child’s Name, DOB and Age.

Needs Column displays the Child Needs from the FFA-Ongoing or

Progress Update.

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Rating Column displays the rating for each Child Need displayed

from the associated FFA-Ongoing or Progress Update,

whichever is applicable.

Group Box Recommended

Case Plan

Permanency

Goals

Captures the information regarding the permanency goals

for each child.

Child Name Column displays each Child’s Name.

Primary Column captures the Primary Permanency Goal for each

child.

Concurrent Column captures the Concurrent Permanency Goal for each

child, if applicable.

Primary Goal

Expiration Date

Column captures the Primary Goal Expiration Date for each

child.

Buttons Refresh Refreshes the Case Plan Worksheet page to pull in all of the

most current information from any applicable pages which

populate the Case Plan Worksheet page, including data

from the associated FFA-Ongoing or Progress Update page.




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2.10.5 Security

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2.11 Case Plan Worksheet Page-Protective Capacities Tab

2.11.1 Tab Overview

This tab contains Adult and Parenting Functioning information of all the adults with a caregiver

role listed in the Parent/Legal Guardian(s) /Other Adult Household Members in Caregiving Role

group box on the Participants/Family Change Strategy tab. Upon creation of Case Plan

Worksheet page, the Summary text box will pre-fill from the selected FFA-Ongoing or Progress

Update page. If a new FFA-Ongoing or Progress Update is associated with the Case Plan

Worksheet using the Update Link functionality, the Adult Functioning, Parenting, and Protective

Capacities fields will be updated.

This tab also contains Protective Capacities (Priority Needs) Assessment information of all the

adults with a caregiver role listed in the Parent/Legal Guardian(s)/Other Adult Household

Members in Caregiving Role group box on the Participants/Family Change Strategy tab. A group

box will be displayed for each adult under the respective expando.

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Protective Capacities tab Contains information regarding the

caregiver’s protective capacities.

Group Box Adult Functioning Displays the Adult Functioning domain

summary for each caregiver from the FFA-


Fields How does the adult

function on a daily basis?

Overall life management.

Include assessment and

analysis of prior child

abuse/neglect history,

criminal behavior, impulse

control, substance

use/abuse, violence and

domestic violence, mental

health; include an

assessment of the adult’s

physical health, emotion

and temperament, cognitive

ability; intellectual

functioning; behavior;

ability to communicate;

self-control; education;

peer and family relations,

employment, etc.

Displays the narrative on the adult's

functioning from the FFA-Ongoing or

Progress Update.

Adult Name/DOB/Age Display Adult Name, DOB, and Age

Expando Displays the adult functioning domain text

field to display within an expando for each

applicable participant.

Narrative Text Field Displays the narrative on the adult's

functioning from the FFA-Ongoing or

Progress Update. Allows up to 32,000

characters

Group Box Parenting Displays the Parenting domain summary for

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each caregiver from the FFA-Ongoing or

Progress Update.

Fields General – What are the

overall, typical, parenting

practices used by the

parents/legal guardians?

Discipline/Behavior

Management – What are

the disciplinary approaches

used by the parents/legal

guardians, and under what

circumstances?

Text associated with the narrative on the

adult's Parenting from the FFA-Ongoing or

Progress Update.

Adult Name/DOB/Age Displays the adult name, date of birth, and

age.

Expando Displays the adult parenting domain text

field to display within an expando for each

applicable participant.

Text Field Displays the narrative on the adult's

Parenting from the FFA-Ongoing or

Progress Update. Allows up to 32,000

characters.

Group Box Protective Capacities Displays the Protective Capacities

determined as priority need for each

caregiver from the FFA-Ongoing or Progress

Update.

Fields Adult Protective Capacities Display Adult Name

Protective Capacities Column displays the Adult Protective

Capacities from the FFA-Ongoing or

Progress Update.

Rating Column displays the rating for each adult

protective capacity from the associated FFA-

Ongoing or Progress Update, whichever is

applicable.

Only displays the C and D ratings that were

selected to be included on the associated

FFA-Ongoing or Progress Update.

Buttons Refresh Refreshes the Case Plan Worksheet page to

pull in the most current information from

any applicable pages which populate the

Case Plan Worksheet page, including data

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from the associated FFA-Ongoing or





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2.11.5 Security

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2.12 Case Plan Worksheet Page-Outcomes Tab

2.12.1 Tab Overview

The Outcome tab captures the outcomes identified for the family, the participants associated with

each outcome, and all associated tasks to achieve the desired outcome. The tab contains

repeating group boxes with the outcomes details. Upon clicking the Add Outcome button, the

system will insert a new Outcome group box. The insertion of at least one Outcome record is

required to complete a Case Plan Worksheet. Users can select one or more participant(s) to

which the Outcome identified applies, the Outcome Achievement, and the associated goal. User

will have ability to go to the Provider Search page by clicking the Search hyperlink. Users can

insert a new task record associated with the inserted outcome record by selecting Insert button.

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Outcomes tab Contains information regarding the caregiver’s

protective capacities.

Group Box Outcome Captures the outcomes identified for the family, the

participants associated with each outcome, and all

associated tasks to achieve the desired outcome.

Outcome Dropdown list which Captures the Outcome

identified by the Case Manager that the

individual(s)/ family needs to achieve.

No label Captures the user defined outcomes; text box-

alphanumeric; accepts a maximum of 1000

characters. Enabled and required when “Additional

outcome, as defined.” is selected in the Outcome

drop down.

Delete Hyperlink that provides the ability to delete an

Outcome; enabled; displays once an Outcome has

been inserted and the Case Plan Worksheet is

successfully saved. Upon deleting an Outcome, any

Tasks tied to that Outcome will also be deleted.

Expando Applies to the

following

Participants

Expando which captures the participants to which

the Outcome identified applies.

User-selected check boxes; enabled and the

selection of one is required when an outcome record

is inserted.

Pre-fills with all the participants’ names captured in

the Children and Parent/Legal Guardian(s)/ Other

Adult Household Members in Caregiving Role

group boxes.

Fields No Label (Outcome

Goal)

Drop down list containing 3 options: Primary Goal,

Concurrent Goal, Primary and Concurrent Goal.

Enabled, not required.

Outcome

Achievement

Captures what constitutes the achievement of the

identified outcome. Allows up to 1,000 characters

Est. Cost to

Parent(s) (if

applicable)

Captures the estimated cost to parent(s)l user

entered; enabled but not required; monetary field

which allows cents to be included; no limit on the

amount that can be entered.

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Terms for

Estimated Cost of

Parent(s)

An Optional user-entered text describing the terms,

such as number of units, or amount of the total, of

the amount indicated in Est. Cost to Parent(s).

Who Captures who is responsible for completing the

identified task. Drop down list; user selected;

enabled and required when a task is inserted.

Actions/Tasks Captures the action/task that must be accomplished/

completed by the participant/family support network

person/case manager.

Text box-alphanumeric; accepts a maximum of 200

characters; enabled and required when a task row is

inserted.

Estimated

Completion Date

Captures the estimated date the task will be

completed. User-entered; date field; enabled and

required when a task is inserted.

Responsible Party

for Cost

Captures who the responsible party is for the cost of

the service, if applicable.


characters; user entered, enabled, but only required

if a service referral request is needed.

Location of

Delivery of

Services

Captures the location where the service, associated

with the task identified, is going to be delivered.


characters; user-entered; enabled, but only required

is a service referral is needed.

Date of Referral Captures the date the identified person was referred

for the service associated with the identified task.

User-entered; date filed; enabled, but only required

if a service referral is needed.

Service Referral

Request Needed?

Drop down that captures whether a service referral

request was needed or not in association with the

identified task. User selected, enabled; but not

required.

Frequency of

Service

Captured the frequency by which the service needs

to occur.


characters; user entered; enabled, but only required

if a service referral request is needed.

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Delete Hyperlink provides the ability to delete an Action/

Task that has been inserted and associated with an

overall Outcome record. Enabled; displays once an

Action/ Task as been inserted and the Case Plan

Worksheet page is successfully saved.

The Service Authorization page will not be deleted,

but instead the link between the Case Plan Task and

Service Authorization will be severed.

Provider Captures the Provider the Case Manager has

identified for potentially providing the service

needed in association with the identified task.

User-entered; alphanumeric text field; enabled if a

Provider is not searched for and selected, otherwise

pre-fills with the Provider Name of the searched for

and selected Provider; not required, accepts a

maximum of 80 characters.

Search Hyperlink that provides the user to search and select

the applicable Provider.

Service Category Drop down that captures the Service Category under

which the service falls, that the Case Manager has

identified in association with the task.

Drop down list; user selected; enabled; conditionally

required if a service referral request is needed;

otherwise, optional.

Service Sub-

Category

Drop down that is user-selected; enabled and

conditionally required if a service referral request is

needed; otherwise, optional.

Captures the Service Sub-Category, which is at a

more detailed level, identified by the Case Manager

in association with the task.

Task Completed Check box to indicate if the associated Task is

complete.

Based on whether the check box is selected if not,

upon creating the Progress Update page, the system

will derive “Yes” if this check box is selected,

otherwise “No”.

Authorization Hyperlink launches the Service Authorization page.

For new tasks, this creates the Service Authorization

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pre-filled with Case, participant (Who), Service

Category, Provider.

Conditionally visible when Who on the task is a

case participant.

Status Displays the Status of the associated Service

Authorization, if one exists.

Displays status with status date in parentheses and

the provider, service category and service sub

category from the authorization.

Accept Allows the user to accept the values from the

Service Authorization; Service Category, Service

Sub Category and Provider.

Authorization

Details

Displays summary information from the associated

Service Authorization including amount and units

authorized.

Buttons Insert Inserts a new task record associated with the

inserted outcome record.

Only displays once an Outcome record is inserted.

Includes the following fields: Who; Actions/ Tasks;

Estimated Completion Date; Responsible Party for

Cost; Location of Delivery of Services; Date of

Referral; Service Referral Request Needed?;

Frequency of Service; Delete; Provider; Search;

Service Category; and Service Sub-Category

Add Outcome Inserts a new Outcome record; enabled; upon

clicking the Add Outcome button, the following

fields display: Outcome; Outcome text box; Delete

hyperlink; Applies to the following Participants;

Expando; Outcome Achievement text box; and Est.

Cost of Parent(s) (if applicable).

Refresh Refreshes the Case Plan Worksheet page to pull in

all of the most current information from any


Worksheet page, including data from the associated

FFA-Ongoing or Progress Update page.

Save Standard Save processing

Close Standard Close processing

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• Upon clicking the Delete hyperlink for any Outcome record, the system will display the

following validation message: Are you sure you wish to remove the selected Outcome?

<Yes><No>

o If “Yes,” the entire Outcome group box will be deleted and no longer displayed on

the Outcome tab.







• Upon clicking the Delete hyperlink for any Action/Task record within an Outcome group

box, the system will display the following validation message: Are you sure you wish to

remove the selected Action/Task? <Yes><No>

o If “Yes,” the record will be deleted and no longer displayed within the Outcome

group box.







• Launch Service Authorization page when Service Authorization hyperlink is selected.

• Once a Service Authorization exists for a Case Plan Task and the user tries to delete the

task, the prompt that asks the user to confirm the delete will be phrased to include “This

task has an associated Service Authorization.” Once a Service Authorization that is fully

approved by the Financial Worker exists for a Case Plan Task, the Delete hyperlink is no

longer visible.

• Following the Service Authorization page being “approved” or “not approved” and page

becoming frozen, the Delete hyperlink will continue to appear for the Case Plan Task.

o The Service Authorization page will not be deleted, but instead the link between the

Case Plan Task and Service Authorization page will be severed.

o The Case Plan Worksheet hyperlink will continue to display on the Service

Authorization page since the Service Authorization page was originally created from

the Case Plan Worksheet. In addition, the associated Task information will continue

to display on the Service Authorization page since it was approved while the Case

Plan Task was still present on the Case Plan Worksheet page. Finally, an indicator

will be displayed to the right of the Case Plan Worksheet hyperlink which states,

“Task Deleted”.

o If a Progress Update was created prior to the deletion of the Case Plan Task, and

therefore populated the Outcomes Evaluation tab, the Case Plan Task will not be

removed from the Progress Update page. The Progress Update page pre-fills upon

initial creation from the selected Case Plan Worksheet page but does not update

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following initial saving of the Progress Update page if a change is made to the

associated Case Plan Worksheet page.


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2.13 Case Plan Worksheet Page-Attachments Tab

2.13.1 Tab Overview

Attachment tab is a new tab that provides a checklist of documentation for Medical/Mental

Health Records, Education, Independent Living, Master Trust, and Optional Attachments that

need to be attached.

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The system provides an indicator if documents are attached (Radio Button). If the documents are

not attached, the user will have ability to document why the documents are not attached. The

user can also describe the other type of documents that are attached.


Attachments Provides a checklist of documentation that needs

to be attached.

Group Box Medical/Mental Health Provides a checklist of Medical/Mental Health

Records that need to be attached.

Fields Medical Records Provides an indicator if Medical Records are

attached.

Reason Provides the ability to document why the Medical

Records are not attached.

Mental Health Records Provides an indicator if Mental Health Records are

attached.

Reason Provides the ability to document why the Mental

Health Records are not attached.

Immunization Records Provides an indicator if Immunization Records are

attached.

Reason Provides the ability to document why the

Immunization Records are not attached.

Dental Records Provides an indicator if Dental Records are

attached.

Reason Provides the ability to document why the Dental

Records are not attached.

Group Box Education Provides a checklist of Education Records that


Report Cards Provides an indicator if Report Cards are attached.

Reason Provides the ability to document why the Report

Cards are not attached.

Individual Education

Plan (if applicable)

Provides an indicator if Individual Education Plan

is attached.


Individual Education Plan is not attached.

Other school records Provides an indicator if Other School Records are

attached.

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Reason Provides the ability to document why the Other

School Records are not attached.

Day Care Attendance

Records (if applicable for

Rilya Wilson Act)

Provides an indicator if Day Care Attendance

Records are attached.

Reason Provides the ability to document why the Day

Care Attendance Records are not attached.

Group Box Independent Living Provides a checklist of Independent Living


Fields Pre-IL Assessment (if

applicable based on age

at time of JR)

Provides an indicator if Pre-IL Assessment is

attached.

Reason Provides the ability to document why the Pre-IL

Assessment is not attached.

Independent Life Skills

Assessment (applicable

based on age at time of

JR)

Provides an indicator if Independent Life Skills

Assessment is attached.


Independent Life Skills Assessment is not

attached.

Group Box Master Trust (if

applicable)

Provides a checklist of Master Trust Records that


Fields Notice of Fee

Assessment and Rights

of Foster Child

Regarding Government

Benefits

Provides an indicator if Notice of Fee Assessment

and Rights of Foster Child Regarding Government

Benefits is attached.

Reason Provides the ability to document why the Notice

of Fee Assessment and Rights of Foster Child

Regarding Government Benefits is not attached.

Quarterly Accounting

Statement

Provides an indicator if Quarterly Accounting

Statement is attached.


Quarterly Accounting Statement is not attached.

Group Box Optional Attachments

(select and attach to

Court Report

Provides a checklist of Optional Attachments that

can be attached.

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Fields Safety Plan Provides an indicator if Safety Plan is attached.

FFA - Ongoing Provides an indicator if FFA - Ongoing is

attached.

FFA - Ongoing Progress

Update

Provides an indicator if FFA - Ongoing Progress

Update is attached.

Other Provides an indicator if Other documents are

attached.

Describe Other Provides the ability to describe the other type of

documents that are attached.

Buttons Refresh Refreshes the Case Plan Worksheet page to pull in

all of the most current information from any


Worksheet page, including data from the

associated FFA-Ongoing or Progress Update page.




• N/A


• N/A

2.13.5 Security

• N/A

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2.14 Case Plan Worksheet Selection Pop-Up Page

2.14.1 Page Overview

Before a new Judicial Review Worksheet Page is created, a Case Plan Worksheet must be

selected. This is a new page. The Case Plan Worksheet Selection pop-up page allows the user to

select the appropriate Case Plan Worksheet. The Case Plan Worksheet Selection pop-up page is

launched when creating a Judicial Review Worksheet page from the Create Case Work page or

Case Book page. The selected Case Plan Worksheet will be associated with the newly created

Judicial Review Worksheet page. The system will use the data from the selected Case Plan

Worksheet to pre-fill the Judicial Review Worksheet page.

If no Judicial Case Plan Worksheets exist for the FSFN Case, the group box will not contain any

records and the Continue button will be disabled. The user will only have the option to close the

pop-up page and not be able to continue with creating the Judicial Review Worksheet page. The

Continue button is enabled only when at least one case plan worksheet is selected. Upon

selecting the Continue button, the system launches a new Judicial Review Worksheet page pre-

filling from the selected Case Plan Worksheet page.

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Group Box Case Plan

Worksheet

Selection

Contains a list of all "Judicial" Case Plan Worksheet

records for the FSFN Case.

Fields Select Radio button displayed to select the applicable Case

Plan Worksheet.

Case Plan

Worksheet ID

Column displays the Case Plan Worksheet IDs.

Worker Name Column displays the name of the worker who created

each Case Plan Worksheet displayed.

Case Plan Type Column displays the type of Case Plan. Please note

this will always be only Judicial.

Status Column displays the status of each Case Plan

Worksheet: Pending or Completed.

This column will only display Completed for old

Case Plan Worksheets when the page contained a

Complete checkbox.

Date Completed /

Date Modified

Column displays each Case Plan Worksheet either

Date Completed or Date Modified. Date displays

(MM/DD/YYYY)

Household Name Column pre-fills with the Household name

documented on the Case Plan Worksheet

Buttons Continue User continues to the Judicial Review Worksheet

page after selecting the applicable Case Plan

Worksheet record.

Close Closes page without creating a new Judicial Review

Worksheet page.


• The Case Plan Worksheet Selection pop-up page only displays Case Plan Worksheets

with the Case Plan Type “Judicial.”

• The Case Plan Worksheet Selection pop-up page displays all “Pending” and “Completed”

Case Plan Worksheets.

• Upon attempting to create the Judicial Review Worksheet and selecting the appropriate

Case Plan Worksheet to link the JRW to, if there is already an existing JRW for the

selected CPW, a validation message will display indicating that a JRW already exists for

the selected CPW and to update the appropriate CPW.

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o The validation message is as follows: A Judicial Review Worksheet already exists for

the selected Case Plan Worksheet. Please access the existing Judicial Review

Worksheet and make the necessary updates. <Close>


• N/A

2.14.5 Security

• N/A

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2.15 Judicial Review Worksheet Page – Participants Tab

2.15.1 Tab Overview

In preparation for Judicial Review documents, the Judicial Review Worksheet captures

information regarding the case planning activities. It includes the case participants involved,

visitation plan evaluations as well as any new visitation plans identified, summary of child in

care needs, the protective capacities of the caregivers, and desired overall outcomes. When the

Judicial Review Worksheet page is created, the system launches the Case Plan Worksheet

Selection page. The user will select a Case Plan Worksheet record. The system will pre-fill data

on the new Judicial Review Worksheet page with data from the selected Case Plan Worksheet

record.

The Judicial Review Worksheet page is created by selecting “Judicial Review Worksheet” under

the Assessment and Planning drop down in the Create Case Items group box on the Create Case

Work page. When creating a Judicial Review Worksheet, the user will be asked to select a Case

Plan Worksheet to pre-fill appropriate fields on the Judicial Review Worksheet page. The

Judicial Review Worksheet page can also be created from the Case Actions group box on the

Case Book page.

The Date Modified indicates the last date the Judicial Review Worksheet page was last modified

and saved. When successfully saved, the system will automatically populate the current date into

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Date Modified. Upon Selecting Refresh button, the system refreshes the Judicial Review

Worksheet page to pull in the most current information from any applicable pages which

populate the Judicial Review Worksheet page, including Family Change Strategy, from the

selected Case Plan Worksheet page.

The Participants tab contains the information about the case participants included in the Judicial

Review Worksheet. This tab captures the various household members including Children;

Parent/Legal Guardian(s)/Other Adult Household Members in Caregiving Role; and Family

Support Network that are involved in the Judicial Review Worksheet. Upon creation of the

Judicial Review Worksheet page, persons included in the selected Case Plan Worksheet page

will pre-fill the appropriate sections from Participants and Family Change Strategy/Resources

tabs. There must be at least one participant in each group listed to save the Judicial Review

Worksheet page. The user can add the child participant using the insert button. Upon selecting,

the system will launch the Participant Selection pop-up page and list all active FSFN Case

participants. Each participant is displayed with an associated check box for multi-selection. The

user has the capability to remove participants by selecting the Remove hyperlink.


Group Box Case Information Header group box contains basic case and judicial

review information.

Fields Household Name User entered text field; holds 100 characters in length

which will display all characters on the screen; required

upon save.

Case Name Hyperlink will launch the Maintain Case page.

Format: Last Name Suffix, First Name Middle Name

System-derived from the Maintain Case page

associated with Case Plan Worksheet Page that was

selected when Judicial Review Worksheet Page was

created.

Upon selecting, the Maintain Case page will be

displayed in Edit mode if the Judicial Review

Worksheet Page was launched from Case Book or

Person Book, which was launched from the user's

Desktop, or from the user's Desktop. Otherwise, it will

be in view only.

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Worker Name Displays the name of the user that created the Judicial

Review Worksheet page.

Text Display

Format: Last Name, First Name Middle Name

Display: plain black text

System-derived based on the user that created the

Judicial Review Worksheet Page.

FSFN Case ID Displays the unique system generated 10- digit

identification number for the Case associated with the

Judicial Review Worksheet page.

Numeric Display (10 digits)


System-derived from Maintain Case page associated

with Case Plan Worksheet Page that was selected when

Judicial Review Worksheet Page was created.

Judicial Review

Worksheet ID

Displays the unique system generated identification

number for the Judicial Review Worksheet page.

Numeric Display (10 digits)


System will generate a unique numerical ID after the

Judicial Review Worksheet Page has been initially

saved; otherwise, no number will display.

Case Plan

Worksheet ID

Hyperlink will launch the Case Plan Worksheet page

associated to the Judicial Review Worksheet page.

Hyperlink

Format: 10 digits

System-derived from the Case Plan Worksheet Page

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that was selected when the Judicial Review Worksheet

Page was created.

Upon clicking the hyperlink, the Case Plan Worksheet

Page displays in Edit mode. This link is available to

provide quick access to view and edit the Case Plan

Worksheet information if needed.

Note that if the Case Plan Worksheet is accessed from

the Judicial Review Worksheet AND the Judicial

Review Worksheet was accessed in Edit Mode, the

Case Plan Worksheet will display in Edit Mode and

take existing Security into account.

Note that after the initial creation and saving of the

Judicial Review Worksheet, if the user accesses the

Case Plan Worksheet from the Desktop or Case Book

or Person Book (when launched from the Desktop)

and makes an update, the Judicial Review Worksheet

will not subsequently pull in the updated information.

Date Modified Date the Judicial Review Worksheet was last modified.

Buttons Refresh Refreshes the Judicial Review Worksheet page to pull

in the most current information from any applicable

pages which populate the Judicial Review Worksheet

page, not including data from the selected Case Plan

Worksheet page.

Actions and

Text

(Notifications

and

Templates)

List Box

Actions List of actions and text for the Judicial Review

Worksheet page.

List Box

There are no Actions for the Judicial Review

Worksheet Page.

Text List of notifications or templates that can be produced

for the Judicial Review Worksheet page.

List Box

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There are no notifications or templates that can be

produced from the Judicial Review Worksheet Page.

The Court Involved Case Plan, Judicial Review Social

Study Report, and Simplified Judicial Review

templates are produced from the Legal Documentation

Page.

Group Box Household

Composition

Captures the various household members including

Children; Parent/Legal Guardian(s)/Other Adult

Household Members in Caregiving Role; and Family

Support Network that are involved in the Judicial

Review Worksheet.

Upon creation of the Judicial Review Worksheet Page,

persons included in the selected Case Plan Worksheet

Page will pre-fill the appropriate sections from

Participants/ Family Change Strategy Tab.

Group Box Children Captures the children that are involved in the Judicial

Review Worksheet.

This group box contains a repeating table that contains

the name, date of birth, and age of child participants

that are involved in the Judicial Review Worksheet.


children participants included in the selected Case Plan

Worksheet Page will pre-fill from the Participants/

Family Change Strategy tab.

There must be at least one child listed to save the

Judicial Review Worksheet Page.

Fields # Column captures a numerical listing for easy

identification of how many children are included in the

Judicial Review Worksheet.

Text Display


Upon initially saving there must be at least one child

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(row) included.

Automatically goes in numerical order (1, 2, 3…).

Participant Name Column displays the names of each applicable child

involved in the Judicial Review Worksheet.

Text Display



System-derived from Person Management; Participants

are displayed in alphabetical order by Last Name and

Suffix, then First Name, then Middle Name.


child involved in the Judicial Review Worksheet.

Date Display (MM/DD/YYYY)


System-derived from Person Management for each

Case Participant.

Age Column displays the Date of Birth of each applicable

child involved in the Judicial Review Worksheet.



System-derived from Person Management for each

Case Participant.

Primary Court

Approved Goal

Column displays the Primary Court Approved

Permanency Goal for each child.

Text Display



the system will derive the Primary Court Approved

Goal for the child from the child's singular Legal

Record - Legal page(s). The system will display the

Primary Court Approved Permanency Goal - "New

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Goal" with the most recent Effective Date.

Concurrent Court

Approved Goal

Column displays the Concurrent Court Approved

Permanency Goal for each child.

Text Display


Upon creation of the Judicial Review Worksheet page,

based on the most recent Primary Court Approved

Permanency Goal, the system will display the

associated Concurrent Court Approved Permanency

Goal "New Goal,” if applicable. If there is not a

Concurrent "New Goal" captured, system will check to

see if a Concurrent "Prior Goal" is captured on that

same once the Judicial Review Worksheet page is

“complete.”

Goal Effective Date Column displays the effective date for the Primary

Court Approved Permanency Goal for each child.



Button Insert Add a child participant.

Group Box Parent/Legal

Guardian(s) / Other

Adult Household

Members in

Caregiving Role

Captures the adult case participants that are involved in

the Judicial Review Worksheet who are in a caregiving

role

Fields Participant Name Column displays each participant’s name involved in

the Judicial Review Worksheet in a caregiving role.

Date of Birth Column displays each participant’s date of birth who is

involved in the Judicial Review Worksheet in a

caregiving role.

Age Column displays each participant’s age who is


caregiving role.

Service Role Column displays each participant’s Service role who is


caregiving role.

Compliance with

the Case Plan

Captures the adult case participants that are involved in

the Judicial Review Worksheet who are in a caregiving

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role



Button Insert Add a participant.

Group Box Family Support

Network

Captures the persons that are part of the Family

Support Network (not case participants) that are

involved in the Judicial Review Worksheet.

Fields Participant Name Column displays names of Family Support Network

people involved in the Judicial Review Worksheet.

Role Column displays each Family Support Network

Person’s Role.

Hyperlink Action Column contains a Remove hyperlink for each Family

Support Network person displayed.

Buttons Insert Provides the ability to add a Family Support Network

person.

Save Saves the Judicial Review Worksheet page.

Close Closes the Judicial Review Worksheet page.


• Upon clicking the Refresh button, the system will pull in all current, up-to-date

information for the following fields:

o Court Approved Goals (Primary and Concurrent) with Goal Effective Date

within the Children group box on the Participants tab;

o Diligent Search group box on Family Change Strategy/Resources tab;

o Education group box on Additional Child Information tab to include the

following fields:

▪ School Type

▪ Current Grade Level

▪ Is the child currently an ESE student?

▪ Does the child have an education surrogate parent appointed by the

district superintendent or dependency court?

o Independent Living group box on Additional Child Information tab – Initial

date of referral for Independent Living date field;

• Upon clicking the Insert button within the Children or Parent/Legal Guardian(s)/Other

Adult Household Members in Caregiving Role group boxes, selecting the applicable

participant(s) and clicking Continue to return to the Judicial Review Worksheet page, the

Judicial Review Worksheet page will automatically be refreshed, and the participant(s)

name will be displayed within the following sections, if applicable:

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o Court Approved Goals (Primary and Concurrent) with Goal Effective Date

within the Children group box on the Participants tab

o Diligent Search group box on Family Change Strategy/Resources tab

o All group boxes on Visitation/Family Time/Child Participation tab

o All group boxes on Placement tab (where applicable)

o All group boxes on Additional Child Information tab (where applicable); and

o All group boxes on Review Summary tab

▪ Note that if the inserted participant has associated information

captured on the Case Plan Worksheet page, the applicable information

will automatically pre-fill and be displayed in the applicable fields as

defined within the table above.

▪ Note that once a participant has been inserted, the participant name

will appear in all applicable drop downs as defined within the table

above.

• Upon clicking the Remove hyperlink for any of the Household Composition group boxes

the system will display the following validation message: Are you sure you wish to

remove the selected participant? <Yes><No>

o If “Yes,” the page will automatically refresh, and the participant’s name will

no longer be displayed within the following group boxes, whichever are

applicable:

▪ Diligent Search group box on Family Change Strategy/ Resources tab

▪ All group boxes on Visitation/Family Time/Child Participation tab

▪ All group boxes on Placement tab (where applicable)

▪ All group boxes on Additional Child Information tab (where

applicable)

▪ All group boxes on Review Summary tab

• Only once the Judicial Review Worksheet page has been

successfully saved after having removed the selected

participant(s) will the data be removed from the database. If

the user closes without saving, upon returning to the Judicial

Review Worksheet page the participant(s) will not have been

removed and neither will the associated participant

information.

o If “No,” the user will be returned to the Judicial Review Worksheet page and

the participant will not be removed.

• Once a Participant has been added to a Family Support Network group box the user

will not be able to delete that person from the Maintain Case page. For more

information see the Maintain Case Topic Paper.

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• Upon clicking Save, if the same participant (by Person ID) is included in both the

Children and Parent/ Legal Guardian(s)/ Other Adult Household Members in Caregiving

Role group boxes, the system will display the following validation message:

o There are duplicate persons in the Children and Parent/ Legal Guardian(s)/

Other Adult Household Members in Caregiving Role group boxes. Please

make the necessary updates in order to save. <OK>

2.15.5 Security

• A new security resource for the Judicial Review Worksheet needs to be added and given

to the existing Security Profiles that have the ability to create the current Case Planning

modules, and the other bullets that follow the pages.

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2.16 Participant Selection Pop-Up Page


The Participant Selection pop-up page is used to select Case Participants involved in the Judicial

Review Worksheet. This page is launched from the Judicial Review Worksheet page-

Participants tab by clicking one of the Insert buttons in the Household Composition group boxes,

except Family Support Network.


Continue button. Upon clicking Continue, the system returns the user to the Judicial Review

Worksheet page and inserts a row for every participant or family support network person

selected. Upon clicking Close, the system returns the user to the Judicial Review Worksheet page

and does not insert a row into the applicable group box.

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Group Box Participant Selection Contains a list of Case or Family Support Network



Case or Family Support Network Participants associated

to the Case.

Continue button is enabled only when at least one check

box is selected.

Select Column displays a check box to select for each Case or

Family Support Network Participant.

Check Box

Enabled; default null.

Multiple check boxes can be selected.

At least one selected check box is required to enable the

Continue button.

Participant Name Column displays the names of each Case or Family


Text Display

Format: Last Name Suffix, First Name Middle Name (If

the participants are Family Support Network persons,

displays based on how the name was user-entered).


System-derived from the Person Management record for

the identified Case Participant or Name field in the

Family Network Support group box.

Participants are displayed in alphabetical order by Last

Name and Suffix, then First Name, then Middle Name.

If the participants are Family Support Network

Participants, displays based on how the name was user-

entered in alphabetical order.

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Date of Birth Column displays the Date of Birth for each FSFN Case

Participant.



System-derived from the Person Management record for

each identified Case Participant.

Only displays the Date of Birth for FSFN Case

Participants not for Family Support Network persons.

Buttons Continue User returns to the Judicial Review Worksheet page after

selecting one or more participants.

Button

Enabled only when at least one check box is selected.

Upon clicking Continue, the system returns the user to

the Judicial Review Worksheet Page and inserts a row

for every participant selected into the group box from

which it was launched.

Close Closes page without creating a new row within the

applicable group box.

Button

Enabled


• N/A


• N/A

2.16.5 Security

• N/A

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2.17 Participant Selection Pop-Up Page (Family Support Network)


The Participant Selection pop-up page is used to select Family Support Network Participants

involved in the Judicial Review Worksheet. The Participant Selection pop-up page for Family

Support Network Contacts is launched from the Judicial Review Worksheet page - Participants

tab by clicking the Insert button in the Family Support Network group box.


Continue button. Upon clicking Continue, the system returns the user to the Judicial Review

Worksheet page and inserts a row for every participant selected into the group box from which it

was launched. Upon clicking Close, the system returns the user to the Judicial Review

Worksheet page and does not insert a row into the group box from which it was launched.

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Group Box Participant

Selection

Contains a list of Case or Family Support Network



Case or Family Support Network Participants

associated with the FSFN Case.

Continue button is enabled when at least one check box

is selected.

Group Progress Updates under associated FFA-

Ongoing. Sorted by Effective Date (newest to oldest)

Select Column contains a check box for each row to select the

applicable Case or Family Support Network

Participants.

Check Box

User-selected; enabled; default null.

Multiple check boxes can be selected.

At least one check box must be selected to enable the

Continue button.

Participant Name Column displays the names of the Case or Family


Text Display


(If the participants are Family Support Network

Participants, display as the name is entered).


If Participant Selection pop-up page is launched from

the Children group box on the Case Plan Worksheet

Page, only display active FSFN Case participants under

the age of 18 which are not already included in the

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Children or Adult group boxes.

If the Participant Selection pop-up page is launched

from the Parent/Legal Guardian(s)/ Other Adult

Household Members in Caregiving Role group box on

the Case Plan Worksheet Page, display active FSFN

Case participants, regardless of age, not already

included in the Adult or Children group boxes.

If the Participant Selection pop-up page is launched

from the Family Support Network group box on the

Case Plan Worksheet Page, display all participants in

the Family Support Network group box captured on the

Maintain Case Page – Professional/ Family Support

Network Contacts tab, not already included in the

Family Support Network group box.

Participants are displayed in alphabetical order by Last

Name and Suffix, then First Name, then Middle Name.

If the participants are Family Support Network

Participants, they display as the name is entered in

alphabetical order.

Role Column displays the Role of each Family Support

Network person(s), if applicable.

Text Display


This column is not displayed when launched from the

Children or Parent/ Legal Guardian(s)/ Other Adult

Household Members in Caregiving Role group boxes.

System-derived from what is captured on the Maintain

Case Page- Professional/ Family Support Networks tab

– Family Support Network group box, with the Role

text field for each person inserted.

Note that Role is not required on Maintain Case and

therefore this field may be null.

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Buttons Continue User returns to the Judicial Review Worksheet page

after selecting one or more Participants or Family

Support Network persons.

Button is enabled when at least one check box is

selected.

Upon clicking Continue, the system returns the user to

the Judicial Review Worksheet Page and inserts a row

for every participant or family support network person

selected.

Close Closes page without creating a new Participant or

Family Support Network person row.

Button is enabled

Upon clicking Close the system returns the user to the

Judicial Review Worksheet Page and does not insert a

row into the applicable group box.


• N/A


• N/A

2.17.5 Security

• N/A

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2.18 Judicial Review Worksheet Page - Family Change Strategy/ Resources

Tab

2.18.1 Tab Overview

The Family Change Strategy/ Resources tab contains information regarding Family Change

Strategy which includes the narrative on Danger Statement, Family Goal, Ideas, and Potential

Barriers information that is pre-filled from corresponding field on the selected Case Plan

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Worksheet Page - Participants/ Family Change Strategy tab - Family Change Strategy group box.

Upon clicking or without clicking the Refresh button on the JRW, the current narratives from the

most recent Case Plan Worksheet will update the fields. The user can capture information on the

resources. This tab also displays information on “pending” diligent searches records for the

FSFN Case associated with the Judicial Review Worksheet.


Group Box Family Change Strategy Displays the Danger Statement, Family Goal, Ideas,

and Potential Barriers information from the FFA-


Upon clicking or without clicking the Refresh button

on the JRW, the Family Change Strategy/ Resources

tab will update to include the most current Danger

Statement; Family Goal; Ideas; and Potential Barriers

information captured on the associated Case Plan

Worksheet.

Fields Danger Statement:

Developed in

Collaboration with the

family.

Displays the narrative on the Danger Statement from

the Case Plan Worksheet.

Text box

Disabled; not user-modifiable; alphanumeric text

field; 3,200 characters


the text box pre-fills from the corresponding field on

the selected Case Plan Worksheet Page- Participants/

Family Change Strategy tab - Family Change Strategy

group box.

Upon clicking Refresh, any subsequent changes made

to the associated Case Plan Worksheet, will update the

Judicial Review Worksheet with the most current data.

Family Goal: Describe

how the family will be

functioning when all

children are safe and the

family is able to

independently meet the

needs of their children.

(Developed in

Displays the narrative on the Family Goal from the


Text box



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collaboration with the

family.)





group box.




Ideas: Describe ideas

parent/legal guardian,

worker, child or other

network members have

for moving toward the

Family Goal.

Displays the narrative on the Ideas for achieving the

Family Goal from the Case Plan Worksheet.

Text box







group box.




Potential Barriers:

Describe things that

could get in the way of

change from the

family’s perspective

and/or the family team’s

perspective.

Displays the narrative on the potential barriers toward

achieving the family goal from the Case Plan

Worksheet

Text box







group box.


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Group Box Resources Captures information on the resources.

Level of material and

monetary support

provided by the parents

Captures information on the level of material and

monetary support from parents

Text box

Enabled but not required; user-entered; alphanumeric

text field; 3,200 characters

Assistance provided to

the Foster Parents or

Legal Guardians to

address the needs of the

child(ren)

Captures information on what assistance was

provided to foster parents or legal guardians to

address child(ren) needs.

Text box



Fees assessed and

collected

Captures information on fees assessed and collected.

Text box



Group Box Diligent Search Displays information on pending diligent searches.

This group box contains a repeating group that

contains any pending diligent search records for the

FSFN Case associated with the Judicial Review

Worksheet.

Fields Subject of the Search Column displays the subject of the search for each

activity identified on the applicable “pending”

Diligent Search for Parent pages.

Text Display



System-derived from the Diligent Search for Parent

Page(s) associated with the FSFN Case.

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If “Other” is selected, display Other with the

associated text field (e.g., Other - xxxxxxxxxx)

Table is sorted by Subject of the Search column in

alphabetical order by Last Name Suffix, First Name

Middle Name.

Date Column displays the date for each Activity.



System-derived from Diligent Search for Parent Page


Pre-fills with the “Date” documented in association

with each inserted Activity within the Subject of the

Search group box on the Diligent Search for Parent

Page.

Activity Column displays the identified diligent search

activity.

Text Display




Results Column displays the result of each Activity

displayed.

Text Display




Response Date Column displays the response date of each Activity

displayed.

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Status of any pending

diligent search

Captures information regarding all pending diligent

searches

Text box

Enabled; not required; user-entered; alphanumeric


Buttons




• N/A


• N/A

2.18.5 Security

• N/A

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2.19 Judicial Review Worksheet Page - Visitation/ Family Time/ Child

Participation Tab

2.19.1 Tab Overview

The Visitation/Family Time/Child Participation tab that captures the evaluation of the

Visitation/Family Time sessions that were documented in the selected Case Plan Worksheet.

Upon creation of the Judicial Review Worksheet page, the Visitation/Family Time sessions will

pre-fill from the Case Plan Worksheet page -Visitation/Family Time/Placement tab-

Visitation/Family Time group box. The questions will pertain to the child whose radio button is

selected. Only one child can be selected at a time.

This tab also captures information regarding each child’s participation in the hearing. The

questions will pertain to the child who is selected. Only one child can be selected at a time. The

user can document the plan for the child to participate in the hearing or document why the child

is not attending the hearing.

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Group Box Visitation /

Family Time

Evaluation

Column captures the evaluation of the Visitation/

Family Time.

This group box contains the evaluation of the

Visitation/ Family Time sessions that were

documented in the selected Case Plan Worksheet.

Upon creation of Judicial Review Worksheet Page,

the Visitation/ Family Time sessions will pre-fill from

the Case Plan Worksheet Page-Visitation/ Family

Time/Placement tab-Visitation/ Family Time group

box.

The data will refresh, upon clicking the Refresh

button. Therefore, if a subsequent change is made to

the associated Case Plan Worksheet page, the most

recent information will prefill the applicable

Visitation/Family Time records on the Judicial

Review Worksheet. If there are Visitation Plans on

the current version of the Case Plan Worksheet that

already pre-filled the JRW, and have the evaluation

information documented, this information will not be

deleted upon the Refresh. Only if there are additional

visitation plans, a visitation plan was removed

completely from the associated Case Plan Worksheet,

or an existing visitation plan was modified, will the

change(s) update and reflect on the JRW.

The questions will pertain to the child whose radio

button is selected.

Only one radio button can be selected at a time.

Default: first row

Fields Select Column indicates to which Visitation/ Family Time

session the evaluation is pertaining.

Radio button

A radio button will display for each Visitation/ Family

Time session row.

The text in the questions will change depending on the

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radio button selected.

Child Name Column displays the names of each child with a

Visitation/ Family Time record.

Text Display




the Child Name will pre-fill from the Case Plan

Worksheet Page-Visitation/ Family Time/Placement

tab-Visitation/ Family Time group box.

Children are displayed in alphabetical order by Last

Name and Suffix, then First Name, then Middle

Name.

Date of Birth Column displays the date of birth of each child with a


Date Display

(MM/DD/YYYY)



the date of birth will pre-fill from the Person

Management record for each child displayed.

Age Column displays the age of each child with a


Numeric Display (##)



the age will pre-fill based on the child’s date of birth

documented on their Person Management record. If a

date of birth is not documented, but an Estimated Age

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is, the Age will display the Estimated Age.

Visitation With

(Participant

Name)

Column displays with whom the child visited.

Text Display




the Participant Name will pre-fill from the Case Plan



Frequency Column captures the frequency of the Visitation/

Family Time.

Drop Down List

Values:

-Consistent

-Routine

-Sporadic

-Rare or Never

Enabled but not required; user-selected; default: null

Quality Column captures the quality of the Visitation/ Family

Time.

Drop Down List

Values:

-Excellent

-Adequate

-Not Adequate

-Adverse

Enabled but not required; user-selected; default: null

Visitation/ Family

Time

Column displays the type of Visitation/ Family Time.

Text Display


Read only;

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the type will pre-fill from the Case Plan Worksheet

Page-Visitation/ Family Time/Placement tab-

Visitation/ Family Time group box.

Visitation/ Family

Time Schedule

Column displays the information regarding the

Visitation/ Family Time schedule.

Text Display


Read only; disabled.


the schedule will pre-fill from the Case Plan



The information pertains to the visitation with the

selected radio button

Visitation/ Family

Time Restrictions

Displays the information regarding the Visitation/

Family Time Restrictions

Text Display


Read only; disabled.


the restriction information will pre-fill from the Case

Plan Worksheet Page-Visitation/ Family

Time/Placement tab-Visitation/ Family Time group

box.



Duration of the

child/ parent/

sibling visitation,

Provides the ability to document the details of the

visit(s) and recommendation for future visitations.

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if any, and agency

recommendation

for expansion or

restriction of

future visitation

Text box





Statement from

current substitute

caregiver

regarding any

material evidence

concerning return

of the child to the

parent(s)

Provides the ability to document a statement from the

caregiver regarding returning the child to the

parent(s).

Text box





Group Box Child

Participation

Captures information regarding children participating

in hearing.

This group box contains information about all the

children listed in the Children group box on the

Participants tab. The system will pre-fill a row for

each child.


Name and Suffix, then First Name, then Middle

Name.

The questions will pertain to the child whose radio

button is selected.


Default: first row

Fields Select This column indicates to which child the information

is pertaining.

Radio button

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A radio button will display for each Child

Participation row.

The text captured for each of the questions will

change depending on the radio button selected since

they are specific to the selected child.

Child Name Column displays the names of each child captured in

the Children group box on the Participants tab.

Text Display




the Child Names will pre-fill from the Children group

box on the Participants tab.


Name and Suffix, then First Name, then Middle Name

Was child notified

of hearing?

Column displays Yes/No radio button selections for

the question "Was child notified of hearing?"

Radio Buttons (Yes/No)

Enabled but not required; default: null.

Is child attending? Column displays Yes/No radio button selections for

the question "Is child attending?"


Enabled and required; default: null.

If No is selected, the "If not attending, state reason"

text box will be enabled and required.

Plan for

participation in

hearing:

Provides the ability to document the plan for the child

to participate in the hearing.

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Text box


text field; 3,200 characters.

The information pertains to the child whose radio

button is selected.

If not attending,

state reason:

Provides the ability to document why child is not

attending.

Text box

Conditionally enabled and required if No is selected,

the "If not attending, state reason" text box will be

enabled and required.

; user-entered; alphanumeric text field; 3,200

characters.

The information pertains to the child whose radio

button is selected.

Buttons




• N/A


• N/A

2.19.5 Security

• N/A

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2.20 Judicial Review Worksheet Page-Placement Tab

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2.20.1 Tab Overview

The Placement tab captures information regarding children with Out-Of-Home placements. This

tab contains placement information for all the children listed in the Children group box on the

Participants tab if the child is currently in an Out-of-Home Placement. The placement

information will be system-derived from the current open Out-of-Home Placement record. The

questions will pertain to the child whose radio button is selected. Only one child can be selected

at one time. If there are no children in an Out-of-Home placement, then no row will appear. By

selecting Summary Information page, the User can launch the Placement Summary pop-up page

for each child’s placement history. The user has the ability to document the placement

information for the child whose radio button is selected.

This tab also captures information regarding the child’s Residential Group Care (if applicable).

This group box captures information for all the children listed in the Children group box on the

Participants tab if the child is currently in an Out-of-Home Placement. If there are no children

that meet the above criteria, the entire group box will not display. The data and narrative text

boxes within the group box will pertain to the child whose radio button is selected. Only one

child can be selected at one time. During the life of the FSFN case information regarding the

following items: “Is the child 11 years or older?”, “Has the child been in licensed family foster

care for consecutive 6 months or longer?” “Has the child’s placement changed more than once

while in licensed family foster care?” and fields related to responses to these items will update

based on current information.


Group Box Current Placement Captures the information regarding the child’s

Out-of-Home Placement situation. This group

box contains placement information of for all the


Participants/Family Change Strategy tab if the

child is currently in an Out-of-Home Placement.

The placement information will be system-

derived from the current open Out-of-Home

Placement record.

Children are displayed in alphabetical order by

Last Name and Suffix, then First Name, then

Middle Name.

The questions will pertain to the child whose

radio button is selected.


Default: first child row

Upon clicking the Refresh button on the JRW, the

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Current Placement repeating group within the

Current Placement group box will update and

refresh to display the current placement

information for each applicable child. This

includes all columns as follows: Child Name;

Provider Name; Placement Category and Type;

Placement Begin Date and Current Removal

Date.

Select Column indicates to which child the questions are

pertaining.

Radio Button

A radio button will display for each child.

If there are no children in an Out-of-Home

placement, then no rows will appear.

The radio button on the first row is the default.

The text in the questions will change depending

on the radio button selected.

Child Name Column displays the names of each child in a

current Out-of-Home Placement.

Text Display

Format: Last Name Suffix, First Name Middle

Name


System-derived from Person Management for

each child that is in a current Out-of-Home

Placement.



Middle Name.

Provider Name Column displays the name of the Provider with

whom each child is placed.

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Text Display


If Person Provider: Last Name Suffix, First Name

Middle Name; system-derived from Person

Provider record.

If Organization Provider: display as documented

on the Organization Provider record; system-

derived from Organization Provider record.

Placement Category and

Type

Column displays the Service Category and

Service Type category and type of the placements

each child is in currently.

Text Display


System-derived from Service Category and

Service Type on the current open Out-of-Home

Placement Page – Removal/Placement tab –

Child Placement Information group box.

Placement Begin Date Column displays the begin date of each child’s

current placement.

Date (MM/DD/YYYY)


System-derived from Placement Begin Date field

on the current open Out-of-Home Placement Page

– Removal/Placement tab – Child Placement

Information group box.

Current Removal Date Column displays the removal date of each child’s

current removal episode.

Date (MM/DD/YYYY)


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System-derived from Removal Begin Date field

on the current open Out-of-Home Placement Page

– Removal/Placement tab – Child Removal From

Home group box.

Action Column displays a Summary Information

hyperlink which launches the Placement

Summary pop-up page for each child’s placement

history.

What are the strengths of

this placement?

Provides the ability to document the strengths of

the placement for the child whose radio button is

selected.

Text box

User-entered; enabled and required; alphanumeric


What, if any, are the

problems with the

placement?

Provides the ability to document the problems of

the placement for the child whose radio button is

selected.

Text box

User-entered; enabled and required; alphanumeric


Is the placement the least

restrictive, most family-

like setting consistent with

the child’s best interest and

special needs?

Provides a Yes/No radio button selection for the

question if the placement is consistent with the

best interest and needs for the child whose radio

button is selected.


Enabled and required; default is null

If No is selected; the associated narrative text

field is enabled and required.

If “No,” explain. Provides the ability to document why the

placement is not consistent with the best interest

and needs for the child whose radio button is

selected.

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Text box

Enabled and required when No is selected for “Is

the placement the least restrictive, most family-

like setting consistent with the child’s best

interest and special needs?”; alphanumeric text


Is the placement in close

proximity to the child’s

home?

Provides a Yes/No radio button selection for

question if the placement is in close proximity to

the child’s home for the child whose radio button

is selected.





If “No,” describe efforts to

place the child closer to his

or her home?

Provides the ability to document why the

placement is not in close proximity to the child’s

home for the child whose radio button is selected.

Text box

Enabled and required when No is selected for “Is

the placement in close proximity to the child’s

home?”; alphanumeric text field; 3,200 characters

Placement considers

proximity to the school in

which the child is enrolled

at time of placement.


question if the placement is in close proximity to

the child’s school for the child whose radio

button is selected.





If “No,” explain. Provides the ability to document why the

placement is not in close proximity to the child’s

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school for the child whose radio button is

selected.

Text box

Enabled and required when No is selected for

“Placement takes into account proximity to the

school in which the child is enrolled at time of

placement.”; alphanumeric text field; 3,200

characters

Did the child change

schools as a result of the

placement change?


question if the child changed schools as a result

of the placement for the child whose radio button

is selected.



If Yes is selected; the associated narrative text


If “Yes,” what efforts were

made to keep the child in

the same school?

Provides the ability to document the efforts made

to keep the child, whose radio button is selected,

in the same school.

Text box

Enabled and required when Yes is selected for

“Did the child change schools as a result of the

placement change?”; alphanumeric text field;

3,200 characters

Does the placement

support the level of contact

to the parent that is deemed

appropriate?


question if the placement support contact with the

parent of the child whose radio button is selected.

Radio Buttons (Yes/No


If No is selected; the associated narrative text box

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is enabled and required.

If “No,” describe efforts to

place the child in a

placement that will support

the contact with the

parents.

Provides the ability to document the efforts to

change the placement of the child whose radio

button is selected, so it supports contact with the

parent.

Text box

Enabled and required when No is selected for

“Does the placement support the level of contact

to the parent that is deemed appropriate?”;

alphanumeric text field; 3,200 characters

Are all children placed

with all other siblings in

Out-Of-Home Care?


question if siblings are placed together.


Enabled; required; the selection of 1 is required.

If No is selected, the associated narrative text box

is enabled and required.

This question is for all children placed, not just

the child whose radio button is selected. This

question and associated narrative text box will be

the same regardless of child’s radio button.

If “No,” describe plan to

place siblings together or

reason for separation

Provides the ability to document the plan to place

siblings together.

Text box

Conditionally enabled and required if No is

selected for “Are all children placed with all other

siblings in Out-Of-Home Care?”; alphanumeric


Group Box Residential Group Care Captures the information regarding the child’s

Residential Group Care (if applicable).

This group box contains information for all the


Participants tab if the child is currently in an Out-

of-Home Placement.

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If there are no children that meet the above

criteria, the entire group box will not display.



Middle Name.

The data and narrative text boxes within the

group box will pertain to the child whose radio

button is selected.

Only one radio button can be selected at one time.

Default: first child row

Fields Child Radio Button Radio button for each child’s residential group

information.

Format: Last Name Suffix, First Name Middle

Name DOB: MM/DD/YYYY Age: ##


A radio button will display for each child listed in

the Children group box on the Participants tab

and is currently in an Out-of-Home Placement.

Label is system-derived using the same

information as it appears in the Children Group

Box on the Participants tab.

The first listed child’s radio button will be the

default when tab is displayed.

The data and narrative text boxes will change

depending on the radio button selected.

Is the child 11 years or

older?

Determines if child is age of 11 or older.


System-derived using the same age as it appears

in the Children Group Box on the Participants

tab; disabled; not user-modifiable.

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The answer pertains to the child whose radio

button is selected

Has the child been in

licensed family foster care

for consecutive 6 months

or longer?

Determines if child has been in Licensed

placement for 6 or more consecutive months.


System-derived looking at current removal

episode – Yes if the child has been in a placement

for at least 6 months which were not relative or

non-relative placements. There can be more than

one placement within the 6 months as there may

have been a change of licensed provider;

disabled; not user-modifiable.


button is selected.

Has the child’s placement

changed more than once

while in licensed family

foster care?

Determines if child’s placement has changed

more than once.


System-derived based on most recent removal

episode and if there was more than 1 (at least 2)

placement changes from one family foster care to

another. NOTE: If placement changed within 24

hours it doesn’t count as a change; if the

placement was changed but with the same

provider, not a change; etc. Use AFCARS logic

to determine; disabled; not user-modifiable.


button is selected.

Does the child meet criteria

for extraordinary needs as

described in s.

409.16767(2)(a), Florida

Statutes?

Provides a Yes/No answer for question if child

meets criteria for extraordinary needs


Enabled; required; user-selected; the selection of

1 is required.

Upon creation of the Judicial Review Worksheet

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Page, radio button is pre-selected from the

corresponding field on the current Out-Of-Home


Extraordinary Needs Group Box. If field is null

on the current Out-of-Home Placement, default to

null.

This data will not refresh if a correction is made

to the current Out-of-Home Placement.


button is selected

If “Yes” to the four

questions above, has the

child been assessed for

placement in licensed

residential group care?

Indicates if the child has been assessed for

placement in licensed residential group box if yes

has been selected to all 4 questions above.


Conditionally enabled if and required if Yes is

selected to all 4 questions directly above; if

enabled, the selection of yes or no is required.

Conditionally disabled, grayed out and made null

if question 4 is selected No.

If No, the associated narrative text box is enabled

and required.

Note: If No, but Question 4 is subsequently

changed from Yes to No, all the fields related to

Question 6 and 7, including both narratives,

should be disabled, grayed out and made null.


button is selected.

If “No,” explain why not Provides the ability to document why the child

has not been assessed for placement in licensed

residential group care.

Text box


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selected for “If yes to the four questions above,

has the child been assessed for placement in

licensed residential group care?”; alphanumeric


The text box pertains to the child whose radio

button is selected

If “Yes”, did the

assessment recommend



question if child assessment recommended

residential group care.


If Question 5 is originally selected as Yes, but

then subsequently changed to no, all the fields

related to Questions 6, including narratives,

should be disabled, grayed out and made null. If

questions 1-4 are Yes, and question 5 is selected

No, but Question 4 is subsequently changed to

No, all the fields related to Questions 6, including

both narratives, should be disabled, grayed out

and made null.

Note: Conditionally enabled and required if yes is

selected to the questions 1 through 5if enabled,

the selection of yes or no is required.







null.




button is selected.

If “Yes”, is the child in


Indicates if child is in residential group care.


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If Question 5 is originally selected as Yes, but

then subsequently changed to no, all the fields

related to Questions 6, including narratives,

should be disabled, grayed out and made null. If

questions 1-4 are Yes, and question 5 is No, but

Question 4 is subsequently changed to No, all the

fields related to Questions 6, including both

narratives, should be disabled, grayed out and

made null.

Note: Conditionally enabled and required if yes is

selected to the questions 1 through 5; if enabled,

the selection of yes or no is required.







null.




button is selected

If “No”, why not. Provides the ability to document why the child is

not in residential group care.

Text box


selected for “If yes, is the child in residential

group care?”; alphanumeric text field; 1,200

characters.


Page, text box will pre-fill from the



Extraordinary Needs Group Box “If no, why.” If

field is null on the current Out-of-Home

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Placement, default to null.




button is selected.

Buttons




• Upon clicking the Refresh button on the JRW, the Current Placement repeating group

within the Current Placement group box will update and refresh to display the current

placement information for each applicable child. This includes all columns as follows:

Child Name; Provider Name; Placement Category and Type; Placement Begin Date and

Current Removal Date. When the placement details are refreshed the associated Current

Placement, fields will function in the following manner:

• If upon refreshing, the Provider ID is the same, but the Placement Category and/ or Type

is different, the Current Placement fields will NOT be wiped out/ made null.

• If upon refreshing, the Provider ID is different, the Current Placement fields WILL BE

wiped out and made null.

• If upon refreshing, the child's placement has ended and is no longer in a Placement, the

Current Placement fields will NO LONGER DISPLAY.

• If upon refreshing, the Summary Information pop-up page has been launched from the

Placement tab, then it will refresh to contain the current information.


• N/A

2.20.5 Security

• N/A

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2.21 Summary Information Pop-Up Page


The Placement Summary Information pop-up displays additional information regarding the

child's placement. The Placement Summary pop-up page is launched from the Judicial Review

Worksheet page - Placement tab by clicking the Summary Information hyperlink in the Current

Placement group box. The Placement Summary data displayed is for the child listed on the row

of the Summary Information hyperlink. All calculations used in the table must be consistent with

AFCARS logic.

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Placement Summary

Pop-Up

The Placement Summary Information Pop-Up

displays additional information regarding the

child's placement history.

Upon clicking the Refresh button on the JRW, the

Summary Information pop-up page which is

launched from the Placement tab will refresh to

contain the current information.

Group Box Placement Summary Contains additional information regarding the

child's placement history.

Fields Total # of Placements

(current removal

episode)

Column displays the total number of placements

for the child in the current removal episode.

Length of Current

Removal Episode

(months)

Column displays the total number of months for

the current removal episode for the child.

Total # of Removal

Episodes

Column displays the total number of removal

episodes for the child.

Total Length of Time

in Removals (months)

Column displays the total number of months across

removal episodes for the child.

Button Close Closes page and returns the user to the Judicial



• N/A


• N/A

2.21.5 Security

• N/A

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2.22 Judicial Review Worksheet Page - Additional Child Information Tab

2.22.1 Tab Overview

The Additional Child Information tab captures information regarding the child's Medical and

Mental Health, Education, Trust Accounts (if applicable), Independent Living (if applicable),

and Education and Career Path information (if applicable).

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This tab captures Medical and Mental Health information of all the children listed in the

Children group box on the Participants tab. The Summary text box will pertain to the child

whose radio button is selected. Only one child can be selected at a time. The Medical and Mental

Health hyperlink will launch the Medical/Mental Health page associated to the child. Hyperlink

will display only if the participant has a Medical/Mental Health Record in the associated FSFN

Case. If the user does not have the applicable security to view Medical/Mental Health records, a

security validation message will appear informing user they do not have appropriate security

Please refer to the background processing below in Section 3.2.21.3 for additional details

regarding the Medical/ Mental Health hyperlink. Upon clicking the hyperlink, the

Medical/Mental Health record will display in edit or view mode based on a combination of the

manner in which the Judicial Review Worksheet page was accessed and the user’s security.

In addition, this tab captures education information of all the children listed in the Children

group box on the Participants tab. The data and narrative text boxes within the group box will

pertain to the child whose radio button is selected. Only one child can be selected at a time. The

Education hyperlink will display only if the participant has an Education Record.. Upon clicking

the hyperlink, the Education Record will display in edit or view mode based on the manner in

which the Judicial Review Worksheet page was accessed.

This tab also captures information on the child’s Master Trust account, if applicable, for any of

the children listed in the Children group box on the Participants tab. Children with at least one

Master Trust Account will display under the Child(ren) With Master Trust Accounts section; if

any of the children do not have a Master Trust Account established, they will be displayed under

the Child(ren) Without Master Trust Accounts section. Upon clicking the Master Trust

hyperlink, the system will launch the Trust Account Page-Ledger tab associated to the child

(view only).

This tab captures Independent Living Program information (if applicable) for all the children age

13 or above. If there are no children age 13 or above, the entire group box will not display. Only

one child can be selected at one time. The Independent Living hyperlink will only display if the

participant has an Independent Living Record in the associated FSFN Case. Upon clicking the

hyperlink, the Independent Living Record is displayed in edit or view mode based on the manner

in which the Judicial Review Worksheet page was accessed.

Finally, this tab captures a child’s Education and Career Path information (if applicable) for all

children age 13 or above listed in the Children group box on the Participants tab. The child must

also be in a licensed foster care Out-of-Home Placement. If there are no children age 13 or

above, who is also in a licensed foster care Out-of-Home Placement, the entire group box will

not display. Only one child can be selected at a time.

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Group Box Medical/Mental

Health

This group box contains Medical and Mental

Health information of all the children listed in the

Children group box on the Participants tab.


Last Name and Suffix, the First Name, and then

the Middle Name.

The Summary text box will pertain to the child

whose radio button is selected.


Fields Child Radio Button A radio button will display for each child listed in

the Children group box on the Participants Tab.

Displays the child’s name, DOB, and Age in plain

black text.

The first listed child's radio button will be the

default when the tab is displayed.

The text in the summary text box will change


Medical/Mental

Health

Hyperlink only displays if the participant has a

Medical/Mental Health Record in the associated

FSFN Case. If user does not have appropriate

security for MMH, they will receive a security

validation error when they click on the hyperlink.

Upon clicking the hyperlink, the Medical/Mental

Health Record is displayed in Edit mode if the

Judicial Review Worksheet page was launched

from Case Book or Person Book, which was

launched from the user's Desktop, or from the

user's Desktop. Otherwise, it will be in view only

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Summary of child’s

medical, dental and/or

mental health issues,

treatments and

diagnoses

Enabled; not required; user-modifiable


button is selected. 2,000 characters.


page, this text box pre-fills from the corresponding

field on the selected Case Plan Worksheet page-

Additional Child Information tab - Medical/Mental

Health Group Box.

This data will not refresh. Therefore, if a

subsequent update is made to the corresponding

field on the associated Case Plan Worksheet page,

the Judicial Review Worksheet page will not

update.

Group Box Education This group box contains education information of

all the children listed in the Children group box on

the Participants tab.


Last Name and Suffix, the First Name, and then

the Middle Name.

The data and narrative text boxes within the group

box will pertain to the child whose radio button is

selected.


Child Radio Box A radio button will display for each child listed in

the Children group box on the Participants Tab.

Displays child’s name, DOB and Age.

The first listed child's radio button will be the

default when tab is displayed.

The data and narrative text boxes will change


Education Only displays as hyperlink if the participant has an

Education Record; Education Records are based on

person ID and are the same throughout the

application.

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Upon clicking the hyperlink the Education Record

is displayed in Edit mode if the Judicial Review

Worksheet page was launched from Case Book or

Person Book, which was launched from the user's

Desktop, or from the user's Desktop. Otherwise, it

will be in view only.

Is the child performing

on grade level?

Provides a Yes/No answer for question if child is

performing on grade level.

If no, explain Provides the ability to document why the child is

not performing on grade.

School Type Read only; System-derived from the most recent

Maintain Education History record captured on the

Education page for the associated person, for the


Current Grade Level Read only; system-derived from the most recent




If the child is not

enrolled in an

educational program,

which includes a

licensed early

education or child care

program, provide an

explanation below.

Text box provided for response to, “If the child is

not enrolled in an educational program, which

includes a licensed early education or child care

program, provide an explanation below.”

This text box will pre-fill from the associated CPW

and is user modifiable.

This field only pre-fills upon creation of the JRW

and does not update from the CPW upon clicking

Refresh.

Is the child currently

an ESE student?

Enabled for the selection of only one radio button.

Selection of either is not required to initially save

the page.

Does the child have an

education surrogate

parent appointed by

the district

superintendent of

dependency court?

Read only; system-derived from the most recent



child whose radio button is selected. Provides a

Yes/No answer for question if the child has an

education surrogate parent appointed by the district

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superintendent or dependency court.

If no, and the child is

an ESE student and in

an Out-of-Home

Placement explain

why

Provides the ability to document why the child

does not have an education surrogate parent.

Conditionally enabled and required if the child is

currently in an Out-of-Home Placement and is an

ESE student and “Does the child have an education

surrogate parent appointed by the district

superintendent or dependency court? Is “No”.

Group Box Master Trust This group box contains information of a Master

Trust Account for any of the children listed in the

Children group box on the Participants tab.

Child(ren) With

Master Trust

Accounts. Evaluate

the ledger to confirm

the information is up

to date. The ledger

should be exported

and submitted as an

attachment.

Fields Child Name Column displays the names of each child who does

have a Master Trust Account.

Master Trust Type Column displays the Master Trust Type. System

derived from Master Trust page associated with the

identified child.

Account Balance Column displays the current balance for each Trust

Account.

System derived from the Master Trust page’s

Ledger tab’s Account Information tab associated

with the Case Participant.

Action View Master Trust hyperlink; enabled. Upon

clicking, system launches the Trust Account page’s

Ledger tab associated to the child (view only).

Child(ren) Without

Master Trust Accounts

Child Name Column displays the names of each child who does

not have a Master Trust Account.

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Only display children listed in the Children group

box on the Participants tab that does not have a

Master Trust Account.

Does Child need

Master Trust Account

Established?

Column captures if a Master Trust Account is

needed for child.

Radio button Yes/No

Enabled and required; default is null; selection of 1

is required. If “Yes” is selected, the associated date


If yes, Case Manager

will establish on or

before

Column captures the date the Master Trust

Account must be established before.

Conditionally enabled and required when “Yes” is

selected for "Does child need Master Trust

Account Established?"

Deceased Mother Column indicates if the child's Mother is deceased.

If there is a Date, displays "Yes,” if there is not a

Date, displays "No,” if there is no person listed as

Mother for the Child, displays "Unknown."

Deceased Father Column indicates if the child's Father is deceased.

If there is a Date, displays "Yes,” if there is not a

Date, displays "No,” if there is no person listed as

Father for the Child, displays "Unknown."

Is Child Receiving

SSI?

Column indicates if the child is receiving SSI.

System derived based on if the singular Assets and

Employment record for the child has income

identified of SSI; if so, display “Yes”, if not,

display “No”.

Group Box Independent Living Displays Independent Living Program information.

Contains Independent Living information (if

applicable) for all the children of the age 13 or

above listed in the Children group box on the

Participants/Family Change Strategy tab.

Child Radio button Radio button for each child’s Independent Living

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information.

A radio button will display for each child listed in

the Children group box on the Participants tab that

has an Independent Living page.

Independent Living Hyperlink will launch the Independent Living page

associated to the child.

Only displays as hyperlink if the participant has an

Independent Living Record in the associated FSFN

case.

Education and Career

Path

This group box contains information (if applicable)

for all the children age 13 or above listed in the

Children group box on the Participants tab. The

child must also be in a licensed foster care out-of-

home placement.

Child’s Radio Button Radio button for each child’s Education and Career

Path information.

Attending a 4-year

college, or university

or community college

plus university or a

military academy

Indicates if child is attending a 4-year college, or

university or community college plus university or

a military academy.

Receiving a 2-year

post-secondary degree

Indicates if child is receiving a 2-year post-

secondary degree.

Attending a post-

secondary career or

technical certificate

Indicates if child is attending a post-secondary

career or technical certificate.

Beginning immediate

employment,

including

apprenticeship after

completion of a high

school diploma or its

equivalent or enlisting

in the military

Indicates if child is beginning employment.

Describe the youth’s

progress and any

obstacles the youth is

facing in achieving

their education and

Provides the ability to describe the youth’s

progress in achieving their education and career

path.

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career path

If this is the Judicial

Review hearing that is

being held within the

month that begins the

6- month period

before the youth’s

18th birthday, when

placed in licensed

foster care, has a plan

to outline the youth’s

transition to adulthood

been submitted to the

court?

Provides the ability to describe the youth’s hearing.

Initial date of referral

for Independent

Living

Displays the initial date of referral to the

Independent Living Program.

Displays the initial date of referral to the

Independent Living Program.

Buttons





following manner if the Judicial Review Worksheet page is accessed from the Desktop or

from Case Book or Person Book which was accessed from the Desktop:

o If the user does not have the security to view Medical/Mental Health at all,

the Medical/ Mental Health hyperlink will be displayed and upon clicking the

hyperlink a security message will be displayed just as when attempting to

launch Medical/-Mental Health from the Desktop.

o If the user has Medical/-Mental Health – View security, the Medical/Mental

Health hyperlink will be displayed and upon clicking the hyperlink the

Medical/Mental Health page will be displayed in Edit mode. However, if a

change is attempted to be made to the Medical/Mental Health page, upon

clicking Save on the Medical/Mental Health page a security message will be

displayed just as when attempting to make a change if Medical/Mental Health

is accessed from the Desktop.

o If the user has Medical/-Mental Health – All security, the Medical/-Mental

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Health hyperlink will be displayed and upon clicking the hyperlink the

Medical/-Mental Health page will be displayed in Edit mode and changes

able to be made.


following manner if the Judicial Review Worksheet page is accessed from Search:

o If the user does not have the security to view Medical/ Mental Health at all,

the Medical/ Mental Health hyperlink will be displayed and upon clicking the

hyperlink a security message will be displayed just as when attempting to

launch Medical/ Mental Health from the Desktop.

o If the user has Medical/Mental Health – All security or View security, the

Medical/Mental Health hyperlink will be displayed and upon clicking the

hyperlink, the Medical/Mental Health page will be displayed in View mode.


• N/A

2.22.5 Security

• N/A

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2.23 Judicial Review Worksheet Page – 17+ Requirements


The 17+ Requirements tab is used to document statutory requirements associated with

children in care at least 17 years of age as required to be reported to the Court at Judicial

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Review Hearings or Permanency Review Hearings. This tab is launched from the Judicial


The user may have multiple child participants on the Judicial Review Worksheet aged at least

17 years. If there are no children aged 17 years, the tab will display a static text indicating that

no children meet criteria. The associated Judicial Review template is modified to accept

information entered on this page for any child aged 17 years. If there are no children assessed,

the template will not display any fields associated with this tab, and the tab information will

not display on the template.


Group Box Children Group box for child at least 17 years of age for

whom the user must document activities in

accordance with statute.

Name, DOB and Age are system derived from

Person Management table associated with the child.

Child Radio Button Radio button for each child at least 17 years of age

for whom the user must document activities in

accordance with statute. Displays the Child’s

Name, DOB and Age.

System derived from Person Management table

associated with the child.

Group Box Child Has Been

Provided With

Column header; Label

Fields Current Medicaid

Card

Current Medicaid Card

Certified Copy of

His/Her Birth

Certificate

Certified Copy of His/Her Birth Certificate

Valid Driver's License

or Florida

Identification Card

Valid Driver's License or Florida Identification

Card

Social Security Card Social Security Card

Information Related to

Social Security

Benefits, If the Child

is Eligible for Such

Benefits

Information Related to Social Security Benefits, If

the Child is Eligible for Such Benefits

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Full Accounting of

Social Security

Insurance Benefits and

Information on How

to Access Those

Funds If the Child Has

Received These

Benefits and They Are

Being Held In a Trust

Full Accounting of Social Security Insurance

Benefits and Information on How to Access Those

Funds If the Child Has Received These Benefits

and They Are Being Held In a Trust

All Relevant


Eligibility for

Extended Foster Care

(EFC), Post-Education

Services and Support

(PESS), Aftercare and

Tuition Fee

Exemption Have Been

Provided to the Youth,

As Well As Any

Forms Necessary to

Apply, and Assistance

With Completing the

Forms

All Relevant Information Related to Eligibility for

Extended Foster Care (EFC), Post-Education

Services and Support (PESS), Aftercare and

Tuition Fee Exemption Have Been Provided to the

Youth, As Well As Any Forms Necessary to Apply,

and Assistance With Completing the Forms

A Letter Providing the

Dates the Child Has

Been, and Is, Under

Jurisdiction of the

Court

A Letter Providing the Dates the Child Has Been,

and Is, Under Jurisdiction of the Court

All Education, Health,

and Mental Health

Records

All Education, Health, and Mental Health Records

Group Box Case Manager Has

Ensured That The

Child:

Column header

Fields Has Been Informed

That, If Eligible for

Extended Foster Care

(EFC) or Post-

Secondary

Educational Services

and Support (PESS),

That He/She May, If

Has Been Informed That, If Eligible for Extended

Foster Care (EFC) or Post-Secondary Educational

Services and Support (PESS), That He/She May, If

Agreed Upon By Both Him/Herself and the Foster

Family or Group Care Provider, May Be Allowed

To Continue to Reside In His/Her Current

Placement or May Be Moved To Another Licensed

Placement or Agreed Upon Supervised Living

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Agreed

Upon By Both

Him/Herself and the

Foster Family or

Group Care Provider,

May Be

Allowed To Continue

to Reside In His/Her

Current Placement or

May Be Moved To

Another Licensed

Placement or Agreed

Upon Supervised

Living Arrangement

Arrangement

Has an Open Bank

Account or Has

Identification

Necessary to Open an

Account, and Has

Been Provided with

Essential Banking

Skills

Has an Open Bank Account or Has Identification

Necessary to Open an Account, and Has Been

Provided with Essential Banking Skills

Has Been Provided

with Information on

Public Assistance and

How to Apply for

Public Assistance

Has Been Provided with Information on Public

Assistance and How to Apply for Public Assistance

Has Been Provided

with the Process for

Accessing His/Her

Case File

Has Been Provided with the Process for Accessing

His/Her Case File

Is in Compliance with

Financial Aid

Documentation

Requirements and Has

a Letter Stating Such

Is in Compliance with Financial Aid

Documentation Requirements and Has a Letter

Stating Such

Has Been Provided

with a Clear

Understanding of

Where He/She Will be

Living On His/Her

18th Birthday, How

Living Expenses Will

Has Been Provided with a Clear Understanding of

Where He/She Will be Living On His/Her 18th

Birthday, How Living Expenses Will be Paid, and

In What Educational Program or School He/She

Will Be Enrolled

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be Paid, and What

Educational Program

or School He/She Will

Be Enrolled In

Has Been Provided

All Relevant


the Patient Protection

and Affordable Care

Act, P.L. 111-148

Regarding the

Importance of Having

a Health Care Power

of Attorney, Health

Care Proxy, or Other

Similar Document

Has Been Provided All Relevant Information

Related to the Patient Protection and Affordable

Care Act, P.L. 111-148 Regarding the Importance

of Having a Health Care Power of Attorney, Health

Care Proxy, or Other Similar Document

Has Been Encouraged

to Attend All Judicial

Review Hearings

Has Been Encouraged to Attend All Judicial

Review Hearings

Has Been Provided


His/Her Ability to

Remain in Care Until

He/She Reaches 21

Years of Age, or the

Age of Majority for a

Particular Program In

Which the Child Was

Enrolled

Has Been Provided Information Related to His/Her

Ability to Remain in Care Until He/She Reaches 21

Years of Age, or the Age of Majority for a

Particular Program In Which the Child Was

Enrolled

Yes No Yes No selection radio buttons for each statement

Explain Explain column header

Explain Narrative text field to capture explanation for why

the child has not been provided with a current

Medicaid card and the case manager's plan to

remediate by next review.


child has not been provided with a certified copy of

his/her birth certificate and the case manager's plan

to remediate by next review


child has not been provided with a valid driver's

license or Florida identification card and the case

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manager's plan to remediate by next review


child has not been provided with Social Security

Card and the case manager's plan to remediate by

next review


child has not been provided with information

related to Social Security benefits, if the child is

eligible for such benefits and the case manager's

plan to remediate by next review


child has not been provided with a full accounting

of Social Security Insurance benefits and

information on how to access those funds if the

child has received these benefits and such benefits

are being held in a trust and the case manager's plan



child has not been provided with All Relevant

Information Related to Eligibility for Extended

Foster Care (EFC), Post-Education Services and

Support (PESS), Aftercare and Tuition Fee

Exemption Have Been Provided to the Youth, As

Well As Any Forms Necessary to Apply, and

Assistance With Completing the Forms


child has not been provided with a letter providing

the dates the child has been, and is, under

jurisdiction of the court and the case manager's plan



child has not been provided with all education,

health, and mental health records and the case


Case Manager

Has Ensured

That the Child

Yes No Yes No selection radio buttons for each statement

Case Manager

Has Ensured

That the Child

Explain Explain column header


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Topic Paper of 154

the case manager has not ensured that the child has

been informed that, If eligible for Extended Foster

Care (EFC) or Post-Secondary Educational

Services and Support (PESS), that he/she may, if

agreed

upon by both him/herself and the foster family or

group care provider, may be allowed to continue to

reside in his/her current placement or may be

moved to another licensed placement or agreed

upon supervised living arrangement and the case




an open bank account or has identification

necessary to open an account, and has been

provided with essential banking skills the case




been provided with information on public

assistance and how to apply for public assistance

and the case manager's plan to remediate by next

review



been provided with the process for accessing

his/her case file and the case manager's plan to

remediate by next review


the case manager has not ensured that the child is in

compliance with financial aid documentation

requirements and has been provided with a letter

stating such and the case manager's plan to

remediate by next review



been provided with a clear understanding of where

he/she will be living on his/her 18th birthday, how

living expenses will be paid, and in what

educational program or school he/she will be

enrolled and the case manager's plan to remediate

by next review

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been provided all relevant information related to

the Patient Protection and Affordable Care Act,

P.L. 111-148 regarding the importance of having a

Health Care Power of Attorney, Health Care Proxy,

or other similar document and the case manager's

plan to remediate by next review



been encouraged to attend all Judicial Review and

Permanency hearings and the case manager's plan




been provided information related to his/her ability

to remain in care until he/she reaches 21 years of

age, or the age of majority for the particular

program in which the child is enrolled, and the case


Buttons




• The user may have multiple child participants on the Judicial Review Worksheet aged at

least 17 years.

• If there are no children aged 17 years, the tab will display a static text, “No children meet

criteria.”

• The associated Judicial Review template is modified to accept information entered on this

tab for any child aged at least 17 years. If there are no children assessed because they did

not meet criteria, the template will not display any fields associated with this tab and the

tab information will not display on the template.


• Upon clicking Save, the information entered on the page will be saved.

• Upon selecting the Close button, if at least one change is made to the Judicial Review

Worksheet page, the system will display a validation prompt asking: “Do you want to

continue closing without saving the page. By selecting <yes>, all changes will be lost.”

<Yes><No>. If Yes, a selected, the Judicial Review Worksheet page will be closed and

none of the changes made since the last successful save will be stored in the database; if

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No is selected, the user is returned to the Judicial Review Worksheet page and the Save

button is enabled for selection

2.23.5 Security

• There are no changes to security as to the workers who can view, document and edit the

page.

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2.24 Judicial Review Worksheet Page - Review Summary Tab

2.24.1 Tab Overview

The Review Summary tab captures the summary of Judicial Review activities such as the

significant changes since the last Case Plan or Judicial/Permanency Review, progress, and

recommendations for all the children listed in the Children group box on the Participants tab.

This tab also captures information on the Last Judicial Review, Last Permanency Staffing,

Permanency Hearing, and the Date of Current Judicial Review Hearing.

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Group Box Review Summary Contains summary of Judicial Review

activities.

Fields: Review Summary Captures the summary for the court report -

significant changes, progress, and

recommendations.

Participant Name System-derived from the Person

Management record; Column displays the

names of each child included in the

Judicial Review Worksheet.

Children are displayed in alphabetical

order by Last Name and Suffix, the First

Name, and then the Middle Name.

Date of Last Judicial Review Column displays the date of the Last

Judicial Review for each child based on the

child’s singular Legal record.

System derived from the most recent

“Completed Date” for the following legal

actions: Judicial Review – Initial or

Judicial Review – Subsequent

Date of Last Permanency

Staffing

Column displays the date of the Last

Permanency Staffing for each child based

on the child’s singular Legal record.


“Completed Date” for the legal action

Legal Staffing – Permanency.

Date by Which Next

Permanency Hearing Due

Column displays the Date by Which the

Next Permanency Hearing is Due for each

child based on the child’s singular Legal

record.


“Scheduled Date” for the legal action

Judicial Review – Permanency Hearing,

when there is not a “Completed Date”

documented.

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Is this also a Permanency

Review?

Column captures a Yes/No radio button

selection for the question "Is this also a

Permanency Review?"

Date of Current Judicial Review

Hearing

Captures the date of the current Judicial

Review hearing

If requested, were relatives

notified of the hearing?

Provides a Yes/No radio button selection

for question if requested, were relatives

notified of the hearing.

Date of entry of Order Accepting

Case Plan

Date of entry of Order Accepting Case

Plan

Significant Changes Since Last

Case Plan or

Judicial/Permanency Review,

including changes to removal

household

Provides the ability to document the

significant changes since last review.

If sufficient progress has not

been made toward achieving the

permanency goal, identify efforts

that will be made to implement a

concurrent permanency goal

Provides the ability to document if

sufficient progress has not been archived.

Summary recommendations to

the court

Provides the ability to document the

summary recommendations to the court.

Buttons




• N/A


• N/A

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2.24.5 Security

• N/A

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2.25 Judicial Review Worksheet Page - Attachments Tab

2.25.1 Tab Overview

The Attachments tab provides a checklist of documentation for Medical/Mental Health Records,

Education, Independent Living, Master Trust, and Optional Attachments that need to be attached.

The system provides a means to indicate if documents are attached (Radio Button). If the

documents are not attached, the user will have ability to document why the documents are not

attached. The user can also describe the other type of documents that are attached.

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Group Box Medical/Mental Health Provides a checklist of Medical/Mental

Health Records that need to be attached.

Fields Medical Records Provides an indicator if Medical Records

are attached.

Enabled; required; default is null

If “Not Attached” is selected, the

associated reason text box is enabled and

required.


Medical Records are not attached.




required.

Mental Health Records Provides an indicator if Mental Health





required.


Mental Health Records are not attached.




required.

Immunization Records Provides an indicator if Immunization


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required.


Immunization Records are not attached.




required.

Dental Records Provides an indicator if Dental Records are

attached.




required.


Dental Records are not attached.




required.

Group Box Education Provides a checklist of Education Records

that need to be attached.

Fields Report Cards Provides an indicator if Report Cards are

attached.




required.


Report Cards are not attached.

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required.

Individual Education

Plan (if applicable)

Provides an indicator if Individual

Education Plan is attached.




required.


Individual Education Plan is not attached.




required

Other school records Provides an indicator if Other School





required.


Other School Records are not attached.




required.

Day Care Attendance

Records (if applicable for

Rilya Wilson Act)

Provides an indicator if Day Care

Attendance Records are attached.

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required.


Day Care Attendance Records are not

attached.




required.

Group Box Independent Living Provides a checklist of Independent Living


Fields Pre-IL Assessment

(applicable based on age

at time of JR)

Provides an indicator if Pre-IL Assessment

is attached.




required.


Pre-IL Assessment is not attached.




required.

Independent Life Skills

Assessment (applicable

based on age at time of

JR)

Provides an indicator if Independent Life

Skills Assessment is attached.




required.

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Independent Life Skills Assessment is not

attached.




required.

Group Box Master Trust (if

applicable)

Provides a checklist of Master Trust


Fields Notice of Fee

Assessment and Rights

of Foster Child

Regarding Government

Benefits

Provides an indicator if Notice of Fee

Assessment and Rights of Foster Child

Regarding Government Benefits is

attached.




required.


Notice of Fee Assessment and Rights of

Foster Child Regarding Government

Benefits is not attached.




required.

Quarterly Accounting

Statement

Provides an indicator if Quarterly

Accounting Statement is attached.




required.


Quarterly Accounting Statement is not

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attached.




required.

Group Box Optional Attachments

(select and attach to

Court Report

Provides a checklist of Optional

Attachments that can be attached.

Safety Plan Provides an indicator if Safety Plan is

attached.

Enabled; Not required; default is null

FFA - Ongoing Provides an indicator if FFA - Ongoing is

attached.


FFA - Ongoing Progress

Update

Provides an indicator if FFA - Ongoing

Progress Update is attached.


Other Provides an indicator if Other documents

are attached.


If Attached is selected, the associated text

box is enabled and required.

Describe Other: Provides the ability to describe the other

type of documents that are attached.

Buttons




• N/A

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• N/A

2.25.5 Security

• N/A

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3 Inventories

3.1 CRUD Matrix

• Refer to Technical Specification document

3.2 Reference Data

• Refer to Case Plan Worksheet Reference Data document

3.3 Automated Messages

• N/A

3.4 Checklists

• N/A

3.5 Task Due

3.5.1 Case Plan Due

Category: Case Plan Worksheet

Type: Case Plan Due

Summary Description: Task Due displayed indicating Case Plan is due

Creation Date: Created once a child is placed in a removal episode and is assigned to the

most recent Primary Worker.

Due Date: 60 calendar days from the Removal Begin Date/Time for the child

Deletion: Once a Case Plan Worksheet page has been successfully created and saved on

which the child is identified as a participant <OR> once the FSFN Case is approved for

closure, if not deleted prior based on the applicable action.

Launches the following page: N/A (the completion of the Task is the creation of the

piece of work)

The Task Due displays as follows in plain black text instead of a hyperlink:

Case Plan Due Task Due Date Participant Name (Person ID) Investigation ID/

Case ID Case Name Profile Name

3.5.2 Initial Judicial Review Due

Category: Judicial Review Worksheet

Type: Initial Judicial Review Due

Summary Description: Task Due displayed indicating a Judicial Review is due

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Creation Date: Created once a child has a "Shelter Hearing - Initial Removal" Legal

Action completed with a Result of "Granted" and is assigned to the most recent Primary

Worker.

Due Date: 180 calendar days from the Completed Date documented on the child's Legal

Record - Legal page, within that specific FSFN Case, where the Legal Action Initiated is

"Shelter Hearing - Initial Removal" with the Result of "Granted" (if multiple records

exists that meet this criterion, use the minimum date)

Deletion: Once a Judicial Review Worksheet page has been successfully created and

saved on which the child is identified as a participant <OR> once the FSFN Case is

approved for closure, if not deleted prior based on the applicable action.


piece of work)


Initial Judicial Review Due Task Due Date Participant Name (Person ID)

Investigation ID/ Case ID Case Name Profile Name

3.5.3 Subsequent Judicial Review Due


Type: Subsequent Judicial Review Due

Summary Description: Task Due displayed indicating a Judicial Review is due

Creation Date: Created once the child is a participant in the first Judicial Review,

therefore making a subsequent Judicial Review Due, and is assigned to the most recent

Primary Worker.

Due Date: 180 calendar days from the Completed Date of the child's previous Judicial

Review Worksheet page


saved, with a Create Date that is greater than the Create Date of the child's previous

Judicial Review Worksheet, on which the child is identified as a participant <OR> once

the FSFN Case is approved for closure, if not deleted prior based on the applicable

action.


piece of work)


Subsequent Judicial Review Due Task Due Date Participant Name Person ID


3.5.4 Judicial Review Permanency Hearing Due


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Type: Permanency Hearing Due

Summary Description: Task Due displayed indicating a Judicial Review Permanency

Hearing is due

Creation Date: Created once a child has a "Shelter Hearing - Initial Removal" Legal

Action completed with a Result of "Granted" and is assigned to the most recent Primary

Worker.

Due Date: 365 calendar days from the Completed Date documented on the child's Legal

Record - Legal page where the Legal Action Initiated is "Shelter Hearing - Initial

Removal" with the Result of "Granted" and appears on the worker's Desktop - Tasks Due

6 months prior to the Due Date (if multiple records exists that meet this criteria, use the

minimum date)


saved, with a Create Date that is greater than the Create Date of the child's previous

Judicial Review Worksheet, on which the child is identified as a participant and the

Review Summary tab, for that child, indicates "Yes" that it is also a Permanency Review

<OR> once the FSFN Case is approved for closure, if not deleted prior based on the

applicable action.


piece of work)


Permanency Hearing Due Task Due Date Participant Name Person ID


3.5.5 Judicial Review Age 17 Due


Type: Judicial Review Age 17 Due

Summary Description: Task Due displayed indicating a Judicial Review is required for

all children who meet Independent Living criteria (13 years of age or older and who are

placed in a Licensed Foster Home) within 90 days of the child's 17th birthday.

Creation Date: Created once a child is in a Licensed Foster Care Placement (Placement

that is not a Relative or Non-Relative Service Type) and the child's is 17 years old based

on their Person Management Date of Birth and is assigned to the most recent Primary

Worker.

Due Date: 90 calendar days following the child's 17th birthday


saved, with a Create Date that is greater than the date the child turned 17, on which the

child is identified as a participant <OR> once the FSFN Case is approved for closure, if

not deleted prior based on the applicable action.


piece of work)

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Judicial Review Age 17 Due Task Due Date Participant Name Person ID


3.6 Notifications

• N/A

3.7 Text Templates

• Court Involved Case Plan

• Court Involved Case Plan Spanish

• Judicial Review

• Judicial Review Spanish

• Non-Judicial In-Home Case Plan

• Non-Judicial Out-of-Home Case Plan

3.8 Reports

• Reports will be covered in the Reports Topic Paper.

3.9 Triggers

• N/A

3.10 Batch Programs

• N/A

3.11 Requirements Covered In This Paper

REQ

Number

Requirement Description

REQT1.39

The system must provide the fields necessary to document the Case

Planning Worksheet within the application as defined within the "Case

Plan Worksheet - Final" document, as well as the business rules

associated with each field.

REQT1.40 The system must provide the fields necessary to document the Judicial

Review Worksheet within the application as defined within the "Judicial

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REQ

Number


Review Worksheet - Final" document, as well as the business rules

associated with each field.

REQT1.43

The system must provide the Case Plan Template as designed in the

"Court Involved Case Plan Template - Final" document. All fields must

populate from the FSFN application.

REQT1.44

The system must provide the JR Template as designed in the "Judicial

Review Template - Final.” All fields must populate from the FSFN

application.

REQT1.61

The system must provide the ability to create the Case Planning

Worksheet page and populate from the most recent FFA - Ongoing, as

well as other areas within the system as identified within the "Case Plan

Worksheet - Final" document.

REQT1.61.1

The system must provide the ability to associate the Case Planning

Worksheet to the FFA - Ongoing and the Updated - FFA Ongoing.

REQT1.61.3

The system must provide the ability to create an Updated Case Planning

Worksheet which will pre-fill from the most recent Case Planning

Worksheet associated with original FFA - Ongoing, which is associated

with the Investigation and be user-modifiable.

REQT1.61.4

The system must provide the ability to print the Case Planning Worksheet

document and populate directly from the page.

REQT1.61.5

The system must provide a "Complete" check box, that once selected, and

page saved, will freeze the Case Planning Worksheet page.

REQT1.61.6

The system must include an edit that will not allow a user to create a new

Case Planning Worksheet page if another "open" (not "complete") Case

Planning Worksheet exists.

REQT1.65

The system must provide the ability to attach multiple documents to the

Case Planning Worksheet. If document is deleted, there must be an audit

trail as to who deleted, when, and what type of document that was

deleted.

REQT1.65.1

The system must provide the ability for the attached documents to be

available not only from the Case Planning Worksheet but also from

within the File Cabinet in the applicable drawer.

REQT1.66

The system must provide the ability to not only attach the CP and JR

templates to the Case Planning Worksheet, which would be from their

desktop using browse function (like the Imaging page) but also the ability

to link existing scanned documents (from Imaging pages) to the Case

Planning Worksheet. Furthermore, the system must provide the ability to

print the Case Plan template with all documents attached to the “linked”

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REQ

Number


imaging pages without having to open each and every imaging page.

REQT1.68

The system must support the creation of Service Referrals to agencies

within the Case Planning Worksheets where the Provider, Service, Est.

Cost, etc. is identified.

REQT1.68.1

For case plans involving children in a living arrangement or out of home

placement, the user should have the option to select child outcomes from

a predefined set of values or, craft their own outcomes.

REQT1.68.5

The system must provide the ability for the user to create a Service

Referral Request from the Case Plan Worksheet page, associated to each

Task within an identified Outcome.

REQT1.68.6

The system must provide the ability for the user to create the Service

page from the Service Referral Request page.

REQT1.68.7

The system must provide the ability for the user to create an Updated

Case Plan Worksheet page, insert new tasks for existing Outcomes, and

then submit new Service Referral Requests, if needed, for the new

Task(s).

REQT1.68.8

The system must pre-fill the Judicial Review Worksheet with the most

recent, up-to-date Service Request/ Outcome/ Task information captured

on the most recent Case Plan Worksheet.

REQT1.71

The system must tie the Judicial Review worksheet to the Case Plan

Worksheet page.

REQT1.81

System shall provide a means to print out ONE case plan for multiple

children.

REQT1.82

System shall provide four formats of printed Case Plans - Long-meets all

Chap requirements, Summary version for Judges, Summary Families, and

Case plan version for non-supervised cases.

11132012 - Per Stephen P. the only needed Case Plan templates for

Courts are the Case Plan Template, Refrigerator Case Plan Summary -

Mother and Refrigerator Case Plan Summary - Father.

REQT1.84

The system must provide for the Case Plan and JR templates to be

launched from Legal Documentation, pre-filling with all the applicable

information, and then the user can scan and upload the signed court

document afterward. The approval will be tied to the Legal

Documentation page, current functionality, and then the approval would

freeze the page/template.

REQT1.84.1 The system must provide for the Non-Judicial Case Plan template to be

launched from the Forms module and pre-populate all fields from the

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Number


applicable FSFN pages.

REQT1.85

The system must provide the Case Plan and JR template in Spanish,

noting that the labels would be in Spanish, but the text would populate

from the application. Therefore, if entered into the application in English,

the labels would be Spanish but text English. New Requirement that the

system must provide the ability to document the tilde, upside down

question mark and other symbols used for the Spanish language.

REQT1.94

The system must pull in the most current information captured on the

Case Plan Worksheet page, including an Updated Case Plan Worksheet

page, if applicable, upon creating the JR Worksheet page.