SM06g: Progress Update - University of South...

SM06g: Progress Update

September 14, 2018

______________________________________________________________________________ SM06g – Progress Update September 14, 2018

Topic Paper of 101

Change History

Release#

or

Date

CR# or

Incident #

Change Description Author(s) Section

Modified

07/2013 Transformation Initial submission FSFN Projects

Team

Entire

Document

Q1

11/10/2013

CR for Q1 Added information about

Progress Update lineage

and no dynamic update;

Added validation message

for refreshing page when

changes were made to

child’s age or Child Needs

or Protective Capacities;

Additional text in

Parenting group box;

Needs enable if child is 6

or older;

Modified Task Due

Djuna Acker 1.2.2.1, 1.2.2.2,

1.2.2.3, 1.2.3.3,

1.2.7.2, 1.2.9.2,

1.2.9.3, 1.2.10.2,

1.2.10.3,

1.2.12.3, 1.3.5

05/2014 CR 469+10 Updated per CR 469+10 FSFN Project

Team

Entire

Document

7/30/2015 CR 580 Updated per CR 580 FSFN Project

Team

07/31/2015 CR580 Peer Review FSFN Project

Team

Supervisor

Consultation

sections

02/17/2016 Final Review Regina

Richardson

Entire

Document

9/22/2016 CR600 Updates per CR600.02k Nancy

Weglinski

1.2.11

9/23/2016 CR600 Peer Review of changes

related to 600.02k

Regina

Richardson

1.2.11

09/28/2016 CR600 Peer Review Kortney Rudd 1.2.11

10/05/2016 CR600 Updates per CR600.02a,

CR600.02b, CR600.02c

Nancy

Weglinski

1.2.11


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10/12/2016 CR600 Peer Review Kortney Rudd 1.2.11

10/26/2016 CR600 Peer Review Kortney Rudd

11/03/2016 CR579 Updates per CR579.11 Regina

Richardson

11/07/2016 CR579 Peer Review Nancy

Weglinski

1.2.3

11/14/2016 CR579 Updates per 579.11a and

579.06

Regina

Richardson

11/16/2016 CR579 Peer Review Kathleen

Watson

11/30/2016 CR549 Updates per CR549.05 Jishil Johnson Progress Update

Page

12/05/2016 CR549 Peer Review Leon White

12/13/2016 CRAS1

CR579.03

Updates Per CR AS1 and

579.03

Jishil Johnson

12/14/2016 CRAS1

CR579.03

Peer Reviewed per CR

AS1 and 579.03

Kathleen

Watson

01/13/2017 Updates per DCF

Comments

Jishil Johnson

01/27/2017 CR641.08 Updates per CR641.08 Kathleen

Watson

1.2.11.2 Page

Information

03/06/2017 Updates per reviewer

feedback and additional

update identified by IBM.

Amy Jenks Page 91-92

Updated to

ensure

consistent

language about

new

functionality;

Page 94

Updated the

statement

regarding pre-

existing Pending

Progress Update

pages to ensure

accurate

reflection


Topic Paper of 101

3/29/2017 AS13/ AS14

Part 2

Updated the field

descriptions and Save

Processing to reflect the

modified process for

automatically launching

the FFA – Ongoing

template.

Amy Jenks Pages 27, 29 and

30

04/10/2018 Added to the background

information section

Chris Gosselin

04/23/2018 Peer Review Nicole Balanoff Entire

Document

07/23/2018 Amd 17 Formatting updates and

Amd 17 story updates

Chris Gosselin Entire

Document

08/30/2018 Amd 17 Final Review Patricia Atchley Entire

Document


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Table of Contents 1 Introduction .................................................................................................................................... 7 2 Pages ................................................................................................................................................ 9

2.1 Page – FFA – Ongoing/ Progress Update Selection Pop-up ....................................................... 9 2.1.1 Page Navigation and Overview ............................................................................................... 9 2.1.2 Page Information ................................................................................................................... 10 2.1.3 Background Processing ......................................................................................................... 12 2.1.4 Save Processing ..................................................................................................................... 13 2.1.5 Security ................................................................................................................................. 13

2.2 Page - Case Plan Worksheet Selection Pop-up ......................................................................... 14 2.2.1 Page Navigation and Overview ............................................................................................. 14 2.2.2 Page Information ................................................................................................................... 14 2.2.3 Background Processing ......................................................................................................... 18 2.2.4 Save Processing ..................................................................................................................... 19 2.2.5 Security ................................................................................................................................. 19

2.3 Page - Progress Update .............................................................................................................. 20 2.3.1 Page Navigation and Overview ............................................................................................. 20 2.3.2 Page Information ................................................................................................................... 21 2.3.3 Background Processing ......................................................................................................... 28 2.3.4 Save Processing ..................................................................................................................... 31 2.3.5 Security ................................................................................................................................. 31

2.4 Tab – Participants ...................................................................................................................... 32 2.4.1 Page Navigation and Overview ............................................................................................. 32 2.4.2 Page Information ................................................................................................................... 33 2.4.3 Background Processing ......................................................................................................... 39 2.4.4 Save Processing ..................................................................................................................... 40 2.4.5 Security ................................................................................................................................. 40

2.5 Page - Participant Selection Pop-up (Case Participant) ............................................................ 41 2.5.1 Page Navigation and Overview ............................................................................................. 41 2.5.2 Page Information ................................................................................................................... 41 2.5.3 Background Processing ......................................................................................................... 42 2.5.4 Save Processing ..................................................................................................................... 42 2.5.5 Security ................................................................................................................................. 42

2.6 Page - Participant Selection Pop-up (Family Support Network) ............................................... 43 2.6.1 Page Navigation and Overview ............................................................................................. 43 2.6.2 Page Information ................................................................................................................... 43 2.6.3 Background Processing ......................................................................................................... 44 2.6.4 Save Processing ..................................................................................................................... 44 2.6.5 Security ................................................................................................................................. 44

2.7 Tab - Family Assessment Areas ................................................................................................ 45 2.7.1 Page Navigation and Overview ............................................................................................. 46 2.7.2 Page Information ................................................................................................................... 46 2.7.3 Background Processing ......................................................................................................... 52 2.7.4 Save Processing ..................................................................................................................... 53 2.7.5 Security ................................................................................................................................. 53

2.8 Tab - Reason(s) for Ongoing Involvement ................................................................................ 54 2.8.1 Page Navigation and Overview ............................................................................................. 54 2.8.2 Page Information ................................................................................................................... 55


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2.8.3 Background Processing ......................................................................................................... 58 2.8.4 Save Processing ..................................................................................................................... 58 2.8.5 Security ................................................................................................................................. 58

2.9 Tab - Child Needs ...................................................................................................................... 59 2.9.1 Page Navigation and Overview ............................................................................................. 59 2.9.2 Page Information ................................................................................................................... 60 2.9.3 Background Processing ......................................................................................................... 65 2.9.4 Save Processing ..................................................................................................................... 65 2.9.5 Security ................................................................................................................................. 65

2.10 Tab - Protective Capacity Analysis and Family Change Strategy............................................. 66 2.10.1 Page Navigation and Overview ........................................................................................ 67 2.10.2 Page Information ............................................................................................................... 68 2.10.3 Background Processing..................................................................................................... 81 2.10.4 Save Processing ................................................................................................................ 82 2.10.5 Security ............................................................................................................................. 82

2.11 Tab - Safety Summary and Planning Page ................................................................................ 83 2.11.1 Navigation and Overview ................................................................................................. 84 2.11.2 Page Information ............................................................................................................... 84 2.11.3 Background Processing..................................................................................................... 88 2.11.4 Save Processing ................................................................................................................ 88 2.11.5 Security ............................................................................................................................. 88

2.12 Tab - Outcomes Evaluation Page .............................................................................................. 89 2.12.2 Page Information ............................................................................................................... 90 2.12.3 Background Processing..................................................................................................... 98 2.12.4 Save Processing ................................................................................................................ 98 2.12.5 Security ............................................................................................................................. 98

3 Inventories .................................................................................................................................... 99 3.1 CRUD Matrix ............................................................................................................................ 99 3.2 Reference Data .......................................................................................................................... 99 3.3 Automated Messages ................................................................................................................. 99 3.4 Checklists .................................................................................................................................. 99 3.5 Tasks Due .................................................................................................................................. 99 3.6 Notifications ............................................................................................................................ 100 3.7 Text Templates ........................................................................................................................ 100 3.8 Reports ..................................................................................................................................... 100 3.9 Triggers ................................................................................................................................... 100 3.10 Batch Programs ....................................................................................................................... 100 3.11 Interface and Web Services ..................................................................................................... 100 3.12 Approvals ................................................................................................................................ 100

4 Requirements Covered In This Paper ..................................................................................... 101


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1 Introduction

This functional specification document describes the system design of the Progress

Update module, which supports the ongoing assessment of cases that involve abuse,

neglect, abandonment, or situations where there is a threat of harm. The addition of this

module replaces the current Family Assessment module and supports the case manager in

the assessment of six critical information collection domains for ascertaining impending

dangers. The Progress Update module is a family-centered, solution focused approach to

working with the families across the continuum of care from the Hotline/Intake process

through Investigation and Case Management to case closure.

The Progress Update page supports the Family Safety Decision Making Methodology

(FSDMM) that the Department, in collaboration with other stakeholders, has adopted.

The Progress Update supports a standardized practice of information collection,

evaluation, and analysis. Enhancements to this module support the following goals of the

Child Protection Enhancement and Statewide Automated Child Welfare Information

System (SACWIS) Compliance project to facilitate the safety of children and families:

• Improve quality and consistency of decision-making

• Eliminate redundant processes and re-work

• Gain efficiencies through enhanced technology

As changes are applied to system pages and existing functionality, the references to these

changes, as well as reference to any related support documents, are provided in context,

within the sections of this topic paper that address the related pages and/or functionality.

The Progress Update module includes one of the major functions of the Florida Safe

Families Network (FSFN) that support the ongoing services process. This module

supports business process changes resulting from the Child Protection Enhancement and

SACWIS Compliance Project requirements. It supports access to, as well as the creation

and maintenance of the ongoing measuring tools in FSFN. The Progress Update supports

the FSDMM model, providing functionality that also results in the following efficiencies:

• Pre-fills from the identified FFA – Ongoing or Progress Update (if applicable)

• Actions and Text (notifications and templates) List Box providing easy access and

launch point for approvals, Progress Update template, etc.

• Provides quick access to the Maintain Case page, as well as participant specific

pages (i.e., Education, Medical/Mental Health).


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Please note that references made to “Notifications and Templates” denote notifications as

a technical term that is similar to templates. The key difference is that notifications pre-

fill everything from the FSFN system; they 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.

Additional benefits to the Progress Update module include:

• Presenting information in a structured manner, therefore facilitating decision-

making relative to the interventions needed to increase parental protective

capacities and mitigating child vulnerabilities

• Providing flexibility to the end users in identifying the family composition based

on the current family dynamic, as well as identifying family support network

persons involved with the family.

• This flexibility is unavailable to users with the current Family Assessment page in

FSFN.

Once the case is transferred for ongoing case management, the Case Manager assumes the

Primary case assignment, is responsible for safety management, case management, and

immediately begins the Family Functioning Assessment-Ongoing process. Once the FFA-

Ongoing is complete, the Case Manager begins the process to evaluate progress via the

Progress Update workflow and functionality.


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2 Pages

For each page included in the Progress Update module, this section displays images of the

interface, from the user’s perspective for the Progress Update, provides an overview of

the functionality of the page and a description of the page navigation, describes related

background processing information, and includes a description of the interface elements

contained on each page, such as group boxes, tabs, fields, and buttons.

2.1 Page – FFA – Ongoing/ Progress Update Selection Pop-up

2.1.1 Page Navigation and Overview

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

Progress Update Page from Create Case Work or Case Book. Before a new Progress

Update page is created, an FFA - Ongoing or Progress Update must be selected. 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 the

Case Plan Worksheet Select pop-up page, which displays any Case Plan Worksheet

pages, which have been created in association with the selected FFA – Ongoing or

Progress Update. If there is not a Case Plan Worksheet, the Progress Update is created

with the selected FFA – Ongoing or Progress Update pre-filling the corresponding fields

in the new Progress Update and does not pre-fill Outcomes on the Outcomes Evaluation

tab. Upon clicking Close, the system returns the user to the Desktop or Case Book,

whichever is applicable, without creating a new Progress Update Page.


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Please note that the FFA – Ongoing/ Progress Update Select pop-up page also displays

when the user clicks Create from the Investigation Select pop-up page, when creating an

FFA - Ongoing OR Case Plan Worksheet from either Case Book or the Create Case Work

page.

2.1.2 Page Information

Label Description:

Information

FFA-

Ongoing/

Progress

Update

Selection

pop-up

Before a new Progress Update Page is created, an FFA -

Ongoing or Progress Update must be selected. The FFA-

Ongoing/Progress Update Selection pop-up page allows the

user to select the appropriate FFA-Ongoing or Progress

Update.

The FFA-Ongoing/Progress Update Select pop-up page is

launched when creating a Progress Update Page from Create

Case Work or Case Book.

The selected FFA-Ongoing or Progress Update will be

associated with the newly created Progress Update Page. The

system will use the data from the selected FFA-Ongoing or

Progress Update to pre-fill the Progress Update Page.

If no FFA-Ongoing or Progress Update records exist within

the FSFN Case, upon clicking the Create Button from the

Create Case Work Page or clicking the Progress Update

hyperlink from the Case Book page, Actions List Box, the

system will generate a validation message informing the user

that one must be created before creating a Progress Update.

FFA-Ongoing

/ Progress

Update

Selection

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

and Progress Update pages for the Case. Group Box Label.

This group box contains a repeating table that displays

“Pending” and “Approved” FFA-Ongoing or Progress Update

pages associated to the Case.

The Continue button is enabled ONLY when a radio button is

selected.

The FFA – Ongoing and Progress Update pages are displayed

in the following order: “Pending” FFA – Ongoing pages are

displayed first, then all “Approved” FFA – Ongoing pages are

displayed newest to oldest by Approval Date; then group all


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Progress Update pages under their associated FFA-Ongoing

page. If more than one Progress Update has been created for

the same FFA – Ongoing page, display “Pending” Progress

Update pages first and then all “Approved” Progress Update

pages, newest to oldest, by Approval Date.

Group Box FFA - Ongoing/ Progress Update Selection

Select Column displays radio buttons to select the specific FFA-

Ongoing or Progress Update.

Enabled; default null.

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.

Numeric Display (10 digits); Display: plain black text.

System derived based on all FFA-Ongoing pages created

within the FSFN Case.

Progress

Update ID

Column displays the Progress Update ID.

Numeric Display (10 digits); Display: plain black text.

System derived based on all Progress Update pages created

within the FSFN Case. No ID displays if the record is an

FFA-Ongoing.

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

FFA-Ongoing or Progress Update.

Text Display; plain black text. Format: Last Name, First

Name Middle Name

System derived from Person Management for the worker who

created the FFA-Ongoing or Progress Update page.

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

Progress Update.

Display "FFA-Ongoing" if record type is FFA-Ongoing;

display "Progress Update" if record type is Progress Update.

Approval

Date

Column displays the Approval Date of the FFA-Ongoing or

Progress Update.

Date Display (MM/DD/YYYY); Display: plain black text.

System derived based on FFA-Ongoing or Progress Update

Approval Date, whichever is applicable.


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The Approval Date is the date by which the Supervisor

documents their Approval of the page, at which time the page

becomes frozen and disabled.

Status Column displays the status of the FFA-Ongoing or Progress

Update: “Approved” or “Pending” status.

Display "Approved" if record has been approved; display

“Pending” if the record is "Pending" and has not been

approved yet.

Buttons Continue User continues to the Case Plan Worksheet Select pop-up

page after selecting the applicable FFA-Ongoing or Progress

Update.

Button; enabled.

Upon clicking Close the system returns the user to the

Desktop or Case Book, whichever is applicable, without

creating a new Progress Update page.

Close Closes page without creating a new Progress Update Page.

Button; enabled.

Upon clicking Close, the system returns the user to the

Desktop or Case Book, whichever is applicable, without

creating a new Progress Update page.

2.1.3 Background Processing

• Upon attempting to create the Progress Update page, the FFA – Ongoing/ Progress

Update Select 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.

• When creating the Progress Update Page, upon clicking Create from the Create Case

Work Page or the Progress Update hyperlink from Case Book, the system checks if there

is at least one FFA-Ongoing Page created within the FSFN case that is “Approved.” If an

“Approved” FFA – Ongoing does not exist, the system will display the following

validation message: There must be an existing, approved FFA-Ongoing to create a new

Progress Update page. <Close>


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o Please note that this validation does not include a reference to a Progress

Update because the only way to create a Progress Update for the first time is

if there is an existing, approved FFA – Ongoing. Once there is, at least one

“approved” FFA – Ongoing would there ever then be existing Progress

Update pages to display. Therefore, there will never be a Progress Update

displayed without an approved FFA – Ongoing displayed.

• Upon clicking Continue, the system checks if at least one Case Plan Worksheet record

exists within the FSFN Case that is associated to the FFA-Ongoing ID of the selected

FFA-Ongoing Page or Progress Update Page. If no records exist, the system will display

the following validation message: The FFA-Ongoing or Progress Update selected does

not have an associated Case Plan Worksheet Page. If you continue to create the Progress

Update Page, no outcomes will pre-fill on the Outcomes Evaluation tab to evaluate. Do

you wish to continue? <Yes> <No>

2.1.4 Save Processing

N/A

2.1.5 Security

N/A


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2.2 Page - Case Plan Worksheet Selection Pop-up


When creating a new Progress Update, after selecting an FFA – Ongoing or Progress

Update, the Case Plan Worksheet Selection pop-up page is displayed if at least one Case

Plan Worksheet is associated with the selected FFA-Ongoing or Progress Update and

based on the lineage. The user selects a Case Plan Worksheet ID and clicks Continue.

This will create the Progress Update with the selected FFA – Ongoing or Progress Update

pre-filling the corresponding fields in the new Progress Update and selected Case Plan

Worksheet pre-fills the Outcomes on the Outcomes Evaluation tab.


Label Description:

Information Case Plan Worksheet

Selection pop-up

Before a new Progress Update Page is created, a Case

Plan Worksheet can be selected, and the Outcomes

from the Case Plan Worksheet will pre-fill the

Progress Update Page-Outcome Evaluation tab. The

Case Plan Worksheet Select pop-up page allows the

user to select the appropriate Case Plan Worksheet.

The Case Plan Worksheet Select pop-up page is

launched when creating a Progress Update Page after


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the FFA-Ongoing or Progress Update is selected on

the FFA-Ongoing/Progress Update Select pop-up.

The system only displays Case Plan Worksheet

records that are associated with the FFA-Ongoing ID

from the FFA-Ongoing Page or Progress Update ID

from the Progress Update Page that is selected on the

FFA-Ongoing/Progress Update Select pop-up page

prior to launching this page.

If no Case Plan Worksheet record exists within the

FSFN Case that is associated to the FFA-Ongoing ID

of the selected FFA-Ongoing Page or Progress Update

ID of the selected Progress Update Page, upon

clicking Continue on the FFA-Ongoing/Progress

Update Select pop-up, the system will generate a

validation message informing the user that no Case

Plan Worksheet pages are associated to the selected

FFA-Ongoing/ Progress Update ID; therefore,

outcomes to evaluate will not pre-fill the Progress

Update Page-Outcomes Evaluation tab.

If they choose to continue, the system launches a new

Progress Update Page. The selected FFA-Ongoing or

Progress Update is associated with the newly created

Progress Update Page. The system uses the data from

the selected FFA-Ongoing or Progress Update to pre-

fill the new Progress Update Page. NO outcomes are

pre-filled on the Outcomes Evaluation tab.

If they choose not to continue, the system returns the

user to the Desktop or Case Book, whichever is

applicable, without creating a new Progress Update

page.

Field Case Plan Worksheet

Selection

Contains a list of all Case Plan Worksheet records

that are associated with the FFA-Ongoing ID from the

FFA-Ongoing Page or Progress Update Page that was

selected on the FFA-Ongoing/Progress Update Select

pop-up page prior to launching this page.

Group Box Label

This group box contains a repeating table that

contains only Case Plan Worksheet records associated

to the FFA-Ongoing ID.


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Continue button is enabled when a radio button is

selected. Sorted by Completed Date (null, then

newest to oldest).

Select Selection of Case Plan Worksheet.

Radio button. Enabled; not defaulted. Only one radio

button can be selected.

Case Plan Worksheet

ID

Displays Case Plan Worksheet IDs.

Numeric Display (10 digits). Display: plain black

text. System derived from Case Plan Worksheet Page.

Worker Name Displays worker names that created Case Plan

Worksheet.

Text Display. Format: Last Name, First Name Middle

Name. Display: plain black text.

System derived from Person Management for the

worker who created the Case Plan Worksheet.

Case Plan Type Displays type of Case Plan Worksheet Type.

System derived from Case Plan Worksheet Page

Status Displays if the Case Plan Worksheet is completed.

System derived from Case Plan Worksheet Page.

If Completed Check box is checked, display

"Completed"; otherwise, display "Not Completed.”

Date Completed/

Date Modified

Displays Case Plan Worksheet competed date. Date

Display (MM/DD/YYYY)

System derived from Case Plan Worksheet page.

If Completed Check box is checked, display the

Completed Date on the Case Plan Worksheet Page -

Case Information tab; otherwise, display null.

Button Continue User continues to the Progress Update Page after

selecting a Case Plan Worksheet record.

Button. Enabled after a radio button is selected.

Upon clicking the button, the system checks if at least

one outcome is listed on the Outcomes tab of the

selected Case Plan Worksheet record. If no outcome

is listed, the system generates a validation message

informing the user that no outcomes are listed on the

Outcomes tab of the selected Case Plan Worksheet;


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therefore, Outcomes to evaluate are not pre-filled on

the Progress Update Page-Outcomes Evaluation tab

and asks if the user wishes to continue creating the

Progress Update. <Yes><No>

If they choose to continue, the system launches a new

Progress Update Page. The selected FFA-Ongoing or

Progress Update is associated with the newly created

Progress Update Page. The system uses the data from

the selected FFA-Ongoing or Progress Update to pre-

fill the new Progress Update Page. NO outcomes will

be pre-filled on the Outcomes Evaluation tab.

If they choose not to continue, the system returns the

user to the Desktop or Case Book, whichever is

applicable, without creating a new Progress Update

Page.

If at least one outcome is listed on the Outcomes tab

of the selected Case Plan Worksheet record, the

system will launch a new Progress Update Page. The

selected FFA-Ongoing or Progress Update will be

associated with the newly created Progress Update

Page. The system will use the data from the selected

FFA-Ongoing or Progress Update to pre-fill the new

Progress Update Page. The selected Case Plan

Worksheet will be associated with the newly created

Progress Update Page. The system will use the data

from the selected Case Plan Worksheet Page-

Outcomes tab to pre-fill the Outcomes Evaluation tab

on the newly created Progress Update Page. The

system will use the data from the selected Case Plan

Worksheet page Outcomes tab to update the

Outcomes Evaluation tab upon clicking the Refresh

button on the Progress Update.

Close Close Page without creating a new Progress Update

Page.

Button; enabled.

Upon clicking the button, the system returns the user

to the Desktop or Case Book, whichever is applicable,

without creating a new Progress Update Page.


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• Refer to the background processing associated with each of the fields identified in the

table above.

• Upon clicking Continue, the system checks if at least one Outcome is listed on the

Outcomes tab of the selected Case Plan Worksheet record. If no outcome is listed, the

system will display the following validation message:

o The Case Plan Worksheet Page selected does not have Outcomes listed on the

Outcomes tab. If you continue to create the Progress Update Page, no outcomes

will pre-fill on the Outcomes Evaluation tab to evaluate. Do you wish to

continue? <Yes> <No>

▪ If Yes, the Progress Update page is displayed and pre-fills all the

applicable information from the selected FFA – Ongoing or Progress

Update, whichever is applicable.

▪ If No, the user is returned to the Desktop or Case Book, whichever is

applicable without creating a new Progress Update Page.

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

Worksheet pages created in association with the selected FFA – Ongoing or Progress

Update based on the FFA – Ongoing ID or Progress Update ID and based on the lineage.

The following example provides additional detail related to the lineage and how the

system determines which Case Plan Worksheets to display:

Example:

1. FFA – Ongoing #1

2. Case Plan Worksheet #1 → associated with FFA – Ongoing #1

3. Progress Update #1 → FFA – Ongoing #1 identified to pre-fill from → Case Plan

Worksheet #1 displayed for selection

4. Changes identified and made to Case Plan Worksheet #1 as the result of a critical

juncture necessitating the change

5. Progress Update #2 → Progress Update #1 identified to pre-fill from → Case Plan

Worksheet #1 displays for selection because the “base” page which began the familial

linkage is the FFA – Ongoing #1 which is what Case Plan Worksheet #1 was

associated with.

6. Progress Update #3 → Progress update #2 identified to pre-fill from → Case Plan

Worksheet #1 displays for selection because the “base” page which began the familial

linkage is the FFA – Ongoing #1 which is what Case Plan Worksheet #1 was

associated with.

NOTE: Each time a Progress Update page is created, the Outcomes Evaluation tab pre-

fills “fresh” with the Outcomes from the selected Case Plan Worksheet. Regardless if the

page pre-filled from a selected Progress Update, the Outcomes Evaluation tab does not

pre-fill with the documented information from that selected Progress Update. It begins


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anew to provide the ability for the user to document their evaluation of the Outcomes

which pre-filled from the selected Case Plan Worksheet.

Clicking the Refresh button on a Progress Update will automatically update the Outcome

Evaluation tab with the most current information documented on the associated Case Plan

Worksheet that was selected upon creating the Progress Update.


N/A

2.2.5 Security

N/A


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2.3 Page - Progress Update


The Progress Update page is created in association with and pre-filled from an existing

FFA – Ongoing or Progress Update page. Upon creating, the Progress Update will only

pre-fill with what has been documented on the selected FFA-Ongoing or Progress

Update with the exception of the Child Functioning, Adult Functioning and Parenting

domain narratives in the Family Assessment Areas tab. Up to the point at which the

Progress Update is created and does not subsequently update if additional changes are

made to the FFA-Ongoing or Progress Update from which it was originally pre-filled,

with the exception of the Outcomes tab. Upon clicking the Refresh button on the

Progress Update, the Progress Update will automatically update the Outcome

Evaluations tab with the most current information documented on the associated Case

Plan Worksheet that was selected upon creating the Progress Update.

The standard approval process applies to the Progress Update page whereby the user who

created the page submits the Progress Update to their Supervisor for final approval once

completed. Once approved by the Supervisor the Progress Update page becomes disabled.

The tabs captured on the Progress Update include Participants, Family Assessment Areas,

Reason(s) for Ongoing Involvement, Child Needs, Protective Capacity Analysis and


Topic Paper of 101

Family Change Strategy, Safety Summary and Planning, and Outcomes Evaluation. The

Supervisor Consultation page is launched from the Progress Update page and can be

created as many times as needed. All are designed to support the need for all system users

to have quick access to case and participant specific information in FSFN. Functionality

for each tab is described in detail throughout this document. Unless the field specifies that

it pre-fill from the selected FFA – Ongoing or Progress Update, the field will act in the

manner outlined within the table.


Label Description:

Progress Update Captures information regarding the assessment and

analysis of the danger threats, protective capacities,

child needs, safety summary and planning, as well

as other pertinent family information and the

evaluation of the Outcomes.

Progress Update Page is launched upon selecting

the Continue Button from the Case Plan Worksheet

Select pop-up page if a Case Plan Worksheet Page

is selected. Or upon selecting the Continue Button

from the FFA-Ongoing/ Progress Update Select

pop-up page when the FFA-Ongoing/ Progress

Update is selected.

The Progress Update pre-fills from the selected

FFA - Ongoing or Progress Update Page.

Group Box Case Information Captures the following information: Case Name;

FSFN Case ID; Approval Date; FFA - Ongoing ID;

Progress Update ID; Worker Name; Intake/

Investigation ID; and Initial Intake Received Date.

Group Box Label (Header).

Field Household Name User entered text field that is required upon saving

the page. Validation message appears when

attempting to save without entering text; applies to

all pre-existing pages; if Progress Update is

approved and frozen, this field will be disabled and

grayed out; 100 characters in length and all

characters display on the screen.


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Case Name Hyperlink launches the Maintain Case Page.

Format: Last Name Suffix, First Name Middle

Name

The name of the case; system derives based on the

FSFN Maintain Case Page for which the Progress

Update Page is created.

Upon selecting, the Maintain Case Page launches

for the FSFN Case associated to the Progress

Update Page. If user has appropriate security and

Progress Update page is accessed via the Desktop,

Case Book (accessed via desktop) or Person Book

(accessed via desktop), the Maintain Case page is

in Edit mode; otherwise, View Only.

FSFN Case ID Displays the unique system generated 10-digit

identification number for the FSFN Case associated

to the Progress Update Page.


text

System derived based on the FSFN Case for which

the Progress Update Page is created.

Approval Date Approval Date of the Progress Update Page.

Date (MM/DD/YYYY)

System generates and displays the date when the

Progress Update Page is approved by the

supervisor.

Disabled; not user modifiable.


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Created from FFA -

Ongoing/Progress Update

ID

Launches the FFA-Ongoing or Progress Update

Page associated to the Progress Update Page if one

is selected.

Hyperlink. Format: 10 digits.

Using the FFA-Ongoing or Progress Update Page

selected when creating the new Progress Update

Page, the system derives the ID from the selected

FFA-Ongoing Page/ Case Information tab or

Progress Update Page/ Case Information tab.

Upon selecting, the associated FFA-Ongoing or

Progress Update Page launches. If the associated

FFA-Ongoing or Progress Update Page is not

approved, AND user has appropriate security and

FFA-Ongoing Page is accessed via the Desktop,

Case Book (accessed via desktop) or Person Book

(accessed via desktop), the Page is in Edit mode;

otherwise, View Only.

Worker Name Displays the name of the user creating the Progress

Update Page

Text Display. Format: Last Name, First Name

Middle Name; display: plain black text

System derived based on the user that creates the

Progress Update Page.


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Intake/Investigation ID Displays the unique system generated identification

number for the Intake/Investigation associated with

the Progress Update Page.

Numeric display; plain black text.


selected when creating the new Progress Update

Page, the system derives the Intake/ Investigation

ID from the FFA-Ongoing Page/ Case Information

Group Box or Progress Update Page/ Case

Information Group Box if an Investigation Page is

associated with the selected FFA - Ongoing OR

Progress Update Page.

If the selected FFA – Ongoing or Progress Update

DOES have an associated Investigation Page,

displays as YYYY-XXXXXX without the

sequenced identifier.

If the selected FFA-Ongoing or Progress Update

Page does not have an associated Investigation

Page, no text displays.

Initial Intake Received

Date

Initial Intake Received Date

Date (MM/DD/YYYY)


selected when creating the new FFA-Ongoing

Page, the system derives date from the initial Intake

Page/ Intake Information Group Box that is

associated to the Investigation Page/ Intake tab/

Intake Information Group Box if an Investigation

Page is associated with the selected FFA - Ongoing

OR Progress Update Page.

If the selected FFA-Ongoing or Progress Update

Page does not have an associated Investigation

Page, displays no date.

Disabled; not user modifiable.


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Progress Update ID Displays the unique system generated identification

number for the Progress Update Page.


text

System generates a unique numerical ID after the

Progress Update Page has been saved successfully

for the first time; otherwise, no number displays.

Case Plan Worksheet ID Launches the Case Plan Worksheet Page associated

with the Progress Update Page.

Hyperlink. Format: 10 digits.

System derived from the Case Plan Worksheet

Page that was selected when the Progress Update

Page was created.

Upon selecting, the Case Plan Worksheet Page

displays in view only mode.

If a Case Plan Worksheet was not selected, nothing

is displayed.


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Actions and

Text

(Notification

and

Templates)

List Box

Supervisor Consultation Hyperlink that launches the Supervisor

Consultation pop-up page, providing the user with

the ability to capture Supervisor Consultations,

identify Rapid Safety Feedback (for those with

applicable security), and capture the details

regarding the Immediate Child Safety Action

Follow-Up, throughout the life of the Progress

Update Page.

Users whose security profile includes the

applicable Security Profile can create the

Supervisor Consultation pop-up page. Please refer

to the Supervisor Consultation Functional

Specification Document for additional details.

Hyperlink only displays after the Progress Update

Page is saved successfully for the first time.

Each time the hyperlink is selected, a new

Supervisor Consultation pop-up page launches.

Hyperlink is available to create a new Supervisor

Consultation pop-up page, regardless if the

Progress Update Page is "open" (not approved) or

"closed" and frozen (approved or not approved).

However, the associated FSFN Case must be open.

Hyperlink is available to create a new Supervisor

Consultation pop-up page for users with the

applicable Security Profile through Search, to

provide flexibility across Units.


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Approval Launches the Approval History pop-up page.

Hyperlink; only displays after the Progress Update


The Progress Update Page is submitted by the user

to their supervisor or an alternate supervisor using

existing approval functionality; once approved by

the supervisor, the Progress Update Page is

disabled (closed and frozen).

Please refer to the Background Processing for

specific details regarding the Approval

functionality related to the Progress Update

template functionality.

Progress Update Launches the Progress Update template.

Hyperlink; only displays after the Progress Update


Hyperlink displays if Progress Update Page is in

Edit or View Only mode.

Upon selecting, the Progress Update template

launches pre-filled with the most current saved data

captured on the Progress Update Page.

Please refer to the Background Processing for

additional details regarding the Approval

functionality related to the Progress Update

template functionality.


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Buttons Refresh Refreshes the Progress Update Page with data from

'external' pages such as Education and other

applicable fields, as identified within the Business

Rules for this field.

Upon clicking the button, the system generates a

validation message asking if the user wants to

continue with the refresh. If yes and updates were

made to external pages, the system updates the

appropriate data from the associated applicable

pages.

Pages included are:

-Maintain Case

-Person Management

-Education

It does not refresh data from the selected FFA-

Ongoing OR Progress Update Pages Therefore, if

an FFA - Ongoing or Progress Update is selected to

pre-fill from, upon creating the current Progress

Update, and a subsequent change was made to that

selected FFA - Ongoing or Progress Update, the

current Progress Update will dynamically refresh

and pull in the updated information. Additionally,

if ratings for the Caregivers' Protective Capacities

or the Child(ren)'s Needs have changed, the

appropriate tabs and Group Boxes are updated.

Refresh button is only enabled while the FFA-

Ongoing is “open-not approved"; once approved,

the FFA-Ongoing is frozen, the Refresh button is

disabled.

Save Standard Save processing

Close Standard Close processing


• Upon clicking the Approval hyperlink, the system will run the edits to confirm that the

required fields have been documented.


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• Upon satisfying all edits, the system will launch the Approval History page to initiate the

Approval process.

o Upon clicking Continue on the Approval History page, the system will display a

message stating “The Progress Update template must be launched directly prior to

approving the Progress Update. Please review the Progress Update template”

(shown below):

o Upon clicking Close, the system will launch the Progress Update template.

o Upon closing the template, the user will be returned to the Progress Update page.

o If the user makes an edit to the Progress Update page prior to clicking Save, the

approval selection will be wiped out/ made null. Therefore, the user must initiate

the approval process steps again.

o If the user does not make an edit to the Progress Update page, upon clicking Save,

the system will complete the approval process.

o When a user performing the approval process has an approval level of 2 or higher,

the system will disable and gray out the page upon successfully saving the

approval.

• The Progress update page includes a field labeled “Household Name” in the Case

Information group box which is required upon save. This includes a validation message

and would apply to all pre-existing pages. If FFA- Ongoing or Progress Update is

approved and frozen, this field would be disabled and grayed out.

• Changes implemented to the Supervisor Consultation page related to Rapid Safety

Feedback require an additional edit to be enforced upon attempting to approve the

Progress Update page.

• Once a Progress Update is created and saved, it does not dynamically update if

subsequent changes are made to the Case Plan Worksheet from which it pre-filled the

Outcomes.


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• Upon clicking Close, if the user had not previously saved the page, the system will

generate the following validation message:

o “Do you wish to continue closing without saving the page?” <Yes><No> If yes,

the user will be returned to the desktop and any information documented without

saving will be lost. If no, the user will be returned to the Progress Update page.

• Upon clicking the “Refresh” button, the system will display the following validation

message:

o Selecting refresh will refresh the entire Progress Update page, do you wish to

continue? <Yes><No> If yes, the page will be refreshed, and all most up-to-date

information will be pulled in, where applicable. This includes the Priority Needs

group box on the Protective Capacity Analysis and Family Change Strategy tab. If

no, the user will be returned to the Progress Update page and the refresh will not

be processed.

• Upon clicking Save, if a change to a child’s age was made, the system will generate the

following validation message:

o “A change has been made to a child’s age or Child Needs or Protective Capacities.

Please refresh the page to update the applicable sections before saving. <Close>”

o Upon clicking the Approval hyperlink within the Actions panel, if the

Immediate Child Safety Action Required radio button selection is “Yes” on a

Supervisor Consultation page AND there was not a subsequent Supervisor

Consultation page documented where the Immediate Child Safety Action

Follow-Up check box is selected, then the system must generate the following

validation message: “A Rapid Safety Feedback Supervisor Consultation has

been documented for this Progress Update and there is not a subsequent

Immediate Child Safety Action Follow-Up Consultation documented. Please

ensure the necessary Supervisor Consultation has been completed before you

can submit this Progress Update for Approval. <Close>”

o Because you can have multiple Supervisor Consultations where the Immediate

Action Required is Yes, subsequent is determined by comparing the

Consultation Date and Time of the current Supervisor Consultation being

documented to the Consultation Date and Time of the last (most recent)

Supervisor Consultation where the Immediate Child Safety Action Required

radio button selection was Yes. The current Consultation Date and Time must

be greater than the Consultation Date and Time of the last (most recent)

Supervisor Consultation where the Immediate Child Safety Action Required

radio button selection was Yes.

o If the Progress Update has already been approved when the Supervisor

Consultation page is created, this edit becomes moot and will not be enforced.

The user will can document the Rapid Safety Feedback and Immediate Child

Safety Action Follow-Up Supervisor Consultations and the related automated

message will be generated still.


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• The existing Supervisor Consultation Task Due when a Follow-Up is documented

will also be satisfied by the creation of a Supervisor Consultation page where the

Immediate Child Safety Action Follow-Up check box is selected.


• Upon clicking Save if any required fields are not documented the following validation

message will be displayed:

o “Please enter data in the required fields [field name].” <OK>

2.3.5 Security

• Please 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.

• Please refer to the Case Planning Functional Specification Document, which outlines the

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

Case Plan Worksheet and Judicial Review Worksheet pages.

• Please note that all Security Resources, Security Profiles, and Security User Groups

identified below are the same for FFA - Ongoing, which can be found in the FFA -

Ongoing Functional Specification Document.

• The Security Resources to Create, Read and Update for the Progress Update are

associated to a Security Profile labeled “FSDMM Progress Update”

• The Security Resource, Read, for the Progress Update is associated to a Security Profile

labeled “FSDMM Progress Update – View.”


Topic Paper of 101

2.4 Tab – Participants


The Participants tab for the new Progress Update page displays the participants within

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

Caregiving Role group boxes based on whether an FFA – Ongoing or Progress Update

was selected upon creating the Progress Update. In addition, the user can choose to add

or remove participants if needed.

The participants will populate the Children and Parent/Legal Guardian(s)/Other Adult

Household Members in Caregiving Role group boxes directly from the Participants tab

of the selected FFA – Ongoing or Progress Update.

If the participant should no longer be included in the Progress Update, the user can

select the “Remove” hyperlink beside the applicable participant name. If the user

wishes to add additional participants to the Progress Update, they can select the Insert

button within the Children or Parent/Legal Guardian(s)/Other Adult Household

Members in Caregiving Role group boxes, whichever is applicable, and select the

applicable participant(s). Selecting the “Insert” button in either of these group boxes

launches the current Participant Select pop-up page with no changes to current

functionality. Current functionality is such that the Participant Select pop-up page

displays all FSFN Case Participants (active) which are not already included. Please

note the specific background processing identified within the table below, regarding

which participants will display in the pop-up page based on which Insert button is

selected.


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Finally, if there are persons playing a key role in the life of the family who are

considered part of the “Family Support Network,” these persons can be added to the

Maintain Case page on the Professional/ Family Support Network Contacts tab and

then included within the Family Support Network group box on the Progress Update

page. This allows the user to identify people that are not FSFN Case Participants and

potentially are not FSFN Persons but play a key role in the family’s life and are

important to include.


Label Description:

Tab Participants Captures the participants involved in the Progress

Update Page and groups them based on their role

within the Progress Update Page.

Tab Label

Defaults to Participant tab when Progress Update Page

is created or launched.

Group Box

Household

Composition

Captures the various participants including Children;

Parent/Legal Guardian(s)/Other Adult Household

Members in Caregiving Role; and Family Support

Network that are involved in the Progress Update

Page.

Group Box Label

Children Captures the children case participants that are part of

the household and involved in the Progress Update

Page.

Group Box Label

This group box contains a repeating table with the

name, Date of Birth, and age of child FSFN Case

Participants that are part of the household and involved

in the Progress Update Page.


selected, the system pre-fills with the children case

participants included in the associated FFA-Ongoing

OR Progress Update from the FFA-Ongoing

page/Participants tab/ Children Group Box OR the

Progress Update page/Participants/Family Change

Strategy tab/ Children Group Box.

There must be at least one child listed to save the



Topic Paper of 101

Fields # Displays number of Children involved in the Progress

Update page.

Text display: plain black text.

Automatically goes in numerical order 1, 2, ....

Participant Name Displays the names of children involved in Progress

Update page.

Text Display. Format: Last Name and Suffix, First

Name, Middle Name. Display: plain black text.

System derived from Person Management page for the

identified FSFN Case Participant.

Participants display in alphabetical order by Last Name

and Suffix, then First Name, then Middle Name.

Date of Birth Displays child's Date of Birth.

Date Display (MM/DD/YYYY). Display: plain black

text.


identified FSFN Case Participant

Age Displays child's age.

Numeric Display (##). Display: plain black text.

System derived using the Date of Birth from Person

Management page for the identified FSFN Case

Participant.

If Date of Birth is not documented, but an Estimated

Age exists, displays the documented Estimated Age.

If Date of Birth exists, age is calculated based on

current date.

Hyperlink Action Action removes the participant row.

Hyperlink; enabled.

Upon clicking the hyperlink, the system generates a

validation message asking if they wish to continue

with removing the selected participant. If yes, the row

is removed the group box. Upon successfully saving

the Progress Update page, after having removed the

row from the group box, the row is removed from the

database.


Topic Paper of 101

Button Insert Allows the user to insert additional FSFN Case

Participants under the age of 18.

Upon clicking the button, the system launches the

Participant Select pop-up (Case Participant) page and

lists all active FSFN Case Participants under the age of

18, which are not already included in the Children

Group Box.

Each participant displays with an associated check box

for multi-selection.

Group Box Family Support

Network

Captures the Family Support Network participants who

are not FSFN Case Participants but are involved in the


Group Box Label


name and role of Family Support Network Participants

that are involved in the Progress Update page.

Using the FFA-Ongoing or Progress Update page

selected, the system pre-fills with the participants

included in the associated FFA-Ongoing OR Progress

Update from the FFA-Ongoing page/Participants tab/

Family Support Network Group Box OR the Progress

Update page/Participants/Family Change Strategy tab/

Family Support Network Group Box.

Fields Participant Name Displays the names of Family Support Network

participants involved in Progress Update page.


System derived from Name field on the

Professions/Family Support Network Contacts tab/

Family Support Network Contacts Group Box on the

associated Maintain Case page.

Participants display in alphabetical order, based on

how the Name field was entered.


Topic Paper of 101

Role Displays the role of Family Support Network

participant.


System derived from the Role field on the

Professions/Family Support Network Contacts tab/

Family Support Network Contacts Group Box on the

associated Maintain Case page.


Hyperlink; enabled.







database.

Button Insert Allows the user to insert additional Family Support

Network Participants.


Participant Select pop-up (Family Support Network)

page and lists all participants in the Professions/Family

Support Network Contacts tab/ Family Support

Network Contacts Group Box on the associated

Maintain Case page, not already included in the Family

Support Network Group Box.




Topic Paper of 101

Group Box Parent/Legal

Guardian(s) / Other

Adult Household

Members in

Caregiving Role

Captures the case participants who are in a caregiving

role and involved in the Progress Update page.

Group Box Label.


name, Date of Birth, and age of FSFN Case

Participants who are in a caregiving role and involved

in the Progress Update page.

Using the FFA-Ongoing or Progress Update page

selected, the system pre-fills with the adult case

participants included in the associated FFA-Ongoing

OR Progress Update from the FFA-Ongoing

page/Participants tab/ Parent/Legal Guardian(s) / Other

Adult Household Members in Caregiving Role Group

Box OR the Progress Update page/Participants/Family

Change Strategy tab/ Parent/Legal Guardian(s) / Other

Adult Household Members in Caregiving Role Group

Box.

There must be at least one adult listed to save the


Fields Participant Name Displays the names of case participants in a caregiving

role involved in Progress Update page.

Text Display. Format: Last Name and Suffix, First

Name, Middle Name. Display: plain black text.



Participants display in alphabetical order by Last Name

and Suffix, then First Name, then Middle Name.

Date of Birth Displays caregiver's Date of Birth.

Date Display (MM/DD/YYYY). Display: plain black

text.




Topic Paper of 101

Age Displays caregiver's age.

Numeric Display (##). Display: plain black text.

System derived using the Date of Birth from Person

Management page for the identified FSFN Case

Participant.

If Date of Birth is not documented, but Estimated Age

exists, displays the documented Estimated Age.

If Date of Birth exists, age is calculated based on the

current date.


Hyperlink; enabled.







database.

Button Insert Allows the user to insert additional FSFN Case

Participants in a caregiving role.


Participant Select pop-up page (Case Participant) and

lists the active FSFN Case Participants, regardless of

age, who are not already included in the Children or

Parent/Legal Guardian(s) / Other Adult Household

Members in Caregiving Role Group Boxes.



Refresh Upon clicking the button, the system generates a

validation message asking if the user wants to continue

with the refresh.




Topic Paper of 101


• 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 Progress Update page,

the Progress Update page will automatically be refreshed and the Participant(s)

Name(s) will be displayed within the following sections, if applicable:

o Child Functioning, Adult Functioning and/ or Parenting on the Family

Assessment Areas tab

o Protective Capacities on the Protective Capacity Analysis tab

o Child Needs on the Child Needs tab

o Safety Summary and Planning tab

▪ Note: If the inserted participant has information captured on the

associated FFA – Ongoing page or Progress Update page, the

applicable information will automatically pre-fill and be displayed in

the applicable fields as defined within the table above.

▪ Note: With respect to the Safety Summary and Planning tab, if a

Participant is added who meets the criteria of a child that is Out-of-

Home or In-Home, the applicable section will automatically display if

not already captured based on the participants, which were already

included on the Progress Update page.

• 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:

▪ Child Functioning, Adult Functioning and/ or Parenting on the Family

Assessment Areas tab

▪ Protective Capacities on the Protective Capacity Analysis tab

▪ Child Needs on the Child Needs tab

▪ Safety Summary and Planning tab

• Note that with respect to the Safety Summary and Planning

tab, if a Participant is removed who met the criteria of a child

that is Out-of-Home or In-Home, the applicable section will no

longer be displayed if no other participants who are included

on the Progress Update page meet the criteria.

• Only once the Progress Update 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 Progress Update 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 Progress Update page and the participant

will not be removed.


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• 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.


• Upon initially saving the Progress Update page, if duplicate persons have been included

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

Caregiving Role group boxes, the following validation message will be displayed:

o “Duplicate persons cannot be identified within 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>

• There must be at least one child listed to save the Progress Update page. There does not

need to be at least one adult listed to save the Progress Update page.

2.4.5 Security

N/A


Topic Paper of 101

2.5 Page - Participant Selection Pop-up (Case Participant)


The Participant Selection pop-up (Case Participant) page displays the active case participants

within the FSFN Case. It is launched from the Progress Update page on the Participants tab

when selecting the Insert Buttons in the Children or Parent/ Legal Guardian(s)/ Other Adult

Household Members in Caregiving Role Group Boxes. If launched from the Children Group

Box, the system displays all active FSFN Case Participants under the age of 18 that are not

already included in the Children Group Box. If launched from the Parent/ Legal Guardian(s)/

Other Adult Household Members in Caregiving Role Group Box, the system displays all

active FSFN Case participants, regardless of age, not already included in either the Children

or Parent/ Legal Guardian(s)/ Other Adult Household Members in Caregiving Role Group

Boxes. Each participant listed has a check box. The user can select one or more check boxes,

and these participants are added to the appropriate group box after selecting the Continue

button and returning to the Progress Update page.


Label Description:


Topic Paper of 101

Household

Composition

Participant Select

pop-up (Case

Participant)

The Participant Select pop-up (Case Participant) page is

used to select Case Participants involved in the Progress

Update page.

Pop Up Children Contains a list of Case Participants for the FSFN Case.

Select Check box for specific Case Participant.

Participant Name Displays names of Case Participants for the FSFN Case.

Date of Birth Displays Date of Birth of Case Participant.

Pop Up Parent/Legal

Guardian(s)/Other

Adult Household

Members In

Caregiving Role

Contains a list of Case Participants for the FSFN Case

Select Check box for specific Case Participant.

Participant Name Displays names of Case Participants for the FSFN Case.

Date of Birth Displays Date of Birth of Case Participant.

Button Continue User returns to the Progress Update page after selecting

one or more FSFN Case Participants.

Close Closes page without creating a new row within the

applicable group box.


N/A


N/A

2.5.5 Security

N/A


Topic Paper of 101

2.6 Page - Participant Selection Pop-up (Family Support Network)


The Participant Selection pop-up (Family Support Network) page displays the persons in the

Family Support Network Contacts Group Box from the Maintain Case page/ Professional/

Family Support Network Contacts tab not already included in Family Support Network Group

Box. It is launched from the Progress Update page on the Participants tab when selecting the

Insert Button in the Family Support Network Group Box. Each participant listed has a check

box. The user can select one or more check boxes and these participants are added to the

group box after selecting the Continue button and returning to the Progress Update page.


Label Description:

Group Box Household

Composition

Group Box Family Support

Network

Contains a list of Family Support Network Participants for

the FSFN Case.


Topic Paper of 101

Fields Select Check box for specific Family Support Network Participant.

Participant Name Displays name of Family Support Network Participant for

the FSFN Case.

Role Displays the role of the Family Support Network Participant.

Buttons Continue User returns to the Progress Update page after selecting one

or more Family Support Network Participants.

Close Closes page without creating a new row within the

applicable group box.


N/A


N/A

2.6.5 Security

N/A


Topic Paper of 101

2.7 Tab - Family Assessment Areas


Topic Paper of 101


The Family Assessment Areas tab provides the user with the ability to document information

regarding the extent of maltreatment and circumstances surrounding the maltreatment, as well

as Child Functioning, Adult Functioning and Parenting. In addition, the users are provided

with hyperlinks to easily and quickly access participant’s Person Management records and

children’s Medical/Mental Health (if applicable and security exists) and Education records.

Hover definitions are limited to 300 characters. The definition in its entirety can be found in

the associated help page for this module.


Label Description:

Group Box Family Assessment Areas Captures the extent of the Maltreatment

and surrounding circumstances from the

associated Investigation (if applicable) as

well as additional Ongoing Information.

Tab Label

Fields What is the extent of maltreatment?

What surrounding circumstances

accompany the alleged maltreatment,

precipitating events, history?

Displays the extent of maltreatment and

surrounding circumstances that resulted

in the Department's involvement.

Alphanumeric Text Box; 32,000

characters.

Disabled; not user modifiable

System pre-fills from the corresponding

field from the selected FFA-Ongoing or


Additional Ongoing Information Captures additional ongoing information.


characters.

Enabled; not required; user modifiable

System pre-fills from the corresponding

field from the selected FFA-Ongoing or



Topic Paper of 101

Group Box Child Functioning Contains the Child Functioning domain

summary for each child and provides

access to each child's Person

Management page, Medical/Mental

Health page (if applicable) and

Education page (if applicable). Allows

32,000 characters.

Group Box Label

This group box pre-fills with all children

identified in the Participants tab/

Children Group Box.

Children display in alphabetical order by

Last Name Suffix, First Name Middle

Name.

The Child Functioning domain narratives

no longer pre-fill from the FFA -

Ongoing over to the Progress Update

Fields How does the child function on a

daily basis?

Captures the domain summary for each

child displayed. Allows 32,000

characters.


characters.

Enabled; required; user modifiable


Topic Paper of 101

Child Name/ Person ID Hyperlink launches the Person

Management page associated to the case

participant.

Format: Last Name, First Name Middle

Name (Person Number).

System derives from the Person


participant.

Upon selecting, the Person Management

page launches for the Case Participant

associated to the Progress Update page.

If user has appropriate security and

Progress Update page is accessed via the

Desktop, Case Book page (accessed via

desktop) or Person Book page (accessed

via desktop), the Person Management

page displays in Edit mode; otherwise,

View Only mode.

DOB/Age Displays case participant's Date of Birth

and Age.

Display Text; Format: DOB:

MM/DD/YYYY; Age: ##. Display:

plain black text.

System derives using the Date of Birth

from Person Management page for the

identified Case Participant.

If Date of Birth is not documented but

Estimated Age exists, displays the

documented Estimated Age.

If Date of Birth exists, calculates based

on current date.


Topic Paper of 101

Medical/Mental Health Hyperlink launches the Medical/Mental

Health page associated to the case

participant.

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.

Please refer to Section 3.2.7.3 for

additional details regarding the Medical/

Mental Health hyperlink. Please refer to

the Background Processing, Section

3.2.7.3 for additional details regarding

when the Medical/ Mental Health

hyperlink displays and how it is

launched, edit or view mode.

Education Hyperlink launches the Education page

associated to the case participant.

Hyperlink only displays if the participant

has an Education Record page. Upon

selecting the hyperlink, the Education







via desktop), the Education page displays

in Edit mode; otherwise, View Only

mode.

Current School Displays child's current school.

Display Text. Display: plain black text.

Label and Text only displays if the

participant has an associated Education

page in the associated FSFN Case.

System derives from the associated

Education page for the identified Case

Participant.


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Group Box Adult Functioning Contains the Adult Functioning domain

summary for each caregiver and provides

access to each caregiver's Person

Management page.

Group Box Label

This group box pre-fills with all

caregivers identified in the Participants

tab/ Parent/Legal Guardian(s)/Other

Adult Household Members in

Caregiving Role Group Box.

Caregivers display in alphabetical order

by Last Name Suffix, First Name Middle

Name.

The Adult Functioning domain

narratives no longer pre-fills from the

FFA - Ongoing over to the Progress

Update.

Fields How does the adult function on a

daily basis?

Captures the adult functioning domain

summary for each identified caregiver.

Alphanumeric Text Box; 3, 200

characters.



Topic Paper of 101

Caregiver Name/ Person ID Hyperlink launches the Person


participant.


Name (Person Number)

System derives from the Person


participant.










View Only mode.

Group Box Parenting Contains the Parenting domain summary

for each caregiver and provides access to

each caregiver's Person Management

page.

Group Box Label

This group box pre-fills with all

caregivers identified in the Participants

tab/ Parent/Legal Guardian(s)/Other

Adult Household Members in


Caregivers display in alphabetical order

by Last Name Suffix, First Name Middle

Name.

The Parenting Functioning domain

narratives no longer pre-fills from the

FFA - Ongoing over to the Progress

Update.


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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?

Captures the provider domain summary

for each identified caregiver.


characters.


Parenting Caregiver Name/ Person ID Hyperlink launches the Person


participant.


Name (Person Number).

System derived from the Person


participant.










View Only mode.

Buttons Refresh Upon clicking the button, the system

generates a validation message asking if

the user wants to continue with the

refresh.

Refresh button is only enabled while the

FFA Ongoing is “open-not approved”;

once approved, the FFA-Ongoing is

frozen, the Refresh button is disabled.




• If a child doesn’t have an existing Medical/Mental Health record within that particular

FSFN Case the Medical/Mental Health hyperlink will not be displayed


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• If a child doesn’t have an existing Education record, the Education hyperlink will not be

displayed

o The current school field only fills if the child has a school on their education

record page with a start date and no end date.

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

following manner if the Progress Update 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 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.

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

following manner if the Progress Update 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 as plain black text instead.

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

Health hyperlink will be displayed as plain black text instead.

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 View mode.


N/A

2.7.5 Security

N/A


Topic Paper of 101

2.8 Tab - Reason(s) for Ongoing Involvement


The Reason(s) for Ongoing Involvement tab provides the user with the ability to take all the

information they have gathered and documented thus far regarding the nature of maltreatment,

child functioning, adult functioning and parenting and identify the potential danger threats,

including an overall danger statement. Although the Reasons for Ongoing Involvement are pre-

filled from an existing FFA - Ongoing or Progress Update, they will still be user modifiable.

Hover definitions are limited to 300 characters. The definition in its entirety can be found in the

associated help page for this module.


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Label Description:

Group Box Reason(s) for Ongoing Involvement Captures the danger threats and

whether they exist or not based on

the assessment of the family.

Group Box Label

Upon creation of the Progress

Update page, each Danger Threat

Yes/No radio button pre-fill from the

corresponding Danger Threat on the

selected FFA-Ongoing or Progress

Update page.

Fields Parent’s/Legal Guardian’s or Caregiver’s

intentional and willful act caused serious

physical injury to the child, or the

parent/legal guardian or caregiver intended

to seriously injure the child.

Indicates if Danger Threat is yes or

no.

Radio Button (Yes/No)

Enabled; required; the selection of

one is required.

See pre-selected default rules in

footnote #2.

Child has a serious illness or injury

(indicative of child abuse) that is

unexplained, or the Parent’s/Legal

Guardian’s or Caregiver’s explanations are

inconsistent with the illness or injury.


no.



one is required.


footnote #2.

The child’s physical living conditions are

hazardous and a child has already been

seriously injured or will likely be seriously

injured. The living conditions seriously

endanger the child’s physical health.


no.



one is required.


footnote #2.


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There are reports of serious harm and the

child’s whereabouts cannot be determined

and/or there is a reason to believe that the

family is about to flee to avoid agency

intervention and/or the family refuses

access to the child to assess for serious

harm.


no.



one is required.


footnote #2.

Parent/Legal Guardian or Caregiver is not

meeting the child’s essential medical needs

AND the child has already been seriously

harmed or will likely be serious harmed.


no.



one is required.


footnote #2.

Child shows serious emotional symptoms

requiring intervention and/or lacks

behavioral control and/or exhibits self-

destructive behavior that the Parent/Legal

Guardian or Caregiver are unwilling or

unable to manage to keep the child safe.


no.



one is required.


footnote #2.

Parent/Legal Guardian or Caregiver is

violent, impulsive, cannot or will not

control behavior or is acting dangerously in

ways that have seriously harmed the child

or will likely seriously harm to the child.


no.



one is required.


footnote #2.


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Parent/Legal Guardian or Caregiver is not

meeting child’s basic and essential needs

for food, clothing, and/or supervision AND

the child is/has already been seriously

harmed or will likely be seriously harmed.


no.



one is required.


footnote #2.

Parent/Legal Guardian or Caregiver is

threatening to seriously harm the child

and/or parent/legal guardian or caregiver is

fearful he/she will seriously harm the child.


no.



one is required.


footnote #2.

Parent/Legal Guardian or Caregiver views

child and/or acts toward the child in

extremely negative ways AND parent/legal

guardian or caregiver behavior is indicative

of the child being seriously harmed

emotionally and/or the child has been

seriously harmed or will likely be seriously

harmed.


no.



one is required.


footnote #2.

Other Indicates if "Other" Danger Threat is

yes or no.



one is required.

If Yes is selected, associated text

box is enabled and required.


Topic Paper of 101

Other. Explain Captures information if "Other"

Danger Threat is present.


characters.

If the "Other" radio button is pre-

selected to Yes (See Footnote #2),

the text box pre-fills from the

corresponding text box. If not, the

text box is null.

When "Other" is Yes, enabled;

required, user entered

If No, disabled; not user modifiable.

Group Box Danger Statement Contains the overall evaluation and

assessment of the danger threats.

Group Box Label

Field Danger Statement Text Box Captures the danger statement of

overall evaluation and assessment of

the danger threats collectively,

which is developed in collaboration

with the family.


characters.


System pre-fills from the

corresponding field from the

selected FFA-Ongoing or Progress

Update page.


N/A


N/A

2.8.5 Security

N/A


Topic Paper of 101

2.9 Tab - Child Needs


The Child Needs tab provides the user with the ability to identify a rating for each of the child

needs and then specify for each of the needs, which were rated either C or D, if they should be

included in the Case Plan. The indication as to whether each need rated C or D should be

included in the Case Plan or not is based on whether the parent is meeting the need or needs

support or assistance to meet the need. For those needs that the user identifies “Yes” to

Include in Case Plan, the system will automatically include those needs in the Case Plan.

Furthermore, the user can document the actions the parent is taking in order satisfy the C and

D needs as having been met.




Topic Paper of 101


Label Description:

Group Box Child Needs Captures the Child Needs for all children,

displaying each child in a vertical column, running

horizontally.

Group Box Label

This group box pre-fills with all children identified

in the Participants tab/ Children Group Box.

There is a column for each child.

Child Participant

Name/DOB

Name and Date of Birth column for each child.

Text Display; format: Last Name, First Name,

Middle Name

(MM/DD/YYYY); display: black text; bold.

System derives from the Person Management page


If Date of Birth is not documented, only name

displays.

A column displays all children identified in the

Participants tab/ Children Group Box.

Children display in alphabetical order by Last

Name Suffix, First Name Middle Name in the

column heading running horizontally.

If needed, a horizontal scroll bar is available.

Each sub column, within each participant name

column, captures an A, B, C and D radio button for

each Needs row which are enabled, and user

selected; a selection for each Need row is required.

Needs Listing of Child Needs Types

Column Header; Display: black text; bold

Upon creation of the Progress Update page, Child

Needs Rating radio button (A/B/C/D) pre-fills from

the corresponding Child Needs Rating on the

selected FFA-Ongoing or Progress Update page.


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Emotional/ Trauma Indicates rating for each child's Need Type-

Emotional/ Trauma.

Radio Button (A/B/C/D)

Enabled; required; user selected; the selection of

one is required.

See pre-selected default rules in footnote #4.

Behavioral (e.g. risk-taking

behavior, runaway, etc)

Indicates rating for each child's Need Type-

Behavioral.



one is required


Development Indicates rating for each child's Need Type-

Development.



one is required.


Education Indicates rating for each child's Need Type-

Education.



one is required.


Physical Health/ Disability Indicates rating for each child's Need Type-

Physical Health/ Disability.



one is required.



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Family Relationships Indicates rating for each child's Need Type- Family

Relationships.



one is required.


Peer/ Adult Relationships Indicates rating for each child's Need Type- Peer/

Adult Relationships.



one is required.


Cultural Identity Indicates rating for each child's Need Type-

Cultural Identity.



one is required.


Substance Awareness Indicates rating for each child's Need Type-

Substance Awareness.



one is required.


Life Skills Development Indicates rating for each child's Need Type- Life

Skills Development.



one is required.



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Group Box Priority Need(s) Contains the priority needs being met by the

parents based on the identified child needs

responses.

Group Box Label

This group box pre-fills with all children for whom

Child Needs (group box above) is addressed AND

at least one Need Type is identified with a C or D

response.

Please note that if a change is made to the Child

Need which results in a change to what is captured

in the Child Needs group box, the user must click

the Refresh button to refresh the page which pulls

in the most up-to-date information and refreshes

the page accordingly.

Assess all needs with a C

or D rating to determine

the parent’s ability to

independently meet the

needs of the child.

If the parent is meeting the

need, describe their

actions. If the parent needs

support or assistance to

meet the needs of the child,

the child will be addressed

in the Case Plan.

Informational text for Priority Need(s) Group Box.

Text Display; Display: black text, italic

Always displayed.

Child Participant Name Pre-fills child name that has ratings C & D from

Child Needs.

Group Box Label; format: Last Name, First Name

Middle Name



A group box displays (repeats) for all children for

which Child Needs (group box above) is addressed

AND at least one Need Type is identified with a C

or D response.

Children group boxes display in alphabetical order

by Last Name Suffix, First Name Middle Name.


Topic Paper of 101

Child's group

box

Need Type Column displays the priority need types for the

child.

Text Display; display: plain black text; column

heading bold

The Need Type list pre-fills with child's Need

Types (group box above) that is identified with a C

or D response. Displays all D's and then all C's.

Please note that if a change is made to the Child

Needs (group box above) which results in a change

to what is captured in the Child Needs group box,

the user must click the Refresh button to refresh the

page which pulls in the most up-to-date

information and refreshes the page accordingly.

Participant's

group box

Rating Column displays the Rating for Need Types that

are a priority for the child.

Text Display; display: plain black text; column

heading bold

The Rating pre-fills with corresponding rating for

child's Need Type (group box above). Displays all

D and then all C ratings for each child within their

respective group box.

Participant's

group box

Include in Case Plan? Indicates if the need should be included in the Case

Plan, which is based on whether the parent is

meeting the need. If Yes is selected the Need will

automatically pre-fill the Case Plan Worksheet.

Radio Button (Yes/No); display: column heading;

bold black text

Enabled; required; user selected; not defaulted; the

selection of one is required

If the Progress Update page is selected when a new

Case Plan Worksheet page is created, if any

"Include in Case Plan?" is Yes, the Child Need pre-

fills on the Case Plan Worksheet page.


Topic Paper of 101

Priority

Need(s)

If the parent is meeting the

need, describe their

actions. If the parent needs

support or assistance to

meet the needs of the child,

the need will be addressed

in the Case Plan.

Captures the details regarding needs that are being

met by the parents, as well as those for which they

need assistance. Alphanumeric Text Box; 32,000


System pre-fills from the corresponding field from

the selected FFA-Ongoing or Progress Update

page.

Buttons Refresh Upon clicking the button, the system generates a


continue with the refresh.

Refresh button is only enabled while the FFA –

Ongoing is “open-not approved”; once approved,

the FFA-Ongoing is frozen, the Refresh button is

disabled.




• Upon clicking Save, if a change to Child Needs was made, the system will generate the

following validation message:


Please refresh the page to update the applicable sections before saving. <Close>”

• Upon selecting the page level “Refresh” button, if a change to the Child Needs was made,

resulting in a change to the Priority Need(s) group box, the system will refresh the

Priority Need(s) group box accordingly. Therefore, if a C changed to D or D to C, and

Yes or No was selected to “Include in Case Plan?”, the selection will be pulled out due to

the change in rating and the user must re-select the applicable Yes or No response.


• If a change is made to the Child Needs or Protective Capacities, upon attempting to save,

the system forces the user to refresh the page and displays a validation prompt indicating

that either the child needs, or protective capacities have been updated or therefore they

must refresh to save. Once the user closes the validation prompt they will click the refresh

button, page will refresh to ensure the Child Needs are consistent with the associated

Priority Needs group boxes and save is enabled.

2.9.5 Security

N/A


Topic Paper of 101

2.10 Tab - Protective Capacity Analysis and Family Change Strategy


Topic Paper of 101


The Protective Capacity Analysis and Family Change Strategy tab provides the user the ability

to analyze the protective capacities for the participants in a caregiving role. The Progress

Update was created and pre-filled from the FFA – Ongoing or Progress Update; therefore, the

user will can analyze the previously identified protective capacities and, based on their

assessment of the family and make the necessary updates. Once the protective capacities have

been identified, those that have been rated a C or D are classified as priority needs and the

user can identify which will be included in the Case Plan.

In addition to the protective capacities of the participants in a caregiving role, the user can

document the goal of the family which is developed in collaboration with the family, the

collective ideas of everyone involved as to how the family can achieve the identified goal and

identify any potential barriers that may interfere with achieving the identified goal.

Finally, the user can identify, for those participants with priority needs, their motivation for

change.


Topic Paper of 101




Label Description:

Group Box Protective Capacities Contains the Protective Capacities for all persons

in a caregiving role, displaying each person in a

vertical column, running horizontally.

Group Box Label

This group box pre-fills with all caregivers

identified in the Participants tab/ Parent/Legal

Guardian(s)/Other Adult Household Members in


There is a column for each caregiver.


Topic Paper of 101

Fields Participant Name/ DOB Name and Date of Birth column for each

participant in a caregiving role.

Text Display

Format: Last Name, First Name, Middle Name

(MM/DD/YYYY)

Display: black text; bold

System derived from the Person Management

page associated to the case participant.

If Date of Birth is not documented, only name

displays.

A column displays all caregivers identified in the

Participants tab/ Parent/Legal Guardian(s)/Other

Adult Household Members in Caregiving Role

Group Box.

Caregivers display in alphabetical order by Last

Name Suffix, First Name Middle Name in the

column heading running horizontally.

If needed, a horizontal scroll bar is available.

Each sub column, within each participant name

column, captures an A, B, C and D radio button

for each Protective Capacity row which are

enabled, and user selected; a selection for each

Protective Capacity row is required.

Behavioral Protective Capacity - Behavioral Category

Column Header


Upon creation of the Progress Update page,

Behavioral Protective Capacities Rating radio

button (A/B/C/D) pre-fills from the corresponding

Protective Capacity on the selected FFA-Ongoing

or Progress Update page.


Topic Paper of 101

Controls Impulses Indicates rating for each caregiver's Protective

Capacity - Behavioral Category - Controls

Impulses



one is required.


Takes Action Indicates rating for each caregiver's Protective

Capacity - Behavioral Category - Takes Action



one is required.


Sets aside own needs for

child

Indicates rating for each caregiver's Protective

Capacity - Behavioral Category - Sets aside own

needs for child



one is required.


Demonstrates adequate

skills


Capacity - Behavioral Category - Demonstrates

adequate skills



one is required.


Adaptive as a Parent/Legal

Guardian

Protective Capacity

Display: Plain black text

Displays an associated Yes, No and Unknown

radio button for which the selection of 1 is

required.


Topic Paper of 101

History of Protecting Indicates rating for EACH caregiver's Protective

Capacity - Behavioral Category - History of

Protecting

Cognitive Protective Capacity - Cognitive Category

Column Header



Cognitive Protective Capacities Rating radio




Is self-aware Indicates rating for each caregiver's Protective

Capacity - Cognitive Category -Is self-aware



one is required


Is intellectually able Indicates rating for each caregiver's Protective

Capacity - Cognitive Category - Is intellectually

able



one is required


Recognizes threats Indicates rating for each caregiver's Protective

Capacity - Cognitive Category -Recognizes threats



one is required



Topic Paper of 101

Recognizes child's needs Indicates rating for each caregiver's Protective

Capacity - Cognitive Category -Recognizes child's

needs



one is required


Understands protective role Indicates rating for each caregiver's Protective

Capacity - Cognitive Category -Understands

protective role



one is required


Plans and articulates plans

for protection


Capacity - Cognitive Category - Plans and

articulates plans for protection



one is required


Emotional Protective Capacity - Emotional Category

Column Header



Emotional Protective Capacities Rating radio





Topic Paper of 101

Meets own emotional

needs


Capacity - Emotional Category - Meets own

emotional needs



one is required


Is resilient Indicates rating for each caregiver's Protective

Capacity - Emotional Category - Is resilient



one is required


Is tolerant Indicates rating for each caregiver's Protective

Capacity - Emotional Category - Is tolerant



one is required


Is stable Indicates rating for each caregiver's Protective

Capacity - Emotional Category -Is stable



one is required


Expresses love, empathy,

sensitivity to the child


Capacity - Emotional Category - Expresses love,

empathy, sensitivity to the child



one is required



Topic Paper of 101

Is positively attached with

child


Capacity - Emotional Category - Is positively

attached with child



one is required


Is aligned and supports the

child


Capacity - Emotional Category - Is aligned and

supports the child



one is required


Group Box Priority Needs Contains the priority needs based on the protective

capacity responses for each caregiver.

Group Box Label

This group box pre-fills with all persons for

whom Protective Capacities (group box above) is

addressed AND at least one Protective Capacity is

identified with a C or D response.

Please note that if a change is made to the

Protective Capacities which results in a change to

what is captured in the Priority Needs group box,

the user must click the Refresh button in order to

refresh the page which pulls in the most up-to-

date information and refreshes the page

accordingly.

Fields Assess all diminished

protective capacities to

determine the priority

needs to be included in the

Case Plan.

Informational text for Priority Needs Group Box.

Text Display

Display: black text, italic

Always displayed.


Topic Paper of 101

Group Box Participant Name Contains the priority needs for the caregiver.

Group Box Label

Format: Last Name, First Name Middle Name



A group box displays (repeats) for all caregivers

for which Protective Capacities (group box above)

is addressed AND at least one Protective Capacity

is identified with a C or D response.

Caregivers group boxes display in alphabetical

order by Last Name Suffix, First Name Middle

Name.

Protective Capacities Column displays the Protective Capacities that are

a priority for the caregiver.

Text Display

Display: plain black text; column heading bold

The Protective Capacities list pre-fills with

caregiver's Protective Capacities (group box

above) that is identified with a C or D response.

Displays all D's and then all C's.


Protective Capacities (group box above) which

results in a change to what is captured in the

Priority Needs group box, the user must click the

Refresh button to refresh the page which pulls in

the most up-to-date information and refreshes the

page accordingly.


Topic Paper of 101

Rating Column displays the Rating for Protective

Capacities that are a priority for the caregiver.

Text Display


The Rating pre-fills with corresponding rating for

caregiver's Protective Capacities (group box

above). Displays all D and then all C ratings for

each caregiver within their respective group box.

Include in Case Plan? Indicates if the need should be included in the

Case Plan or not.


Display: column heading; bold black text

Enabled; required; user selected; not defaulted;

the selection of one is required

If No is selected, the "If a diminished protective

capacity will not be addressed in the Case Plan,

describe the assessment process to reach this

conclusion.” text box is enabled and required.

Controls Impulses Indicates rating for each caregiver's Protective

Capacity - Emotional Category – Controls

Impulses

History of Protecting Indicates rating for each caregiver's Protective

Capacity - Emotional Category – History of

Protecting

Understands protective role Indicates rating for each caregiver's Protective

Capacity - Emotional Category – Understands

protective role

Plans and articulates plans

for protection


Capacity - Emotional Category – Plans and

articulates plans for protection

Meets own emotional

needs


Capacity - Emotional Category – Meets own

emotional needs

Takes Action Indicates rating for each caregiver's Protective

Capacity - Emotional Category – Takes Action


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Sets aside own needs for

child


Capacity - Emotional Category – Sets aside own

needs for child

Is stable Indicates rating for each caregiver's Protective

Capacity - Emotional Category – Is stable

Field If a diminished protective

capacity will not be

addressed in the Case Plan,

describe the assessment

process to reach this

conclusion.

Captures the details regarding any protective

capacities which were a C or D but were identified

as "not" being included in the Case Plan.

Alphanumeric Text Box; 32,000 characters.



page.

If ANY one "Included in Case Plan?" When

"Other" is No, enabled; required, user entered

If Yes, disabled; not user modifiable

Group Box Family Change Strategy Captures the Family Goal, Ideas on how to meet

goal(s) and Potential Barriers that may exist

Group Box Label

Fields 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

collaboration with the

family.)

Captures the Family Goal which is developed in

collaboration with the family.

Alphanumeric Text Box; 32,000 characters




page.

Ideas: Describe ideas

parent/legal guardian,

worker, child or other

network members have for

moving toward the Family

Goal.

Captures the collective ideas for moving toward

the Family Goal.





page.


Topic Paper of 101

Potential Barriers: Describe

things that could get in the

way of change from the

family’s perspective and/or

the family team’s

perspective.

Captures the potential barriers toward achieving

the family goal.




page.

Group Box Motivation for Change Captures the motivation for change for each of the

persons in a caregiving role.

Group Box Label

This group box pre-fills with all persons for





Protective Capacities which will result in a change

to what is captured in the Priority Needs group

box, the user must click the Refresh button to

refresh the page which pulls in the most up-to-

date information and refreshes the page

accordingly.

Fields For each person who must

take action in this area,

show his/her motivation for

change

Informational text for Motivation for Change

Group Box

Text Display

Display: black text, italic

Always displayed


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Participant Name Captures the participant names.

Text Display

Format: Last Name, First Name, Middle Name


The participants list pre-fills with all persons for






Caregivers display in alphabetical order by Last

Name Suffix, First Name Middle Name


Protective Capacities (group box above) which

results in a change to what is captured in the

Priority Needs group box, the user must click the

Refresh button to refresh the page which pulls in

the most up-to-date information and refreshes the

page accordingly.

Pre-Contemplations Radio Button; Indicates the motivation level for

change for the caregiver.

Radio Button



Upon creation of the Progress Update page, the

motivation for change radio button pre-fills from

the corresponding radio button on the selected

FFA-Ongoing or Progress Update page.


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Contemplation Radio Button; Indicates the motivation level for


Radio Button







Preparation Radio Button; Indicates the motivation level for


Radio Button







Action Radio Button; Indicates the motivation level for


Radio Button








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Maintenance Radio Button; Indicates the motivation level for


Radio Button







Relapse Radio Button; Indicates the motivation level for


Radio Button







Buttons Refresh Upon clicking the button, the system generates a


continue with the refresh.

Refresh button in only enabled with the FFA-

Ongoing is frozen, the Refresh button is disabled.




• Upon clicking Save, if a change to the Protective Capacities was made, the system will

generate the following validation message:


Please refresh the page in order to update the applicable sections before saving.

<Close>”

• Upon selecting the page level “Refresh” button, if a change to the Protective Capacities

was made, resulting in a change to the Priority Needs group box, the system will refresh

the Priority Needs group box accordingly. Therefore, if a C changed to D, or D to C, and


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Yes or No was selected to “Include in Case Plan?”, the selection is nullified due to the

change in rating and the user must re-select the applicable Yes or No response.

• Upon selecting the page level “Refresh” button, if a change to the Protective Capacities

was made, resulting in a change to the Motivation for Change group box, the system will

refresh the Motivation for Change group box accordingly. Therefore, if a C changed to A,

or D to B, or vice versa, and the participant is therefore no longer included in the

Motivation for Change group box or is now included in the Motivation for Change group

box, the user will have to identify and select the applicable radio button.


N/A

2.10.5 Security

N/A


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2.11 Tab - Safety Summary and Planning Page


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2.11.1 Navigation and Overview

The Safety Summary and Planning tab consists of the In-Home Safety Analysis and Planning

group box, as well as the Current Safety Plan Assessment for Sufficiency group box. The In-

Home Safety Analysis and Planning group box assists the user in evaluating the home

environment of the parent/caregiver, regardless of whether the child is in an In-Home or Out-

of-Home Placement. This tool also aids in determining if a child who is in an In-Home

Placement should remain in the home or be removed; or, if it is a viable option for a child

currently in an Out-of-Home Placement to be returned to the home.

The Current Safety Plan Assessment for Sufficiency group box assists the user in determining

if an existing Safety Plan is sufficient, it if is not sufficient and requires changes, or if a Safety

Plan is no longer needed. It also allows the user to document the assessment process that was

used in making the Safety Plan Assessment for Sufficiency determination.




Label Description:

Tab Safety Summary and Planning Captures the In-Home Safety Analysis of

children included in the Progress Report,

regardless of whether the children are in

an In-Home-Placement or Out-of-Home

Placement. It also allows users to

document whether or not the current

Safety Plan is sufficient, not sufficient, or

no longer needed.

Tab Label

Group Box In-Home Safety Analysis and

Planning

Captures the In-Home Safety Analysis for

children included in the Progress Update

who are in an In-Home or Out-of-Home

Placement.

Group Box Label

The Parent/Legal Guardians are

willing for an In-Home Safety Plan

to be developed and implemented

and have demonstrated that they

will cooperate with all identified

safety service providers.

Safety analysis statement.


Enabled; required; user selected; not

defaulted; the selection of one is required.


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The home environment is calm

and consistent enough for an In-

Home Safety Plan to be

implemented and for safety service

providers to be in the home safely.





Safety services are available at a

sufficient level and to the degree

necessary in order to manage the

way in which impending danger is

manifested in the home.





An In-Home Safety Plan and the

use of In-Home safety services can

sufficiently manage impending

danger without the results of

scheduled professional

evaluations.





The Parent/Legal Guardians have a

physical location in which to

implement an In-Home Safety

Plan.





If “Yes” to all IN-HOME

SAFETY ANALYSIS AND

PLANNING above (see page

image for full text).

A Safety Plan must be

implemented, monitored and

actively managed by the Agency.

Informational text for group box.

Display: bold and plain black text

Only display if Yes is selected to ALL the

In-Home Safety Analysis questions above.

In-Home Safety Plan is

determined. Summarize the

conditions that have changed since

last safety analysis to support

reunification with an In-Home

Safety Plan.

Captures a summary of the conditions that

have changed.

Alphanumeric text box; allows up to

32,000 characters

If Yes is selected to ALL the In-Home

Safety Analysis questions above, enabled,

required, user entered; otherwise,

disabled.


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If “No” to any of the criteria for

IN-HOME SAFETY ANALYSIS

AND PLANNING above – Out-of-

Home Safety Plan is the only

protective intervention possible for

one or more children (whether

family designated arrangement or

removal/placement).

Informational text for group box.

If No is selected for ANY of the In-Home

Safety Analysis questions above, enabled,

required, user entered; otherwise,

disabled.

Summarize reason for Out of

Home Safety Plan or

Removal/Placement (if

applicable), and Conditions for

Return. Conditions for return

should indicate what must change

for an In-Home Safety Plan to be

executed which would allow a

child to return home with the use

of in-home safety services to

manage the way in which

impending danger is manifested in

the home, while treatment and

safety management services are

implemented.

Captures a summary of the conditions for

return. Alphanumeric text box; allows up

to 32,000 characters; enabled if No is

selected for ANY of the above In-Home

Safety Analysis questions.

Group Box Current Safety Plan Assessment

for Sufficiency

Captures the safety plan assessment for

sufficiency, for children included in the

Progress Update, who are in an In-Home

or Out-of-Home Placement.

Group Box Label. Selection of 1 of the 3

radio buttons is required.

Most Recent Safety Plan Hyperlink launches the most recent Safety

Plan page within the associated FSFN

Case.

Hyperlink only displays if there is an

existing Safety Plan page in the associated

FSFN Case.

Upon selecting, the most recent, based on

completed date, Safety Plan page launches

for the FSFN Case associated to the


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Progress Update page. Please note that the

most recent Safety Plan may be at the

family or child level, which doesn't make

a difference when displaying the most

recent.

The Progress Update- Safety Summary

and Planning tab will no longer display

the Most Recent Safety Plan hyperlink on

all FFA - Ongoing pages whether existing

or new.

If the Safety Plan page is not completed,

and the user has appropriate security and

the Progress Update page is accessed via

the Desktop, Case Book page (accessed

via desktop), or Person Book page

(accessed via desktop), the Safety Plan


displays in View Only mode.

Safety plan is sufficient, no need

for changes to the plan at this time

Indicates if the Safety Plan is sufficient.

Radio Button

Enabled; user-selected; not defaulted; one

of the three Safety Plan radio buttons must

be selected (required).

Safety plan is not sufficient, not

controlling for child safety or no

longer applicable; change in safety

plan is needed.

Indicates if the Safety Plan is not

sufficient.

Radio Button

Enabled; user selected; not defaulted; one



Safety plan is no longer needed. Indicates if the Safety Plan is no longer

needed.

Radio Button

Enabled; user selected; not defaulted; one



Based on the determination

selected above, describe the

assessment process to reach this

Captures the assessment process to

conclude and selection above.



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conclusion. 32,000 characters.

Buttons Refresh Upon clicking the button, the system

generates a validation message asking if

the user wants to continue with the

refresh.




N/A


N/A

2.11.5 Security

N/A


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2.12 Tab - Outcomes Evaluation Page

2.12.1.1 Navigation and Overview

The Outcomes Evaluation tab assists the user in evaluating the outcomes as listed on the Case

Plan Worksheet. The outcomes are pre-filled from the selected Case Plan Worksheet,

allowing the user to evaluate each outcome and can be update with the most current

information documented in the associated Case Plan Worksheet by clicking the refresh button

on the Progress Update. The Outcomes Evaluation tab will also refresh to reflect the current

Outcomes captured on the associated Case Plan Worksheet upon clicking the Refresh button.


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This provides the user with the ability to continue utilizing a Case Plan Worksheet to evaluate

the Outcomes over time while working with their families.




Label Description:

Group Box Outcome Evaluation Captures the evaluation of outcomes

identified for the family.

Group Label Box

If a Case Plan Worksheet was not

selected, the system displays a message

in the group box - "A Case Plan

Worksheet containing outcomes was not

selected when this Progress Update was

created. There are no outcomes for

evaluation.

If a Case Plan Worksheet with outcomes

listed on the Outcomes tab, the group box

pre-fills with the repeating table that

contains the outcomes details as listed in

the selected Case Plan Worksheet page-

Outcomes tab.

There is a radio button for each outcome

listed. The outcome details appear for the

specific outcome when the radio button is

selected

Only one radio button can be selected at

one time.

Default: first outcome

Button Radio Button Radio button for each outcome.

A radio button will display for each

outcome listed that pre-filled from the

selected Case Plan Worksheet page -

Outcome tab.


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The first listed outcome's radio button

will be the default when tab is displayed.

The Outcome details will change

depending on the radio button selected.

Fields Outcome Displays the Outcome identified for the

family from the selected Case Plan

Worksheet. Allows 1,000 characters

Text box-alphanumeric; grayed out and

not user modifiable.

Upon creation of Progress Update page,

text box is pre-filled from Outcome field

on the selected Case Plan Worksheet

page - Outcomes tab.

Upon clicking the Refresh button on the

Progress Update, the Progress Update

will automatically update the Outcome

Evaluation tab with the most current

information documented on the

associated Case Plan Worksheet that was

selected upon creating the Progress

Update.

If there were modifications to the existing

Outcomes and/ or Tasks, the updates will

be reflected on the Progress Update.

Therefore, if an Outcome or Task has

been removed, it will no longer display

following Refresh on the Progress

Update.

If new Outcomes and/ or Tasks were

added, they will be reflected on the

Progress Update.

If no change was made to an Outcome

and/ or Task, it will remain current on the

Progress Update.


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This change does not apply to any pre-

existing Progress Update pages. For

example, upon implementation if there is

an existing, Pending Progress Update and

the user clicks the Refresh button, the

Progress Update will not update to reflect

any changes in Outcomes from the

associated Case Plan Worksheet.

If "Additional outcome, as defined." is

selected display "Additional outcome:

<text from associated text box>".

Button Select Captures the Outcome Evaluation. The

information regarding the Outcome,

applies to the following Participants and

the display of the participant information,

without the associated checkbox

displaying, will be reflected as is

captured, plain black text, on the Case

Plan Worksheet.

Applies to the following

Participants

Displays the participants to which the

outcome applies.


the system generates the text string with

the participants selected for the outcome

from the selected Case Plan Worksheet

page - Outcomes tab.

Display in alphabetical order by Last

Name and Suffix, then First Name, then

Middle Name. Each name is separated

with a semi-colon.

Outcome Achievement Displays what constitutes the

achievement of the identified outcome.


1,000 characters; grayed out and not user

modifiable.


the text box is pre-filled from Outcome

Achievement field on the selected Case


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Plan Worksheet page - Outcomes tab.

Est. Cost to Parent(s) (if

applicable)

Displays the estimated cost to parent(s)

Monetary field ($#####.##); grayed out

and not user modifiable


text box is pre-filled from Est. Cost field

on the selected Case Plan Worksheet

page -Outcomes tab.

Who Displays who is responsible for

completing the identified task.


the system pre-fills from the

corresponding field for each action/task

from the Case Plan Worksheet page -

Outcomes tab.

Display action/task in alphabetical order

by Who (Last Name and Suffix, then

First Name, then Middle). The list of

action/task will change depending on the

selected Outcome radio button.

Actions/Tasks Displays the action/task that must be

accomplished/ completed by the

participant/family support network

person/case manager.





Outcomes tab.

Upon clicking the Refresh button on the

Progress Update, the Progress Update

will automatically update the Outcome

Evaluation tab with the most current

information documented on the

associated Case Plan Worksheet that was

selected upon creating the Progress

Update.


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If there were modifications to the existing

Outcomes and/ or Tasks, the updates will

be reflected on the Progress Update.

Therefore, if an Outcome or Task has

been removed, it will no longer display

following Refresh on the Progress

Update.

If new Outcomes and/ or Tasks were

added, they will be reflected on the

Progress Update.

If no change was made to an Outcome

and/ or Task, it will remain current on the

Progress Update.

This change does not apply to any pre-

existing Progress Update pages. For

example, upon implementation if there is

an existing, Pending Progress Update and

the user clicks the Refresh button, the

Progress Update will not update to reflect

any changes in Outcomes from the

associated Case Plan Worksheet.

Estimated Completion

Date

Displays the estimated date the task will

be completed.

Display Date (MM/DD/YYYY)





Outcomes tab.

Task Completed Displays if task is complete.





Outcomes tab. If the Task Completed

check box is checked, display "Yes";


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otherwise, "No.”

Responsible Party for

Cost

Displays who the responsible party is for

the cost of the service, if applicable.





Outcomes tab.

Location of Delivery of

Services

Displays the location where the service,

associated with the task identified, is

going to be delivered.





Outcomes tab.

Date of Referral Displays the date the identified person

was referred for the service associated

with the identified task.

Display Date (MM/DD/YYYY)





Outcomes tab.

Service Referral Request

Needed?

Displays whether a service referral

request was needed or not in association

with the identified task.





Outcomes tab.

Frequency of Service Displays the frequency by which the

service needs to occur.






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Outcomes tab.

Provider Displays the Provider the Case Manager

has identified for potentially providing

the service needed in association with the

identified task.





Outcomes tab.

Service Category Displays the Service Category under

which the service falls, which the Case

Manager has identified in association

with the task.





Outcomes tab.

Service Sub-Category Displays the Service Sub-Category under

which the service falls, that the Case

Manager has identified in association

with the task.





Outcomes tab.

Group Box Overall Outcome

Progress

Captures information on overall outcome

progress.

Group Box Label

The information is for the specific

outcome will change depending on the

radio button selected.

Excellent Indication of the overall outcome

progress; Radio Button

User selected and the selection of 1 is

required per overall Outcome.

Adequate Indication of the overall outcome


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Not Adequate Indication of the overall outcome




No Progress Indication of the overall outcome




Not Evaluated Indication of the overall outcome




Explanation of Progress

Assessment or why it was

not evaluated

Users enter explanation of progress

toward outcome or why it was not

evaluated. Allows up to 3,200 characters.

Group Box Changes in case plan

goals, outcomes, actions

and/or supports

Captures information on case plan goal

changes.

Group Box Label

The selection is for all outcomes overall,

not for a specific outcome and does not

change based on the selection.

Radio Buttons Indicates if there are changes in case plan

goals.

Radio Buttons -3

Values:

-No changes needed

-Changes in case plan needed

-Case closure recommended

Enabled; required; default: null

Group Box Barriers To Achieving

Desired Case Plan

Outcomes

Captures information on barriers to

achieving desired case plan outcomes.

Group Box Label


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The selection is for all outcomes overall,

not for a specific outcome and does not

change based on the selection.

Field Barriers To Achieving

Desired Case Plan

Outcomes

Users enter explanation of barriers to

achieving desired case plan outcomes.

Text box-alphanumeric; 32,000

characters.



• Once a Progress Update is created and saved, it does not dynamically update if

subsequent changes are made to the Case Plan Worksheet from which it pre-filled the

Outcomes.


N/A

2.12.5 Security

N/A


Topic Paper of 101

3 Inventories

3.1 CRUD Matrix

Window (JSP)

Path/URL

Security Resource Security Resource

Description

New/Existing?

/SM06e_ProgressUpdate CREATE CREATE New

/SM06e_ProgressUpdate EDIT Edit New

/SM06e_ProgressUpdate VIEW View New

/SM06e_ProgressUpdate UPDATE Update New

/SM06e_ProgressUpdate INSERT Insert New

3.2 Reference Data

None

3.3 Automated Messages

Notification to the selected worker, their supervisor and the Parent Unit – Supervisor that an

Immediate Child Safety Action Follow-Up Consultation is needed when created from an FFA –

Ongoing or Progress Update

• Subject: Rapid Safety Feedback – Immediate Child Safety Action Follow-Up Required <Case

ID>

• Automated Message Text: Case ID < > has been flagged as Rapid Safety Feedback. An

Immediate Child Safety Action Follow-Up is required before the FFA – Ongoing or Progress

Update can be approved for closure. Please review the identified Case and FFA – Ongoing or

Progress Update and document when the Immediate Child Safety Action Follow-Up

Consultation has occurred.

• Automated Message Description: The automated message is sent to the selected Worker, their

Supervisor and the Parent Unit - Supervisor once the Supervisor Consultation page has been

successfully saved. This automated message only applies and is sent when the Rapid Safety

Feedback check box has been selected and the Immediate Child Safety Action Required is

identified as Yes, at which point the user is required to search and select the appropriate

worker.

3.4 Checklists

None

3.5 Tasks Due

3.5.1.1 <Progress Update Follow-Up Supervisor Consultation Due>

Category: Progress Update Supervisor Consultation


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Type: Follow-Up Consultation Required

Summary Description: Task Due displayed indicating that a follow-up consultation is required

Creation Date: Created once a Follow-Up Consultation Date is entered and saved on the

Supervisor Consultation page and displays on the most recent, active Primary Worker assigned

to the FSFN Case

Due Date: Date entered in the Follow-Up Consultation Required date field

Deletion: Once a subsequent Supervisor Consultation page is documented for the applicable

Progress Update page regardless of the Type of Consultation <OR> once the Progress Update

receives final approval and becomes frozen <OR> once the FSFN Case is approved for closure,

if not deleted prior based on the applicable action.

Launches the following page: Progress Update page

The Task Due displays as follows in plain black text instead of a hyperlink:

Progress Update Follow-Up Supervisor Consultation Due Task Due Date

Investigation ID/ Case ID Case Name Profile Name

3.6 Notifications

None

3.7 Text Templates

3.7.1.1 Progress Update Template

3.8 Reports

Reports for all functional areas are noted in the Reports specification document.

3.9 Triggers

None

3.10 Batch Programs

None

3.11 Interface and Web Services

None

3.12 Approvals

Standard approval processing applies to the Progress Update


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4 Requirements Covered In This Paper

REQ Number Requirement Description

REQT1.36 The system must provide the fields necessary to document the Progress Update within the application as defined

within the "Progress Update - Final" document, as well as the business rules associated with each field.

Please note that during design sessions, as well as subsequent design review sessions, the design changed, and the

resulting agreed upon design is reflected within this functional specification document.

SM06g: Progress Update - University of South...

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