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Florida Safe Families Network Progress Update User Guide July 13, 2018 Prepared for State of Florida Department of Children and Families

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Page 1: Florida Safe Families Network - Florida's Center for Child ...centerforchildwelfare.fmhi.usf.edu/kb/FSFN/ProgressUpdateUG.pdfAssessment Area, Child Needs 07/31/2015 CR 580 Rapid Safety

Florida Safe Families Network

Progress Update

User Guide July 13, 2018

Prepared for

State of Florida Department of Children and Families

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Change History

Release#

Date

CR # or

Incident # Change Description Author(s) Section Modified

07/30/2013 Transformation Initial submission FSFN

Enhancement

Team

Initial Submission

08/07/2013 QA FSFN

Enhancement

Team

Each

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 Overview, Completing a Progress Update; Family Assessment Area, Child Needs

07/31/2015 CR 580 Rapid Safety Feedback FSFN Enhancement Team

Supervisor Consultation sections

08/02/2015 Peer Review Rapid Safety Feedback FSFN Enhancement Team

Supervisor Consultation sections

9/22/2016 CR600 Updated per CR600 Nancy Weglinski

To Complete the Safety Summary and Planning Tab Section

9/23/2016 CR600 Peer Review Regina Richardson

Safety Summary and Planning Tab

10/8/2016 CR600 CR600.01a b, c, f, h updates implemented, plus client review changes. Formatting check/spell check also applied.

Krista Vollack-Bubp

Safety Summary and Planning Tab; client review comments /format/ spelling updates updated throughout document

10/12/2016 CR600 Peer Review Kortney Rudd

10/21/2016 CR 600 Updates to incorporate Kortney Rudd

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Release#

Date

CR # or

Incident # Change Description Author(s) Section Modified

DCF feedback

10/24/2016 CR600 Peer Review Kathleen Watson

11/03/2016 CR579 Revisions per 579.11 Regina Richardson

11/08/2016 CR579 Revisions per 579.11a Regina Richardson

11/16/2016 CR579 Revisions per 579.06 Jishil Johnson

11/18/2016 CR579 Update per DCF Review Leon White

11/30/2016 CR549 Revisions per 549.01 and 549.05

Kathleen Watson

12/01/2016 CR549 Peer Review Jishil Johnson

12/13/2016 CRAS1 CR579.03

Updates Per AS1 and 579.03

Jishil Johnson

12/13/2016 CRAS1 CR579.03

Peer Review Leon White

12/14/2016 DCF Review Updates Kathleen Watson

01/24/2017 Updated Screen Shots Kortney Rudd Entire Document

01/24/2017 CR641.08 Updates per CR641.08 Jishil Johnson Safety Summary and Planning Tab

01/30/2017 CR641.08 Peer Review Leon White Safety Summary and Planning Tab

04/12/2018 AMD 11 Updates per AMD 11 Nicole Balanoff Entire Document

04/29/2018 AMD 11 Peer Review Kortney Rudd Entire Document

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Table of Contents

About FSFN User Guide ................................................................................................. 5

The Intended Audience .............................................................................................................. 5

Prerequisite Knowledge ............................................................................................................. 5

Related Resources .................................................................................................................... 6

Progress Update Overview ............................................................................................. 7

About the Progress Update Module ........................................................................................... 7

Accessing an existing Progress Update ....................................................................... 9

About Accessing the Progress Update page .............................................................................. 9

Key Tasks .................................................................................................................................. 9

To access an existing Progress Update from the Case Book ..................................................... 9

To access an existing Progress Update from the Person Book .................................................10

To access an existing Progress Update from the Desktop ........................................................11

Creating a new Progress Update ................................................................................. 13

About Creating a new Progress Update ....................................................................................13

Key Tasks .................................................................................................................................13

To create a new Progress Update from the Case Book (Case Actions) ....................................13

To create a new Progress Update from the Case Book (Create Case Work) ............................17

To create a new Progress Update from the Desktop .................................................................20

Key Tasks .................................................................................................................................23

To review the Case Information – Header .................................................................................23

To complete the Participants tab ...............................................................................................23

To complete the Participant Selection pop-up ...........................................................................24

To complete the Family Assessment Areas tab .........................................................................26

To complete the Reason(s) for Ongoing Involvement tab ..........................................................28

To complete the Child Needs tab ..............................................................................................29

To complete the Protective Capacity Analysis and Family Change Strategy tab .......................31

To complete the Safety Summary and Planning tab ..................................................................34

To complete the Outcomes Evaluation tab ................................................................................37

Actions and Text group box ......................................................................................... 39

About the Actions and Text group box ......................................................................................39

Key Tasks .................................................................................................................................39

To access the Supervisor Consultation .....................................................................................39

To approve a Progress Update .................................................................................................40

To access a Progress Update template.....................................................................................41

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About FSFN User Guide

The Florida Safe Families Network (FSFN) User Guide helps you understand the steps to

complete your work in the FSFN system. This user guide does not cover every system feature

built into FSFN but describes the most commonly used functions to complete your day-to-day

work in the FSFN application. This user guide, when used with Online Help and the How Do I

Guides, helps you successfully use the FSFN system as a support tool in your important work

of safeguarding the safety, permanence, and well-being of children, families, and adults of

Florida.

The Intended Audience

This user guide serves a wide audience of FSFN end users who include:

• Child Case Managers

• Child Protective Investigators

• Child Case Supervisors

• Child Protective Investigator

Supervisors

Prerequisite Knowledge

This user guide was developed with specific prerequisite expectations. Before reading this

guide, please read the following information. If you need to refer to additional User Guides,

How Do I Guides, or other information, visit the DCF FSFN Website (http://fsfn.dcf.state.fl.us).

• You must have a working understanding of Florida Department of Children and Families

Policies and Practices as related to the use and operation of FSFN.

• You must have a working understanding of the basic FSFN navigation and functionality.

See the Multi-Topic Basics User Guide and How Do I Guide.

• If you are a supervisor, also see the Multi-Topic Supervisory User Guide and How Do I

Guide.

• Key tasks described in this guide start at the FSFN Desktop, Case Book, or Person

Book, unless otherwise noted. If you are unfamiliar with how to navigate to these three

pages, see the User Guides for Multi-Topic Basics, Case Book, and Person Book.

• The Search page referred to within this user guide is the Search page with four (4) tabs:

Person, Case, Provider/Organization, and Worker. This Search page is commonly

called the Utility Search or Navigational Search. It is accessed primarily from the

Desktop by clicking Search on the Banner or Utilities menu. Other type of searches may

be referred to as data retrieval searches. These searches use different search

functionality than the Utility Search. For example, the Person Search page provides a

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method to search for a person and retrieve person data that pre-fills into the page in

which you are working. The Person Search page should not be confused with the

Search page with the Person tab.

Related Resources

Visit the DCF FSFN Website (http://fsfn.dcf.state.fl.us) for online access to additional resources

to support FSFN system end users, including:

• FSFN Project Information

• Online Web-based Training (WBT)

• User Guides

• How Do I Guides (job aids)

• Topic Papers (System Functionality Design)

• Reference Data (Selection Values)

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Progress Update Overview

This User Guide describes the FSFN 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 in the FSFN system supports the new 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 Transformation 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

The Progress Update page assists users in their ongoing efforts in evaluating family strengths

and protective capacities, which continues the assessment completed during the FFA-Ongoing.

The Family Functioning Assessment assesses the family as a whole, and how each of the

family members interact with one another. It addresses and identifies the ability of the adults in

the case who are in a caregiving role and their ability to parent. It also assesses each adult’s

history, which can affect future outcomes.

About the Progress Update Module

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

Network (FSFN) that support the ongoing services process. The module has been created to

support business process changes resulting from the Child Protection Transformation 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, and the Supervisor

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Consultation Pop-Up page to document Supervisor Consultations, Rapid Safety

Feedback, and Immediate Child Safety Action Follow-Ups.

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

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

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 persons involved

with the family.

o This flexibility is unavailable to users with the current Family Assessment

page in FSFN.

Once the case transfers for ongoing case management, the Case Manager assumes the

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

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

Ongoing is complete, the Case Manager begins the progress evaluate process.

There is one Task Due associated with the Progress Update. The primary worker assigned to

the case receives a Task Due regarding a Follow-up Supervisor Consultation when a date for

the follow-up is entered on the Supervisor Consultation page. After the supervisor documents

the follow-up, the Task Due is removed from the primary worker’s desktop.

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Accessing an existing Progress Update

About Accessing the Progress Update page

A user can access an existing Progress Update page from the Case Book, from the Person Book, or from the Desktop. Key Tasks

To access an existing Progress Update from the Case Book

1. Access the Case Book.

2. From Work drop down, select Assessments and Planning.

3. In the Center group box, click Progress Update hyperlink.

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The Progress Update page displays.

If a Progress Update does not exist for the FSFN case, a Progress Update

hyperlink does not display.

4. Modify the Progress Update as needed.

5. Click Save.

To access an existing Progress Update from the Person Book

1. Access the Person Book.

2. From Work drop down, select Assessments and Planning.

3. In Center group box, click Progress Update hyperlink.

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The Progress Update page displays.

If a Progress Update does not exist for the FSFN case, a Progress Update

hyperlink does not display.

4. Modify the Progress Update as needed.

5. Click Save.

To access an existing Progress Update from the Desktop

1. Click the Case Folder icon for appropriate case.

2. Expand the Assessment and Planning icon.

3. Click the Progress Update hyperlink.

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The Progress Update page displays.

If a Progress Update does not exist for the FSFN case, a Progress Update

hyperlink does not display.

4. Modify the Progress Update as needed.

5. Click Save.

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Creating a new Progress Update

About Creating a new Progress Update

Before creating a new Progress Update page, an FFA-Ongoing or Progress Update must be

created. The FFA-Ongoing/Progress Update Select pop-up page allows the user to select the

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

On clicking Continue, FSFN launches the Case Plan Worksheet Select pop-up page that

displays any Case Plan Worksheet pages that have been created in association with the

selected FFA – Ongoing or Progress Update. If an FFA-Ongoing was selected, all Case Plan

Worksheets created from the FFA-Ongoing will display. If a Progress Update was selected,

only the specific Case Plan Worksheet used to create the Progress Update will display. The

Outcomes Evaluation tab on the newly created Progress Update pre-fills from the Case Plan

Worksheet, not from the previous Progress Update. 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. If there is no Case Plan Worksheet,

FSFN creates the Progress Update 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.

Key Tasks

To create a new Progress Update from the Case Book (Case Actions)

1. Access the Case Book page.

2. From Case Actions, click the Progress Update hyperlink.

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3. The FFA – Ongoing/ Progress Update Selection Pop-up page is displayed.

4. From the FFA-Ongoing/Progress Update Selection group box, select a radio button

for the FFA-Ongoing or Progress Update that is either “Pending” or “Approved.”

Note: The FFA – Ongoing/ Progress Update Selection pop-up page includes a column

labeled "Household Name" which displays 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.

5. Click Continue.

The Case Plan Worksheet Selection pop-up page displays.

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.

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.

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

Outcome Evaluation tab with the most current information documented on the

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associated Case Plan Worksheet that was selected upon creating the Progress

Update.

o 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.

o If new Outcomes and/ or Tasks were added, they will be reflected on the

Progress Update.

o If no change was made to an Outcome and/ or Task, it will remain current

on the Progress Update.

o This change applies to any pre-existing Progress Update pages. For

example, upon implementation there is an existing, Pending Progress

Update. If the user clicks the Refresh button the Progress Update will

utilize this new functionality and update accordingly.

6. Select the Case Plan Worksheet.

• If the selected Case Plan Worksheet does not contain Outcomes, the following

message is displayed:

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>

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o 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.

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

applicable, without creating a new Progress Update Page.

7. Click Continue.

8. The Progress Update page is displayed.

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To create a new Progress Update from the Case Book (Create Case Work)

1. Access the Case Book.

2. From the Case Book, click the Create Case Work hyperlink.

The Create Case Work page is displayed.

3. From the Assessment and Planning drop down, select Progress Update.

4. Click Create.

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The FFA-Ongoing/Progress Update Selection pop-up page displays.

5. From the FFA-Ongoing/Progress Update Selection group box, select a radio button

for the FFA-Ongoing or Progress Update that is either “Pending” or “Approved.”

6. Click Continue.

The Case Plan Worksheet Selection pop-up page displays.

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.

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.

7. Select the Case Plan Worksheet.

• If the selected Case Plan Worksheet does not contain Outcomes, the following

message is displayed:

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>

o 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.

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

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applicable, without creating a new Progress Update Page.

8. Click Continue.

The Progress Update page is displayed.

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To create a new Progress Update from the Desktop

1. On the FSFN Banner, click the Case Work icon.

OR

1. From the Create menu, click Case Work.

The Create Case Work page is displayed.

2. From the Assessment and Planning drop down, select Progress Update.

3. Select the case from the Cases list box.

4. Click Create.

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The FFA-Ongoing/Progress Update Selection pop-up page displays.

5. From the FFA-Ongoing/Progress Update Selection group box, select a radio button

for the FFA-Ongoing or Progress Update that is either “Pending” or “Approved.”

6. Click Continue.

The Case Plan Worksheet Selection pop-up page displays.

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.

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.

7. Select the Case Plan Worksheet.

• If the selected Case Plan Worksheet does not contain Outcomes, the following

message is displayed:

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>

o 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.

o If No, the user is returned to the Desktop or Case Book, whichever applicable, without creating a new Progress Update Page.

8. Click Continue.

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The Progress Update page is displayed.

The Progress Update page is created in association with and pre-fills 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 up to the point

at which the Progress Update is created and does not subsequently update if additional

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changes are made to the FFA-Ongoing or Progress Update from which it was originally pre-

filled. The Progress Update page includes a field labeled “Household Name” in the Case

Information group box which is required upon save. If the FFA- Ongoing or Progress Update is

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

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

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

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

The tab design supports the need for all users to have quick access to case and participant

specific information in FSFN. This document describes the functionality for each tab in detail.

The Supervisor Consultation page launches from the Progress Update page and can be

created as many times as needed. The Supervisor Consultation provides the ability for

Investigations and Cases to be identified as Rapid Safety Feedback. Furthermore, when a

Rapid Safety Feedback Review/Consultation is performed, there may be an immediate child

safety action that is required and Immediate Child Safety Action Follow-Up to be performed.

The Supervisor Consultation module provides the Practice Experts with the functionality to

identify Rapid Safety Feedback, as well as capture the details regarding the Immediate Child

Safety Action Follow-Up.

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. If

a Supervisor Consultation has been completed, then an additional edit is required to be

enforced upon attempting to approve the Progress Update page.

Key Tasks

To review the Case Information – Header

1. On the Progress Update page, review the pre-filled case information.

The following fields provide hyperlinks to other pages:

o Case Name launches the Maintain Case page.

o Created from FFA-Ongoing/Progress Update ID launches the associated FFA-Ongoing or Progress Update page.

o Case Plan Worksheet ID launches the Case Plan Worksheet page.

To complete the Participants tab

1. Click the Participants tab.

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2. In the Household Composition group box, delete or add participant as necessary:

• In the Children group box, either delete or add children (there must be at least one child participant in the Progress Update)

• In the Family Support Network group box, either delete or add family support participants

• In the Parent/Legal Guardian(s) / Other Adult Household Members in Caregiving Role group box, either delete or add other family participants (there must be at least one caregiver participant in the Progress Update)

To complete the Participant Selection pop-up

1. Click Insert in the Children group box.

The Participant pop-up page displays.

The pop-up displays all active FSFN case participants under the age of 18 who

are not already included in the Children group box display.

2. Select a participant, if needed.

3. Click Continue.

4. Click Insert in the Family Support Network group box.

The Participant pop-up page displays.

The pop-up displays all participants in the Professions/Family Support Network

Contacts tab/Family Support Network Contacts group box on the associated

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Maintain Case page, not already included in the Family Support Network group

box.

Family Support Network Contacts must be deleted from FFA – Ongoing,

Progress Update, Case Plan Worksheet, Judicial Review Worksheet and Young

Adult Case Plan Worksheet before users are able to delete the Family Support

Network Contacts from the Maintain Case page.

5. Select a participant, if needed.

6. Click Continue.

7. Click Insert in the Parent/Legal Guardian(s)/Other Adult Household Members in the

Caregiving Role group box.

The Participant pop-up page displays.

The pop-up displays all active FSFN case participants, regardless of age, not

already included in the Children or Parent/ Legal Guardian(s)/Other Adult

Household Members in Caregiving Role group boxes.

If the participant does not display in the Participant pop-up page, the user can

launch the Maintain Case page, add the needed participant, click Refresh on the

Progress Update page, and the participant displays in the appropriate group box.

The Refresh button refreshes the Progress Update page with data from the

Maintain Case, Person Management, and Education pages. Data from the

selected FFA-Ongoing or Progress Update page that pre-filled the Progress

Update will not update.

If a change to the child’s age, Child Needs, or Protective Capacities was made

and you click Save, FSFN generates a validation message reminding you to

Refresh the page to update the applicable sections before saving.

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To complete the Family Assessment Areas tab

1. Click the Family Assessment Areas tab.

2. The Family Assessment Areas group box pre-fills from the corresponding field on the

selected FFA-Ongoing or Progress Update page.

The Child Functioning, Adult Functioning and Parenting domain narratives will

NOT be pre-filled from the FFA - Investigation, FFA - Ongoing or Progress Update over

to the FFA - Ongoing.

The Child Functioning, Adult Functioning and Parenting domain narratives will

NOT be pre-filled from the FFA - Ongoing over to the Progress Update

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3. Use the Additional Ongoing Information text field to document any updated

information regarding the extent of maltreatment and surrounding circumstances, if

applicable.

The Child Functioning group box will not pre-fill from the corresponding field from the

selected FFA-Ongoing or Progress Update page.

4. In the Child Functioning group box, click the Child’s Name hyperlink.

The Person Management page associated with the child displays.

5. Click the Medical/Mental Health hyperlink.

The Medical/Mental Health page associated with the child displays.

The Medical/Mental Health hyperlink displays only if the participant has an

associated Medical/Mental Health page in the associated FSFN Case and the

user has the applicable security to view Medical/Mental Health pages.

If the user does not have security, Medical/Mental Health displays, but not as a

hyperlink.

6. Click the Education hyperlink.

The Education page associated with the case child displays.

The Education hyperlink does not display if the child does not have an existing

Education record in that particular FSFN Case.

7. In the How does the adult function on a daily basis? group box, click the Adult’s

Name hyperlink.

The Person Management page associated with the adult displays.

8. Review/modify the information in the How does the adult function on a daily basis?

text box.

The text box will not pre-fillfrom the corresponding field on the selected FFA-Ongoing or

Progress Update page.

9. In the Parenting group box, click the Parents/Legal Guardians Name hyperlink.

The Person Management page associated with the Parent/Legal Guardian displays.

10. Review/modify the information in the General – What are the overall, typical,

parenting practices used by the parents/legal guardians? text box.

The text box will not pre-fill from the corresponding field on the selected FFA-Ongoing

or Progress Update page.

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To complete the Reason(s) for Ongoing Involvement tab

Upon creation of the Progress Update page, each Danger Threat Yes or No radio button pre-

fills from the corresponding Danger Threat on the selected FFA-Ongoing or Progress Update

page, however, they are user modifiable.

The Danger Statement text box pre-fills from the existing FFA-Ongoing or Progress Update;

however, it is user modifiable.

1. Click the Reason(s) for Ongoing Involvement tab.

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To complete the Child Needs tab

The Child Needs tab captures the child’s needs, whether the parents/caregivers are meeting

the needs, and any additional relevant information to how well the needs are being met. The

user can decide if the ratings of C or D should be included in the Case Plan. The decision to

include the C or D ratings in the Case Plan is not based on whether the parents/caregivers are

meeting the need, nor needs support or assistance to meet the need. The ratings are:

• A = EXCELLENT - Child demonstrates exceptional ability in this area

• B = ACCEPTABLE - Child demonstrates average ability in this area

• C = SOME ATTENTION NEEDED - Child demonstrates some need for increased support in this area

• D = INTENSIVE SUPPORT NEEDED - Child demonstrates need for intensive support in this area.

1. Click the Child Needs tab.

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Upon creation of the Progress Update page, the Child Needs Rating radio

buttons (A/B/C/D) in the Child Needs group box pre-fill from the corresponding

Child Needs Rating on the selected FFA-Ongoing or Progress Update page.

The Priority Needs group box pre-fills with needs that have been identified with

a C or D response in the Child Needs group box.

Please note that if a change is made to ratings in the Child Needs group box,

and the rating change results in a change to the information displayed in the

Priority Needs group box (e.g., an A or B rating changed to a C or D rating, or

vice versa), the user must click the Refresh button to pull in the most up-to-date

information.

The Development Need only requires a rating when the child is under 6 years of

age and the Education Need only requires a rating when the child 6 years of age

or older.

Life Skills is only required for children over the age of 13.

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To complete the Protective Capacity Analysis and Family Change Strategy tab

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.

Upon creation of the Progress Update page, the Behavioral Protective Capacities Rating radio

buttons (A/B/C/D) in the Protective Capacities group box pre-fill from the corresponding

Protective Capacity on the selected FFA-Ongoing or Progress Update page.

1. Click the Protective Capacity Analysis and Family Change Strategy tab.

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Upon creation of the Progress Update page, the Protective Capacities rating

radio buttons (A/B/C/D) pre-fill based on the Protective Capacities identified for

the caregiver participants on the FFA-Ongoing or Progress Update page.

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The Priority Needs group box pre-fills with Protective Capacities that have been

identified with a C or D response in the Protective Capacities group box. The

user indicates a Yes or No response to decide if the ratings of C or D should be

included in the Case Plan.

Please note that if a change is made to ratings in the Protective Capacities

group box, and the rating change results in a change to the information displayed

in the Priority Needs group box (e.g., an A or B rating changed to a C or D rating,

or vice versa), the user must click the Refresh button to pull in the most up-to-

date information.

The Family Strategy group box contains the following text boxes to capture 1)

Family Goal, 2) Ideas on how to meet goal(s), and 3) Potential Barriers that

may exist to meeting the goal(s). These fields pre-fill from the corresponding field

from the selected FFA-Ongoing or Progress Update page.

The Motivation for Change group box indicates the motivation level for change

for each caregiver; the radio buttons pre-fill from the corresponding fields on the

selected FFA-Ongoing or Progress Update page.

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To complete the Safety Summary and Planning tab

The Safety Summary and Planning tab assists the user in the safety analysis of the

parent/caregiver’s home, whether children are in an In-Home or Out-of-Home placement. It

assists users in determining if a Safety Plan should be created, and assists users in analyzing

existing Safety Plans, enabling users to determine if the existing Safety Plan is sufficient, if

changes are needed to the Safety Plan, or if the Safety Plan is no longer needed.

For children in an In-Home placement, this safety analysis can be used to determine whether

children can stay in the home or be removed. For children in an Out-of-Home Placement, the

safety analysis can be used to determine if placement of children back into the home is a viable

solution or if continued Out-of-Home Placement is necessary.

1. Click the Safety Summary and Planning tab.

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2. In the In-Home Safety Analysis and Planning group box, click Yes or No for each

item.

3. Summarize your analysis in the appropriate text box, which is displayed based on

responses to the In-Home Safety Analysis and Planning questions:

• If Yes to all of the In-Home Safety Analysis and Planning questions, a Safety

Plan must be implemented (Please refer to the Safety Plan How Do I Guide).

For children in an Out-of-Home placement, enter a narrative describing the

safety analysis to support reunification with an In-Home Safety Plan.

• If No to any of the In-Home Safety Analysis and Planning questions, the Out-Of-

Home placement is applicable. Summarize reason for Out of Home Safety Plan

and conditions for return.

4. In the Current Safety Plan Assessment for Sufficiency group box, select the

appropriate statement of the three statements.

5. Enter narrative in the “Based on the determination selected above…” text box to

describe the assessment process used to make the selection.

6. Click Save to save the work.

7. Click Close to leave the work in progress.

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To complete the Outcomes Evaluation tab

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

Plan Worksheet. The outcomes pre-fill from the selected Case Plan Worksheet, allowing the

user to evaluate each outcome.

1. Click the Outcomes Evaluation tab.

2. Select or modify the Outcome in the Outcome Evaluation group box as necessary by

selecting the radio button associated with the individual outcome to update.

3. Update the Overall Outcome Progress by selecting the appropriate radio button:

Excellent; Adequate; Not Adequate; No Progress; and Not Evaluated.

4. Select the appropriate radio button in the Changes in case plan goals, outcomes,

actions and/or supports group box.

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Actions and Text group box

About the Actions and Text group box

The hyperlinks in the Actions and Text group box only display after the Progress Update page

is saved successfully for the first time. The Supervisor Consultation captures Supervisor

Consultations, in addition to allowing Practice Experts with functionality to identify Rapid Safety

Feedback and capture the details regarding the Immediate Child Safety Action Follow-Up. The

Supervisor Consultation functionality is available throughout the life of the Progress Update

page. The user submits the Progress Update page to their supervisor, or an alternate

supervisor, using existing approval functionality. If changes were made to the Supervisor

Consultation page related to Rapid Safety Feedback, additional edits are enforced upon

attempting to approve the Progress Update page. Once approved by the supervisor, the

Progress Update page is disabled (closed and frozen). The most recently captured data from

the Progress Update page displays on the Progress Update template.

Key Tasks

To access the Supervisor Consultation

1. In the Actions and Text group box, click the Supervisor Consultation hyperlink.

The Supervisor Consultation pop-up page displays.

2. Create a Supervisor Consultation for the Progress Update.

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To approve a Progress Update

1. In the Actions and Text group box, click the Approval hyperlink.

The Approval History pop-up page displays.

Standard approval functionality applies.

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To access a Progress Update template

1. In the Actions and Text group box, click the Progress Update hyperlink.

2. The Progress Update template displays the most current saved data captured on the

Progress Update Page.