Guidance for creating an electronic EISA...EISA in this box. 3. If a CIN plan is the assessment being used then write the name of the LP for the EISA in this box The reason we do this

Process of Creating an Electronic EISA

Important – before you start

The create function is only available to the EISA team. The

former EISA systems allowed any professional to create

children in the system. With the spelling of names being it

seems so arbitrary this meant that the same children were

being ‘created’ in the CASS system multiple times. There

should only be ONE record for a child. Before you press

create you must thoroughly check the EISA data base and

also the CASS database for any record of the child you want

to create. All our data pulls from CASS system. I always have

CASS open and use it constantly to check records before I

create children, relatives and professionals. Check by name

and then in a separate search check by birth date. If you

mistakenly create a child that you find already exists then the

RICS or IT are able to merge the two profiles.

Process

To begin –

1. If you have a paper/electronic copy of the EISA you will

need to have that with you for the personal details

2. If it is a de-escalation from CIN it is helpful to have it to

view but not essential as the personal details of the

children will pull through to the EISA

3. If it is a CSC recommendation to go to EISA then again

it is helpful to have it to view but not essential as the

personal details of the children will pull through from

CASS to the EISA system

To begin click on

2. – Leave in Pending till the end of EISA process

3.

Once you press person search you will be taken to a page where you can

enter the child’s details. I prefer to search by DOB as spelling of names

can be arbitrary and inaccurately recorded on either the CASS system or

the EISA form. If you can see your child on the list that comes up then

press . If the details are incorrect (eg. Address) this can be

fixed at a later date.

If you do not see the child you are looking for then go and home CASS

and do a proper search by birth date

If you are certain there is no previous record of the is child in the CASS

system then go back to the EISA system and press

You will be taken to a screen where you are required to enter the

personal details of the child:

Title – DO NOT USE – leave blank

Forename 1 – First Name

Forename 2 – I never use this – leave blank

Surname – Last name

Date of Birth – Click on the little calendar to the side

Create New Assessment

Status

Person Search

Create Child

Select

Expected Date of Birth – You only use this box for an unborn. If the child

is born you ignore this box

Unborn? If yes click the box

Gender : click the correct circle

Ethnicity – this information should be on your EISA paperwork. If you do

not know then choose ‘information not obtained’ – it’s one of the

options offered

Linguistic Origin – I never use this

NHS No – Ignore

Address

Before you click on enter the :

Telephone No

Start Date is always today’s date.

Then press on

Once you have pressed address search you will be taken to a screen with a

text box that will require the postal code. If you don’t have the postal code but

you do have the address then I use the Royal Mail postcode finder on the

internet.

You will be taken to a screen and you will need to put the postal code in

the empty box and press ‘Go’.

Press the ‘Select’ button next to the address you require

Address Search

Address Search

Once you select an address you will automatically been taken back to

the screen you just came from. If you have filled out all the boxes with a

red asterisk you may press in the top right hand corner.

Now click Apply Changes in the top right hand and then BACK

You will now see the details of the Child you just created below – click

on ‘Select’ next to their name. You will now be taken back to the home

screen.

4. Date Assessment Commenced , put

5. Assessment Type:

You have three choices for this:

CIN PLAN – Select this if the child is being de-escalated from Tier 4 to Tier 3

CSC – Select this if there has been an assessment done by the CAT team in the

last three months

EISA – Select this if a professional has use the EISA assessment form

** If you select the CSC or CIN options you will need to check if the LP requires

a copy of either so they can move forward with their first TAC meeting

After you have completed this page press in the top right hand

corner. The page will then open up and you will see more areas to input data

6A. Professional Involvement

IMPORTANT – the same rules apply for creating a Lead Professional – check

the CASS database for the LP first. Sometimes professional’s names will

appear with a ‘personal’ address and even birth date details also. This is

because for whatever reason that professional has had dealings with Children’s

Social Care on a personal level. Only select the professional if they have a

‘work address’ and no birth date information.

Create

Today’s Date

Create

Adding a Lead Professional

Click on

Click on

Fill out Search boxes. Use the formal version of the professional’s name. For

example if the name is Cath check if their full name is Catherine.

Once you have entered the name of the person click on

If nothing comes up you will need to create the Lead professional in the CASS

system.

If you see the professional you want below then press select.

Sometimes more than one option will appear. Always choose a ‘4 digit’ Person

Ref option over a ‘6 digit option’ as when professionals do the EISA training

and IT sets them up to access the system they usually use the 4 digit numbers.

Sometimes there will be a ‘4 digit’ number profile with no select button next to

it. On the right hand side of this click on the Edit button. Then follow the

process for adding an address:

Click on

Click on

To search for an address you need to have the postcode of the professionals

work address. Sometimes I use Royal Mail Postcode Finder or the internet to

confirm this.

Once you have the postal code then put it in the empty box offered and press

Press on the correct address.

Once you have selected the correct address the system will automatically

return you to the previous screen. Manually type in the Telephone no. And

then press in the top right hand corner. Then press

There should me a button now next to the professionals name.

Press the button.

Add Lead Professional

Find Lead Professional

Search

Edit

Address Search

Go

Select

Apply Changes Back

Select

Select

You will automatically be taken to page which will have the name, address and

telephone number of the Lead Professional displayed. You are now required to

enter the of the Lead Professional. Care should be taken to get

this information correct as this data feeds into quarterly reports.

The is always today’s date.

The Final step is to press and then press

The system will then return you to the Home screen.

6b. Other Professional Relationships/Agencies involved with the family

You will never use this. This is for a professional who is accessing the system.

They would use this to populate their ‘initial plan’

Single Assessment

Click on the big blue button

This part of the EISA is a shared document with Children’s Social Care. They are

able to access it and read it. This is the only part of the EISA system that is

shared. CSC can’t access TAC minutes or any other information other than this

form.

CSC also use this same form to record their own assessments and for that

reason some of the questions asked do not pertain to Tier 3.

This form always needs to be filled in.

If you have been sent an EISA assessment on paper or an electronic copy of

one you will need to fill this form in. Also if the assessment being used for the

EISA is a CIN plan or a CSC Assessment you will need to fill this form in. The

only time you don’t fill this form in is when the LP is accessing the EISA system

themselves. But even then you will need to check over it.

99 % of the time you will choose the first option.

Assessment completed by Calderdale employee?

If you Click you will need to search for the name of the person by clicking on the tiny little arrow up button search for the name of the

Open Single Assessment

Agency

Start Date

Create Back

Yes

Type

Calderdale Employee who has completed the assessment.

If you don’t find the person’s name then return to the previous question and

just Click on the previous question as the system allows you to then

write in freehand any name you want.

Name of Worker completing the assessment

1. If an EISA assessment has been done – write the name of person who

has done this in the box

2. If a CSC assessment has been done – write the name of the LP for the

EISA in this box.

3. If a CIN plan is the assessment being used then write the name of the LP

for the EISA in this box

The reason we do this is because if CSC are accessing this document it’s

because they will want to know who is running the EISA so they can speak with

them. If you put the name of the social worker from the CAT team down in the

box this will not be helpful because there role with it is finished.

Agency/Team/Service

Put enough information in this box so this box so that if CSC are accessing it

they will know where to contact the LP.

Example : Name of worker: Bob Smith

Agency/Team/Service : Holy Trinity Primary School

The next two questions pertain to a CSC assessment:

Is this assessment being......... ?

Will this assessment be used......?

No

No

No

Details of Children

This first box will have the target child listed and should contain all siblings of

that target child who are under the age of 18. The system will automatically

group siblings together who are listed on CASS at the same address. If more

than one child is being assessed then you need to put a tick in the check box

next to their name. If the child is not listed for you to choose then you will

need to add them as a relative to the target child

Adding a sibling to the EISA assessment

Click on the Target Child’s actual name: example John Smith

This will take you to a page titled Maintain Person.

Click on the tab titled ‘Relationship details’

This will show you the list of people that are related to this child.

Check the list of relatives first to see if the sibling you want is listed. If the

sibling is listed but is under a different address then you will need to update

the address. If the sibling is not listed then you will need to create the sibling.

Process for creating a sibling or relative

On the right hand side of the page there is a button titled

This will take you to a page where you will enter in the relative’s details.

This is the type of relationship. How is this person related

to the child from the child’s perspective.

You will need to search the CASS database separately again for the

named person. Be very careful that you check birth date details.

After you have checked CASS you can return to the maintain

person screen and press the button. You will not

be able to enter a name in the greyed out ‘Name’ box.

Person Search Screen

Person Ref – Leave blank

Add Relative

Type

Name

Search

Forename 1 – First name – fill in

Forename 2 – Leave blank

Surname – Last name – fill in

Address – Leave blank

Post Code – leave blank

Press Search –

Check the search result carefully and if you see your person then select them

from the list. If the name and birthdate are correct but the address is wrong

you can select them because we can correct the address at a later point.

If the Search Results do not show any data then you will need to ‘Create New

Person’ below.

Create New Person

Title – leave blank

Forename 1 – First name – fill in

Forename 2 – leave blank

Surname – Fill in

Date of Birth – fill in if known

Gender – mark the appropriate circle

Ethnicity – From the drop down arrow choose the correct description. If

unknown choose ‘information not yet obtained from the list’.

******ADDRESS*******

If this relative lives at the same address as the Target Child then you do not

need to fill in the address details on the right hand side of the page. Instead

just click the blue button

Search

Create

If this relative does not live at the same address as the Target Child then you

will need to fill in the address details on the right hand side of the page.

ADDRESS

Address Type – choose the correct type of address from the drop down arrow.

99 % of the time you will choose ‘Home’

Tel No – input this

Start Date: Today’s Date

End Date: Leave blank

Now click the button in the address box

To search for an address you need to have the postcode of the relative.

Sometimes I use Royal Mail Postcode Finder or the internet to confirm this.

Once you have the postal code then put it in the empty box offered and press



return you to the previous screen.

Now press the blue button

You will return to the original screen for ‘Adding a relative’

Parental Responsibility – if the relative is a parent with parental responsibility

then tick this box

Next of Kin – ignore this - not relevant

Lives at Home Address – if the relative you are adding lives at the same

address as the Target child then tick this box and the

system will automatically update them with the same

address

Search

Go

Select

Create

You can ‘add’ as many ‘relatives’ as you require to be on the system. If you are

missing address details for relatives that do not live in the same household if

you put nothing in the address box then the system will assign them with an

address ‘HOME ADDRESS NOT SPECIFIED’. This is normal.

Process for updating the address

If you can see the relative that you want on the list but they are not at the

correct address you can follow this process to correct.

On the right hand side of the page there is a button titled

Click this button

Select people from the list that need there address changed to the same

address as the Target child. Then below this click the button.

To search for an address you need to have the postcode. Once you have the

postal code then put it in the empty box offered and press



return you to the previous screen. Enter today’s date and the telephone

number and click on

The address should now be updated. You may need to refresh the EISA page to

see the changes.

Once you have finished ‘adding relatives’ and ‘editing addresses’ then click on

the button on the top right hand corner of the screen

You will return to the form you were filling out. To see the changes you will

need to do an . The changes you have made should now show

up.

If you have added siblings and they are going to be assessed on this EISA then

they needed to be ticked : For example Child Assessed

391524 John Smith 14-Aug-2011 Male White British Sister to Jane Smith

Change Addresses

Search

Select

Change Addresses

Close

Interim Save

ALWAYS after any changes to the children or relatives are

made.

Other Significant People not living in the household.

Click on the down arrow button and it will show a list of people who are

important but do not live at the Target Child’s address. Click on the relative

you want to add to the assessment and press ‘Add relative’. You can do this as

many times as like. But when you have finished do an .

There are several options now for filling out the rest of the form:

OPTION 1

If the LP is going to be accessing the e-system themselves then do a final

Interim save and close the form. You are done – they should fill out the rest.

You will need to check back to see that it has been completed.

OPTION 2

If you have been sent and EISA form in the post of electronically then you will

put this in sentence in most of the boxes

EISA assessment is saved in CASS documents (copy and paste this)

OPTION 3

If a CSC assessment has been done and the recommendation was the EISA

you are logging on the system then you will put this sentence in the boxes

This EISA is a recommendation of a recent CSC assessment

Interim Save

Interim Save

OPTION 4

If this EISA is part of the process of de-escalation from a CIN plan then you

will put this sentence into the boxes

This EISA is part of the De-escalation process from a CIN plan

You will choose the correct line to insert for options 2,3,4

Remainder of the form:

Communication needs (including language) regarding any of the people to be included in this assessment Insert script from option 2,3,4

Legal status/immigration status information regarding any of the people to be included in this assessment Insert script from option 2,3,4

Professionals/Agencies Involved Add or Edit Professionals / Agencies Involved – DO NOT ADD OR EDIT Details of professionals involved with the subject child(ren) or family and household members and significant others, where relevant to this assessment. Where professionals have contributed ensure that this is clearly identified within the main body of the assessment. No Professional Relationships found

Joint visit planned/undertaken with involved agency/referrer

DO NOT TICK THIS BOX

Brief outline of any joint visit or contribution

Insert script from option 2,3,4

If any of the above have not contributed to the assessment please state reason


Assessment Details Date of Referral / Decision to assess 31-May-2016

Date assessment commenced 31-May-2016Popup Calendar: Date assessment commenced

Target Completion Date 21-Jun-2016 Reason for undertaking this assessment / presenting issues


Assessment Plan and timeframe for the assessment to be carried out


Assessment progress

Add Assessment Progress Update YOU WILL NEED TO CLICK ON THIS BUTTON AND A NEW WINDOW WILL OPEN (DISPLAYED BELOW) All Child and Family Single Assessments carried out by Children and Young People's Services in Calderdale must be completed within 45 working days.

ENTER TODAYS DATE IN THE BOX

All statutory and Early Intervention Child and Family Single Assessments in Calderdale must be completed within 45 working days.

THEN CLICK SAVE

Information Sources

Add Information Source IGNORE THIS Dates(s) child/young person and family members seen/interviewed

No Information Sources found Health To include growth and development, physical and mental wellbeing, any other health impairments or substance misuse, appropriate health care, adequate and nutritious diet, exercise, immunisations and developmental checks, dental and optical care. Has an SDQ been undertaken?


◢

PERIODICALLY DO AN INTERIM SAVE

Date of assessment progress review

CLICK NO

Yes No

Assessment to be completed by

Education To include any relevant plans i.e. Education Health and Care Plan (EHCP), Statement of Special Educational Needs (SEN), or any school plans; areas of a child's cognitive development, play and interaction with other children, educational provision, attendance and attainment levels.


◢

Emotional and behaviour development To include the child's overall development, is it age appropriate? Is the child demonstrating attachments? Does the child display any concerning emotional behaviours?


◢ Identity / family and social relationships To include the child's view of self and own abilities, self-image and self-esteem, having a positive sense of individuality, race, religion, age, gender, sexuality and disability. Feelings of belonging and acceptance by family, peer group and wider society, including other cultural groups. Does the parent / carer ensure the child(ren) keep in contact with important family members and significant others?


◢ Self-care skills / social presentation To include - Does the child have age appropriate self-care skills, appropriate supervision and support to encourage self-care skills and independence? Appropriateness of clothing for age, gender, culture and religion; cleanliness and personal hygiene.


◢ Parental capacity

Basic care / ensuring safety To include all the child(ren)'s basic needs regarding food, clothing, access to health / education and other services. Is the child(ren) adequately protected from significant harm or danger?

Insert script from option 2,3,4Insert script from option 2,3,4

◢

Emotional warmth / stimulation To include ensuring the child's requirements for secure, stable and affectionate relationships, with appropriate sensitivity and responsiveness to the child's needs.


◢ Guidance and boundaries / stability To include - How does the parent / carer provide consistent parenting? Are there any challenging / difficult behaviours of the child(ren), and how are these managed? Is the child(ren) provided with a stable family environment? Does the child(ren) have any regular contact with another parent / significant others?


◢

Family and environmental factors

Family history and functioning To include parent/carer's history, parent/carer's current and historical relationships, any drug, alcohol misuse, mental health, disability, learning disability, periods in care, known history of violence, domestic abuse, offending, anti-social behaviour.


◢

Wider family and significant others To include their role and importance to the child(ren) and parents, what additional support do they provide? i.e. emotional, financial, practical, respite, caring responsibilities.


◢ Housing / employment / income To include current housing provision, rent arears, appropriate basic amenities of water, heating, cooking facilities, sleeping arrangements and hygiene. Employment status, benefits, debts, support accessed, impact on family member's financial capabilities.


◢ Family's social integration / community resources To include - Is the child/family part of the local neighbourhood/community? Including universal services: health care, day care and schools, places of worship, transport, shops and leisure activities.


◢ Any current involvement of Social Care and other professionals/services To include any relevant historical information of significant events from Social Care records and other agencies. (All agencies involved will be asked to provide any significant dates and events.)


◢

Assessment Details Date of Referral / Decision to assess 31-May-2016

Date assessment commenced 31-May-2016Popup Calendar: Date assessment commenced

Target Completion Date 21-Jun-2016 Reason for undertaking this assessment / presenting issues


Assessment Plan and timeframe for the assessment to be carried out


Assessment progress

Add Assessment Progress Update YOU WILL NEED TO CLICK ON THIS BUTTON AND A NEW WINDOW WILL OPEN (DISPLAYED BELOW) All Child and Family Single Assessments carried out by Children and Young People's Services in Calderdale must be completed within 45 working days.

ENTER TODAYS DATE IN THE BOX

All statutory and Early Intervention Child and Family Single Assessments in Calderdale must be completed within 45 working days.

THEN CLICK SAVE

Information Sources

Add Information Source IGNORE THIS Dates(s) child/young person and family members seen/interviewed

No Information Sources found Health To include growth and development, physical and mental wellbeing, any other health impairments or substance misuse, appropriate health care, adequate and nutritious diet, exercise, immunisations and developmental checks, dental and optical care. Has an SDQ been undertaken?

Date of assessment progress review

CLICK NO

Yes No

Assessment to be completed by


◢ Education To include any relevant plans i.e. Education Health and Care Plan (EHCP), Statement of Special Educational Needs (SEN), or any school plans; areas of a child's cognitive development, play and interaction with other children, educational provision, attendance and attainment levels.



◢ Emotional and behaviour development To include the child's overall development, is it age appropriate? Is the child demonstrating attachments? Does the child display any concerning emotional behaviours?


◢ Identity / family and social relationships To include the child's view of self and own abilities, self-image and self-esteem, having a positive sense of individuality, race, religion, age, gender, sexuality and disability. Feelings of belonging and acceptance by family, peer group and wider society, including other cultural groups. Does the parent / carer ensure the child(ren) keep in contact with important family members and significant others?


◢ Self-care skills / social presentation To include - Does the child have age appropriate self-care skills, appropriate supervision and support to encourage self-care skills and independence? Appropriateness of clothing for age, gender, culture and religion; cleanliness and personal hygiene.


◢ Parental capacity

Basic care / ensuring safety To include all the child(ren)'s basic needs regarding food, clothing, access to health / education and other services. Is the child(ren) adequately protected from significant harm or danger?


◢ Emotional warmth / stimulation To include ensuring the child's requirements for secure, stable and affectionate relationships, with appropriate sensitivity and responsiveness to the child's needs.


◢

Guidance and boundaries / stability To include - How does the parent / carer provide consistent parenting? Are there any challenging / difficult behaviours of the child(ren), and how are these managed? Is the child(ren) provided with a stable family environment? Does the child(ren) have any regular contact with another parent / significant others?


◢ Family and environmental factors

Family history and functioning To include parent/carer's history, parent/carer's current and historical relationships, any drug, alcohol misuse, mental health, disability, learning disability, periods in care, known history of violence, domestic abuse, offending, anti-social behaviour.


◢ Wider family and significant others To include their role and importance to the child(ren) and parents, what additional support do they provide? i.e. emotional, financial, practical, respite, caring responsibilities.


◢ Housing / employment / income To include current housing provision, rent arears, appropriate basic amenities of water, heating, cooking facilities, sleeping arrangements and hygiene. Employment status, benefits, debts, support accessed, impact on family member's financial capabilities.


◢ Family's social integration / community resources To include - Is the child/family part of the local neighbourhood/community? Including universal services: health care, day care and schools, places of worship, transport, shops and leisure activities.


◢ Any current involvement of Social Care and other professionals/services To include any relevant historical information of significant events from Social Care records and other agencies. (All agencies involved will be asked to provide any significant dates and events.)


◢

View of all parties

Views of child/young person (include wishes and feelings)

For additional guidance please click on the link Calderdale Communications Tool Kit

http://connect/CYPS/guidance/social/toolkit/Pages/default.aspx


Views of parent/carers and significant others (include wishes and feelings) Insert script from option 2,3,4

Risk and Strength Factors

Please consider any risks, strengths and protective factors including vulnerabilities found as part of this

assessment and presenting concerns

◢

Analysis and recommendations

Please consider the likely outcomes for the child/young person if no action is taken and what needs to change to reduce any identified risks

Analysis and professional judgements

◢

Recommendations and any actions required

ALWAYS ANSWER YES TO THIS QUESTION

Has the child been seen?

Yes No

Reason if child NOT seen

Worker Name Assessment Outcome (to be completed on Sign-Off page)

Please indicate which tier you feel the child / family meet on the Calderdale Continuum of Need PICK TIER 3

Tier 1 Tier 2 Tier 3 Tier 4 Tier 5

PICK the option that says REFER TO OTHER AGENCY

Refer to Early Intervention Locality Panel for add'l Services (Complete referral form)

Refer to Children's Social Care/MAST/DCT (Complete referral form)

Refer to other Agency Return to Early Intervention Locality Panel for additional Services

Early Intervention Panel Continue / maintain current support

Young Carers assessment required No further action

If the assessment was not completed within timescales, please explain why

If referred to Early Intervention Services, please provide the name of the lead professional if known

If referred/signposted to other agency(ies), please provide details

Date assessment completed

DfE Statutory Requirement Factors identified at the start of and throughout the assessment Record all the factors that apply relevant to:

The impairment of the child's health and development The parent/carer's capacity to respond to the child's needs (Parenting capacity) Other people in the family/household, e.g. a sibling or lodger (Other)

All factors which are felt to be relevant to the child's referral and assessment undertaken should be reported from the list below. This includes factors where additional services are put in place from internal or external agencies to meet any outstanding needs.

CLICK ON THE DROP DOWN BOX AND CHOOSE OPTION 20. OTHER. THEN PRESS ADD

20: Other

Add

Consultation following completion

Views of child / young person on the assessment and outcome

Views of parent / carer and significant others on the assessment and outcome

Views of involved agency(ies) on the assessment and outcome (if any involved agency not contacted, please state reason)

Date assessment shared with child/young person/parent/carer if applicable

Popup Calendar: Date assessment shared with child/young person/parent/carer if applicable Reason if assessment NOT shared with child/young person/parent/carer

Date copy of assessment provided to child/young person/parent/carer if applicable

Popup Calendar: Date copy of assessment provided to child/young person/parent/carer if applicable Reason if copy of assessment NOT provided to child/young person/parent/carer

Date referrer informed of outcome if applicable (if not involved agency) (Children's Social Care only)


COMPLETE AND SAVE To test that you have filled in all the boxes that you should return to the top of the page and click on ‘COMPLETE & SAVE’ If you have not put something in all the boxes an error message will appear and it will let you know what you need to complete to be able to ‘Complete and Save’. Once you are able to ‘Complete and Save’ you will automatically be taken to the Action/Outcome page. Action Outcome

CHOOSE THIS OPTION

Reason for outcome/any further action (worker's summary)

Team Early Intervention

Pod Submit for sign off

Click on SUBMIT FOR SIGN OFF After you have clicked on this you will see ‘Action Processed’ up the top of the page. You will then need to ‘Close’ this page. You will automatically be taken back to the front page. Click on ‘go to sign off’ Team Manager's Decision Team Manager's Analysis/Recommendations

Sign off Reject

CLICK ON THE SIGN OFF BUTTON - THE RECORD SHOULD BE SIGNED OFF NOW

You have completed the single assessment form now. Click on Close and you will go back to the EISA. You will need to attach any documents you have now:

1. Consent form must be attached 2. Copy of the EISA assessment, CSC assessment, CIN PLAN 3. Attaching TAC minutes ( instructions in different guidance)

To do this click on the ‘Attachments’ header Then press on ‘Add Attachment’ Summary (Value Required)

Notes (Value Required)

Relevant Date (Value Required)

Popup Calendar: Relevant Date

Document Browse

Summary - Consent Notes – Write Attached Relevant Date – Today’s date Document – Browse your computer and attach the document Once attached click create Then press Back/Cancel

Adding a document to CASS Log in to CASS Click on Person Search – search by name/DOB Click ‘View’ on the left hand side of your child. Now click on one of the blue ovals with ‘Documents’ written on it. In the top right hand side click on ‘Attach a Document’ Import File Click on Browse and find your EISA document

File

Browse Choose Destination option 14. Referral & Assessment Need Risk

Destination 14. Referral & Assessment Need Risk

Title Import to Additional People

If any siblings are being assessed on this assessment you need to click ‘Add all Sibling’ and delete those that are not needed by clicking on the ‘X’. If no siblings are being assessed ignore the question

Add All Siblings

Acknowledgement

Document contents cannot otherwise be recorded in CASS :

Import By

You need to click the little box with the red asterisk and then your details will automatically appear in the the ‘Import By’ box. Then press the blue button ‘Import File’.

You can check that you have attached it properly by going out of documents and then come back in. Go back to the EISA now for final steps:

1. If the EISA is being completed by a professional on line then you need to change the Status from ‘Pending’ to ‘Active’. Apply Changes and then change it back to ‘Pending’.

The reason that I change the status from Pending to active and back to Pending is that when you activate an EISA the ‘start’ date is recorded on the system. I change it back to ‘pending’ because the professional can only write in the EISA if it is in ‘pending’. You need to run a report monthly to check on all EISA’s that you have in ‘pending’ and chase the professional to complete the EISA

2. If the EISA has been completed by you because you have either a copy of the EISA, a copy of the CSC assessment or a copy of the CIN Plan then change the status from ‘Pending to Active’ and leave it ‘Active’.

YOU ARE DONE – GOOD JOB – YOU MADE IT!!!