Record a Matching Chart

A matching chart is completed by the agency representatives and other participants of the matching conference. It reflects the results of the group's evaluation.

Record a matching chart as follows:

  1. From the Home screen, click the Case tab.

  2. Click the Workload tab. The Case Workload screen appears.

  3. Click the case ID Number link for the adoption case you want to update. The Case Overview screen appears.

  4. Click the Placement Decision/Staffing link in the menu on the left. The system defaults to the Pre-Adoptive Staffing link. The Place Decision Process screen appears.

  5. Click the Matching Conference link. The Placement Decision Process screen appears. It displays any matching conference records that have been entered for this child.

  6. In the Placement Decision Process table; click the Matching Chart link. The Matching Chart screen appears. It displays Need(s) of Child(ren) and Adoptive/Foster Family Factors tables.

  7. In each table cell, select the link that applies. The matching table appears in the screen. Select the appropriate response; participant's agreement with the statement at the top of the column.
     

    +

    The participant agrees with the statement.

    -

    The participant disagrees with the statement.

    0

    The participant has no opinion.

     

     

  8. Repeat through each link; after each click Save. You are returned to the Matching Chart screen.

  9. Click Close. You are returned to the Placement Decision Process screen.