After you conduct a search for adoptive families, you indicate for each search result whether the adoptive family will be included in a pre-matching conference. For each family with a "yes" decision, you must record a second decision from the matching conference.
Record a pre-matching decision as follows:
From the Home screen, click the Case tab.
Click the Workload tab. The Case Workload screen appears.
Click the case ID Number link for the adoption case you want to update. The Case Overview screen appears.
Click the Potential Adoptive Families link in the navigation bar on the left. The Potential Adoptive Families screen appears. The child's name displays a history of each adoptive family search that was completed for this child in the Potential Adoptive Families Match History table.
Select the child name link. The child's match history displays each search conducted for this child.
Click the View Results link. The Potential Matches screen appears.
Click the Edit link for the adoptive family. The Pre-Matching Decision screen appears.
Complete the fields on this screen.
Click the check box next to Exclude from Future Matches if you do not want the system to re-list this provider when you conduct future searches for adoptive families for this child.
Click Save. You are returned to the Potential Matches screen.
Click Close. You are returned to the Potential Adoptive Families screen.
Click View Criteria to view a summary of the criteria that was used in the search.
Click Close. You are returned to the Potential Adoptive Families screen.