Ticklers: Child Placement

Tickler name	Tickler created...	Due days & display days	Tickler disposed...
Removal	When an initial removal record is created for a case participant and saved with a status of ”Draft.”	Due 3 days after the creation date of the initial removal record. Displayed 3 days before the date due	When an initial removal record status is set to ”Complete” or a record in ”Draft” status is deleted.
Placement	When a user saves a placement record in ”Draft” status.	Due 3 days after the creation date of the placement record. Displayed 3 days before the date due	When a placement record status is set to ”Complete,” or the placement record in ”Draft” status is deleted.
Child Placement 7 Day	When a child has been in a completed placement for 7 days, and the service type on the placement record is a value other than ”CRC” or ”Independent Living.”	Due 6 calendar days after the creation of the placement record. Displayed 5 calendar days before the date due.	When the case activity record meets these criteria: The case category is ”Assessment/Investigation,” ”Ongoing,” or ”Adoption;” The contact type is ”Face-to-Face;” The activity category is ”Ongoing Visits;” The activity subcategory is ”Initial 7 days not include first day in place;” The contact status is ”Completed;” The activity state is ”Completed;” An activity date is entered; and, The participant is the child in placement. Or, when an end date is added to the placement record, regardless of any activity recorded.
Child Placement 4 Week	When a child has been entered in a completed placement for 28 days and the service type on the placement record is a value other than ”CRC” or ”Independent Living.”	Due 27 calendar days after the creation of the placement record. Displayed 13 calendar days before the date due.	When the case activity record meets these criteria: The case category is ”Ongoing,” ”Assessment/ Investigation” or ”Adoption” The contact type is ”Face to Face” The contact category is ”Ongoing Visits” The contact subcategory is ”Initial 4 weeks not including first week in place” The contact status is ”Completed” The activity state is ”Complete” The activity date is entered The participant is a child in placement Or when an end date is added to the placement record, regardless of any activity recorded.
10 Day CRC contact	When a child has been entered in a completed placement for 10 days and the service type on the placement record is ”Children’s Residential Center.”	Due in 9 calendar days. Displayed 5 calendar days before the date due.	When the case activity record meets these criteria: The case category is ”Assessment /Investigation,” ”Ongoing,” or ”Adoption" The contact type is ”Face to Face” The category is ”Ongoing Visits” The sub category is ”CRC - initial contact within 10 days not including day of placement” The contact status is ”Completed” The activity state is ”Completed” The activity date is entered; and The participant is a child in placement Or, when an end date is added to the placement record, regardless of any activity recorded.
CRC Bi-Monthly	When a child is in a completed placement and the service type on the placement record is ”Children’s Residential Center.”	Due in 58 calendar days. Displayed 40 calendar days before the due date.	When the case activity record meets these criteria: The case category is ”Assessment/ Investigation,” ”Ongoing,” or ”Adoption;” The contact type is ”Face to Face” The category is ”Ongoing Visits” The subcategory is ”CRC – Ongoing” The contact status is ”Completed” The activity state is ”Completed” The activity date is entered The participant is a child in placement Or, when an end date is added to the placement record, regardless of any activity recorded.
Initial Independent Living Visit	When a child has been entered into a new, completed placement with a provider, and the service type on the placement record is “Independent Living.”	Due in 6 calendar days. Displayed 5 calendar days before the due date.	When the case activity record meets these criteria: The case category is ”Assessment/Investigation” or ”Ongoing” The contact type is ”Face-to-Face” The category is ”Ongoing Visits” The subcategory is ”Independent Living Facility - Face-to-Face with child within 7 days following placement” The contact status is ”Completed” The activity state is ”Completed” The activity has been entered The participant is a child in placement Or, when an end date is added to the placement record, regardless of any activity recorded.
Independent Living Monthly Visit	When a child has been entered into a new, completed placement with a provider, and the service type is ”Independent Living.”	Due in 28 calendar days. Displayed 10 calendar days before the due date.	When the case activity record meets these criteria: The case category is ”Assessment/Investigation” or ”Ongoing” The contact type is ”Face to Face” The category is ”Ongoing Visits” The subcategory is ”Independent Living Facility Monthly Visit” The contact status is ”Completed” The activity state is ”Completed” The activity date has been entered The participant is a child in placement Or, when an end date is added to the placement record, regardless of any activity recorded.
Intensive Needs Face-to-Face Bi-Weekly Contact	When a child has been entered into a new, completed placement with a provider and the service type is ”Treatment Foster Home Intensive Needs.”	Due in 13 calendar days. Displayed every 14 days.	When the following criteria are met: The case category is ”Assessment/Investigation” Contact type is ”Face-to-Face” The category is ”Ongoing Visit” The subcategory is ”Intensive Face-to-Face Bi-Weekly” The activity state is ”Completed” The activity date is entered The participant is child in placement Or when an end date is added to the placement record, regardless of any activity recorded.
Intensive Needs Weekly Contact	When a child has been entered into a new, completed placement with a provider and the service type is ”Treatment Foster Home Intensive Needs.”	Due in 6 calendar days. Displayed 5 calendar days before the due date.	When the following criteria are met: The case category is ”Assessment/Investigation” The contact type is ”Face-to-Face” The category is ”Ongoing Visit” The subcategory is ”Intensive Face-to-Face Bi-Weekly” The activity state is ”Completed” and, The activity date has been entered. Or when the following criteria are met: The case category is ”Assessment/Investigation” The contact type is ”Phone Call To” or ”Phone Call From” The category is ”Ongoing Visit” The subcategory is ”Intensive Face-to-Face Bi-Weekly” The activity state is ”Completed” The activity date has been entered, The participant is a child in placement Or, when an end date is added to the placement record, regardless of any activity recorded.
Case Plan - Initial 3 Month Case Review	Upon approval of a case plan on which the case plans type status is ”Initial.”	Due 90 days after the approved date on the case plan. Displayed 30 days before due date.	When the new case review with type of ”3-Month Review” is completed and approved.
Child in Custody - Reasonable Effort	At the creation of a ruling in which the ruling type is ”Agency Custody” and the ruling received a value other than ”Reasonable Efforts to Prevent Placement” or ”Reasonable Efforts to Finalize Permanency Plan.” The current legal status is an ”agency” status.	Due 60 days after the ruling date. Displayed 30 days before the due date.	When one of the following occurs (whichever is first): When a ruling of ”Custody Terminated” is created for the same action participant named in the tickler. When a ruling of ”Reasonable Efforts to Prevent Placement” or ”Reasonable Efforts to Finalize Permanency Plan” is created for the same action participant named in the tickler. The ruling record is marked as ”Created in error.”
Annual Review - Initial Reasonable Effort	At the creation of a ruling record in which the ruling type is ”Reasonable Efforts to Prevent Placement” or ”Reasonable Efforts to Finalize Permanency Plan” for an action participant and the current legal status is an ”agency” status.	Due 365 days after the ruling date. Displayed 60 days before the due date.	When one of the following occurs (whichever is first): When a ruling of type ”Annual Court Review” is created and the ruling received is ”Reasonable Efforts to Finalize Permanency Plan” for the same action participant named in the tickler. When a ruling of type is ”Annual Court Review” is created and the ruling received is ”Custody Terminated” for the same action participant named in the tickler. The ruling record is marked as ”Created in error.”
Annual Review - Reasonable Effort Permanency Plan	When a child is placed in the custody of the agency.	Due 60 days before the custody date. Displayed 30 days before the due date.	When an eligibility record is created, updated or in ”Completed” status for the child named in the tickler.
Annual Review Hearing	One year after the initial custody date, where a legal status record of ”initial custody” is the first legal status following a termination of custody ruling or no other legal status exists for the child.	Due 365 days after the ruling date. Displayed 60 days before the due date.	When one of the following occurs (whichever is first): A ruling of Type is ”Annual Court Review" is created. The ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of ruling type). The ruling received is ”COPS/TCOPS Terminated” for the same action participant named in the tickler (regardless of ruling type). The ruling record is marked as ”Created in error.”
Annual Review Hearing	When a ruling of type ”Annual Court Review” is created and the current legal status is an ”agency” status.	Due 365 days after the ruling date. Displayed 60 before the due date.	When one of the following occurs (whichever is first): A ruling of type ”Annual Court Review" is created. The ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of the ruling type). The ruling received is ”COPS/TCOPS Terminated” for the same action participant named in the tickler (regardless of the ruling type). The ruling record is marked as ”Created in error.”
Initial VAC Expiration	At the creation of a legal status record in which the agency legal status is ”Initial VAC.”	Due 30 days after the effective date of the legal status. Displayed 15 days before the due date.	When a termination date or expiration date is entered on the Voluntary Agreement for Care legal status record. Or when the record that created the tickler is marked as ”Created in error.
1st Extension VAC	At the creation of a legal status record in which the agency legal status is ”1st Extension VAC.”	Due 30 days after the effective date of the legal status. Displayed 15 days before the due date.	When a termination date or expiration date is entered on the 1st Extension VAC legal status record. Or when the record that created the tickler is marked as ”Created in error."
2nd Extension VAC	At the creation of a legal status record in which the agency legal status is ”2nd Extension VAC.”	Due 30 days after the effective date of the legal status. Displayed 15 days before the due date.	When a termination date or expiration date is entered on the 2nd Extension VAC legal status record. Or when record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status record in which the agency legal status is ”Temporary Custody.”	Due 335 days after the effective date of the legal status. Displayed 30 days before the due date.	When one of the following occurs (whichever is first): A motion record is created in which the motion type is ”Sunset Motion” and the motion subtype is ”Custody Extension.” A ruling record is created in which the ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of ruling type). The record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status record in which the agency legal status is ”Temporary Custody 1st Extension.”	Due 150 days after the effective date of the legal status. Displayed 30 days before the due date.	When one of the following occurs (whichever is first): A motion record is created in which the motion type is ”Sunset Motion” and the motion subtype is ”Custody Extension.” A ruling record is created in which the ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of ruling type). The record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status record in which the agency legal status is ”Temporary Custody 2nd Extension.”	Due 150 days after the effective date of the legal status. Displayed 30 before the due date.	When one of the following occurs (whichever is first): A motion record is created in which the motion type is ”Sunset Motion” and the motion Sub-Type is ”PPLA” or ”Permanent Custody.” A motion record is created in which the motion type is ”TPR of Mother” or ”TPR of Father.” A ruling record is created in which the ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of ruling type). The record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status in which the agency legal status is ”Permanent Custody” or ”PPLA.”	Due 335 days before the due date of the legal status. Displayed 30 days before the due date.	When one of the following occurs (whichever is first): A ruling record is created in which the ruling type is ”ACR” for the same action participant named in the tickler (regardless of ruling received). A ruling record is created in which the ruling received is ”Custody Terminated” for the same action participant named in the tickler (regardless of ruling type). The record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status record in which the agency legal status is ”Court Ordered Prot Sup.”	Due 335 days after the effective date of the legal status. Displayed 30 days before the due date.	When one of the following occurs (whichever is first): A motion record is created in which the motion type is ”Sunset Motion” and the motion subtype is ”Court Ordered Protective Supervision Extension.” A legal status record is created in which the agency legal status is ”Protective Supervision” or ”Protective Supervision Extension” with an end date. The record that created the tickler is marked as ”Created in error.”
Sunset Motion	At the creation of a legal status record in which the agency legal status is ”Court Ordered Prot Sup Extension.”	Due 150 days after the effective date of the legal status. Displayed 30 days for the due date.	When one of the following occurs (whichever is first): A motion record is created in which the motion type is ”Sunset Motion” and the motion subtype is ”Terminate Court Order Protective Supervision.” A legal status record is updated in which the agency legal status is ”Protective Supervision Extension” with an end date. The record that created the tickler is marked as ”Created in error.”
Initial Complaint - No Dispositional Hearing	At the creation of a complaint record in which the complaint type is ”Initial” and the file stamp date has been entered.	Due 90 days after the effective date of the record. Displayed 15 days before the due date.	When one of the following occurs (whichever is first): A ruling record is created in which ruling type is ”Dispositional ”and the hearing status is ”Held” for the same action participant named in the tickler (regardless of ruling received). The record that created the tickler is ended for any reason in the ”Reason for Ending Complaint” field.
Update Pre-adoptive Staffing	When the first or subsequent matching conference is completed. (A pre-adoptive staffing update or review must be conducted 60 days after the matching conference as preparation for the upcoming matching conference.)	Due 60 days from last matching conference completion date. Displayed 45 days before the due date.	When the ”Generate Notice” check box on the JFS 01689A Distribution page of the pre-adoptive staffing record is selected. Or when the child is placed in an adoptive placement.
Conduct Matching Conference	When a first or subsequent matching conference is recorded. (A matching conference must be conducted 90 days from last matching conference.)	Due 90 days from last matching conference. Displayed 60 days before the due date.	When a new matching conference record is completed. Or when the child is placed in an adoptive placement.
OAPL Annual Registration Update	When an OAPL registration is recorded.	Due 365 days from the OAPL registration date. Displayed 305 days before the due date.	When the Last Update Date field is completed on the OAPL record. Or when the Date Withdrawn from OAPL field is completed on the Adoption Placement/Finalization screen.
Child Study Inventory Face sheet	When a legal status of ”Permanent Custody” has been recorded for a child. (A face sheet must be completed within 30 working days.)	Due 30 days after the effective date of the ”Permanent Custody” legal status. Displayed when the legal status of ”Permanent Custody” has been recorded or when an adoption case has been created and assigned.	When an initial Child Study Inventory has been recorded.
ACV contact 5-Day	At the creation of an activity record indicating any type of initial contact with respect to a CA/N report (emergency or non-emergency).	Due 5 business days after the date of the activity. Displayed 5 business days before the due date.	When a case activity log entry has been recorded with the following: The contact status is ”Completed” for each participant with the role of ACV; The case category is ”Assessment/Investigation;” The category is ”Assessment/Investigation Mandate; ” and, The subcategory is ”ACV Face-to-Face.”
Initial Case Plan Due	When a placement record has been created; the filing of the original complaint was recorded; at 30 days past the date of the disposition; or, at 60 days from the opening of the case when there is no disposition.	Due in 30 or 60 days depending on the business rules. Displayed 30 days before due date.	When the case plan is completed and approved.

See View my ticklers for more assistance.