ProcessA case review/SAR allows you to re-examine any safety issues, risks, and emerging danger, and describe the impact of services on the family. It also allows you to assess permanency and placement issues. (See About Case Reviews.)
The case review/SAR record can be edited or deleted while the status is ”r;In Progress.” A record in "Pending Approval" may be edited only by the supervisor. No edits may be made to a review in "Approved" status.
ProcessRecord a case review/SAR as follows. The information you complete as part of the case review depend on the type of review.
From the Home screen, click the Case tab.
Click the Workload tab. The Case Workload screen appears.
Click the ID Number link of the case you want to update. The Case Overview screen appears.
Click the Case Review/SAR link in the navigation bar on the left. Case Review/SAR Filter Criteria screen appears.
Click the Add Case Review/SAR to create a new record. The Identifying Information screen appears.
Select Review Type. If optional, then explain in the narrative field below.
Click the Case Plan Being Reviewed link. The Available Case Plans to be Reviewed screen appears. If multiple case plans are available; select the plan for review.
Click OK. You are returned to the Identifying Information screen.
Click Save. You are returned to the Case Review/SAR Filter Criteria screen.
Record a review of custody/PSUP/in-home supportive services.
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