Record a Placement Request

You record a placement request when you want to locate a substitute care placement for a child or a sibling group. This optional task helps ensure that children are matched with substitute caregivers who will meet the their needs.

Record a placement request or update its status 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 of the case you want to update. The Case Overview screen appears.

4. Click the Placement Request link in the navigation bar on the left. The Placement Requests Filter Criteria screen appears. It lists any existing placement requests for children in this case.

5. Click the Edit link next to the name of the child whose placement request you want to update, or click Add Placement Request to create a new placement request. The Placement Request Details screen appears.
   
   You cannot edit a placement request record when its status is "Placement Completed," "Placement In Progress," "Unable to Place," or "Request Withdrawn."

6. Complete the fields on the screen. You must complete at least the Responsible Caseworker,  Placement with Siblings Preferred, and Status fields.
   
   If you want to identify a responsible placement worker, click Employee Search, then find and select the worker.
   
   If providers have been linked to this placement request, they are listed in the Provider Matches field. You can update the status of the match or indicate the provider's rejection in this area.

7. To link a certain provider with this placement request, complete the Service Type field, then click Link Provider. This button displays the Provider Match screen, which allows you to locate and select the provider. The provider you select from that screen appears in the Provider Matches field of the Placement Request Details screen.

   1. Enter the provider search criteria. If you have the provider's ID number, enter that in the Provider ID field. Otherwise, you can search by the provider's name, category, type, and so on. Click the Advanced Search link to search by the provider's address details.

   2. Click Search. The providers who meet your criteria appear in the grid below.

   3. Click the Select link next to the name of the provider with whom you are placing this child. You are returned to the Service Information screen.

8. Enter any other information in the Additional Information field.

9. Click Save. You are returned to the Placement Requests Filter Criteria screen.