Record Placement Information

When a child has been placed, you document initial and all subsequent placement information. This allows workers to track all placements of a child with whom the agency is actively involved. (See About placements.)

Record placement information 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 link in the navigation bar on the left. The Placement Records Filter Criteria screen appears. It displays any placements recorded for the children on this case. Only one active placement record (with no end date entered) can exist for a child at one time.

5. Click the Edit link next to the name of the child whose placement record you want to update, or select the child's name from below the Placement Records table and click Add Placement Record to create a new placement record. The Service Information screen appears.
   
   You can edit a placement record while it's in "Draft" status.

6. Complete the fields on this screen. You must complete at least fields:
   
   Service Category
   Service Type
   Begin Date
   Placement Type
   Status

7. Click Link Provider. The Provider Matches screen appears. This screen allows you to locate and select the provider with whom the child is being placed.

   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. Click Save. You are returned to the Placement Records Filter Criteria screen. The placement record you just created appears in the Placement Records table.