View All Placement Requests

As a placement worker, you regularly address the placement requests submitted by the caseworkers in your agency.

View the placement requests sent to your agency as follows:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

3. Click the Placement Requests tab. The Placement Requests Filter Criteria screen appears.

4. Enter the search criteria, to define the kind of placement requests you want to view.

5. Click Search. The placement requests that meet your search criteria appear in the Placement Requests table.

6. Click the View to see the placement request in read-only mode or Edit link to open the request record for updates. The Placement Requests Details screen appears.

7. If you are in edit mode, click Find Provider to match the client with a 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. If you are in edit mode, record the placement if a placement has been found.

   1. Click Record Placement. The Service Information screen appears.

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

   3. Complete Save. You are returned to the Placement Request Details screen.

    

9. Click Close or Save.