Record Court Details and Signatures

Process: Record a Case Plan

After a case plan has been approved, the system allows you to record the receipt of a journalized entry from the court stating the approval or rejection of the submitted case plan. The court's approval indicates that the case plan is a court-ordered document. If the court rejects the plan, the agency cannot legally bind the participants to the case plan services. In any case, you record that the adult members and child(ren), if age appropriate, were given the opportunity to participate with the development of the case plan and indicate their willingness to sign the case plan.

Record court details and signatures as follows:

1. From the Case Plan Filter Criteria screen, click the Edit link next to the Case Plan where court details and signatures need added. The Case Plan Topics screen appears.

2. Click the Court/Signature Details link. The Court/Signature Details screen appears.  

3. In the Court Details table, complete at least the Court Status field.

4. In Signature Details table; select the boxes next to the Participant column and complete the remaining fields.

5. Click Add Non Case Member Signature to select others not listed. See Person Search or View a Person Profile

6. Click Save. You are returned to the Case Plan Topics screen.