Identify Caretakers and the Case References

Process: Record a case profile

A caretaker is a person with whom the child resides or a person responsible for the child’s daily care. This includes, but is not limited to, the parent, guardian, custodian, or an employee of an out-of-home care setting. You can identify one primary and one secondary caretaker from the list of the currently active case members. (See About primary and secondary caretakers.)

Depending on the practices of your agency, you can record any number of case reference IDs as part of this case record. A case reference ID is a number that has been assigned to this case (in addition to the Ohio SACWIS case ID). Your agency may encourage you to record, for example, CRIS-E, SETS, agency ID, OWF, or other ID numbers.

Identify the caretakers and case reference person as follows:

1. View_a_case_plan.htm. Click on View Case Information link from within Case Overview screen. The Case Detail screen appears.

2. From Primary Caretaker field; select the case participant who has primary responsibility for the child.

3. In Secondary Caretaker field; select the case participant who has secondary responsibility for the child.

4. Click the Add Case Reference button. The Reference Details screens appears.

5. Select Reference Type. You have the option to include Reference Number and Description.

6. Click Save. You are returned to the Case Detail tab.

7. Repeat steps 3 and 4 for each case reference ID number you want to add.

8. Click Apply.

9. Click Next Task below to continue.