This document provides an overview of the process for creating and managing adoption cases in the TFACTS system. Key points include: 1) An adoption case is created when a child's legal status is designated as DCS full guardianship and they are free for adoption. Case and child data is copied from the original case to the new adoption case. 2) Only designated adoption case creators can initiate the creation of new adoption cases. 3) Once created, an adoption case cannot be reversed or merged with another case. The child's membership in the original case is inactivated. 4) Adoption cases allow management of adoption preparation activities, recruitment efforts, and documentation until the adoption is finalized

1. Adoption Case Overview Presented by Stuart Clements April 1, 2009

4. How Adoption Cases Are Created : In the ‘Case of Origin’ select the child or children who are free for adoption Select Case Reference Person Click ‘Create Adoption Case’ button

8. TFACTS Adoption Case Module Displays Worker Assigned to the Case Displays Case Members associated to the Adoption Case Click on ‘Worker Assignment’ button to assign a different worker.

12. Adoption Case Structure Navigate to Case Work Items Access child’s Case of Origin View Member Details

13. Adoption Case Structure Children who are Case Members of the Adoption Case Scan Documents / View / Create Reports AdoptUsKids Narrative / Recruitment Activity Page Launches AdoptUsKids Interface Launches Adoption Details Pages for child

14. Adoption Case Structure Add Recruitment Activity Information Generates ‘Recruitment Plan’ form for individual child

15. Adoption Case Structure Recruitment Activity Category Recruitment Activity Type Responsible Person / Due Date/ Date Completed Contact Information Results / Narrative

16. Adoption Case Structure Sibling Information Add Sibling when not in the same Adoption Case Navigates to Visitation Plan list page to view, add or update a sibling visitation plan

18. Adoption Case Structure Person Search to select Sibling Define Sibling Relationship Select if included in Sibling Group for Adoption

19. Adoption Case Structure Birth Parent Information – Display Only Launches Putative Father Registry Request Page pre-populated Upon save of Request – Date Submitted populates with date and ‘Putative Father Registrar’ is notified

20. Adoption Case Structure Adoption Subsidy Information – Display only from Eligibility Record for child in focus

22. Adoption Case Structure Navigate to Potential Adoptive Families page Select Child Name and Click on ‘Search Families’ button – Executes Adoption Matching functionality For each child in the Adoption Case a history of all Match results is listed within the ‘expandos’ Displays Match Criteria Lists all resources found in automated match

23. Adoption Case Structure View criteria used in Adoption Matching

24. Adoption Case Structure View Listing of Adoption Match Results Click Select hyperlink to access Consideration / Justification information for Permanency CFTM

25. Adoption Case Structure Consideration / Justification provides functionality for the user to record decisions related to consideration of Adoptive family for placement

26. Adoption Case Structure Navigate to the Family Consideration Process pages View or Add Placement Decision Information

27. Adoption Case Structure Select child or children for whom the Placement Decision information is being captured Saves children list and navigates user to the Placement Decision information pages

28. Adoption Case Structure Displays children selected from the Add Placement Decision function Provides ability to Link Permanency CFTM to Placement Decision Record Displays CFTMs Linked to the Placement Decision Information

29. Adoption Case Structure Displays children selected from the Add Placement Decision function Displays Resource Names brought over from automated match process – Select hyperlink provides functionality to add Family / Resource consideration information. Click to Add Resource that was not identified in automated Adoption Match results

30. Adoption Case Structure Provides the user with the ability to capture details about Adoption Placement decisions at the Resource level.

31. Adoption Case Structure Placement Decision Information is captured based on families selected in the Families Considered screen Family Response hyperlink – Displays Family Response Details page.

32. Adoption Case Structure Family Response Details – Captures Resource Family Response to prospective adoptive placement

34. Adoption Case Structure Access Confidential Court Report screens via Confidential Court Report hyperlink within Adoption Case Select Child or Children to be included in the Court Report Click Add Confidential Court Report button

35. Adoption Case Structure Displays Child or Children selected to be included in the report Listing of the major topics to be included in report information - hyperlinks open edit pages for each topic

37. Seal / Close Adoption Case From the Member Details hyperlink, access Finalization / Case Closure screen Click Add Finalization Info button Launches Approval to Restrict the Child’s Record Launches Validation for Case Closure

38. Seal / Close Adoption Case Displays Child’s Pre-Adoptive Information Provides the user with the ability to document Child’s Adoptive Information Finalization Checklist – Tasks to complete prior to Case Sealing / Closure