• Case Aide Service Sheet and CFSF Visit Assignment Sheet
  • Go to Case Roster>Foster Care Open Cases>Select Client
  • Add New Report: “Case Aide Service Sheet” or “CFSF Visit Assignment Sheet”
  • Performed By = You
  • Enter pertinent information
  • Click Complete when finished
  • Print to save as a PDF
• Case Aide Approval Request
  • Go to Case Roster>Foster Care Open Cases>Select Client
  • Add New Report: “Case Aide Approval Request”
  • Performed By = You
  • Enter pertinent information
  • Click “Submit for Approval”
    • If rejected: you will receive an email with an explanation
    • If approved by the supervisor, you will receive an email
• To Edit an Existing Report
  • Go to Case Roster>Foster Care Open Cases>Select Client
  • Click on the Case File tab
  • Find the particular Report
  • Click on edit
  • Edit the field(s)
  • Click Draft or Complete

When a file contains confidential data (for example HSSP, IBMP, etc) and needs to be sent electronically follow these instructions:

• Save the file(s) within a folder on your Desktop or into a shared Case aide folder.
• Right click the file and left click: Share
• A box: Share “filename“ opens

• • *Note the dropdown arrow to the right of the Add a name, group or email box (and the Settings gear icon at the bottom) is set by default to: “Can View”. This should remain with this setting. This blocks the case aide from downloading to their personal device.
• Click Copy link
• Copy and paste the link in a new email within Outlook.
  • In the To field add the Case Aide’s CFSF email address.
  • Click Send
    • Note: You can send multiple links within one email.
• The case aide can now view the file when needed from their email

Note: this is not for Case aide service sheets and activity logs as confidential data should not be on these documents.