Informal Adjustment (IA) Plan

The Informal Adjustment or IA plan is a short-term agreed order or a “contract” between a family, DCS and the court in which the family agrees to complete a course of action that would negate the need for long-term, more intensive intervention. IA Plans are created from the case page Plan and Tools card. 

This is a view of the edit screen on a new IA Plan. 

The Progress Bar at the top of the IA Plan that tracks life-cycle of the plan through 5 states, from In Progress to Expired.

Creating an IA Plan

From the Plans and Tools card on the overview page of a Case

• 1. Click Add

  2. Select Informal Adjustment Plan

When you create a new IA plan, you are asked to enter the child participants, select the applicable situation, and enter the terms and conditions within the groupings listed above. 

Once all information has been entered, you can either click Save and Close (this will take you back to the case page) or Save and View (this will take you to an overview of the IA plan). 

Required Questions

Required questions are marked with a red asterisk. The following questions are required:

• • Child Participant

  • Date submitted to the court, outcome, expiration -- When there is no outcome, the date submitted and expire are not required. These fields will only be required once one of the others options (approved on, rejected on, no action) is selected.

  • Custom term or provision

If a required question is unanswered when you try to save the IA Plan, you will see the following warning messages:

• • Red outline message at the top of the page

  • Red pill popup at the top of the page

Editing an IA Plan

On the IA plan, you can enter the names of related people and child and family team meetings. You can also enter participant consents, waivers, and implementation agreement signatures. The terms and provisions in the IA plan are divided into six groupings:

• • Contact & Visitation

  • Disciplinary

  • Evaluation

  • Legal

  • Services

  • Provision

To edit or print an existing IA Plan:

• 1. Click on the IA Plan to edit from the Plans and Tools card

  2. Click the Forms menu in the smart bar. 

  3. Select the IA Plan from the menu to print it.

Submitting an IA Plan

• 1. Click on the IA Plan to edit from the Plans and Tools card

  2. Click Submit for Approval at the bottom of the page

  3. Enter the name of the supervisor who should review the plan and click Submit to Supervisor.

• 1. Workers will see a yellow bubble pop up on the page that says "IA Plan has been  submitted to Supervisor".

Active IA Plans

After a supervisor has approved an IA Plan, it goes to court for review. FCMs are notified, upon supervisor approval, to enter the court outcome for the IA Plan.

Clicking Edit in the top right corner of the card will open a form into which you can enter information about the court outcome and the dates the IA Plan will be effective. Once all information is entered, click Save.

NOTE: you will not be able to save a future date for the No Contact Ordered field on an IA Plan.

Deleting an IA Plan

Deleting IA Plan can only be done if the plan has not already been approved and/or submitted and it doesn’t have an IA Progress Report attached to it. You should only delete a plan or tool if it has been created in error. This is not the correct workflow for ending the plan or tool.

• 1. After creating and saving the IA Plan, scroll to the Plans and Tools card. Click on the link for the IA Plan listed to open the edit screen. 

• 1. On the view page, go to the Action dropdown and select delete.

  2. A confirmation box should appear that asks “are you sure?” Click ok to confirm the deletion. The IA Plan no longer appears in the Plans and Tools card.