Embedded Files
On this page, you will learn about the functionality that will be found in all forms, plans, and tools in Casebook. To view and download a power point explaining how to work with plans and tools in Casebook, click here.
Plans and tools are used frequently in assessments and cases. The main page for both cases and assessments has a card specifically for Plans and Tools that encompasses all the reports and Strategic Decision Making Tools (SDMs) that you might use to determine appropriate client services. The input fields on the Plans & Tools documents provide text fields that are large and easy to read. The fields will also be highlighted when the user clicks on them to help track the work that is being documented.
Generally, SDMs are editable for 7 days once they are marked complete and submitted, however, once a case or assessment has been submitted all SDMs are locked for edits, even if the case or assessment cuts the normal 7-day edit window short.
Assessment Plans and Tools include:
Safety Plan
Safety Assessment (required for Assessment submission)
Risk Assessment
CANS Assessment
Visitation Plan
Human Trafficking Screening Tool
Case Plans and Tools include:
Informal Adjustment Plan
Informal Adjustment Progress Report
In-Home Risk & Safety Reassessment
Safety Plan
Caregiver Strengths and Needs Assessment
Risk Reassessment
Case Plan
CANS Assessment
Visitation Plan
Pre-Adopt Plan
Safety Assessment
Human Trafficking Screening Tool
Risk and Safety assessments are now shared between related units of work. This means that when a worker creates an SDM on one unit of work, it appears in the Plans and Tools card on every related unit of work. However, assessments will only show linked SDMs from a related case if it was created before the assessment was accepted. Additionally, when edits are made to an SDM on one unit of work, every link to that SDM will reflect the edits.
For example, you create a safety assessment on an assessment. When you go to the related case page, the link for the safety assessment will appear in the Plans and Tools card. If you edit the safety assessment from the Case page, the changes will appear when the safety assessment is opened from the Assessment page.
Plans and tools are saved with the date and the child's name to make it easy for workers to differentiate between the documents in the Plans and Tools card. If no child has been added to the plan, the name will say "No parties/children" and will change to reflect the child's name once he/she has been added.
The plans and tools will be listed with the most recently created tool at the top and display the 10 most recently created items.
Additional Resources
Read full descriptions of updates in Casebook and see recently found and resolved bugs.
Watch quick videos of how to do specific actions in Casebook.
Scroll through or download power points that give step-by-step instructions on work-flows in Casebook.
On each page, click photos to enlarge, then click back button to return to prior page.
When you click “See All,” at the bottom of the card, you will be taken to the Plans and Tools index. Read more about the Plans and Tools index here.
General Features
In Plans and Reports when a page is in yellow it is in View mode and when a page is blue it is in Edit mode.
There are a number of standard features in these plans and tools that allow workers to input information quickly and efficiently. These features include:
Progress bars that lead workers through the page flow
Radio buttons
Dropdown menus
Auto-completer text boxes
Expand arrows and plus symbols that display further information
Narrative boxes
Because every plan and tool in Casebook will use these same conventions, the pages on the help resource website about a specific plan or tool will only highlight unique features on that plan or tool.
Deleting
Workers can delete SDM tools from the Actions menu that opens when you view the saved SDM tool. This will help workers delete tools that were created in error.
Once the unit of work the plan or tool was added to has been submitted for approval and approved, workers, cannot edit or delete them.
Saving and Navigation
Many SDMs are made up of multiple pages of content. To help workers track their progress in the tool, progress bars can be found at the top of these tools. Within the progress bar, there will be a section corresponding to every page in the tool.
At the bottom of every page in an SDM, workers will see one of two sets of buttons. The first set contains three buttons and allow workers to take the following actions:
Save & Go Back: will save the current page and take the worker to the previous page
Save & Close: will save the current page and take the worker to the overview page on the related unit of work
Save & Proceed: will save the current page and take the worker to the next page
The second set of buttons contains two buttons:
Save & Close: will save the current page and take the worker to the overview page on the related unit of work
Save & View: will save the current page and take the worker to a summary page that displays all of the content entered into the SDM
Marking SDMs as Final
When submitting an assessment or a case for approval, FCMs must ensure that all SDMs are marked as “Final.” This applies to the following tools:
Risk assessment
Safety assessment
Risk reassessment
When a worker is filling these tools out, they will notice a checkbox in the completion section at the bottom of the SDM.
This checkbox must be filled in for all of the SDMs on the case or assessment before the unit of work is submitted for approval.
If it is not workers will see red text at the top of the case/assessment saying that “XYZ tool is not marked as final.”
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