IA Plan Progress Report

FCMs are required to submit progress reports on the IA plan periodically to the court. The IA Progress Report can be created from any case that already has an IA Plan created on it. 

In order to submit the progress report users must have determinations and recommendations filled in. If you attempt to save the Progress Report without filling these areas in an error message will pop up on the screen.

The screen shot below displays a partial view of the IA Plan Progress Report. 

Creating an IA Plan Progress Report

• 1. Click Add on the Plans and Tools card on a case that has an IA Plan already on it.

  2. Select IA Progress Report from the dropdown list.

• 1. You will immediately see a popup box appear that asks you to select the related IA Plan. 

• 1. Select the plan from the drop down list and click create.

  2. On the IA Plan Progress Report, you must answer all questions in the following sections:

     1. Assessment of Compliance with Terms of the Program of Informal Adjustment

     2. Recommendation and Summary of Compliance

  3. You can use the back button on your browser to return to the Case page. If you have unsaved information on the page when you click back, a popup will appear asking if you're sure you want to leave the page. Clicking Yes will cause all unsaved information to be lost. 

Printing the IA Plan Progress Report

The IA Plan Progress Report can be printed from the DCS Forms Portal.

• 1. From the view page of the IA PLan Progress Report, click the forms link in the smart bar.

  2. Click All DCS Forms to launch the DCS forms portal. From there you will be able to print the IA Plan Progress Report.

Deleting the IA Progress Report

Deleting IA Progress Report can only be done if the plan has not already been approved and/or submitted. 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 Progress Report, scroll to the Plans and Tools card. Click on the link for the IA Progress Report listed to open the edit screen.

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

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