County Queue and Review

• A workflow event is created in Report history when a County Supervisor picks up a Report for review.

Automatic Release of Reports

Reports are automatically released and returned to the County Queue if no edits are recorded within 15 minutes.

When a Report is auto-released:

• A notification appears in the Notifications dropdown at the top of your page

• A popup alerts you that the Report has been Autoreleased from Review.  Your options are to:

  • Click Save & Reclaim to keep assignment of the Report

    • This saves any unsaved changes

  • Click Dismiss to close the modal without saving or refreshing the Report

Approving Reports

County Supervisors have the option to:

• • approve Reports with the Hotline recommendation of Screen In or Screen Out

  • change the Hotline recommendation and then approve the Report

To Approve a Screen In Report

• • Click Approve

    • When you Click Approve the Report is validated for errors

    • Error messages indicate which Report cards do not pass validation (see Report Validations)

    • The County Decision is set as Screen In

    • Screening In a Report which has no Allegations or Mandated Reasons ends the Reports workflow as Approved Screen In

  • If the Report is Screened In with an Allegation or Mandated Reason a modal appears with the option to link the Report to an existing Assessment or create a new Assessment

• A red warning pill appears if you attempt to Approve a Report that has

Assessments where a Victim or Perpetrator is also a Participant on this Report are displayed

To link a Report to an Assessment

• • Select the radio button next to the appropriate Assessment

  • Click Screen-In

    • A workflow event is created in the Assessment’s history for each allegation copied from the Report

Results of linking a Report to an Assessment

• • Report status is changed to County Approved

  • Allegations and/or Mandated Reasons are copied from the Report to the linked Assessment

  • The Assessment’s Initiate By and Due Date are not changed

  • The Linked Report appears in the Assessment’s Quick Information. If that Assessment is linked to a Case the Report also appears in that Case’s Quick Information.

  • The Linked Reports appears in the Report Narrative as well as the Allegations, Mandated Reasons card on the Assessment page

  • The Assessment’s original Report Source is not overwritten and the Reporter from the linked Hotline Report is added as a Report Source

Changing a Hotline recommendation from Screen Out to Screen In

                               County Decision Screen In

• • Changes to Hotline Recommendations appear in Report History on the Decision card

Back to Hotline -OR- Continue to Reversing Decisions