Creating a New Resource (FCM)

Resources are families or facilities a child can be placed with once s/he has been removed from home. There are several types of resources in Casebook including Foster Families, Residential Resources, Out-of-State Resources, and Service Providers. When you enter the removal of a child in Casebook, you will need to identify the resource the child is placed with. If the resource is not in the system, you can create one from the placement flow.

When resources are created through the placement flow, they have an initial status of "Non-Inquiry". This means that the family or resource has not submitted a request to DCS to become a licensed resource and should alert an RFCS that they need to do outreach with the newly entered family. Additionally, a link to the related resource will be found in the Quick Info menu on the person's profile page. This will allow workers to click directly to the resource associated with a person.

Creating a New Resource

The process to create any type of resource is the same, workers will click the link at the bottom of the autocompleter specifically for the type of resource they need to create. 

From an assessment or case, scroll to the Placements & Locations card:

• 1. Click "Edit/Add" in the top right corner of the card.

• 1. Click "Add New Removal Location".

• 1. Enter the children who will be moving to the new removal location, the type of location, and the name of the resource. The resource name field is an auto completer that populates with a list of resources currently in Casebook. If no existing resource matches the resource you want to use, select the link that best describes the type of new resource you will create.

• 1. Each link will bring you to a new tab open to a questionnaire specific to that type of resource. The questions below are for creating a foster family. The title of the page should state you are creating a new resource that is the same type as the link you previously clicked.

  2. Fill in the information on the questionnaire, clicking the "Add New" slugs if necessary to fill in information about the applicants and household members. The add applicant form will be open by default.

  3. Four pieces of information are required:

     1. • • Primary Applicant (The first applicant added will be labeled as the payee for the resource)

          • Family Structure or Resource Type

          • Address

          • County

• 1. When all information has been entered, click the save button on the bottom of the page.

  2. Return to the placement flow, select the resource you just created from the autocompleter and continue your placement work.

NOTE: When the Add Applicant or Add Household Member slug is clicked and the form opens, information on each form will be marked as required with small red asterisks.

• • Add Applicant form: the applicant field is required

  • Add Household Member form: the household member field is required

If either of these required fields is left blank, and the form is open (not canceled), when Save is clicked at the bottom of the page, a red pill error message will display at the top of the page.

Videos and Powerpoints

POWERPOINT: Creating a New Resource