Creating a New Resource (Licensing Worker)

As a licensing worker, part of your work will include inputting new resources into Casebook when an inquiry comes into DCS from individuals interested in becoming a Foster Family Home or Residential Resource. These resources will populate resource autocompleters and be used by FCMs as they place children in out of home locations

Necessary Information to Create a New Resource

- Primary Applicant (This is the payee for the resource)
- Family Structure or Resource Type
- Address
- County

Creating a New Resource

The process for creating any type of new resource is the same. In this example, we go through creating a new Foster Family Home.

1. Open the Resources & Lists menu from the universal tool bar found at the top of any page in Casebook. Select the list related to the type of resource you want to create.

1. At the bottom of the list of Foster Family Resources, click "Create Foster Family" link.

1. This link will take you to an edit screen on which you can enter the foster family applicants, other household members, address, and details. Each of these areas is contained in its own section of the edit card. More detailed information is given below.
2. Applicants

- - 1. In the Add Applicant form that is open, enter the name of the foster family applicant. The field is an auto completer search box that will search for a match among the people already entered in Casebook. From this field, you also have the ability to create a new person. You can add multiple applicants by clicking the "Add Applicant" link beneath the first autocompleter.
    2. After the first applicant's name is entered into the field, click "Add New". To add multiple applicants, click "Add applicant" and follow the same steps until all applicants have been added.
    3. When all applicants have been added, select the family structure from the drop down menu.
    4. Both the Applicant field and the Family Structure field are required fields.
      1. If you click "Add New" without entering an applicant, a red pill error message will display
      2. If you click the "Save" button at the bottom of the page without answering either question, these errors will appear at the top of the page in a red outlined box.

- 1. Other Household Members: Other household members are added the same way as applicants.

- - 1. First, click "Add Household Members
    2. Enter the person's name
    3. Click "Add New"

- 1. Address: In this section, you will list the Foster Family's address.

- - 1. Enter the address in the appropriate field.
    2. If the family has another address, click "Add Other Address". Casebook will prompt you to fill in the address and type of address (legal or mailing). Then click "Add New".
    3. This field is now required and an error message will display if you try to save the form without completing this question.

1. Details

- - 1. Enter all requested information.
    2. Click "Save".

Note:

A Resource Type is required when creating a Residential Resource. Select from the following Resource Types using the dropdown:
- - Licensed Child Placement Agency

- Group Home
- Child Caring Institution
- Private Secure Facility

LCPA Resources require you to select the type of licenses the resource is authorized to issue

Select the license type(s) the LCPA is authorized to issue

5. Once all information has been entered into the form, click save. This will create the new foster family and take you to the new foster family's profile page. The initial state of the new resource will be inquiry.

Videos and Powerpoints

POWERPOINT: Creating a New Resource

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