Resource Indexes

In Casebook, all resources are storied in Resource Indexes, which can be found in the Resources and Lists menu at the top of every page in Casebook. These indexes display information about the license status and dates for the various resources. There are 5 resource indexes in Casebook, in addition to the New Resource Index:

• • Foster Family Home Resources (abbrev. FFH)

  • Residential Resources (abbrev. RR)

  • Out of State Resources (abbrev. OOS)

  • Placement Providers (abbrev. PP)

  • Service Providers (abbrev. SP)

The list of resources found on the Foster Family Home and Residential Resource Indices are sorted alphabetically by last name of the payee listed on the resource. 

Foster Family, Residential, Placement Provider, and Out of State Resource Indexes

The image below is a screenshot of the Foster Family Home Resource Index. This will be used as an example to explain the resource indexes that display as tables.

Filtering the Index

The left hand side of the index contains a search filters. On the Foster Family, Residential Resource, and Placement Provider indexes, filters act like they do on the global search filters; filters on the Out of State index work like the History Page filters.  To clear the filters, click Clear All Filters at the bottom of the sidebar. 

• • License Status Filters:

    • Resources are grouped into three categories: Inquiry and Application, Active License, and Inactive/Not licensed. Within each of these categories, you can further filter the index. Clicking the small black triangles will expand this list of sub-categories. 

    • You can only select one license status at a time to filter by.

  • County Filters

    • You can select multiple counties to show in the widget. ONLY ONE county will display in the index at a time. The designated county that is displaying will have a grey bar over it. 

    • You can select different counties using the dropdown menu. Counties that you recently viewed will be listed above the dropdown menu.

    • To clear the county filter, click “All".

  • Advanced Filters are intended for Central Office use but are available to all workers. These filters allow you to filter by: 

    • supervising agency 

    • review status 

    • exception 

    • wavier 

    • variance 

    • approve recommendation 

    • deny recommendation 

    • annual review due 

    • relicensure review due 

    • CAP 

    • CAP in review

Note:

• • For Residential Resources, the advanced filters let you filter by: 

  • Child Caring Institute 

  • Group Home 

  • Private Secure Facility

  • LCPA. Under LCPA, there are three additional filters to choose from:

    • Foster Family Home

    • Adoptive Homes

    • Both (FFH & AH)

Select the criteria you want to filter by and the index will automatically update to display only the resources that fit the selected criteria. At the top of all index pages, the number of resources in the category you have filtered to will display with a summary of the filters you have selected.

Sorting the Index

Across the main section of the index are headings, which can be used to sort the indices. Each heading is explained below:

• • Resource Name/Common Name: A link to the main page of the resource

  • Legal Name: A link to the main page of the resource (NOTE: This will only display for Residential Resources and Placement Providers)

  • Assigned Worker: Name of the resource worker assigned to the resource

• License Status

• Resource Review Status

  • Effective Date: The first day the resource's license was active

  • End Date: The last day the resource's license is active

  • County: County the resource lives in

Service Provider indexes

The image below is an example of the Service Provider Index. It simply lists the names of all service providers as links to their profile page.