History Page

Most units of work in Casebook have a history page. This page contains a record of every note that was created, every email sent in, and other significant events that have occurred on this unit of work. Examples of significant events for cases and assessments include: 

• • Created at or start date

  • Assigned to and date

  • Case closed or approval date

  • Reasons for return for edits

The historical records are listed in reverse chronological order, with the newest event listed first. 

To navigate to the history page of the unit of work you're currently working in, click the "View History" button in the top right corner of most pages in Casebook.

After clicking the link, a menu will open. Choose one option to quickly access that specific type of information stored on the History Page. The items listed in each menu will be customized to the unit of work you are on; the number to the right of the menu item lets you know how many of each item will be found on the History Page. Menu items for different units of work are listed below.

The following lists the options available for each unit of work 

• • Assessments: All, Attachments, Court Hearings, Notes, Services, Workflow Events

  • Cases: All, Attachments, Involvement Types, Court Hearings, Notes, Preadoption Plans, Services, Workflow Events

  • Resources: All, Attachments, Corrective Action Plans, Notes, Paper Licenses, Placement Holds, Removal Locations, Workflow events

When workers are viewing the History page, they will see the title of the unit of work they are currently working in and a link that will take them to the Main page of that work. 

History Page Cards

History Page cards populate the center portion of the page. The note category is shown in an orange box with white writing on the left hand side of the notes. Contained within each categorized card are items of information that are intended to summarize what information is contained in each.  

• • Court Hearing cards: Contain the Hearing Type, who the hearing is about, what the Hearing date was, and a summary of the hearing. 

  • Notes: Contain the text of the note, who created it, and the date it was created.

  • Contact cards: Contain the time of the contact, the method (i.e. face to face), the type (i.e. visit with family members), who the contact was regarding, and who was present.  The contact card also lists who created the card, the day it was created on, and whether or not the Contact is locked or editable.  Contacts are editable for 30 days and are then locked. 

• Workflow Event cards: Contain summaries of events that have specifically happened to a unit of work, i.e. "The Case has been edited, due to appeal."  The card also contains when the card was added and who created it. This is useful to FCMs and supervisors because it allows users to know when, why and who submitted, approved or rejected assessments to keep an accurate record.

• • • On Cases and Assessments, the assignee and the assignee's supervisor at time of approval displays on the card generated when the Unit of Work is closed, except on:

      • Cases created prior to 8/13/2013

      • Assessments created prior to 7/30/2013

• • E-mail Notes: Any information that was emailed into an Assessment or Case.

  • Case Focus Children Involvement Type cards: Contains information about the new involvement type, the focus child, and the start date of the involvement.

  • Placement Holds: Contains information about any placement holds related to the child or resource.

  • Attachments: Contains file name, the type of document, the date it was created/uploaded, a description of the file, and a list of people the file is related to (whose names are links to their person page)

History Page Cards for Resources

The card for workflow items on the history page for resources has a slightly different design. Workflow item history page card includes information about:

• • The item's acceptance state

  • Date of acceptance

  • Comments from the Accepter (either a supervisor or Central Office worker)

  • Who accepted the license and a link to their user page.

By default, all types of information are shown on the history page. To more easily find a specific item on the history page, you can select which types of information are shown on the page.

• 1. Select or unselect one or more of the categories from the list. NOTE: On the history page for resources, there is an extra filter category for Corrective Action Plans; this filter will display all workflow events associated with CAPs.

  2.  Click "update filter"

     1. This will refresh the page and display only the selected types of information.

Filtering by Attachments

When filtering by ‘Attachments’ on the history page for a case, assessment, FFH, RR, or OOSR emails, notes and court hearings with attachments will be included in the filter results.

Filtering by date range

You can now filter the History Page by date range by the item’s ‘occurred on’ date. If an invalid date is entered (for example, 13/12/13) an error message will display.

Filtering by Contact/VisitType

New filters have been added to the History Page to help you filter notes with contact or CFTM add-ons by subsets related to visits and contacts to help you prepare for court. These filters relate directly to the new contact types explained above. For example, any note with a contact or CFTM add-on can be considered an FCM and Child contact if it meets the criteria above, but only notes with contact add-ons will display the type on the history page. 

1. Navigate to the History page from any Assessment or Case. 

2. There will be a new section of filters between the Document Type and Dates filters labeled Contacts/Visits. From this filter, you will be able to filter the history page in the following ways. NOTE: if you navigate to the History Page from the menu in the Smart Bar and select all, no options on this filter should be selected.

3. If you select any of these filters with another document type that is not notes (ie court hearings), no entries will display on the History Page as there are no court hearings that are also any of these types of contacts/visits. If you select notes with any of the contacts/visits filters you will only see notes of that type.

With these filters selected, the following types of notes will display. The notes that display should have the type (ie: filter) displaying on the history page card in the Type column as well:

• • FCM and Child Contact

    • A note with a contact or CFTM add-on where a worker and the focus child are marked as present

    • The contact method is one of the four face to face options

    • Marked as successful

  • FCM Contact with Child's Family

    • A note with a contact or CFTM add-on where a worker is marked as present and a member of the focus child's family is also marked as present. The following relationships qualify

      • Parent

      • Step Parent

      • Grandparent

      • Legal Guardian

    • The contact method is one of the four face to face options

    • Marked as successful

  • Child Visit with Parents

    • A note with a contact add-on where the 'Focus Child visited Parents/Family' checkbox is checked.

  • CFTM

    • A note with a CFTM add-on