Revise an Approved Family Permanency Plan

Revise an Approved Permanency Plan

The most recent approved family permanency plan should be used as the basis for a revised family permanency plan. When you use the ‘revise’ function to create a revised plan, TFACTS creates a copy of the current active plan. You can update that copy and avoid starting from scratch on a new plan just to create a revision. When the system creates the copy of the most recent approved family permanency plan, it does not copy agreement, signature and ratification details because those are specific to each version of the plan.

Follow these steps to revise an approved family permanency plan to be used as a new plan.

From the Home screen, click the Case tab. The Case Workload screen appears.
Click the case ID number link for the case you want to view. The Case Overview screen appears.
Click Permanency Plans in the link menu. The Permanency Plans screen appears.
If necessary, enter filter criteria and click Filter to locate the most recent approved family permanency plan. The matching plans appear in the results grid.
Click the revise link for the plan. The Identifying Information screen will appear. Add/remove goal and/or plan participants, then click Apply or Save. This creates your ‘in progress’ revised plan record. The following information is copied over from the active plan:
- All active goal participants with associated permanency goals. You can modify goal participants and goals after the plan is revised, as appropriate.
- All active plan participants. You can add and delete plan participants after the plan is revised, as appropriate.
- All supporting information data. You can update the narratives and EPSD&T results after the plan is revised, as appropriate.
- All active strengths and concerns records without an end date. They will appear as "In Progress" strengths and concerns records. You can link and unlink them after the plan is revised, as appropriate. You can modify the existing "in progress” strength and concern records by clicking on the ”update” hyperlink.
- All linked visitation plans. You can unlink these and link new visitation plans after the family permanency plan is revised, as appropriate.
The agreement and signature details are not copied into the new plan. On the Permanency Plans screen, click the Agreement and Signatures link to enter this information.
Update other information for the new plan, as appropriate.
When the required information is complete, click Approval. The permanency plan Approval screen appears. Requesting Approval will cause the system to check for missing or incomplete information.
Complete the required information for the approval.
Click Save. You are returned to the Permanency Plans screen. The system sends an alert to the Team Leader to review and approve the revised family permanency plan.