Unlink a provider from a placement record

You can unlink a resource who was selected and linked to a placement record in error, as long as the placement record is in "Draft" status. It is important to ensure that the correct resource is linked to the child’s placement record. See also Record placement information.

Unlink a resource from a placement record as follows:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Click the case ID number link of the case you want to update. The Case Overview screen appears.

3. Click Placement in the link menu. The Placement Records screen appears. This screen displays any placements recorded for the children on this case. Only one active placement record (with no end date entered) can exist for a child at one time.

4. (Optional) Enter selection criteria and click Filter to change the records in the grid.

5. Click the select link to view the details of the placement record. The Placement Details screen appears.

6. Click the unlink link for the resource you want to unlink from the placement.

7. If necessary, update other information on the screen.

8. Click Save. You are returned to the Placement Records screen.