CFTM - Schedule a CFTM

For documenting and planning purposes, future CFTMs can be scheduled in TFACTS.  While this is not required in order to document the actual meeting, there are benefits in documenting a scheduled CFTM in TFACTS. One benefit is that the information entered on the scheduled CFTM record, such as CFTM Type(s) and Participants, will not have to be re-entered when documenting the actual meeting once it’s held.  Scheduling a CFTM also will auto populate the participants with an ‘Invited’ on the actual CFTM once it is entered.

• Scheduled Meeting Date: Enter a future date or utilize the calendar icon to select a future date

• Scheduled Meeting Time: Enter the time or utilize the clock icon to choose a time.

• CFTM Type(s): One or multiple CFTM Types can be selected for a single CFTM record; at least one CFTM Type must be selected.  

• Location Type: Select a Location Type, only one can be selected.

• Location: Narrative is optional.

• Phone Conf. Number: Optional if applicable

• Phone Conf. Code: Optional if applicable

• Video Conf. Number: Optional if applicable

• Video Conf. Code: Optional if applicable

Participants

• TACTS will auto-populate the name of the child, as this corresponds to the Electronic Case File from which you are “Scheduling a CFTM”.

• A ‘Role’ of Child Concerning is required in order to schedule a CFTM.

• Click Apply to save current information before adding additional participants.

• Click Add if Additional participants need to be added to document the invitation to the Scheduled  CFTM  

• Select the person from the list provided or perform a Person Search  

Status:

• System defaults to ‘Draft’, select ‘Scheduled’ from the dropdown

• Click Apply to remain on the page.  At the top of the screen “Your data has been saved” will display.  

• Click Save to save and return to the Person Home Page

Knowledge Base...

[CM47_cftm_schedulel] (revised June 2018)