Person Home Page

The Person Home Page serves as the initial/main page for the electronic Person record.  Basic identifying information about the Person in focus is available here as well as links to various modules where information specific to the Person in focus can be documented and maintained.

Person Links

Quick ActionsAllows you to create / update / delete common work items from the home page without requiring navigating to other modules.  Select one of these actions from the Quick Actions drop-down:
    Schedule CFTMA future CFTM can be scheduled in TFACTS.  While this is not required 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.  In a subsequent phase of the enhancement, documenting the scheduling of the CFTM will post to the Person calendar.
    - At least one Child Concerning is REQUIRED in order to schedule a CFTM.
    - To add Participants to the CFTM, select one or more persons from the list of Person Associations or conduct a Person Search to locate or add a person.
    - The Scheduled Meeting Date/Time must be a future date/time; these elements are REQUIRED.
    - Multiple CFTM Types can be selected for a single CFTM record; at least one CFTM Type is REQUIRED.
    - Only one Location Type can be selected  for a CFTM; Location Type is REQUIRED.
    - Multiple persons can be added to the CFTM as Participants, but the same person cannot be added to the CFTM more than once.
    - TFACTS will not allow a CFTM to be scheduled if a 'Draft' scheduled CFTM exists for that Child Concerning.
    - The status will default to 'Draft' when scheduling a new CFTM.
    Reschedule CFTMA CFTM in ‘Scheduled’ status must exist in order for the 'Reschedule CFTM' option to be enabled in Quick Actions list.
    - Select the Reschedule CFTM option.
    - Scheduled Meeting Date, Scheduled Meeting Time and Location Type are all REQUIRED.  They will be pre-populated with the information from the scheduled CFTM.  Update the information as needed and SAVE to complete the reschedule.
    - A Rescheduled Reason can be documented but is not required.
    Hold CFTMinvolves documenting the actual CFTM that has occurred, or is occurring
    Cancel CFTMA CFTM in 'Scheduled' status must exist in order for the 'Cancel CFTM' option to be enabled in Quick Actions list.
    - From 'Quick Actions' drop-down list on the Person Home Page, select the 'Cancel CFTM' option.
    - TFACTS will display a list of all Scheduled CFTMs for the Person in focus.  Click the CFTM to be canceled to highlight it, then click the Select button.
    - If only one Scheduled CFTM exists for the Person in focus, the Cancel page will automatically display.
    - Cancel Reason can be entered but is not required.
    - Click Save to complete the Cancel action.
    Delete CFTMA CFTM can only be deleted if the status is ‘Draft’ or 'In Progress’.
    Add/Delete Collateral ContactCollateral contacts are conversations, by telephone, in-person, or in writing that the worker has with persons on behalf of the client. This includes any professional providing formal services (e.g., therapists, teachers) and others important to the client (e.g., neighbors, ministers).
    - If Collateral Contacts with status = ‘In Progress’ exist, TFACTS will present a selection window to allow user to select an In Progress contact to view/update OR allow creation of a new contact.
      
    - To update an existing contact, click the row in the selection window to select it, and then click the Select button.  This will open the In Progress contact record for update.
    - To create a new contact record, click the New button. 
    Add/Delete ConsultationConsultations are conversations that take place between parties internal to DCS.
    Add/Delete External AssessmentAn Assessment that is completed by a non-DCS professional (e.g. Vocational Assessment, Psychological Assessment, etc.) Designed to allow staff to track information for Assessments performed by sources outside DCS.
    Add/Delete IPAAn Immediate Protection Agreement is an agreement between Parent/Caretakers and DCS created when a parent/caretaker’s access to the child needs to be limited due to concerns for the safety of the child.
    Complete NOAComplete any Notice of Action that has been generated for the Person in focus due to a recommended or actual change in placement that meets criteria for NOA.

Electronic Case FileSummary information about the five (5) most recent events that were created, or updated, for the person in focus is displayed.  Users with appropriate security access can select to view or update an event record directly from the electronic case file.  TFACTS will provide a brief textual summary of each of the five (5) events.  The summary will not exceed 100 characters and will include Event Type, Status and Narrative. The level of detail in this summary will be based upon the viewing user’s security access.  The ‘+more’ link displays the Electronic Case File Search page that enables a search feature that allows search of additional events using filters such as event type and date range. Clicking the Search button without entering any criteria will return all event records for the person in focus.Type your expanding text here.

CalendarFor Phase 1 of this enhancement, the Calendar feature can be used as a date reference only.  Additional functionality and integration of the calendar with events will be implemented in subsequent phases. Type your expanding text here.

Knowledge Base..

[PM01i ] (revised Apr 2017)