Link or unlink a CFTM

A CFTM can be linked to these types of records:

Follow these steps to link a CFTM to the current record you are recording or updating.  

  1. From the current record, click Linked CFTM. The Child and Family Team Meetings screen appears. This screen displays the CFTM records available for linking.

  2. (Optional) Click the select link to view details of a CFTM record in the list.

  3. (Optional) Click the unlink link to unlink a CFTM from the current record.

  4. Select the check box in the Link column to identify the record you want to link.

  5. Click Link.

  6. In the confirmation message, click OK. The system links the selected CFTM record to the plan, classification, or adoption record you are managing. You are returned to the details screen for that record.