If applicable, it is important to track how long you engage in each phase of a case with the use of the Case Status. Many users find these guidelines to be helpful:
New – you have not officially added the youth yet; you may have received a referral, are scheduling an initial meeting with the case worker, scheduling an initial visit with the youth, etc.
Inactive – your search/outreach efforts are on hold.
Discovery – you have begun reviewing files/diligent searching.
Engagement – you have begun cold calling, talking to former professionals, current network, and so on.
Promising Placement– you have identified a potential placement, full disclosure meeting scheduled, etc.
Finalization – you have a finalization date (even if not yet finalized). There will be a second drop-down to identify how the case finalized: adoption or legal guardianship.
Closed – case is officially closed. There will be a second drop-down with the following options: Emancipation, OPPLA (Other Planned Permanent Living Arrangement), Reunification, Other. You will always have access to your closed cases and can reopen them if needed. To access a closed case, simply go to the “More Filters” on the top left-hand side and select “Closed” from the filter options.
