The Case Plan screen recommends the offender's involvement in specific programs. When you query on an offender, this screen shows any programs that have already been recommended (most recent first). Only one program can be displayed at a time, so the records are stacked; use the arrow keys to scroll through the program records.
To record a new program recommendation:
To access this screen from the Main Menu, select Institution Booking Case Plan.
OR
Select Institutions Case Management Case Plan from the Main Menu.
Query the Header block, and select or type the Offender ID#.
If necessary, bring up a blank record by clicking Insert (or scrolling to the end of the list with the arrow keys).
Click Next Block to access the Case Plan block, and complete all applicable fields. (Different fields may apply if you are creating or updating the case plan. All fields are described below.):
Type: List of Values available.
Effective Date: defaults to the current date. To change the date, enter another using a MM\DD\YYYY format. The date must be the same as, or later than the current date.
Review Date: provide a date on which to review the program; standard date format; optional.
Outline: optional text entry; pop-up window for longer commentary.
Additional Info: optional additional text entry.
Approval: List of Values available (approved or rejected).
Completion Date: standard date format; optional.
Current Performance: optional text entry.
Entered By/Date: defaults to your user ID and the date of entry (standard date format).
Completed By/Date: defaults to your user ID and the date of entry (standard date format).
Click Save.