Fostering Case Type Configuration

This article doesn't describe everything that needs to be set for fostering cases, because there is still a fair amount of customisation available. However, the following must be in place for the hub to work as described.

For full documentation, see the Case Configuration Overview series of articles.

Setup/Naming

• Additional details - FOSTERINGHUBADDITIONAL
• Case type name - Fostering

• Case type ID - fostering

Read Only

• Template

Tasks

Expression of Interest

This is a custom task.

• Groups
  • Auto-assign to case manager - Yes
• SLA - None
• Auto-generate - No
• Limits - None
• Setup/Naming
  • Task summary in Self Service - Expression of interest
  • History record passed to Task Officer - Expression of interest
  • Task List Order Index - 1
  • Editable Summary - No
  • Task cancellable - Yes
  • Email group - No
  • Email user - No
  • Pass attachments - No
  • Task name - Expression of interest
  • Task ID - expressionofinterest
  • Workflow Process ID - cmcustomfosteringhubv1
  • Task Read-only Form ID - CUSTOMFOSTERINGAPPLICATIONREADONLYV1EN

Refer to LA

This is a custom task.

• Groups
  • Auto-assign to case manager - No
  • Groups to assign to - Enter a comma separated list of local authority site user groups. See Users and User Groups
• SLA - None
• Auto-generate - No
• Limits - None
• Setup/Naming
  • Task summary in Self Service - Refer to LA
  • History record passed to Task Officer - Refer to LA
  • Task List Order Index - 2
  • Editable Summary - Yes
  • Task cancellable - No
  • Email group - No
  • Email user - Yes
  • Pass attachments - Yes
  • Task name - Refer to LA
  • Task ID - investigate<incremented number auto generated>
  • Workflow Process ID - cmfosteringinvestigatev1
  • Task Read-only Form ID - CASEMANAGEMENTINVESTIGATEENQUIRYVIEW

Request to Close

This is a multi-purpose task.

• Multipurpose Options
  • Custom form - FOSTERINGREQUESTOCLOSEV1EN
• Groups
  • Auto-assign to case manager - No
  • Groups to assign to - CM-FOSTERING-REQUESTTOCLOSE. See Users and User Groups
• SLA - None
• Auto-generate - No
• Limits
  • Minimum - 1 (This means the case can't be closed until this task has been completed)
  • Maximum - 0
• Setup/Naming
  • Task summary in Self Service - Request to close - {{form_NAME}}
  • History record passed to Task Officer - Request to close
  • Task List Order Index - 3
  • Editable Summary - Yes
  • Task cancellable - Yes
  • Email group - Yes
  • Email user - Yes
  • Pass attachments - No
  • Task name - Request to close
  • Task ID - multipurpose<incremented number auto generated>
  • Workflow Process ID - cmmultipurposev1
  • Task Read-only Form ID - REQUESTTOCLOSEREADONLYV1EN

Subtypes

Each subtype should be the name of a local authority covered by the hub. These names must match those added to the Configuration End Points. For example:

Status

Start

• New Case

In Progress

• New case
• First contact made
• Ongoing Contact
• EOI in progress
• EOI completed
• Referred to LA
• Check in 1 complete
• Check in 2 complete

End

• Closed

Reasons

• Reassignment - Transfer;EOI approval

Stages

• Initial Contact - Hub makes contact with applicant after application
• EOI - When the applicant is ready to progress and the EOI begins
• Referred to LA - Application has been referred to LA
• Check in 1 - Check in one complete
• Check in 2 - Check in two complete
• Closure in progress - Closure in progress

Close Reasons

• Applicant withdrawn
• Closed
• Case finalised
• LA closed case

SLA

This SLA is used to set a target for the initial contact and is then cleared once contact is made;

• Target
  • Days - 1
• Reminder
  • Hours - 2
• Can staff set? - Yes
• Can staff extend? - Yes
• Can staff resume - No
• Working days - Yes
• Pause when contacting - Yes

Groups

• Case Managers - CM-FOSTERINGHUB
• Reassignment - CM-FOSTERING;CM-FOSTERING-EOIAPPROVAL;CM-FOSTERING-REQUESTTOCLOSE; Plus any local authorities
• Case export - CM-FOSTERING

Routines

Initial Contact

• Trigger - Case started
• Actions
  • Set stage - Initial Contact

EOI in Progress

• Trigger - EOI task started
• Actions
  • Change status to "EOI in Progress"
  • Change stage to "EOI"

EOI Completed

• Trigger - EOI task completed
• Actions
  • Change status to "EOI Completed"

Referred to LA

• Trigger - Refer to LA Task Completed
• Actions
  • Set SLA for check in 1
  • Change status to "Referred to LA"
  • Change stage to "Referred to LA"