Quick Guide to CWS/CMS
Release 7.1 Changes
Effective May 17, 2014
Central CA Training Academy
Terry Luna, CWS/CMS Training Project Coordinator
559-278-5757
terril@csufresno.edu
Central CA Training Academy
April 2014
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Quick Guide to 7.1 Changes
Limit Access
Page 3
Restrict Client Merge
Page 4
Placement Home End Date
Page 5
Placement Change Reasons
Page 6
Educational Travel Reimbursement
Page 6
Non-Foster Care End Dates
Page 7
Legal Authority for Placement
Page 8
Participation Criteria
Page 8
Health & Education Passport
Page 9
Court Management Section
Page 10
Contact Section
Page 11
Dedup Reports & Batch Merge Processes
Page 12
Central CA Training Academy
April 2014
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Limit Access: Under the ACTION Menu
A new comments section has been added to the Limit Access frame so that user
can enter reason why case/referral is marked Sensitive or Sealed.
This comments section will allow
user to enter up to 254 characters
(10 full lines).
You must have Sealed/Sensitive
privilege in order to see this
frame. It will not be visible to the
assigned worker unless they have
this privilege.
Once a case or referral has been marked as either Sensitive or
Sealed, Limited Access will display on the ID page.
The ‘Client Abstract’ will now show ‘Sensitive or Sealed’ on the
Referral and Case History pages and other ‘open associated dialog
boxes’. This will help the user easily identify which case or referral
was marked as limited.
Central CA Training Academy
April 2014
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Restrict Client Merge:
A new privilege has been added to the Staff Rights section:
Merge Client
Only users with this privilege will be able to merge duplicate clients.
Central CA Training Academy
April 2014
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Placement Home End Date
Certain Placement Homes can now be end dated. This function can only be
done in Resource Management. User must have Resource Management
Placement Facility Maintenance privilege to end date a home.
This frame has been added to ‘Placement Home’ notebook.
These types of placement homes can
be ended:
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Reason Type Values:
 Address Change
 Adoption Only
 FFA Closure
 No Longer Certified/Approved
 Relative/NREFM No Eligible Child
 SCP Changed FFA Agency
 SCP Deceased
 SCP Request
 Other
Court Specified Home
FFA Certified Home
Guardian Home
Relative/NREFM Home
Tribe Specified Home
End Date column has been
added to the search results
and placement history
grids and home sutdy in
Resource Managment, so it
will be easy to identify a
closed home.
Once a Placement Home has been ended, you will not be able to place a
child in the home. However, historical placements can be made in order to
correct history.
End date can be removed and the home will be open once again.
Note: If home is end dated – you will not be able to record the Special
Project codes for RSO investigations as instructed in ACL 13-64, dated
10/15/2013. Remove end date, record Special Project code, then end the
home once again.
Central CA Training Academy
April 2014
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8 New Placement Change Reasons added:
On the ‘End Placement/Episode’ page of the Placement notebook:

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Moved to SILP
Moved to THPP/THP+FC
Moved Between Probation & Child Welfare
NMD Decision
NMD Moved to Unapproved Placement
FFACH Changed Agencies
Change of Address for Facility
Moved to NFC Placement
Educational Travel Reimbursement
Educational travel reimbursement payments will now be allowed for SILP
placements.
Central CA Training Academy
April 2014
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Non-Foster Care Placement Change/Episode Termination
Reasons added:
Placement Change Reasons:

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NMD Moved to Unapproved Placement
Incarcerated
Moved to Another NFC Placement
Moved to SILP
Moved to THPP/THP+FC
Placement Episode Termination Reasons:

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NMD Eligible for Reentry
NRLG Eligible for Reentry
NMD Age Limit Exit
NRLG Age Limit Exit
Central CA Training Academy
April 2014
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Legal Authority for Placement – New Grid to Capture History
On the ID page of the Placement notebook – a grid has been added to
collect history of the Legal Authority for placement. Age limit for legal
authority for placement – NMD WIC codes has been lowered from age
18 to 17 years and 5 months.
Rows can be added / modified / deleted. If only one row exists, it
cannot be deleted.
Participation Criteria on the Service Component page can be entered
for any youth, 17 yrs 5 mos, regardless of the service component.
End reason of ‘change of service component’ has been added.
Participation criteria only
become mandatory if the
service component is
Supportive Transition. All
participation criteria must
be ended in order to add a
different service
component.
All active participation criteria will be displayed in the Case Plan – CP
Participant’s page.
Central CA Training Academy
April 2014
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Health & Education Passport
In the dialog box that allows user to specify what is included on the
passport, past health screenings/referrals and intervention plan data
can be included.
This information is pulled from the Health Notebook, Screenings
Page.
Central CA Training Academy
April 2014
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Court Management Section:
Minors Page: 3 new hearing types and subtypes added:
New Hearing Types:
 366.25 24 Month/Permanency Review
 366.31 Pre-NMD Review
 366.32 NMD Review
New Hearing Subtypes:
 Adult Adoption (f)
 FR (d)
 PPLA (e)
Central CA Training Academy
April 2014
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Contact Notebook – Associated Services Page
New Service Categories added:
3 additional Service Categories added:
 Educational Stability
 Special Education/Disciplinary Issues
 Secondary and Post Secondary Guidance
These items are currently available as categories in Case Plan – they
were added here to maintain consistency.
Central CA Training Academy
April 2014
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New DEDUP Reports and Batch Merge Processes
Three new Duplicate Batch Merge processes have been added:
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Attorneys
Service Providers
Placement Homes
On a quarterly basis, pre merge Excel reports of duplicate Attorneys, Service
Providers and Placement Homes. County staff can evaluate the lists to
determine if in fact they should be merged.
The batch merge will be done twice a year, and will be automatic if the county
selects Yes in the ‘Reviewed’ combo box field of the pre-merge report.
A post-merge exception report will be delivered to counties to indicate which items
could not be merged.
For the existing Quarterly and Monthly Duplicate Client report: clients with an
Adoption Finalization Date that was entered between the time the report was
generated and the time the batch merge executed will now be excluded.
Central CA Training Academy
April 2014
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