Configuration for Tracking Adoption Cases

Content

  • Introduction
  • Explanation of Tracking Adoption Cases Configuration
  • Security Level Requirements and Access
  • Enabling Track Adoption Case
  • Adoption Settings for an Activity or Report

Introduction

This article is meant to provide administrators with configuration details regarding tracking adoption cases in extendedReach. 
If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com

Explanation of Tracking Adoption Cases Configuration

If your agency tracks Fost-Adopt or Straight Adoptions, you will need to enable adoption tracking for your workers. Straight Adoptions do not require a new program, however, Activity and Report compliance tab lists do require some adjustments to identify which items don’t apply to adoptions.

Security Level Requirements and Access

You must be an Agency Administrator to access the “Administration” menu on the left side of your Workspace. Hover over Organization Settings and click on “Organizational Preferences”.

Image: “Organizational Preferences Access Screen”

Enabling Track Adoption Case

Under the settings tab, REMOVE the check-mark next to “Services: Does not offer adoption-related services”.

Image: “Track Adoption Cases”

Adoption Settings for an Activity or Report

Go to “Program Settings”.

Image: “Organization Settings:Program Settings”

Under your Program Settings, select the Activities and Reports that you do not want to appear for Straight Adoption cases.

From an Activity or Report, click on “Show Advanced Options”.

Image: “Show Advanced Options”

Place a check-mark next to “Hide for straight adoption cases”.

Image: “Hide for Straight Adoption Cases”