Data

Action Required - External System Data Conversion Mapping Validation: Placement & Family Finding Data, Upcoming Deadlines, and Support Resources 

To: External Systems Data Conversion Counties: Binti Counties, Contra Costa and San Luis Obispo

Earlier this month, counties received access to the CWS-CARES data mapping validation environments to validate external system data mapping. To assist with validating the  mapping your county’s external system data, we are sharing key updates, reminders, and support resources. 

Mapping Validation: Placement and Family Finding Data Now Available 

  1. All External System Data Conversion counties have Placement data to validate. 
  2. Family Finding validation applies only to counties with Family Finding data to review. 

Reminder: Mapping Validation Deadlines 

Counties must finish their data mapping validation activities in their designated environments by the following dates. After this time, the data will no longer be available. 

  1. Resource Family Application (RFA) Dates 
  • Binti Data (CARES 105 – DC Val): July 31, 2026 
  • Contra Costa & San Luis Obispo Data (CARES 100 - ProdSim): August 14, 2026 
  1. Placement and Family Finding data: August 4, 2026 

Resources Available on the External Systems Portal: 

  1. Coming Soon: External System Data Conversion Mapping Validation Tips 
  • This upcoming guide will be posted shortly. It has step-by-step instructions and screenshots for finding Placement and Family Finding records in CWS-CARES validation environments, along with previously shared RFA guidance.  
  1. CARES 105 Kickoff Session presentation and recording with guidance on locating and validating RFA in the CWS-CARES external system data mapping validation environment: External Systems Materials  
  2. Data Mapping Validation Primer: Provides guidance for counties on confirming that external system data was converted into CWS-CARES.  

Support 

  1. Production Simulation Office Hours now include a recurring agenda topic for data conversion mapping validation from external systems. Please use these sessions to ask questions and receive support. 
  2. Invitations to the Data Conversion Validation Workgroup will be sent to County SPOCs, technical SMEs supporting data mapping validation, and past Data Mapping workgroup participants. Meeting details and access links will be included in the invitation. These drop-in sessions are dedicated specifically to walking through submitted ServiceNow tickets for external system data mapping validation.  
  • Originally created for CWS/CMS data conversion, this forum is expanding to support county staff for external system data mapping validation. Starting Thursday, July 30, and continuing through mid-September, dedicated technical support will be available during these sessions. 
  • Please note that county staff must submit a ServiceNow ticket prior to attending to receive assistance. 

After the validation windows close, the Project will send a wrap-up communication with next steps. 

Please contact the External Systems mailbox for questions.

Action Required:

Please contact the External Systems mailbox for questions. Review the guidance and complete your county's validation activities by the deadlines above. 

Security Protocols for Prod Sim Case Data

The Prod Sim environment contains converted CWS/CMS cases reflecting actual system data as of April 17th; because this includes real, sensitive PII, all case information must be strictly protected or redacted.

To protect CWS-CARES case data, please follow these important security guidelines when working with our support teams:

  • Redact Ticket Info: Do not send PHI, PII, or confidential case details to the Service Desk via email or ticket. Sensitive and confidential data cannot be stored in the ticketing system.
  • Secure Screen Shares: During support-requested screen shares, limit attendees to essential personnel only. Recording of sensitive information is strictly prohibited.
  • Consult for Tier 3 Transfers: If Tier 3 support needs sensitive data, use secure transmission methods. Contact your county Privacy Officer or the CWDS ISO if you need assistance with secure routing.

We appreciate your dedication to protecting the safety and privacy of vulnerable children and families while we work together to support your needs.

CWS-CARES: Weekly Maintenance and System Update Window Notification

CARES SPOCs, CARES Technical Contacts, Implementation Coordinators, OCM Coordinators, County Leadership, Tribe Leadership, Probation Leadership, and State Leadership:

To continually improve system performance and resolve known issues, we are establishing a weekly maintenance and update schedule for the CWS- CARES Production Simulation (Prod Sim) - CARES100 and Data Conversion Validation (DCVal) - CARES105 environments.

Please review the schedule and potential system impacts below:

Weekly Maintenance Schedule 

  • Start Time: Every Friday starting at 5:00 PM 
  • Code Deployment & Testing: Scheduled to be completed by Saturday at 8:00 AM 
  • Data Fixes: If urgent data updates are required, they may be processed throughout the day on Saturday, depending on priority. 
  • Please Note: This standard weekly maintenance window specifically applies to the CARES100 and CARES105 environments. If updates are required for any other CWS-CARES environments, we will communicate their specific schedules and system availability details when they are determined. 

What to Expect (System Impacts) 

While the CARES100 and CARES105 environments will remain accessible, you may experience minor performance impacts during this Friday night to Saturday maintenance window, including: 

  • Slower system response times. 
  • Intermittent issues with search functionality. 
  • To keep users informed, a system banner will be displayed in the environments starting every Thursday to alert counties of the maintenance window. This banner will be removed once the maintenance is complete. 

We appreciate your patience and cooperation as we work to keep our systems running smoothly and efficiently.  

Action Required

Please share this communication with staff who utilize these environments so they are aware of the weekly maintenance schedule and potential system impacts. 

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Security Protocols for Prod Sim Case Data

The Prod Sim environment contains converted CWS/CMS cases reflecting actual system data as of April 17, 2026. Because this includes real, sensitive (Personally Identifiable Information (PII), all case information must be strictly protected or redacted.

To protect CWS-CARES case data, please follow these important security guidelines when working with our support teams:

  • Redact Ticket Info: Do not send Protected Health Information (PHI), PII, or confidential case details to the Service Desk via email or ticket. Sensitive and confidential data cannot be stored in the ticketing system.
  • Secure Screen Shares: During support-requested screen shares, limit attendees to essential personnel only. Recording of sensitive information is strictly prohibited.
  • Consult for Tier 3 Transfers: If Tier 3 support needs sensitive data, use secure transmission methods. Contact your county Privacy Officer or the CWDS ISO if you need assistance with secure routing.

We appreciate your dedication to protecting the safety and privacy of vulnerable children and families while we work together to support your needs.

CWS/CMS: Data Quality Fuzzy Reports Available

All SPOCs and Data Quality Analysts:

The latest versions of Data Quality Fuzzy Reports for Clients and Placement Homes are now available. The Client and Placement Home Fuzzy Reports assist with manual data cleanup in CWS/CMS by providing a greater number of potential duplication matches, using “fuzzy” matching criteria, than would be possible on the more restricted results on the Semi-annual merge reports. Additional information on CWS/CMS data cleansing activities and benefits, including Fuzzy Reports, is found on the Data Quality Portal.

No signup is required. All counties have already received the two reports on SAFE.

Action Required

If a county wants to collect the two Data Quality Fuzzy Reports (for Client or Placement Home) and perform manual merges in CWS/CMS, please collect them from SAFE as you have done previously. 

 

2026 - Annual Batch Merge Data Cleanse Reminder

Batch Merge and Data Cleanses are scheduled on a Weekly, Bi-Monthly, Semi-Annual, and Manually Directed basis.

For information regarding the Batch Merge & Data Cleanse Schedule, Cleansing Instructions, Issues List, FAQs, and other information, please visit the https://cwds.ca.gov/DQP

For additional information regarding the Batch Merge process and reports, please refer to the Automated Client Merge Training Guides located on the Training Portal | Child Welfare Digital Services
 You must have Training Portal access to view the documents. If you do not have access, contact your County's Single Point of Contact (SPOC).

Data Cleanses
  • End Assignments for Closed Finalized Adoption Cases (SCR 8750)
  • Education Enrollment Cleanup (SCR 8844)
  • Distribute Quarterly SCP/Attorney/Service Provider/Placement Home reports
  • Staff Person Email Cleansing (SCR 8964)
  • Deduplication Cleansing of Hearing (SCR 8970)
  • Run Unknown Client Name Standardization (SCR 8842)
  • Validate & Cleanse Client Demographic Data (SCR 8850)
  • SSN Cleansing (SCR 8776)
  • Reporter Badge Number Cleansing (SCR 8935)
  • Other Adults Cleansing (SCR 8955)
  • Multi Notebook Email Cleansing (SCR 8936)
  • Service Provider NPI data Cleansing (SCR 8954)
  • Other Child Data Cleansing (SCR 8961)
  • Illogical Client Relationship Cleansing (SCR 8971)
  • Add missing name for Placement Home (SCR 8982)
  • Add Missing Name for Non-Foster Care Facilities for CARES (SCR 8983)
  • Transfer Enrollments between DOE Schools (SCR 8843)
  • Cleanup Outdated Home Studies (SCR 8989)
  • Distribute Semi Annual Placement Home/Service Provider pre-merge reports
  • Update Education Provider School Number
  • Standardize Addresses

Batch Merges
  • Distribute Bi-monthly Client Pre-merge reports
  • Distribute Semi Annual SCP/Attorney pre-merge reports
  • Retrieve Semi Annual SCP/Attorney reports from the counties
  • Run Bi-monthly Client
  • Run Semi Annual SCP/Attorney
  • Semi Annual Placement Home/Service Provider
  • Distribute Quarterly SCP/Attorney/Service Provider/Placement Home reports
  • SCP Deduplication (SCR8912)
  • Run Service Provider Merge (SCR 8794)
  • Run Education Provider De-Duplication - Batch Merge (SCR 8653)
  • Run Service Provider Address Merge
  • Run Bi-monthly Client Merge

Manually Directed Merges
  • FFACRFH and FFACH Homes (SCR 8856)

Contact the CWS_CustRel@otsi.ca.gov mailbox if you have any questions.

CWS/CMS: Data Quality Fuzzy Reports Available

All SPOCs and Data Quality Analysts:

The latest versions of Data Quality Fuzzy Reports for Clients and Placement Homes are now available. The Client and Placement Home Fuzzy Reports assist with data cleanup by providing a greater number of potential duplication matches, using “fuzzy” matching criteria, than would be possible on the more restricted results on the Semi-annual merge reports. Additional information on CWS/CMS data cleansing activities and benefits, including Fuzzy Reports, is found on the Data Quality Portal.

No sign-up is required. All counties have already received the two reports on SAFE.

Action Required

If a county wants to collect the two Data Quality Fuzzy Reports (for Client or Placement Home), please collect them from SAFE as you have done previously. 

New CWS-CARES Data Dictionary v0.05 and Office Hours Reminder

External Systems Points of Contact, CARES SPOCs, County Leadership, CARES Implementation Coordinators, and OCM Coordinators:

This update covers the new CWS-CARES Data Dictionary version and a reminder for CWS-CARES Office Hours (Data Dictionary and SQLDBM) Discussion.

New Version Available on September 2, 2025: CWS-CARES Data Dictionary V0.05
  • CWS-CARES Data Dictionary V0.05 will be available on the Microsoft Teams Channel: CWS-CARES Data Dictionary under Files on Tuesday, September 2, 2025.
  • The Intro tab of the CWS-CARES Data Dictionary highlights all updates in the new version, making it easy to see what is new or changed.
Reminder: CWS-CARES Office Hours
Join us for the CWS-CARES Office Hours on September 2, 2025, from 9:00 AM – 11:00 AM. This is a drop-in session designed to provide hands-on training, live demonstrations, and answers to your questions about the Data Dictionary and SQLDBM.
 
Action Required
Please contact CWDSDataManagement@otsi.ca.gov if you have any questions.
Thank you for your support as we work to successfully implement and maintain the CWS‑CARES Data Dictionary.

CWS/CMS: Data Quality Virtual Workshop – 2025 - FINAL UPDATE

Data Quality Analysts and CWS SPOCs:

August 26, 2025 UPDATE: The Data Quality Workshop registration link has been amended to allow responses. It should now work for everyone. Please try registering for the workshop now: September 2025 DQ Workshop Registration Form 
__________________________________________________________
August 26, 2025 UPDATE: The CWDS Office is aware of an issue with County users not being able to access the Data Quality Workshop registration link. We are trying to resolve this issue as quickly as possible. We will send out a new communication with a corrected registration link as soon as it has been developed. We apologize for the confusion and delay in being able to register in the workshop.
__________________________________________________________

CWDS is inviting county staff to the 2025 Data Quality Virtual (DQ) Workshop. This workshop will be held remotely only, using the MS Teams online meeting portal. The workshop will be held on two dates:
  • Wednesday, September 10, 2025
  • Thursday, September 11, 2025
This workshop will focus on reviewing new cleansing processes introduced in CWS/CMS R9.6 (SCR8982, SCR8983, SCR8989, SCR8843) covering what these processes are meant to do, what type of reports you will be receiving and the tasks needed for you to complete them in preparation for the first run in October. In addition, we shall be reviewing existing cleansing processes, especially helpful if you are new to the CWS/CMS data quality cleansing process. You will also have full access to the CTW environment to practice merges (e.g. client) or other data cleansing improvement activities during the workshops. Because the CWDS Office needs to technically validate each user's configuration, all registrations must be submitted by Friday, August 29, 2025.

SBC Soft Token Use

Once registration has closed on Friday, August 29, 2025, Customer Relations will schedule a MS Teams meeting with the tester and their County IT Contact. The purpose of this meeting will be to make sure that your County IT can configure your workstation with the needed software and any other required configurations.  If this cannot be accomplished, your registration in this DQ workshop cannot be accommodated.
 
Action Required
Complete the registration process by submitting the online form by August 29, 2025.  It is found on the DQ Portal. Here is a direct link to the online registration form: September 2025 DQ Workshop Registration Form

 

CWS/CMS: California Department of Education - Updated Providers List

California Department of Education - Updated Providers List
All SPOCs and Technical Contacts
On Friday, June 27, 2025, the list of Education Providers in the CWS/CMS application was updated with data obtained from the California Department of Education (CDE). During this update, several Education Providers in the application were end dated. This occurs whenever an existing CWS/CMS Education Provider no longer shows up as an active Education Provider in the data obtained from CDE. 

This information is being provided to assist counties with determining if any data corrections are needed.

Please contact CDE with any questions regarding the list:
Email: cdsadmin@cde.ca.gov
Phone: 916-327-4014

Action Required
Review the attached list of closed Education Providers; if the county determines a data correction may be needed, contact the CDE.

CWS-CARES Data Dictionary Update and New Tool: SqlDBM

External Systems Points of Contact, CARES SPOCs, County Leadership, CARES Implementation Coordinators, and OCM Coordinators:

This update covers the new CWS-CARES Data Dictionary version and introduces SqlDBM, a tool that will significantly improve how CWS-CARES Entity Relationship Diagrams (ERDs) are visualized.

New Version Available on June 30, 2025: CWS-CARES Data Dictionary V0.04
  • CWS-CARES Data Dictionary V0.04 will be available on the Microsoft Teams Channel:
    CWS-CARES Data Dictionary under Files on Monday, June 30, 2025.
  • The Intro tab of the CWS-CARES Data Dictionary highlights all updates in the new version, making it easy to see what is new or changed.
Visualizing CWS-CARES Data with SqlDBM
SqlDBM is an online tool that simplifies databases and data warehouse design and management. It enables users to view diagrams, known as Entity Relationship Diagrams (ERDs), which act as a visual aid to the CWS-CARES Data Dictionary. Users can click on elements, explore relationships, and gain a deeper understanding of the data definitions.

We are conducting an upcoming SqlDBM overview and training session. Here are the details:
  1. An Introduction to SqlDBM session, including a Q&A, will be held on July 22, 2025. This one‑hour session will guide users through the tool, supporting documentation, and address questions. We’ll send out invitations with the exact time and duration soon. The session will be recorded.
    • Staff are highly encouraged to attend. Please share the session invitation with your county staff who may benefit from attending, including technical staff, data analysts, report/form writers and developers, and data extract partners.
  2. Additional office hours will be scheduled for the first week of August 2025. Invitations will be sent out later.
  3. More details about read‑only access to SqlDBM roll out to the Counties and data partners will be shared during the July 22, 2025 session.

Action Required

Please contact CWDSDataManagement@otsi.ca.gov if you have any questions.

We appreciate your support and understanding as we work diligently to ensure the successful implementation and ongoing maintenance of the CWS-CARES Data Dictionary.

CWS/CMS: Data Quality Milestones

All SPOCs and Data Quality Analysts:
We had significant Data Quality (DQ) milestones completed this past weekend! Counties have performed over a million Manually-Directed data quality SCR updates (1,019,762 to be exact) since 2021. This is where counties review and approve files for batch updates/merges. Additionally, over 1.5 million Education Enrollments closed automatically
by SCR 8844 over the past five quarters.

The DQ portal and the DQ dashboard have been updated to reflect the April batch updates listed below:
  • Page 1 of the dashboard shows the current data quality metrics of outstanding items.
  • Page 2 shows a history of updates performed for data quality.
Action Required
The next round of bi-monthly updates will be in June, however, the SCR 8794 Service Provider Merge and SCR 8912 SCP Merge will continue to be available weekly. New, updated reports shall be sent out next week for those two processes.