Frequently Asked Questions
Case Management
Q: Will the 'Inactive Worker with Caseloads' report only be available to County Administrators, or would Supervisors and Managers in that Office be able to pull those reports as well?
A: The “Inactive Worker with Caseloads” report in Salesforce is currently only available to County Administrators through the Action Launcher Section. Managers and Supervisors do not have access to this report. As a note, “Manager” is not used as a permission type. This report isn’t available in Tableau for supervisors unless they learn how to create it.
Q: Will you be able to see if a child has Medi-Cal, Medi-Cal Fee for Service or Managed Care Medi-Cal, and what health provider they have?
A: Medi-Cal is not being tracked in CARES V1, and CARES V2 scope is not yet available.
Q: What does the 'FOP' label on one of the records mean?
A: The 'FOP' followed by a series of numbers indicates the individual person record ID number for the child or person receiving services.
Q: What happens if the CBO attempts to provide services, but the family doesn't engage?
A: There will be functionality for the provider to report in the system that they did not provide services because the family did not engage.
Q: Is there an anticipated timeline for when the state will take over costs related to SafeMeasures?
A: The State expects to take over county costs associated with SafeMeasures starting on July 1, 2028. Counties must continue to submit an Advance Planning Document (APD) to the California Department of Social Services prior to executing, renewing, or amending the agreement or paying for associated services. Please see External Systems Monthly Meeting May 2026 Questions and Answers County Fiscal Letter 23/24-12 for APD submission requirements and details as counties will be responsible for the existing contract and access until June 30, 2028. Please refer to The Future of SafeMeasures and Structured Decision Making (SDM) Assessments with CWS-CARES for more information.
Q: Can you provide more details about the Case Management Assessment (CMA) Suite Opeeka Person-Centered Intelligence Solutions (P-CIS) and clarify what information is being exchanged in the interface?
A: P-CIS provides real-time, bidirectional data exchange with CWS-CARES. P-CIS will support care coordination, assessments, and data sharing across agencies. Within PCIS, the CMA Suite is used to complete Child and Adolescent Needs and Strengths (CANS) assessments, Supervised Independent Living Program Readiness assessments, Life Skills Assessments, Child and Family Team Meeting surveys, and National Youth in Transition Database surveys.
For more information, please refer to the CWS-CARES and Data Exchange Fact Sheet.
Q: We were wondering if CWS-CARES will incorporate Safety Organized Practice (SOP) into the system. This is the state approved model approach we use in practice.
A: CWS-CARES incorporates elements aligned with Safety Organized Practice (SOP) where appropriate within system functionality. For example, provisional Harm and Danger Statements are available at Intake (Screening) and can be further developed throughout the referral and case lifecycle. Additionally, SOP-aligned language has been integrated into relevant areas of the system, including structured contact notes and other documentation features, where applicable.
Q: Can you upload a document to the competency evaluation? (e.g., if someone is receiving methadone treatment and their provider writes a letter—currently these are saved elsewhere; can they be uploaded?)
A: Yes. In the Adoption case for a relinquishment, users can document whether a competency evaluation is required and, if applicable, provide a narrative explanation. Users can also record details such as the provider name, date received, and decision. Supporting documentation (e.g., a provider letter) can be uploaded in the Documents section under the Adoptions category using the Relinquishment document type.
Q: What are the requirements from the State for entering Child Abuse Central Index (CACI) information and uploading CACI documents in CWS-CARES? Would CWS-CARES need to hold all of the "administrative record," or just those available in CWS-CARES currently, request and notices.
A: Regarding State requirements for entering Child Abuse Central Index (CACI) information in CWS-CARES, there are no requirements from the State for entering that information. In CWS/CMS, there is currently an ID page that includes fields for entering this information if a disposition is changed to a grievance. CWS-CARES will also include these fields.
Q: Can there be an additional outcome option such as “amended”? Scenario example: A perpetrator had two allegations substantiated. The perpetrator grieved the results and one substantiated was modified to inconclusive/unfounded, while the other substantiated allegation was sustained. How would this split result be documented within the Internal Review section of CACI if there is no amended option?
A: For a list of definitions on outcome results, these definitions are county specific, so there isn’t a standardized list from the Project. Options for what will be included in this field within CWS-CARES are currently under review and will be shared in future communications. If there is a split result in CWS-CARES, each allegation will be able to have that individual record updated with the values in CWS-CARES and reflect any changes to the allegation conclusion.