A: There would be three steps to this process:

• Step 1: Create a new Unit Staff relationship in the Unit/Office that the worker will be moving to. This will allow the worker to be a part of that structure.
• Step 2: Navigate to the Caseload and update the Office, Unit and Staff Name fields to match that of the new relationship that has been created in Step 1. You do not need to use the Caseload Summary screen or Bulk Assignment for this. You can simply reassign the Caseload.
• Step 3: Navigate to the old Unit Staff relationship and mark it as “inactive” and add a reason.

A:  Approximately 145 JV Forms are currently projected to be developed by the Project at this time, based on prioritization decisions made by the Project team. Please note that this list is subject to change as development activities continue. 

The full list of forms is maintained in the CARES Forms Tracker, available through the CARES Forms Workgroup Teams Channel. To access the tracker, please email the CWS-CARES Forms Mailbox to request permission. Once granted, users can export the list to Excel and apply filters (e.g., Form Title, Disposition) to view specific form types, including JV forms. 
 

A: From our understanding, AutoText is a feature that allows you to store and quickly reuse blocks of text. This feature is not included in CWS-CARES Version 1. Counties could still use Microsoft Word and then copy and paste the narratives into CWS-CARES if they wanted to.A: From our understanding, AutoText is a feature that allows you to store and quickly reuse blocks of text. This feature is not included in CWS-CARES Version 1.

Counties could still use Microsoft Word and then copy and paste the narratives into CWS-CARES if they wanted to.

A: Yes, CWS-CARES allows users with the appropriate permissions to redact information in documents such as PDFs, Word files, and Excel files. All redacted documents are saved as PDFs, even if the original file was created in another format.
Redaction can be done in two ways:

• Manual redaction: selecting specific portions of the document to block out.
• Automatic redaction: searching for a word or phrase and redacting all occurrences at once.

A: Deleted data (including Court Reports) can be retrieved from the Salesforce platform by users for up to 15 days, and you can view details on who deleted it. After 15 days, system administrators can recover deleted data at any time.
 

A: Yes, CWDS will establish network connectivity (including CARES SFTP Service) for dedicated counties. Please reference the Technical Advisory Committee (TAC) page on the CWDS website for the August 12, 2025 TAC Meeting resources. This meeting shared information on the CWS-CARES SFTP service and set-up.

A: CWS-CARES offers a robust set of document-related features including the ability to generate, upload, view, edit, download, print, redact, and merge documents. Appropriate access controls are enforced so that only the users who need to see the documents have access to them. 
 
In CWS-CARES, documents are tied/indexed to key entities such as screenings, referrals, cases, eligibility, court work items, etc. Documents tied to the key entities can be viewed by retrieving the key record first and then pulling up the documents tab to see a list of all documents tied to the record.
 
Additional context on capabilities:

• Documents are indexed and tied to specific records in CWS-CARES.

• Document indexing uses an extensible and flexible document taxonomy system that is intuitive to use and makes saving, categorizing, and retrieving documents easy.

• Document lists allow sorting by Title, Category, Type, Uploaded By, and Uploaded Date.

• Documents can be viewed and managed directly within the relevant CWS-CARES context, such as screening or a case.

A: Yes, the genograms' functionality will be available in CWS-CARES V1. The project team combined "genograms" and "family tree" due to overlapping similarities, and this functionality is fully built and currently in the testing phase.

A: The project is currently designing the FFPSA Community Provider Portal. Constituent demonstrations are planned to begin mid-June through July 2025.

A: There are no plans or requirements to integrate Outlook with CWS-CARES. Therefore, it will not be included. Counties will continue their current processes for using Outlook.