Frequently Asked Questions
Forms & Reports
Q: Will converted documents from CWS/CMS to CARES be the same format that they were already saved as, or is there a standard format that they will be converted to?
A: Yes, documents converted from CWS/CMS to CWS-CARES will retain their original file formats. The conversion process preserves the document format as stored in CWS/CMS rather than converting documents into a standardized format.
Q: Is there a possibility that pulling certain reports can be added as a permission so this can be granted to those Supervisors and Managers in the office?
A: At this time, Supervisors and Data Analysts will be able to view all CWS-CARES reports in Tableau. There are other areas of the system that have reports in Salesforce that are only accessible to County Administrators.
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: Are there plans on implementing a document imaging solution for CWS-CARES?
A: Currently, there are no plans for a document imaging solution directly into CWS-CARES at this time. Users can scan documents to their computers and upload any saved documents as needed.
Q: Will counties be able to copy and modify reports created by other counties? If so, when will those reports be available for counties to access and copy?
A: In the CWS-CARES 102 environment, County Report Developers have permission to view reports developed by other counties. However, they do not have the ability to download, copy, or modify these reports because they are not members of the respective county or project folder structures where the reports are stored. Counties will continue to have read-only access to reports developed by other counties.
Reports developed by the project are managed and maintained under the project vendor warranty. For this reason, County Report Developers are not granted permissions to download or modify these reports. All CWS-CARES users will have the ability to run and view available reports as part of the CWS-CARES solution.
Reports are organized within their respective folder structures (such as county-specific folders or project folders), and access permissions are managed accordingly.
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: Will counties have the ability to 'delete' county-created forms from CWS-CARES or do they have to open a ticket with the state to do it? If the counties can't delete the form, will they be able to mark it inactive and will marking it inactive not display the form in the drop-down during forms generation?
A: Counties will not be able to permanently delete county-created forms in CWS-CARES. However, county form authors can mark forms as “Inactive” within the document configuration page. Once a form is marked “Inactive”, it will no longer appear in the dropdown list during form generation.
Q: Why aren't all Juvenile (JV) Forms going to be created by the Project in CWS-CARES?
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.
Q: Within documents, is it possible to redact content?
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.
Only users with the correct role-based permissions (such as case workers or supervisors) will see the redaction option, and access depends on their role and their access to the case or record.