Welcome to Learning on Demand
Quick Guides
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Quick Guides
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Admin Console
- Admin Console - Activate Unit Inbox and Add Inbox Member
- Admin Console - Add Assignment Desk, Office Staff and Activate
- Admin Console - Add Worker Details in CWS-CARES
- Admin Console - Add Worker Education in CWS-CARES
- Admin Console - Add Worker Skills in CWS-CARES
- Admin Console - Admin Console-Office Search
- Admin Console - Bulk Assignment from Assignment Desk to Caseload
- Admin Console - Bulk Assignment from Caseload to Caseload
- Admin Console - Caseload Summary Search
- Admin Console - Caseload Transfer
- Admin Console - Close a Unit
- Admin Console - Close an Office
- Admin Console - Create a Caseload
- Admin Console - Create a New Office
- Admin Console - Create a New Unit
- Admin Console - Create a New User in Okta
- Admin Console - Deactivate Okta Profile
- Admin Console - Edit a User Profile in Okta
- Admin Console - Inactivate Assignment Desk
- Admin Console - Inactivate Caseload
- Admin Console - Inactivate Office
- Admin Console - Inactivate Unit Staff, Unit and Inbox
- Admin Console - Navigate to Okta and CWS-CARES Dashboards
- Admin Console - Navigate to the Admin Homepage in CWS-CARES
- Admin Console - Override Access Descriptions
- Admin Console - Reset User Password in Okta
- Admin Console - View Unit
- Admin Console - View Worker Change Log in CWS-CARES
- Admin Console - Worker Management in Okta
- Admin Console - Worker Permission Mapping Overview
- Admin Console - Worker Permissions
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Case Management
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Supervisor Review & Approval
- Case Management - Approve, Reject, Reassign or Recall
- Case Management - Case Management Supervisor Home Page
- Case Management - Change Primary Assignment
- Case Management - Current Case Assignments
- Case Management - Notification of New Case for Assignment
- Case Management - Pending Approval
- Case Management - Secondary Assignment
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Court Hearing Framework
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Court Detention Hearing Framework
- Detention Hearing Framework - Add Participants to a Hearing
- Detention Hearing Framework - Add Participants to a Petition
- Detention Hearing Framework - Create a Petition
- Detention Hearing Framework - Create Detention Hearing Court Report
- Detention Hearing Framework - Create Notice
- Detention Hearing Framework - Create Petition Allegations
- Detention Hearing Framework - Create the Detention Hearing
- Detention Hearing Framework - Document Notice Distribution
- Detention Hearing Framework - Download the Court Report
- Detention Hearing Framework - Edit the Petition
- Detention Hearing Framework - Generate Additional Petition Documents
- Detention Hearing Framework - Generate JV 410 Findings and Orders
- Detention Hearing Framework - Generate Notice Documents
- Detention Hearing Framework - Generate the Court Report
- Detention Hearing Framework - Generate the Juvenile Dependency Petition
- Detention Hearing Framework - Redact a Document
- Detention Hearing Framework - Submit Court Report for Supervisor Review and Approval
- Detention Hearing Framework - Submit Petition for Review and Approval
- Detention Hearing Framework - View Redacted Document
- Detention Hearing Framework - WIC 342 Subsequent Petition
- Detention Hearing Framework - WIC 387 Supplemental Petition
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Process Court Hearings
- Process Court Hearings - Add Court Case Information to the Current Court Record
- Process Court Hearings - Associate Assign Attorneys
- Process Court Hearings - Close Court Case
- Process Court Hearings - Create Next Hearing
- Process Court Hearings - Document Court Officer Notes
- Process Court Hearings - Generate Court Officer Notes Document
- Process Court Hearings - JNET (San Bernardino Only)
- Process Court Hearings - Link Hearings to a Petition
- Process Court Hearings - Update Hearing Status
- Process Court Hearings - Upload Court Minute Orders
- Process Court Hearings – Record Court Minute Orders in CWS-CARES
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Foundational
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Change Assignment & Secondary Assignment
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CM Engagement for Family Transfer Request
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Contact Log & Tribal Inquiries
- Contact Log & Tribal Inquiries - Create a Contact Log Summary
- Contact Log & Tribal Inquiries - Create a New Contact Note for Tribal Inquiry & Collaboration (Case)
- Contact Log & Tribal Inquiries - Create a New Contact Note
- Contact Log & Tribal Inquiries - Create a New Tribal Inquiry (Screening or Referral)
- Contact Log & Tribal Inquiries - Create an-Addendum
- Contact Log & Tribal Inquiries - View-Edit Contact Logs
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Persons
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Manage Persons
- Manage Person - Documents
- Manage Person - Abandoned Baby Information
- Manage Person - Addresses
- Manage Person - Aid Codes
- Manage Person - Background Checks
- Manage Person - Beahvioral Emotional Social Health
- Manage Person - Cohabitation
- Manage Person - Court Cases
- Manage Person - Court Work Items
- Manage Person - Credit Report History
- Manage Person - Domestic Partnerships
- Manage Person - Education Decisions
- Manage Person - Gang Affiliations
- Manage Person - Health Insurance
- Manage Person - Health Summary
- Manage Person - Identification Applications
- Manage Person - Identifications
- Manage Person - Justice System Interactions
- Manage Person - Manage Persons - Person Summary Profile
- Manage Person - Marriage
- Manage Person - Other Names
- Manage Person - Parentage
- Manage Person - Phone Numbers
- Manage Person - Physical Descriptions
- Manage Person - Physical Health
- Manage Person - Placement-Information
- Manage Person - Post Secondary Education Support Person
- Manage Person - Prior Adoptions and Guardianships
- Manage Person - Reclaim Baby
- Manage Person - Related Units of Work
- Manage Person - Relationships
- Manage Person - Restraining Information
- Manage Person - Safely Surrendered Baby Forms
- Manage Person - School Enrollment
- Manage Person - School of Origin
- Manage Person - Social Media Accounts
- Manage Person - Special Immigrant Juvenile Status
- Manage Person - Tribal Information
- Manage Person - Vital Records
- Person(s) - Add a new Core Participant Record
- Person(s) - Add a new Other Participant-Collateral
- Person(s) - Add a new Other Participant-Support Participant
- Person(s) - Delete Person Record in Screening
- Person(s) - Manage Core Participant Record
- Person(s) - Manage Other Participant Record
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Investigations
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Investigations Engagement & Determination
- Investigations Engagement & Determination - Add Allegations
- Investigations Engagement & Determination - Allegations & Referral Information
- Investigations Engagement & Determination - Cancel an In-Home Safety Assessment
- Investigations Engagement & Determination - Cancel Risk Assessment
- Investigations Engagement & Determination - Complete Risk Assessment
- Investigations Engagement & Determination - Contact Notes & Tribal Inquiries
- Investigations Engagement & Determination - Create an In-Home Safety Assessment
- Investigations Engagement & Determination - Document Preparation for Interview
- Investigations Engagement & Determination - Edit Allegations
- Investigations Engagement & Determination - Family Information
- Investigations Engagement & Determination - Receive Assigned Referral
- Investigations Engagement & Determination - Record Allegation Conclusion and Rationale
- Investigations Engagement & Determination - Review Allegations and Referral Information
- Investigations Engagement & Determination - Review an In-Home Safety Assessment
- Investigations Engagement & Determination - Review Contacts Documented in Screening
- Investigations Engagement & Determination - Review Location of Child(ren)
- Investigations Engagement & Determination - Review Risk Assessment
- Investigations Engagement & Determination - Review Screening Decision Rationale from Structured Decision Making
- Investigations Engagement & Determination - Review Screening Details
- Investigations Engagement & Determination - Review the SCAR Generated in Screening
- Investigations Engagement & Determination - SDM Congregate Care Safety Assessment
- Investigations Engagement & Determination - SDM Substitute Care Provider Safety Assessment
- Investigations Engagement & Determination - View In-Home Safety Assessment Report
- Investigations Engagement & Determination - View the Emergency Response Referral
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Investigations Engagement and Determination Supervisor
- Investigations Engagement and Determination Supervisor - Approve Referral
- Investigations Engagement and Determination Supervisor - Approve SDM Assessments
- Investigations Engagement and Determination Supervisor - Find and Review a Referral
- Investigations Engagement and Determination Supervisor - Investigations Supervisor Program Guidance
- Investigations Engagement and Determination Supervisor - Navigating the Investigations Supervisor Home Page
- Investigations Engagement and Determination Supervisor - Promote Referral to a Case
- Investigations Engagement and Determination Supervisor - Reassign Approval Request
- Investigations Engagement and Determination Supervisor - Request Modifications
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Investigations Fatality & Near Fatality
- Investigations Fatality & Near Fatality - Agency Final Determination
- Investigations Fatality & Near Fatality - Generate SOC 826
- Investigations Fatality & Near Fatality - Incident Follow Up for Near Fatality
- Investigations Fatality & Near Fatality - Record Fatality-Near Fatality Information
- Investigations Fatality & Near Fatality - View & Download the SOC 826
- Investigations Fatality & Near Fatality - View Health Information – Fatality or Near Fatality Status
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Investigations Safely Surrendered Baby
- Investigations Safely Surrendered Baby - Initiate Reclaiming of a Safely Surrendered Baby
- Investigations Safely Surrendered Baby - Safely Surrendered Baby Program Guidance
- Investigations Safely Surrendered Baby - Update Safely Surrendered Baby Information
- Investigations Safely Surrendered Baby - View Safely Surrendered Baby Bracelet Information
- Investigations Safely Surrendered Baby - View Safely Surrendered Baby Information
- Investigations Safely Surrendered Baby - View the SOC-880
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Placement
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Maintain Placement
- Maintain Placement - Add Placement Stability Contact
- Maintain Placement - Create 14 Day Reminder-Task
- Maintain Placement - Create New 14 Day Notice Exemption
- Maintain Placement - Create New 14 Day Notice
- Maintain Placement - Create New Placement Preservation Strategy
- Maintain Placement - End Child Location Placement
- Maintain Placement - Record New Planned Absence
- Maintain Placement - Record New Unplanned Absence
- Maintain Placement - Update Placement Stability Contact
- Maintain Placement - Upload Placement Preservation Strategy Document
- Maintain Placement - View and Edit Absence
- Maintain Placement - View and Edit Placement Preservation Strategy
- Maintain Placement - View Placement Stability
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Screening
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Abuse & Neglect
- Screening - Abuse & Neglect - Add Allegations
- Screening - Abuse & Neglect - Call Back Attempts
- Screening - Abuse & Neglect - Contact Log Tribal
- Screening - Abuse & Neglect - Create a Screening and Complete Initial Page
- Screening - Abuse & Neglect - Create and Send Cross Reports
- Screening - Abuse & Neglect - Create Screening Persons & Associate
- Screening - Abuse & Neglect - Person Relationships
- Screening - Abuse & Neglect - Safety Alert Information
- Screening - Abuse & Neglect - Screening Address
- Screening - Abuse & Neglect - SDM Hotline Assessment
- Screening - Abuse & Neglect - Worker Submission
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Community Resources
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Safely Surrendered Baby
- Screening - Safely Surrendered Baby - Create Safely Surrendered Baby (SSB) Screening
- Screening - Safely Surrendered Baby - Enter Safely Surrendered Baby Information
- Screening - Safely Surrendered Baby - Enter Screening Person
- Screening - Safely Surrendered Baby - Generate Emergency Response Referral Document (ERRD)
- Screening - Safely Surrendered Baby - Manage SSB Documents
- Screening - Safely Surrendered Baby - Screening Address
- Screening - Safely Surrendered Baby - Screening Allegation
- Screening - Safely Surrendered Baby - Submit Screening for Approval
- Screening - Safely Surrendered Baby - Tribal Inquiry and Collaboration
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Supervisor Review & Promotion
- Screening - Supervisor Review and Promotion - Approve a Screening
- Screening - Supervisor Review and Promotion - Approve SDM Hotline Assessment
- Screening - Supervisor Review and Promotion - Find and Review Screening
- Screening - Supervisor Review and Promotion - Navigate Hotline Supervisor Home Page
- Screening - Supervisor Review and Promotion - Promote Screening to Investigative Referral
- Screening - Supervisor Review and Promotion - Reassign Approval Request
- Screening - Supervisor Review and Promotion - Request Modifications of a Screening
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Instructor Led Training (ILT)
Screening and Referrals - Training Guide updated 8/10/2026Prevention Services (FFPSA) - Training Guide updated 8/14/2026
Placement - Training Guide updated 8/05/2026
Admin Console - Training Guide updated 8/20/2026
Courts - Training Guide updated 8/27/2026
RFA - Training Guide updated 7/31/2026
RFA Portal - Training Guide updated 8/20/2026
Case Management - Training Guide updated 8/10/2026
Eligibility - Training Guide updated 7/31/2026
Adoptions - Training Guide updated 7/31/2026
Probation - Training Guide updated 8/06/2026
ILP & EFC Training Guide updated 8/12/2026
Reports - Training Guide updated 8/13/2026
FFPSA Portal - Training Guide updated 8/18/2026
Financial Management (County Focused) Facilitator Guide updated 8/18/2026
Financial Management (County Focused) Training Deck updated 8/18/2026
Financial Management - CDSS Focused - Training Guide updated 8/18/2026
Train the Trainer (TTT)
01 Admin Console Facilitator Guide updated 8/20/202601 Admin Console Training Deck updated 7/31/2026
08 Adoptions Facilitator Guide updated 7/31/2026
08 Adoptions Training Deck updated 7/31/2026
06 Case Management Services Facilitator Guide updated 8/10/2026
06 Case Management Services Training Deck updated 7/30/2026
03 Courts Facilitator Guide updated 8/27/2026
03 Courts Training Deck updated 7/27/2026
EFC ILP - Training Deck updated 8/12/2026
07 Eligibility Facilitator Guide updated 7/29/2026
07 Eligibility Training Deck updated 7/29/2026
Facilitator Guide ILP & EFC updated 8/12/2026
FFPSA Portal - Training Deck updated 8/18/2026
FFPSA Portal - Facilitator Guide updated 8/18/2026
Financial Management - CDSS Focused - Facilitator Guide updated 8/18/2026
Financial Management - CDSS - Training Deck updated 8/18/2026
Financial Management (County Focused) Training Guide updated 8/18/2026
05 Placement Facilitator Guide updated 8/05/2026
05 Placement Training Deck updated 7/30/2026
09 Prevention Services FFPSA Facilitator Guide updated 8/14/2026
09 Prevention Services FFPSA Training Deck updated 7/24/2026
Probation Training Deck
Probation - Facilitator Guide updated 8/06/2026
Reports - Facilitator Guide updated 8/13/2026
Reports - Training Deck updated 8/13/2026
RFA Portal - Training Deck updated 8/20/2026
RFA Portal - Facilitator Guide updated 8/20/2026
04 RFA - Facilitator Guide updated 7/27/2026
04 RFA - Training Deck updated 7/27/2026
02 Screening and Referrals Facilitator Guide updated 8/10/2026
02 Screenings and Referrals Training Deck updated 8/05/2026
Videos
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