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CPCMS Power Point Slide Presentation in PDF format

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Texas Office of Court Adm<strong>in</strong>istration (OCA)<br />

Child Protection Case Management System<br />

(<strong>CPCMS</strong>)<br />

• Designed from Requirements set forth by the 17 OCA Child<br />

Protection Specialty Courts Judges & Coord<strong>in</strong>ators (Map shown on<br />

Next <strong>Slide</strong>)<br />

• Specifically Designed for Child Protection Cases per Texas Statutes<br />

• Production Implementation September 2009<br />

• Currently Does Not Interface or Share Data with Any Other Case<br />

Management , Calendar or Docket<strong>in</strong>g System


Basic Organization


My Page<br />

My Page shown upon log <strong>in</strong>.<br />

The Tickler panel displays system generated case messages. The entire list may<br />

be exported to Excel.<br />

The Open Cases Summary displays summary <strong>in</strong><strong>format</strong>ion about case count <strong>in</strong> the<br />

user’s court.<br />

Broadcast messages are Adm<strong>in</strong>istrator generated and meant to provide relevant<br />

system <strong>in</strong><strong>format</strong>ion <strong>in</strong> a timely manner. It may conta<strong>in</strong> messages about newly<br />

released functionality or system outages for example.


Search<br />

The Search screen gives the ability to Search for Cases by case fields and to Search for Cases by person fields.<br />

Case and Person searches are <strong>in</strong>dependent of each other. Each completed field will constra<strong>in</strong> the results of the<br />

search. The Cause Number <strong>in</strong> the results panel has a hyper-l<strong>in</strong>k to the selected case‘s Case Summary screen.


Navigation & Preferences<br />

The Pop Out Case Navigation w<strong>in</strong>dow shows cases organized<br />

<strong>in</strong> a hierarchical layout.<br />

Use the small plus and m<strong>in</strong>us signs to expand or collapse the<br />

tree. The view options are Open, Closed, or All cases.<br />

The Previously Viewed Cases only remembers cases viewed<br />

dur<strong>in</strong>g the current work<strong>in</strong>g session.<br />

Court Preferences allows the court‘s users to set the default<br />

calendar display, Day, Week, or Month view.


Case Detail (1 of 3)<br />

Many fields are set by your log<strong>in</strong> profile, such as court and judge. Red fields system required.


Case Detail (2 of 3)<br />

The Persons panel displays basic Person fields and has a hyperl<strong>in</strong>k <strong>in</strong> the name field to the Person Detail screen. From<br />

here you can add Persons with the function buttons and manually relate them. Displayed relationships are limited to the<br />

Child-Parent and Client-Attorney on this particular panel.


Case Detail (3 of 3)<br />

The Consolidation panel allows you to consolidate another case <strong>in</strong>to the case you are open<strong>in</strong>g. It records the case<br />

consolidation data and is <strong>in</strong><strong>format</strong>ional only—<strong>in</strong> other words, enter<strong>in</strong>g <strong>in</strong><strong>format</strong>ion here will not affect calculated<br />

deadl<strong>in</strong>es or other <strong>in</strong><strong>format</strong>ion related to either case.<br />

Case Notes are displayed on the bottom of every Case screen. The panel is designed to accommodate two different<br />

practices of keep<strong>in</strong>g notes. You may save each notation as an <strong>in</strong>dividual note or keep a runn<strong>in</strong>g commentary <strong>in</strong> the note<br />

on the left. The most recent note (determ<strong>in</strong>ed by Note Date) is displayed <strong>in</strong> the larger half panel on the left. The rema<strong>in</strong><strong>in</strong>g<br />

notes are displayed on the right <strong>in</strong> a shortened display, newest at the top to oldest at the bottom. Only the most recent<br />

note, the on displayed on the left, can be edited. The other older notes may only be deleted. Some processes add notes to<br />

the right panel automatically, such as Remand<strong>in</strong>g a case. To delete a note on the right use the small red X. This operation<br />

is consistent throughout the system


Case Types, Case Functions & Case<br />

Relationships<br />

Case Types<br />

<strong>CPCMS</strong> dist<strong>in</strong>guishes case types by the fields that are available on the Case In<strong>format</strong>ion panels. The Non-<br />

Conservatorship panel is the same as the Conservatorship panel except the Dismissal Date, Days Until Dismissal, and<br />

Earliest TMC Date fields have been removed. The Adoption panel is the same as the Non-Conservatorship panel with Pre-<br />

Case fields removed.<br />

Person Types are also different between Case Types, such as an Adoption Case hav<strong>in</strong>g no Respondents.<br />

Case Functions<br />

The Sever Case screen is used to Sever one or more children from an exist<strong>in</strong>g case to manage the child or children‘s<br />

future <strong>in</strong>dependently of the family. Specific fields are copied <strong>in</strong>to the new case follow<strong>in</strong>g the child or children. It<br />

establishes a relationship between the orig<strong>in</strong>al Conservatorship case and the new case.<br />

The Copy Case screen copies an exist<strong>in</strong>g case <strong>in</strong>to a new one. This is provided as an easy method for creat<strong>in</strong>g a case that<br />

is very similar to another one. The function copies all the person and case <strong>in</strong><strong>format</strong>ion except any Actions.<br />

The Adoption Case screen creates a new case after the child or children are identified. It establishes a relationship<br />

between the orig<strong>in</strong>al Conservatorship case and the new Adoption case.<br />

Case Relationships<br />

Cases can be manually related at the Case Relationship fields on the Case Detail panel by typ<strong>in</strong>g <strong>in</strong> the Cause Number<br />

and us<strong>in</strong>g the Add function button. There are hyper-l<strong>in</strong>ks at the Cause Number that will take you directly to the Case<br />

Summary page of the Related Case selected. You can return to this case us<strong>in</strong>g the same hyper-l<strong>in</strong>k on that case.


Persons


Child Data (1 of 7)<br />

The Child screens capture all the detail on the child <strong>in</strong> many different panels. The panels are organized from top to bottom<br />

with the most used at the top and the least used at the bottom. Panels with no data entered come up collapsed while the<br />

ones with data come up expanded.<br />

The Child Demographics panel conta<strong>in</strong>s basic Child <strong>in</strong><strong>format</strong>ion that does not change from case to case. The Race and<br />

Ethnicity fields have drop down lists. It (and most Demographics panels) conta<strong>in</strong>s a Related Case l<strong>in</strong>k, if the person is <strong>in</strong><br />

another case.<br />

The six checkboxes on the bottom right side of the panel create an <strong>in</strong>dicator on the Calendar and Judge‘s Docket.<br />

The Apply to All checkbox only affects EXISTING children. It will cause the specific field <strong>in</strong><strong>format</strong>ion <strong>in</strong> exist<strong>in</strong>g children to<br />

be OVERWRITTEN. It will not cause children added after the checkbox is used to have the same <strong>in</strong><strong>format</strong>ion as exist<strong>in</strong>g<br />

children.


Child Data (2 of 7)<br />

The Child Case panel has<br />

several drop down lists to<br />

assist <strong>in</strong> enter<strong>in</strong>g data <strong>in</strong> the<br />

fields. Date fields can be<br />

entered <strong>in</strong> standard <strong>format</strong> or<br />

the calendar icon can be<br />

selected to br<strong>in</strong>g up a<br />

calendar. Several fields are<br />

display only and can not be<br />

edited. They are derived from<br />

other fields and rules.<br />

The Attorney ad litem / CASA /<br />

GAL set of fields can be<br />

entered if known. The lists are<br />

constra<strong>in</strong>ed from the<br />

Practic<strong>in</strong>g Counties list<br />

def<strong>in</strong>ed <strong>in</strong> the Manage<br />

Advocates screen.<br />

The Mother and Father TPR<br />

date can be entered here and<br />

will trigger a set of questions<br />

on screens designed to<br />

record the Order that<br />

established the TPR date.<br />

The Re-Entry <strong>in</strong>to the Child Protection System set of fields is used for important report<strong>in</strong>g. The F<strong>in</strong>al Order and Discharge<br />

Reason fields should be completed as the case moves through the judicial process.<br />

Two function buttons, Case Remanded and Motion to Modify Filed, will only appear when specific fields are completed. Case<br />

Remanded requires that all four fields be completed while Motion to Modify Filed requires that only the F<strong>in</strong>al Order fields be there<br />

and NOT the Discharge Reason fields. Both these functions clear fields and move the data <strong>in</strong>to a Case Note. You are then free to<br />

enter new data and create the appropriate records to complete the process, such as a Motion record with a Motion Type of<br />

Motion to Modify. Motions will be discussed <strong>in</strong> a future lesson <strong>in</strong> detail. Enter a Note if desired and always use the Save Person<br />

function button to save any changes. Of course, this panel will be visited and updated several times dur<strong>in</strong>g the life of the case.


Child Data (3 of 7)<br />

The Placement panel tracks data about a child‘s location and changes to those locations. It is meant to keep all placement<br />

changes with the Change Reason completed.<br />

The Permanency Plan panel collects data on three possible concurrent permanency plans <strong>in</strong> a prioritized order, A, B, and<br />

C. Each time there is a change, each plan will need to be entered <strong>in</strong> the right priority<br />

The Independent Liv<strong>in</strong>g & 16 Yrs of Age panel displays <strong>in</strong> the open state when both of the follow<strong>in</strong>g two conditions are met: 1) The child has a<br />

Permanency Plan A of Independent Liv<strong>in</strong>g as the current Permanency Plan, and 2) The child‘s age exceeds 16 years old. An exception is the<br />

overrid<strong>in</strong>g rule to display the panel <strong>in</strong> the open state when one or more data field (checkbox) has been populated. There is a system rule that gives a<br />

child a Discharge Reason of Aged Out automatically when they reach eighteen years old. This also generates a Tickler. All the fields <strong>in</strong> the panel are<br />

helpful checkboxes only except for the Override Age Out checkbox. It will override the Age Out Discharge Date function.


Child Data (4 of 7)<br />

The Medications panel tracks snapshots of prescribed medications for a child. This panel follows the guidel<strong>in</strong>es set forth<br />

by the Texas Department of State Human Services. There are many dosage rules that use the child‘s age and some that<br />

calculate based on the child‘s weight. The basic goal of the panel is to automatically <strong>in</strong>dicate if the guidel<strong>in</strong>es have been<br />

broken so that a judge may request a review of the medications.<br />

Only three medications are shown as default on the panel, but more can be added with the More Medication function. The<br />

Delete and Add Snapshot function are straight forward. The Copy Snapshot function button will create a duplicate of the<br />

most recent record and then it can be updated as required. The rules for warn<strong>in</strong>g messages are complicated, so please<br />

refer to the User Guide for details. To effectively delete a medication, choose the ―- Select –― from the list.


Child Data (5 of 7)<br />

The Cont<strong>in</strong>u<strong>in</strong>g Jurisdiction / Transfer / Consolidation / UCCJEA panel is divided <strong>in</strong>to four quadrants for each set of fields.<br />

These fields are data captur<strong>in</strong>g only and have no further bus<strong>in</strong>ess rules associated with them.


Child Data (6 of 7)<br />

The Extension & Monitored Return panel tracks specific data related to a general extension, and monitored return to home<br />

and a subsequent removal from a failed monitored return. There are several rules that manage the correct process for<br />

record<strong>in</strong>g these events related to length of extension or return and recalculat<strong>in</strong>g the dismissal date.<br />

• A s<strong>in</strong>gle general extension may be granted to a case. The extension can be no more than 180 days.<br />

• A monitored return may extend the case for up to 180 days from the monitored return date.<br />

• A child may be removed from monitored return and the case can be extended for up to 180 days from the removal date.<br />

• The Current Dismissal Date is calculated as the greater of:<br />

• Current Dismissal Date<br />

• Orig<strong>in</strong>al Dismissal Date + General Extension Days Extended<br />

• Monitored Return Date + Monitored Return Days Extended<br />

• Monitored Return Removal Date + Removal Days Extended


Child Data (7 of 7)<br />

The Substance Abuse Test<strong>in</strong>g panel tracks multiple <strong>in</strong>stances of substance abuse tests and what drugs resulted <strong>in</strong> a<br />

positive (dirty) return or if no positives were found. The panel is present on the Respondent screen as well as here.<br />

The ICPC (Interstate Compact on the Placement of Children) panel has the fields necessary to follow the progress of the<br />

possible relocation of a child or children.<br />

The ICWA (Indian Child Welfare Act) panel displays <strong>in</strong><strong>format</strong>ion about tribal affiliation, contact with the tribe, and jurisdiction.


Respondent / Individual (1 of 3)<br />

The Respondent Demographics panel is straight forward and conta<strong>in</strong>s data that will always relate to a person regardless<br />

of the case. Only the First Name and Sex fields are required. However, <strong>in</strong> the Respondent Case panel that will be<br />

discussed next, the Person Type field can complete the name fields under special circumstances. The Age field is display<br />

only and calculated based on the birth date and today's date.


Respondent / Individual (2 of 3)<br />

The Respondent Case panel tracks case specific data and beg<strong>in</strong>s with the required Person Type field.<br />

If the Person Type 'Unknown Father' is selected, the system will automatically populate First Name with 'Unknown' and<br />

Last Name with 'Father'. Unknown Mother and Volunteer Advocate operate the same way. These names can be changed at<br />

any time.<br />

The drop down list for Counsel Status conta<strong>in</strong>s three options and is meant to be a part of track<strong>in</strong>g attorney changes<br />

dur<strong>in</strong>g the case. The Date selection field is located to the right of the ‗Counsel Status‘ selection field.<br />

If an Attorney is withdrawn, removed or dismissed from a case, it is important to populate the<br />

‗Withdrawn/Removed/Dismissed Date:‘ field on the Case Attorney screen for that particular attorney. This completes the<br />

data necessary to track attorney changes.


Respondent / Individual (3 of 3)<br />

The Service Plan panel tracks the data for <strong>in</strong>dividual services required of the respondent. The services may grow as the<br />

case moves forward. It is common for a Service Plan to beg<strong>in</strong> with a Psychological Evaluation and then be expanded<br />

when the results of the evaluation is learned.


Manage Advocates<br />

The Manage Advocates menu item provides a drop down list to manage attorneys, CASAs, and GALs. The CASA and GAL<br />

screens operate <strong>in</strong> the same manner as the Attorney screen. The <strong>in</strong>itial panel is an Attorney Search set of fields that will<br />

assist <strong>in</strong> f<strong>in</strong>d<strong>in</strong>g the specific record you wish to work with.<br />

If you are creat<strong>in</strong>g a new record use the Add Case Attorney or Add Petitioner‘s Attorney function buttons. Case Attorneys<br />

are simply the Attorneys that may represent children or respondents. In <strong>CPCMS</strong> ―Attorneys‖ represent respondents and<br />

―Attorney ad litems‖ represent children.<br />

By us<strong>in</strong>g the County of Practice fields that activate the record on the CASA and GAL drop down lists on the children<br />

screens, each court has the flexibility to manage the records as they choose. The panel was designed for a person record,<br />

so the ―sex‖ field is required, but <strong>in</strong> the case of an entity, select male or female as desired and ignore it thereafter.


Merge Persons<br />

The Merge Persons panel is designed to help correct duplicate person records <strong>in</strong> the system.<br />

An <strong>in</strong>itial search will limit the list of names that is available <strong>in</strong> the Person field. After that, select the two records, A and B,<br />

decide which record to keep and which will go away by select<strong>in</strong>g the Keep A or Keep B radio buttons and the Merge<br />

Persons function button.


Case Summary (1 of 3)<br />

The Case Summary page consists of 5 panels; the Case Summary <strong>in</strong><strong>format</strong>ion at the top, basic Children data next, all<br />

Persons (<strong>in</strong>clud<strong>in</strong>g children, but with a different set of fields), the Register of Actions, and Case Notes. With the exception<br />

of the Case Notes panel, noth<strong>in</strong>g can be edited on this screen. Add<strong>in</strong>g or Updat<strong>in</strong>g data is done <strong>in</strong> other screens that are<br />

usually hyper-l<strong>in</strong>ked.<br />

The Case Summary panel displays a wide variety of <strong>in</strong><strong>format</strong>ion. There are hyper-l<strong>in</strong>ks at the Cause Number that will take<br />

you to the Case Detail screen and one at the Related Case(s) field that will take you directly to the Case Summary page of<br />

the Related Case selected. You can return to this case us<strong>in</strong>g the same hyper-l<strong>in</strong>k on that case.


Case Summary (2 of 3)<br />

The Child In<strong>format</strong>ion Panel shows fields specific to each child <strong>in</strong> the case. The child‘s name is hyper-l<strong>in</strong>ked to the<br />

editable Child Detail screen. In addition to the cont<strong>in</strong>uous fields at the top of the child‘s <strong>in</strong><strong>format</strong>ion, many data items will<br />

appear if they exist <strong>in</strong> the child‘s detail panels. They are Permanency Plans A, B and C, Cont<strong>in</strong>u<strong>in</strong>g Jurisdiction, Person<br />

Notes, Medication Warn<strong>in</strong>gs, T P R, ICWA, I CP C, P A L, and U C C J E A. Children are displayed <strong>in</strong> ascend<strong>in</strong>g order by<br />

birth date.<br />

The Person In<strong>format</strong>ion panel shows general person <strong>in</strong><strong>format</strong>ion with an emphasis on Service. Relationships are <strong>in</strong> the far<br />

right column. Relationships are reciprocal, so you will see the same Child-Mother relationship next to the child and a<br />

Mother-Child relationship next to the mother. Aga<strong>in</strong> the names are hyper-l<strong>in</strong>ked and will take you to the person detail<br />

screen.


Case Summary (3 of 3)<br />

The Register of<br />

Actions panel<br />

displays<br />

<strong>in</strong><strong>format</strong>ion on all<br />

Actions, an action<br />

be<strong>in</strong>g a Hear<strong>in</strong>g, a<br />

Motion, an Order,<br />

a Settlement, or a<br />

Document.<br />

Actions are listed<br />

<strong>in</strong> chronological<br />

order, oldest at<br />

the top. A red l<strong>in</strong>e<br />

separates the past<br />

from the future<br />

actions.<br />

The action name<br />

is hyper-l<strong>in</strong>ked<br />

and will take you<br />

to the detail page<br />

of the action<br />

selected.<br />

A filter function is at the top left of the panel and will show only the selected actions if desired. Actions are Associated with<br />

an Association ID. This is meant to help <strong>in</strong> case review by group<strong>in</strong>g them together. The system will automatically associate<br />

actions that are started from another action, such as when a motion is created from the hear<strong>in</strong>g page and an order is<br />

created from the motion page. The Attachment column has a document icon present when an e file is attached to the case.<br />

Double click<strong>in</strong>g on the icon will retrieve the file <strong>in</strong> its native <strong>format</strong>, Word, Excel, etc. All five add action function buttons are<br />

presented across the top of the panel.<br />

Hear<strong>in</strong>gs, Motions, Orders, Settlements and Documents make up the five Action Types. Only Hear<strong>in</strong>gs show up on the<br />

Docket and Calendar.


Schedule Hear<strong>in</strong>gs<br />

The Schedule Hear<strong>in</strong>g<br />

In<strong>format</strong>ion manages the<br />

basic hear<strong>in</strong>g<br />

<strong>in</strong><strong>format</strong>ion and when it<br />

is scheduled. It displays<br />

read only case summary<br />

<strong>in</strong><strong>format</strong>ion at the top for<br />

reference.<br />

The Current Hear<strong>in</strong>gs<br />

field group shows<br />

hear<strong>in</strong>gs scheduled for<br />

the Hear<strong>in</strong>g Date<br />

currently <strong>in</strong> that field.<br />

This is meant to assist<br />

with workload, county<br />

location, and any<br />

Hear<strong>in</strong>g Type group<strong>in</strong>g<br />

requirements you might<br />

have.<br />

Hear<strong>in</strong>g Type is a drop down list and many types have schedul<strong>in</strong>g rules associated with them. For example, if you try to schedule a<br />

Permanency Hear<strong>in</strong>g, a message will come up if you have not already scheduled an Initial Permanency Hear<strong>in</strong>g. The system will suggest a<br />

date based on TMC Granted Date plus 300 days and use the earliest TMC Granted Date when there is more than one child on the case. The<br />

system will take <strong>in</strong>to account if the calculated date falls on a weekend or holiday and move back to the previous Friday. You are free to<br />

change the date to an earlier date to accommodate the county docket schedules. If there is a previous Permanency Hear<strong>in</strong>g Date, the<br />

system will calculate 120 days from that hear<strong>in</strong>g date us<strong>in</strong>g the same rules.<br />

You must set the Docket for Morn<strong>in</strong>g or Afternoon us<strong>in</strong>g the two radio buttons and you may set the time as well. Morn<strong>in</strong>g and Afternoon<br />

Docket sett<strong>in</strong>g is <strong>in</strong>dependent of the time and will be expla<strong>in</strong>ed further <strong>in</strong> the Calendar lesson.<br />

The system defaults to hav<strong>in</strong>g all the Case Attorneys <strong>in</strong> the case on the Docket, but they can be removed as desired.<br />

A hear<strong>in</strong>g note may be added now or at any time.


Hear<strong>in</strong>g In<strong>format</strong>ion<br />

The Hear<strong>in</strong>g In<strong>format</strong>ion panel tracks specific <strong>in</strong><strong>format</strong>ion about items <strong>in</strong> the hear<strong>in</strong>g itself such as who is present with<br />

fields for enter<strong>in</strong>g specific people‘s names, such as Caseworker, if desired.<br />

A Cont<strong>in</strong>uance Granted For list and a Disable Days Until Dismissal checkbox is present and can be completed as<br />

appropriate.<br />

The Adoption Checklist panel is present only when the Hear<strong>in</strong>g Type of Adoption is chosen. It is a helpful list to be<br />

checked off while the hear<strong>in</strong>g proceeds.<br />

The Appellate Checklist panel is present only when the Hear<strong>in</strong>g Type of Appellate is chosen. As with the Adoption<br />

Checklist panel, it is a helpful list to be checked off while the hear<strong>in</strong>g proceeds.


Motions<br />

The Motion In<strong>format</strong>ion panel has a basic case header set of fields as well as an editable set of fields for captur<strong>in</strong>g<br />

specifics. The fields are straight forward with a date and type as well as a Motion Made By list of Respondents and<br />

Attorneys <strong>in</strong> the case. Enter a note if desired .


Orders (1 of 3)<br />

The Order In<strong>format</strong>ion<br />

panel has a basic case<br />

header set of fields as<br />

well as an editable set<br />

of fields for captur<strong>in</strong>g<br />

order specifics. It has<br />

the required Order<br />

Rendered Date and the<br />

Order Signed Date,<br />

which is optional but<br />

will create a Tickler<br />

after five days.<br />

The Order Type field is<br />

a category list<br />

consist<strong>in</strong>g of Case<br />

Order, Person Order,<br />

Parent to Child Order,<br />

and Child F<strong>in</strong>al Order.<br />

Each one of these<br />

choices will change<br />

the list of Orders and<br />

the ―Order Directed<br />

To‖ and ―Order<br />

Directed On Behalf Of‖<br />

fields.<br />

Case Order Types are not directed to a person and therefore the ‗Order Directed To‘ and ‗Order Directed on Behalf Of‘<br />

fields are not applicable with a Case Order Type. Person Order Types are directed to a person and the Order Directed To<br />

field is available. Parent To Child Orders are directed to a parent on behalf of a child, therefore the parent(s) associated<br />

with the Order should be selected <strong>in</strong> the ‗Order Directed To‘ field and the associated Child name(s) should be selected <strong>in</strong><br />

the ‗Order Directed On Behalf Of‘ field. Child F<strong>in</strong>al Order is for children only and only children will show up <strong>in</strong> the Order<br />

Directed To field.


Orders (2 of 3)<br />

Case Order Types are not<br />

directed to a person and<br />

therefore the ‗Order<br />

Directed To‘ and ‗Order<br />

Directed on Behalf Of‘<br />

fields are not applicable<br />

with a Case Order Type.<br />

Person Order Types are<br />

directed to a person and<br />

the Order Directed To field<br />

is available. Parent To<br />

Child Orders are directed<br />

to a parent on behalf of a<br />

child, therefore the<br />

parent(s) associated with<br />

the Order should be<br />

selected <strong>in</strong> the ‗Order<br />

Directed To‘ field and the<br />

associated Child name(s)<br />

should be selected <strong>in</strong> the<br />

‗Order Directed On Behalf<br />

Of‘ field. Child F<strong>in</strong>al Order<br />

is for children only and<br />

only children will show up<br />

<strong>in</strong> the Order Directed To<br />

field.<br />

There are Smart l<strong>in</strong>ks from the TPR Parent To Child Orders and the TPR dates for the Mother and Father on the Child Detail<br />

screen. A Parent To Child Order of ‗Term<strong>in</strong>ation of Parental Rights‘ will trigger auto-population of the TPR date on the<br />

associated Child screen(s) with the Order Rendered Date under the follow<strong>in</strong>g conditions:<br />

1) An exist<strong>in</strong>g Relationship is established on the Relationship screen between the parent and child<br />

2) The parent name(s) is/are selected as ‗Order Directed To‘ and the child name(s) is/are selected as ‗Order Directed on<br />

behalf Of‘ and<br />

3) The order is saved.


Orders (3 of 3)<br />

If the Order Rendered Date<br />

is changed, the TPR date<br />

will change accord<strong>in</strong>gly. If<br />

the Order is deleted, the<br />

TPR date will revert to<br />

blank. The auto-population<br />

is a one-way relationship<br />

from the Order to the TPR<br />

Date field. Manual entry of<br />

the TPR Date overrides the<br />

auto-population of this<br />

field. If a TPR Date is<br />

entered without a<br />

correspond<strong>in</strong>g Parent To<br />

Child Order of Term<strong>in</strong>ation<br />

Of Parental Rights, then a<br />

notification message will<br />

appear when the Child<br />

record is saved provid<strong>in</strong>g<br />

a means to quickly<br />

navigate to the Order<br />

screen.<br />

A Smart l<strong>in</strong>k also exist between the Child F<strong>in</strong>al Order on the Order screen and the F<strong>in</strong>al Order fields on the Child screen. A<br />

validation check is added to prevent entry of duplicate Child F<strong>in</strong>al Orders on a s<strong>in</strong>gle Child record via the Order screen. If a<br />

duplicate Child F<strong>in</strong>al Order entry is attempted, a message appears stat<strong>in</strong>g ―Child F<strong>in</strong>al Order already exists for one or more of the<br />

selected child name(s). You must use Motion to Modify to clear the exist<strong>in</strong>g F<strong>in</strong>al Order‖. The ‗Motion to Modify‘ button is located<br />

<strong>in</strong> the Case section of the Child screen. An additional validation check is added to ensure that a Child name is associated with<br />

Child F<strong>in</strong>al Order entered via the Order screen. If a Child F<strong>in</strong>al Order is entered without an associated Child name, a message will<br />

appear stat<strong>in</strong>g ―Please select child or children for Child F<strong>in</strong>al Order‖.<br />

Four F<strong>in</strong>al Orders, PMCs and PJMCs will automatically change the Conservatorship Status for that Child to PMC Department. A<br />

checkbox to record De Novo Review is present as well as a Note field.


Settlements<br />

The Settlement panel displays basic case <strong>in</strong><strong>format</strong>ion and conta<strong>in</strong>s data for a Settlement record. Referral and Settlement<br />

dates are available depend<strong>in</strong>g on what process is used, an Informal Conference or a Mediation. These are the two<br />

Settlement Types listed <strong>in</strong> that field. The Agreement field has three choices, Full Agreement, Partial Agreement and<br />

Impasse. Enter a note if desired.


Documents<br />

The Document panel displays basic case <strong>in</strong><strong>format</strong>ion and conta<strong>in</strong>s data for a document record. This panel also conta<strong>in</strong>s<br />

the function necessary to attach a document file <strong>in</strong>to the system. Select the Document Date and Type. All the types are<br />

available with the exception of when this function is selected from the Case Detail screen Attach Orig<strong>in</strong>al Petition and the<br />

Attach Orig<strong>in</strong>al Affidavit. Then only the document selected is shown. The Document to Upload field can be completed by<br />

hand or you may use the Browse function to search for it on your computer.


Associate Actions<br />

The Associated Actions panel allows actions to be<br />

associated, but these associations have no bus<strong>in</strong>ess rules,<br />

but cause an Association ID to be displayed on the Register<br />

Of Actions. These associated IDs are <strong>in</strong> some cases<br />

automatically system generated when a process is followed,<br />

such as creat<strong>in</strong>g a motion us<strong>in</strong>g the Create Motion button <strong>in</strong><br />

the Hear<strong>in</strong>g screen. The Associate Action function buttons<br />

change depend<strong>in</strong>g on the current action page. The other four<br />

actions appear on the panel.<br />

The small Associate (Actions) panel displays a list of the specific Action you wish to associate. Select the exist<strong>in</strong>g Action<br />

and use the Associate function button to complete the process.


Calendar (1 of 5)<br />

The calendar shows<br />

hear<strong>in</strong>gs on their<br />

scheduled days that<br />

comprise a docket.<br />

The calendar has 3 views:<br />

month, week and day. The<br />

month view limits the<br />

number of hear<strong>in</strong>gs shown<br />

per day to two. Click<strong>in</strong>g on<br />

the ―more…‖ at the bottom<br />

of the day switches to the<br />

day view to display all the<br />

hear<strong>in</strong>gs. Mov<strong>in</strong>g the<br />

mouse over the first two<br />

hear<strong>in</strong>gs shown <strong>in</strong> the day<br />

column will trigger display<br />

of the day‘s total hear<strong>in</strong>g<br />

count.<br />

The ‗Go To‘ field can be<br />

used to quickly navigate to<br />

a particular date by simply<br />

enter<strong>in</strong>g a date and<br />

click<strong>in</strong>g the GO button<br />

located to the right of the<br />

‗Go To‘ field.<br />

To use the Allow Update Time function, check the checkbox and refresh the display by click<strong>in</strong>g on the Day view. This will<br />

allow you to update the Hear<strong>in</strong>g Time directly from the calendar without hav<strong>in</strong>g to go to each <strong>in</strong>dividual hear<strong>in</strong>g.<br />

The Schedule Hear<strong>in</strong>g function button is only present when an exist<strong>in</strong>g case is <strong>in</strong> memory at the Case Summary screen and<br />

will take you directly to the Schedule Hear<strong>in</strong>g panel of the case.


Calendar (2 of 5)<br />

The Manage Days Off allows days to be reserved the same as Saturday and Sundays are excluded from hear<strong>in</strong>g schedul<strong>in</strong>g<br />

calculations by Court. Days can be reserved by enter<strong>in</strong>g the date and a note. No other action is necessary. Entire Morn<strong>in</strong>g<br />

or Afternoons can be reserved by check<strong>in</strong>g the boxes and add<strong>in</strong>g a note. Two appo<strong>in</strong>tments per day may be entered by<br />

enter<strong>in</strong>g a start and end time and a note. The system will not permit an end time before the start time and the end time is<br />

required.


Calendar (3 of 5)<br />

In the Week and Day views, Hear<strong>in</strong>gs that are<br />

checked as AM (see the Schedule Hear<strong>in</strong>g<br />

In<strong>format</strong>ion panel) appear <strong>in</strong> the upper (early) section<br />

of the day. 24 hear<strong>in</strong>gs rows are available on this<br />

display. The PM hear<strong>in</strong>gs start at the 25 th row and<br />

there are 20 rows available <strong>in</strong> the afternoon (lower)<br />

section.<br />

Drag and drop the hear<strong>in</strong>gs to reorder them WITHIN<br />

THE SAME TIME. The system will not allow hear<strong>in</strong>gs<br />

to be moved outside the same time ―group‖. Enter<br />

the time by 15 m<strong>in</strong>ute <strong>in</strong>crements. The time field is<br />

the same field on the hear<strong>in</strong>g screen and can be<br />

entered there as well. AM/PM is set on the Hear<strong>in</strong>g<br />

panel.


Calendar (4 of 5)<br />

The Copy Selected Hear<strong>in</strong>g(s) to Date function is for<br />

schedul<strong>in</strong>g another Placement Review Hear<strong>in</strong>g. There<br />

are three rules associated with it. They are:<br />

The Note at the top of the panel appears only when a<br />

Placement Review Hear<strong>in</strong>g is on the Calendar.<br />

A checkbox appears next to the Placement Review<br />

Hear<strong>in</strong>g row. A ―Copy to Date‖ is suggested by the<br />

system and calculated from the calendar day<br />

displayed plus 180 days tak<strong>in</strong>g <strong>in</strong>to account weekends<br />

and holidays.<br />

The hear<strong>in</strong>gs are ordered by:<br />

• AM or PM first and time is <strong>in</strong>dependent and not<br />

adjusted by this checkbox,<br />

• then by Time.<br />

• And then f<strong>in</strong>ally by the<br />

Order number.<br />

The display <strong>in</strong>dicates cases <strong>in</strong> the day‘s docket that<br />

have special person flags <strong>in</strong> the person record. These<br />

<strong>in</strong>clude SR (Security Risk), Db (Disability), In<br />

(Incarcerated), NI (Needs Interpreter), CH (Crim<strong>in</strong>al<br />

History), De (Deceased) and TPR (Term<strong>in</strong>ation of<br />

Parental Rights). Cases that have one or more of<br />

these flags set have a red asterisk. The Weekly view<br />

does not have the alpha <strong>in</strong>dicator flags, but still has<br />

the red asterisk. The Day view has the Indicators on<br />

the Case l<strong>in</strong>e.


Calendar (5 of 5)<br />

The Additional Hear<strong>in</strong>g Functions panel allows for a batch move of hear<strong>in</strong>gs to a new date. It is constra<strong>in</strong>ed by the Dismissal<br />

Date rules, except if the Ignore Dismissal Validation checkbox is checked.<br />

After a date is entered <strong>in</strong>to the ‗Move Current Date Hear<strong>in</strong>g(s) to Date:‘ field, click the ‗Move All Hear<strong>in</strong>gs‘ button to move all<br />

hear<strong>in</strong>gs to the new date.<br />

A notification message will appear at the top of the screen stat<strong>in</strong>g the number of hear<strong>in</strong>gs moved. The notification message<br />

also states that hear<strong>in</strong>gs hav<strong>in</strong>g a case dismissal date prior to the requested move date will not be moved unless the ‗Ignore<br />

Dismissal Validation‘ box is populated.


Work<strong>in</strong>g with Reports (1 of 2)<br />

The Case Summary Report can be<br />

pr<strong>in</strong>ted for a s<strong>in</strong>gle case from the<br />

Case Summary w<strong>in</strong>dow. It pr<strong>in</strong>ts the<br />

same fields, with the same rules as<br />

the system w<strong>in</strong>dow.<br />

It can also be pr<strong>in</strong>ted from the<br />

Reports page <strong>in</strong> batch mode for an<br />

entire docket. Aga<strong>in</strong>, it pr<strong>in</strong>ts the<br />

same fields, with the same rules as<br />

the system w<strong>in</strong>dow.<br />

The Post<strong>in</strong>g Docket is a<br />

representation of the days docket<br />

calendar and is meant to be pr<strong>in</strong>ted<br />

and posted at the Courtroom for the<br />

public to use.<br />

Reports may be viewed from the<br />

screen, pr<strong>in</strong>ted, or exported to an<br />

application <strong>format</strong>, such as Excel or<br />

Word.<br />

The Judge‘s Docket is a representation of the days docket calendar, but conta<strong>in</strong>s more case specific material and is typically<br />

meant to be used by the Judge as a reference case summary. There is also a version that has page breaks after each hear<strong>in</strong>g.<br />

The Workload Measures for A Court by County report has a wide variety of data. It beg<strong>in</strong>s with Case based <strong>in</strong><strong>format</strong>ion and ends<br />

with Child based items. The Snapshot Start Date and Snapshot End Date should be a date range from an older to a newer date.<br />

The two dates are presented as s<strong>in</strong>gular dates at some times and used to calculate over the range of the dates at other times. The<br />

data is presented <strong>in</strong> small tables, one after another. Many of the data tables show data <strong>in</strong> ―Open Cases‖ as of a specific date. This<br />

means that as of the specified date all cases are queried by the system as to their open or closed status and only open ones are<br />

<strong>in</strong>cluded <strong>in</strong> the data. Open cases are cases without a case closed date, which is generated when all children <strong>in</strong> a case have been<br />

given a Discharge Reason and Discharge Date. The Snapshot Start Date and Snapshot End Date are Inclusive. The first day of a<br />

month and the last day of a month will show all data for the month. If the report is run from the first day of a month to the first day<br />

of the next month, it will show the entire month AND the first day of the next month, which would typically be an error.


Work<strong>in</strong>g with Reports (2 of 2)<br />

The Children <strong>in</strong> PMC w/o Term<strong>in</strong>ation<br />

report shows all children <strong>in</strong> a court<br />

with 3 specific types of F<strong>in</strong>al Orders<br />

and no Discharge Reason.<br />

Children where there is f<strong>in</strong>al order of<br />

• PMC-DFPS w/o Term<strong>in</strong>ation<br />

• Or PJMC-Department & Parent<br />

• Or PJMC-Department & Other<br />

And discharge reason is blank.<br />

The report is grouped by each of the 3<br />

types of F<strong>in</strong>al Orders (the example<br />

data only has one type of F<strong>in</strong>al Order).<br />

This report does not take <strong>in</strong>to<br />

consideration Conservatorship Status<br />

or TPR Orders.<br />

The Workload Measures by Court – LBB report shows Hear<strong>in</strong>g and Child F<strong>in</strong>al Order counts per month per Court and is used<br />

for LBB report<strong>in</strong>g. It is a subsection of the Workload Measures by Court report.<br />

The Workload Measures by Court Detail – LBB report shows the Cause Number, Child Name and Order Date for each Child<br />

F<strong>in</strong>al Order exist<strong>in</strong>g with<strong>in</strong> the specified date parameters.<br />

The ICPC Status In Progress Report by Court shows the status of active Interstate Child Placements.<br />

The Workload Measures by Court report is the same as the Workload Measures for A Court by County except it is broken<br />

down and summarized by the 17 OCA CP Courts and not counties.<br />

The two bottom panels address the specifics of two types of Measure reports and their User Def<strong>in</strong>ed configuration.


Court Performance & Workload Measures Reports<br />

The displayed Configuration panel<br />

shows User Def<strong>in</strong>ed reports.<br />

It works <strong>in</strong> conjunction with the<br />

lower Configuration Detail panel.<br />

Each report can be recalled and<br />

will set the parameters, such as<br />

sub-report selection and a type<br />

(either Court by County or All 17<br />

Courts).<br />

Users may def<strong>in</strong>e as many reports<br />

as desired. Users may also recall a<br />

report, make changes and resave<br />

the new configuration.<br />

Reports can conta<strong>in</strong> any configuration of sub-reports, but the concept of group<strong>in</strong>g sub-reports, such as Safety or Timel<strong>in</strong>ess<br />

is how the sub-reports are organized.


Court Performance & Workload Measures Reports<br />

The left side list<strong>in</strong>g or sub-reports are the Court<br />

Performance Measures <strong>in</strong> Child Abuse and<br />

Neglect Cases from the DOJ Office of Justice<br />

Programs Office of Juvenile Justice and<br />

Del<strong>in</strong>quency Prevention Toolkit.<br />

The Texas Office of Court Adm<strong>in</strong>istration<br />

identified 20 out of the 30 measures where the<br />

data was managed by the courts and focused on<br />

these measures. The data <strong>in</strong> the rema<strong>in</strong><strong>in</strong>g 10<br />

measures is managed by the Child Protective<br />

Services department of the Texas Department of<br />

Family Protective Services.<br />

These sub-reports are shown <strong>in</strong> a tablized <strong>format</strong><br />

and then <strong>in</strong> charts and graphs as appropriate as<br />

shown <strong>in</strong> the 2 <strong>in</strong>cluded examples.<br />

Several reports conta<strong>in</strong> a statistical data<br />

<strong>in</strong>clusion bar chart that shows if required data is<br />

recorded by the court or not. The f<strong>in</strong>al charts will<br />

only use data that is <strong>in</strong>cluded, of course, but<br />

these charts are also meant to be used to identify<br />

good and poor data entry practices.<br />

The right side list<strong>in</strong>g of sub-reports are Workload<br />

Measures and used by the <strong>in</strong>dividual courts to<br />

assist <strong>in</strong> not only manag<strong>in</strong>g workload, but data<br />

quality as well.


Example #1 - Measure 1A - Child Safety While Under<br />

Court Jurisdiction (1 of 3)<br />

This report uses a Placement<br />

Change Reason of Abuse or<br />

Neglect as it‘s core method<br />

of measurement s<strong>in</strong>ce they<br />

typically result <strong>in</strong> Placement<br />

Changes.<br />

The data is first reviewed to<br />

only <strong>in</strong>clude children with<br />

recorded placements. And<br />

then only complete data is<br />

used <strong>in</strong> the f<strong>in</strong>al analysis.<br />

For example, <strong>in</strong> Caldwell<br />

county, 77 out of 78 children<br />

<strong>in</strong> Open Cases had<br />

placements recorded <strong>in</strong> the<br />

child record. This is probably<br />

due to a case that has just<br />

been started at the time the<br />

report was run.<br />

Then 32 out of the 77<br />

children had at least 2<br />

placements recorded and<br />

therefore a Placement<br />

Change Reason.<br />

Of the 32 children with<br />

Placement Change Reasons,<br />

2 <strong>in</strong>cidents of Abuse or<br />

Neglect occurred while<br />

under the court‘s<br />

jurisdiction.


Example #1 - Measure 1A - Child Safety While Under<br />

Court Jurisdiction (2 of 3)<br />

As previously discussed,<br />

this chart shows the data<br />

that will be <strong>in</strong>cluded <strong>in</strong> the<br />

f<strong>in</strong>al analysis.<br />

Process Improvement and<br />

Best Practices<br />

identification can only be<br />

successful us<strong>in</strong>g data that<br />

is complete and entered<br />

correctly.


Example #1 - Measure 1A - Child Safety While Under<br />

Court Jurisdiction (3 of 3)<br />

This chart represent s the<br />

f<strong>in</strong>al analysis after the data<br />

is qualified for <strong>in</strong>clusion.


Example #2 - Measure 2A - Achievement of Child<br />

Permanency (1 of 4)<br />

This report charts positive<br />

permanency outcomes for<br />

children. And uses<br />

Discharge Reasons as the<br />

record<strong>in</strong>g of positive and<br />

negative outcomes<br />

The entire list of Discharge<br />

Reasons is shown on the<br />

next slide with a clear<br />

def<strong>in</strong>ition of which ones are<br />

considered positive.


Example #2 - Measure 2A - Achievement of Child<br />

Permanency (2 of 4)<br />

The ones marked as<br />

Selected are considered<br />

positive with the Not<br />

Selected ones be<strong>in</strong>g<br />

negative.<br />

3 were excluded because<br />

they are adm<strong>in</strong>istrative and<br />

neither positive or negative.


Example #2 - Measure 2A - Achievement of Child<br />

Permanency (3 of 4)<br />

This chart shows a quick<br />

reference for positive<br />

outcomes.<br />

However, it is important to<br />

remember the counts of<br />

children per county. For<br />

example the fact that<br />

Lavaca county has 0 % of<br />

positive outcomes must be<br />

viewed <strong>in</strong> context<br />

consider<strong>in</strong>g that only 2<br />

children received<br />

Discharge Reasons dur<strong>in</strong>g<br />

the one year report<strong>in</strong>g<br />

period.


Example #2 - Measure 2A - Achievement of Child<br />

Permanency (4 of 4)<br />

This chart shows the same<br />

data as <strong>in</strong> the previous<br />

chart but highlights both<br />

positive and negative<br />

outcomes <strong>in</strong> different<br />

colors.


Help<br />

The Help function br<strong>in</strong>gs up two<br />

complete copies of the User Guide, one<br />

<strong>in</strong> a <strong>PDF</strong> Pr<strong>in</strong>t version and one <strong>in</strong> an<br />

HTML version organized by chapters.<br />

You can get around <strong>in</strong> the HTML User<br />

Guide by select<strong>in</strong>g a chapter and <strong>in</strong> the<br />

<strong>PDF</strong> version by us<strong>in</strong>g the F<strong>in</strong>d function.<br />

Use the F<strong>in</strong>d Next or F<strong>in</strong>d Previous<br />

functions to move along <strong>in</strong> your search.<br />

The Full Utilization Guidel<strong>in</strong>es are written directives on how to use the system to capture the m<strong>in</strong>imum data necessary to<br />

complete present and expected future report<strong>in</strong>g requirements. Please read and follow these guidel<strong>in</strong>es as they are mandated<br />

by the Regional Presid<strong>in</strong>g Judges. The highlights are:<br />

• Enter <strong>in</strong>to the system all Necessary Parties and Attorneys.<br />

• Enter all Hear<strong>in</strong>gs, Motions, Orders, and Settlements.<br />

• Complete and keep up to date all Children <strong>in</strong><strong>format</strong>ion as grouped by panels <strong>in</strong> the system.<br />

The Outcome Measure Matrix is an<br />

<strong>in</strong><strong>format</strong>ional matrix document<br />

designed to give familiarity to the<br />

Outcome Measures published by the<br />

U.S. Department of Justice and<br />

<strong>CPCMS</strong>‘s data fields used to report on<br />

the Measures.<br />

The Medication Chart & Notes is a<br />

worksheet of the breakdown of the<br />

Medication details as published by the<br />

Texas Department of State Health<br />

Services. It <strong>in</strong>cludes an added Notes<br />

column show<strong>in</strong>g the rules used to<br />

calculate dosages.<br />

The Document Library conta<strong>in</strong>s court<br />

forms files submitted to the project by<br />

courts to share with our other courts.


Texas Office of Court Adm<strong>in</strong>istration (OCA)<br />

Child Protection Case Management System<br />

(<strong>CPCMS</strong>)<br />

<strong>CPCMS</strong> is available for distribution to any Texas counties for its courts that hear child<br />

protection cases. Distribution of the <strong>CPCMS</strong> system will be available at no charge s<strong>in</strong>ce the<br />

development of the <strong>CPCMS</strong> was federally funded through the Court Improvement Program<br />

(CIP). Some counties may qualify for the CIP grants to fund a portion of implement<strong>in</strong>g the<br />

software <strong>in</strong> their county (see below for more details).<br />

Inquiries to obta<strong>in</strong> a copy of the software or to learn more about <strong>CPCMS</strong> may be directed to:<br />

Tim Kennedy<br />

TexDECK Project Manager<br />

Office of Court Adm<strong>in</strong>istration<br />

PO Box 12066<br />

Aust<strong>in</strong>, TX 78711<br />

(512) 463-6057<br />

(512) 463-1648 fax<br />

Tim.kennedy@courts.state.tx.us

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