Remove a Member From a Pre-Finalization Assessment

The pre-finalization assessment includes a description of all of the adoptive family members. If a person is no longer a family member, you can remove the person from the assessment.


Changing family information on the pre-finalization assessment does not change it on the provider record. Contact the provider worker to ensure that the family information here is consistent with the provider record.

Remove a member from a pre-finalization assessment as follows:

  1. From the Home screen, click the Case tab.

  2. Click the Workload tab. The Case Workload screen appears.

  3. Click the case ID Number link for the adoption case you want to update. The Case Overview screen appears.

  4. Click the Pre-Finalization Information link in the navigation bar on the left. The Pre-Finalization Adoption Assessment screen appears. It lists each child in the adoption case for whom an adoption placement record exists. (If no child appears, then a placement record of type "Adoption" does not exist and no assessment may be recorded.)

  5. Click the Edit link in the Pre-Finalization Assessment field for the report you want to update. Or to create a new report, select the check box next to each child included in this assessment report, then click Add Pre-Finalization Report. The Pre-Finalization Report Details screen appears.

  6. Click the Maintain Adoptive Family Composition link. The Adoptive Family Member(s) Information screen appears. The table at the top of the screen lists the family members.

  7. Click the Remove link for the family member you want to remove from the assessment report. The system displays a dialog box asking you to confirm the deletion.

    You cannot remove both the father and mother; the record must reflect at least one parent.

  8. Click OK. The family member is removed from the assessment report and from the Adoptive Parent Descriptions screen. (The person is not removed from the provider record.)

  9. Click Save. You are returned to the Pre-Finalization Report Details screen.

  10. Click Save. You are returned to the Pre-Finalization Adoption Assessment screen.