At least one child must be added to the case plan on the Identifying Information screen. (See Record case plan participants.)

All children listed on the case plan have a permanency goal. (See Record placement information.)

At least one strength record and one concern record have been added. (See Record family strengths or Record family concerns.)

Every concern record is associated with an open service record. (See  Record family concerns.)

All placement questions and setting narratives have been recorded for each child in out-of-home placement. (See Record placement information.)

A visitation plan is linked to the case plan for each child in out-of-home placement. (See Record placement visitation details.)

An open service record is linked to each caregiver service record. (See Link caregiver services.)

All narrative fields are completed for any exceptions and permanency records. (See Record exceptions information or Record permanency information.)

The Amendment Information screen is completed for an amended case plan. (See Amend a case plan.)