request for proposal (rfp) version 7.5 business ... · request for proposal (rfp) version 7.5...

Request for Proposal (RFP) Version 7.5 Business Functionality Requirements Status Report - January 22, 2020

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Row Number Requirement Jira Issue Key Status Requirement ID

1 The System shall remove all scheduled activities and milestones from user calendars as a result of a deactivated case.

RR-1274 Open W.GC.CLND.12

2 The System shall allow users to adjust the types of events to display on the calendar. R R-1273 Open W.GC.CLND.11 3 The System shall allow users to adjust the view of the calendar to display different time periods. R R-1272 Open W.GC.CLND.10 4 The System shall allow users to view events within the calendar related to their assigned role. R R-1271 Open W.GC.CLND.09 5 The System shall provide a calendaring System that provides meeting notifications to meeting

participants. R R-1270 Open W.GC.CLND.08

6 The System shall provide calendar alerts based on calendar entries and pre-set deadlines. R R-1269 Open W.GC.CLND.07 7 The System shall provide a calendaring System that allows users to schedule inspections within other

users' calendar. R R-1268 Open W.GC.CLND.06

8 The System shall provide a calendaring System that allows users to schedule events within other users' calendar.

R R-1267 Open W.GC.CLND.05

9 The System shall provide a calendaring System that allows users to schedule meetings within other users' calendar.


10 The System shall provide a calendaring System that allows users to schedule inspections within their own calendar.


11 The System shall provide a calendaring System that allows users to schedule events within their own calendar.


12 The System shall provide a calendaring System that allows users to schedule meetings within their own calendar.


13 The System shall allow authorized users to unlock naR Rative text that has been locked. R R-1262 Open W.GC.ALRT.13 14 The System shall lock naR Rative text once it is marked as complete and saved in the System. R R-1261 Open W.GC.ALRT.12 15 The System shall automatically notify selected users of selected business activities and dates in

accordance with business rules and regulatory timeframes. R R-1260 Open W.GC.ALRT.11

16 The System shall allow authorized users to generate listings of alerts and reminders using standard sort and filter capabilities.

R R-1259 Open W.GC.ALRT.10

17 The System shall allow users to configure reminders for themselves. R R-1258 Open W.GC.ALRT.09 18 The System shall terminate or deactivate an alert when configured criteria have been satisfied. R R-1257 Open W.GC.ALRT.08


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19 The System shall allow authorized users to notify external users of relevant activities, dates, or information.


20 The System shall allow authorized users to define, configure, store, and modify the resulting System response, for any business function, event, pre-defined condition, timeline, or deadline.


21 The System shall allow authorized users to define, configure, store, and modify the actions that trigger alerts, notifications, reminders.


22 The System shall allow authorized users to define, configure, store, and modify reminders. R R-1253 Open W.GC.ALRT.04 23 The System shall allow authorized users to define, configure, store, and modify alerts. R R-1252 Open W.GC.ALRT.03 24 The System shall allow authorized users to define, configure, store, and modify notifications. R R-1251 Open W.GC.ALRT.02 25 The System shall deliver alerts via UI screen messages. R R-1250 Open W.GC.ALRT.01 26 The System shall allow an authorized user to unmerge previously merged records. R R-1249 Open W.GC.BRMT.36 27 The System shall record receipt dates for all authorizations. R R-1248 Open W.GC.BRMT.35 28 The System shall record receipt dates for all appeals. R R-1247 Open W.GC.BRMT.34 29 The System shall record receipt dates for all grievances. R R-1246 Open W.GC.BRMT.33 30 The System shall record receipt dates for all notifications. R R-1245 Open W.GC.BRMT.32 31 The System shall record receipt dates for all letters. R R-1244 Open W.GC.BRMT.31 32 The System shall record receipt dates for all reports. R R-1243 Open W.GC.BRMT.30 33 The System shall record submission dates for all authorizations. R R-1242 Open W.GC.BRMT.29 34 The System shall record submission dates for all appeals. R R-1241 Open W.GC.BRMT.28 35 The System shall record submission dates for all grievances. R R-1240 Open W.GC.BRMT.27 36 The System shall record submission dates for all notifications. R R-1239 Open W.GC.BRMT.26 37 The System shall record submission dates for all letters. R R-1238 Open W.GC.BRMT.25 38 The System shall record submission dates for all reports. R R-1237 Open W.GC.BRMT.24 39 The System shall flag the record when a Commercial Mail Receiving Agency (CMRA, or email drop),

vacant lot, or alcohol and drug recovery facility is entered as a residential address. R R-1236 Open W.GC.BRMT.23

40 The System shall allow multiple address types to be associated to facilities. R R-1235 Open W.GC.BRMT.22 41 The System shall allow multiple address types to be associated to homes. R R-1234 Open W.GC.BRMT.21 42 The System shall allow multiple address types to be associated to persons. R R-1233 Open W.GC.BRMT.20


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43 The System shall allow authorized users to record international addresses. R R-1232 Open W.GC.BRMT.19 44 The System shall allow authorized users to override the address validation, as some addresses may

be so new or are not included in the supplied data reference tables. R R-1231 Open W.GC.BRMT.18

45 The System shall use USPS-compliant and CASS-certified (Coding Accuracy Support System) technology to validate address information entered by the user at any point within the application.

R R-1230 Open W.GC.BRMT.17

46 The System shall provide Geographic Information System (GIS) capabilities to integrate, store, edit, analyze, share and display referenced information geographically.


47 The System shall allow authorized users to generate random samplings based on variable characteristics, for audit purposes.


48 The System shall automatically calculate due dates for specific items based on regulatory timeframes that apply to those items.


49 The System shall allow all event deadlines and timeframes used by and enforced through business rules to be user-configurable.


50 The System shall allow authorized users to configure business rules wherever possible. R R-1225 Open W.GC.BRMT.12 51 The System shall show the relationships of business rules to business events, processes, data, and

objects. R R-1224 Open W.GC.BRMT.11

52 The System shall provide business rule repository access for all qualified business and IT stakeholders.


53 The System shall have metadata for business rules. R R-1222 Open W.GC.BRMT.09 54 The System shall display a notification to prompt users when necessary corrections to data entry

field(s) is needed. R R-1221 Open W.GC.BRMT.08

55 The System shall allow an authorized user to merge duplicate records. R R-1220 Open W.GC.BRMT.07 56 The System shall have an obvious and consistent manner of displaying required data entry fields. R R-1219 Open W.GC.BRMT.06 57 The System shall provide business rules-based edit checks to ensure information is entered correctly

and conforms to predefined business rules. R R-1218 Open W.GC.BRMT.05

58 The System shall apply standard data validation edits upon data entry. R R-1217 Open W.GC.BRMT.04 59 The System shall provide grammar and spell check wherever text is entered. R R-1216 Open W.GC.BRMT.03 60 The System shall validate data at the point of entry based on defined rules. R R-1215 Open W.GC.BRMT.02


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61 The System shall include rules-based data entry to prevent data inconsistencies. R R-1214 Open W.GC.BRMT.01 62 The System shall allow the users the option to confirm the save or delete the automatically saved

data when exiting a work process. R R-1213 Open W.GC.WCTL.20

63 The System shall contain table-driven error messages that assist the user in correcting data entry errors and that appear in a standard plain text format and in a consistent screen location.

R R-1212 Open W.GC.WCTL.19

64 The System shall direct the user to the location where a data entry error has occurred. R R-1211 Open W.GC.WCTL.18 65 The System shall require mandatory data field entry, identify missing mandatory data, and prevent

certain actions until the missing data is entered and passes all edits. R R-1210 Open W.GC.WCTL.17

66 The System shall flag or highlight missing data based on data integrity, data validation, and program rules.


67 The System shall allow an authorized user to view the definitions of all business rules currently in effect for business rule evaluation and change.


68 The System shall allow an authorized user to re-route tasks from one subordinate staff member to another.


69 The System shall include an automated flow in a logical progression of data and web pages. R R-1206 Open W.GC.WCTL.13 70 The System shall amend the navigation sequence of activities as activities are completed, outcomes

are determined, and dependencies are satisfied. R R-1205 Open W.GC.WCTL.12

71 The System shall provide workflows which return the user to a default starting point that follows logically from completion of the previous task.


72 The System shall provide a workflow tool that allows for the development of screen and web page flows that progress logically with no break in functionality.


73 The System shall include a graphical editing and simulation tool to design and automate screen-based workflows that facilitate business processes.


74 The System shall allow the use of data-driven branching logic to develop the screen-based workflows.


75 The System shall support processes for documenting and reporting integrated work control processes and related System interaction.



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76 The System shall allow authorized users to manage work control processes at their respective organizational level.


77 The System shall allow authorized users to configure and integrate business rules, alerts, work control, and workflow processes.


78 The System shall allow workflow work items and workflow steps to be configurable. R R-1197 Open W.GC.WCTL.04 79 The System shall provide multi-step workflow capabilities whereby the activity path for an action or

data is based on configurable business rules. R R-1196 Open W.GC.WCTL.03

80 The System shall allow authorized users to record a secondary assignment to an authorized user. R R-1195 Open W.GC.WCTL.02 81 The System shall allow authorized users to record a primary assignment to an authorized user. R R-1194 Open W.GC.WCTL.01 82 The System shall include a hyperlink to detailed information describing the details of previous

versions of the System application software. R R-1193 Open W.GC.HELP.15

83 The System shall include an easily identifiable software version number, version date, and a hyperlink to a current version details explanation on the main page of the System application software.

R R-1192 Open W.GC.HELP.14

84 The System online documentation and help functions shall include an online Handbook for reference by users, that is indexed and search capable.


85 The System online documentation and help functions shall include the ability to hotlink to other pertinent help topics on web-based sites on county or State intranets, or on the Internet.


86 The System online documentation and help functions shall include the ability to hotlink to other pertinent help topics within the help document.


87 The System shall provide popup fields and mouse-over prompts. R R-1188 Open W.GC.HELP.10 88 The System shall include a help file System that contains key word search capabilities (index) and a

full glossary of all terms and contents with hyperlinks. R R-1187 Open W.GC.HELP.09

89 The System shall include external hyperlinks to other relevant departmental online information. R R-1186 Open W.GC.HELP.08 90 The System shall include external hyperlinks to departmental bulletins. R R-1185 Open W.GC.HELP.07 91 The System shall include external hyperlinks to departmental memorandums. R R-1184 Open W.GC.HELP.06 92 The System shall include external hyperlinks to departmental policies and procedure manuals. R R-1183 Open W.GC.HELP.05 93 The System shall include internal hyperlinks to System help. R R-1182 Open W.GC.HELP.04


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94 The System shall include context sensitive help features providing assistance related to the data or web page from which the help feature was accessed.


95 The System shall provide help pages that do not obstruct the existing page, screen, menu, or field that is involved in the help session.


96 The System shall include online documentation and help functions that are: (see description below) R R-1179 Open W.GC.HELP.01 97 The System shall allow authorized users to associate Immediate Exclusion Orders with Statement of

Facts. R R-1178 Open W.GC.BCHK.62

98 The System shall allow authorized users to update Immediate Exclusion Orders. R R-1177 Open W.GC.BCHK.61 99 The System shall allow authorized users to create Immediate Exclusion Orders. R R-1176 Open W.GC.BCHK.60

100 The System shall allow authorized users to associate all previous FFA associations statewide with the most current license number for the licensee.

R R-1175 Open W.GC.BCHK.59

101 The System shall allow authorized users to associate all previous FFA associations statewide with the most current address for the licensee.


102 The system shall allow authorized users to view the status of a criminal record check. R R-1173 Open W.GC.BCHK.57 103 The system shall allow authorized users to record whether a criminal record check has been

completed. R R-1172 Open W.GC.BCHK.56

104 The System shall allow authorized users to record responses to the self-disclosure form. R R-1171 Open W.GC.BCHK.55 105 The System shall allow authorized users to record exemption denials'. R R-1170 Open W.GC.BCHK.54 106 The System shall allow authorized users to record exemption approvals. R R-1169 Open W.GC.BCHK.53 107 The System shall allow authorized users to record exemption status. R R-1168 Open W.GC.BCHK.52 108 The System shall allow authorized users to record exclusions. R R-1167 Open W.GC.BCHK.51 109 The System shall allow authorized users to record clearance decisions. R R-1166 Open W.GC.BCHK.50 110 The System shall allow authorized users to terminate RAP backs. R R-1165 Open W.GC.BCHK.49 111 The System shall allow authorized users to request RAP backs. R R-1164 Open W.GC.BCHK.48 112 The System shall allow authorized users to view Background Checks on adults associated with the

home or facility. R R-1163 Open W.GC.BCHK.47

113 The System shall notify DOJ, based on business rules, when the Department is No Longer interested (NLI) in receiving background check information.



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114 The System shall allow authorized users to record reasons for delays in the approval of an out-of-home care provider or facility.


115 The System shall retain history of individuals background check status. R R-1160 Open W.GC.BCHK.44 116 The System shall allow authorized users to complete and submit OSCA withdrawal forms

electronically. R R-1159 Open W.GC.BCHK.43

117 The System shall allow authorized users record all out of state child abuse result details for individuals.


118 The System shall allow authorized users record all out of state child abuse details for licensees. R R-1157 Open W.GC.BCHK.41 119 The System shall allow authorized users record all out of state child abuse outcomes for adults. R R-1156 Open W.GC.BCHK.40 120 The System shall allow authorized users record all out of state child abuse results for individuals. R R-1155 Open W.GC.BCHK.39 121 The System shall allow authorized users record all out of state child abuse outcomes for licensees. R R-1154 Open W.GC.BCHK.38 122 The System shall allow authorized users record all out of state child abuse clearance requests for

adults. R R-1153 Open W.GC.BCHK.37

123 The System shall allow authorized users record all out of state child abuse clearance requests for individuals.


124 The System shall allow authorized users record all out of state child abuse clearance requests for licensees.


125 The System shall allow authorized users to submit Out of State Child Abuse (OSCA) forms to other states electronically.


126 The System shall allow authorized users to record Out of State Child Abuse (OSCA) clearances for individuals.


127 The System shall allow authorized users to record exemption requests for individuals seeking initial home or facility association and individuals already associated with a home or facility.


128 The System must allow authorized users to deny adult requests for exemption, with documented steps and outcomes for each step.


129 The System shall allow authorized users to deny spouse requests for exemption, with documented steps and outcomes for each step.



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130 The System shall allow authorized users to deny licensee requests for exemption, with documented steps and outcomes for each step.


131 The System shall allow authorized users to approve adult requests for exemption, with documented steps and outcomes for each step.


132 The System shall allow authorized users to approve spouse requests for exemption, with documented steps and outcomes for each step.


133 The System shall allow authorized users to approve licensee requests for exemption, with documented steps and outcomes for each step.


134 The System shall allow authorized users to review adult requests for exemption, with documented steps and outcomes for each step.


135 The System shall allow authorized users to review spouse requests for exemption, with documented steps and outcomes for each step.


136 The System shall allow authorized users to review licensee requests for exemption, with documented steps and outcomes for each step.


137 The System shall allow authorized users to accept adult requests for exemption, with documented steps and outcomes for each step.


138 The System shall allow authorized users to accept spouse requests for exemption, with documented steps and outcomes for each step.


139 The System shall allow authorized users to accept licensee requests for exemption, with documented steps and outcomes for each step.


140 The System shall allow adults to be associated with one or more licensed facilities simultaneously. R R-1135 Open W.GC.BCHK.19 141 The System shall allow spouses to be associated with one or more licensed facilities simultaneously. R R-1134 Open W.GC.BCHK.18 142 The System shall allow licensees to be associated with one or more licensed facilities simultaneously. R R-1133 Open W.GC.BCHK.17 143 The System shall automatically associate FBI clearances with the indicated applicants. R R-1132 Open W.GC.BCHK.16 144 The System shall automatically record FBI clearances. R R-1131 Open W.GC.BCHK.15 145 The System shall automatically associate DOJ clearances with the indicated applicants. R R-1130 Open W.GC.BCHK.14 146 The System shall automatically record DOJ clearances. R R-1129 Open W.GC.BCHK.13 147 The System shall automatically notify authorized users that an individual has CACI activity. R R-1128 Open W.GC.BCHK.12


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148 The System shall allow authorized users to modify individuals clearance status along with their facility and home associations.


149 The System shall allow authorized users to submit criminal background clearance forms electronically to any reviewer or interface that accepts electronic submissions.


150 The System shall allow authorized users to generate criminal background clearance forms. R R-1125 Open W.GC.BCHK.09 151 The System shall allow external users to request fingerprint clearance transfers online. R R-1124 Open W.GC.BCHK.08 152 The System shall provide background check process workflow, which includes interfaces, transfer,

and recording of relevant information to and from the (see description below) R R-1123 Open W.GC.BCHK.07

153 The System shall allow users to record the results and details of criminal background checks for any adult associated with a home or facility.


154 The System shall allow authorized users to initiate background checks on all required persons in the placement household.


155 The System shall allow authorized users to receive Registered Sex Offender information from CDSS. R R-1120 Open W.GC.BCHK.04 156 The System shall allow authorized users to request background checks. R R-1119 Open W.GC.BCHK.03 157 The System shall automatically notify designated users that an individual has subsequent criminal

activity (RAP Back). R R-1118 Open W.GC.BCHK.02

158 The System shall allow authorized users to record exemption status with justification. R R-1117 Open W.GC.BCHK.01 159 The System shall allow authorized users to record, in the appropriate entity or other file, the

generated or printed denial letter. R R-1116 Open W.GC.APPR.24

160 The System shall allow authorized users to record, in the appropriate entity or other file, the generated or printed approval letter.

R R-1115 Open W.GC.APPR.23

161 The System shall allow authorized users to print denial letters with grievance or appeal rights for any business activity that requires Approval Review.


162 The System shall allow authorized users to print approval letters with grievance or appeal rights for any business activity that requires Approval Review.


163 The System shall allow authorized users to generate denial letters with grievance or appeal rights for any business activity that requires Approval Review.



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164 The System shall allow authorized users to generate approval letters with grievance or appeal rights for any business activity that requires Approval Review.


165 The System shall record the time from original approval request to decision. R R-1110 Open W.GC.APPR.18 166 The System shall allow authorized users to notify authorized users that the approval review is

complete. R R-1109 Open W.GC.APPR.17

167 The System shall allow authorized users to record the approvals of an action. R R-1108 Open W.GC.APPR.16 168 The System shall allow authorized users to record the results of action. R R-1107 Open W.GC.APPR.15 169 The System shall notify designated users when selected actions and documents are pending

approval. R R-1106 Open W.GC.APPR.14

170 The System shall record the activity date along with the User ID associated with every step in the approval review process.


171 The System shall allow authorized users to configure the workflow paths specific to a document type. R R-1104 Open W.GC.APPR.12 172 The System shall allow authorized users to configure the workflow paths specific to an event . R R-1103 Open W.GC.APPR.11 173 The System shall provide workflow steps based on business rules that provide for multiple levels of

modification required. R R-1102 Open W.GC.APPR.10

174 The System shall provide workflow steps based on business rules that provide for multiple levels of rejection required.


175 The System shall provide workflow steps based on business rules that provide for multiple levels of approval required.


176 The System shall provide workflow steps based on business rules that provide for multiple levels of review required.


177 The System shall allow authorized users to forward the submitted item(s) to the next step in the workflow process.


178 The System shall allow authorized users to record the return of the submitted item(s) to the submitter with recommended modifications.


179 The System shall allow authorized users to record recommended modifications. R R-1096 Open W.GC.APPR.04 180 The System shall allow authorized users to record denial with reason. R R-1095 Open W.GC.APPR.03 181 The System shall allow authorized users to record approval. R R-1094 Open W.GC.APPR.02


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182 The System shall provide workflow capabilities that allow authorized users to submit selected data for supervisory approval.


183 The System shall allow authorized users to dis-associate imported audio files from records. R R-1092 Open W.GC.FMGT.62 184 The System shall allow authorized users to dis-associate imported audio files from an applicant. R R-1091 Open W.GC.FMGT.61 185 The System shall allow authorized users to dis-associate imported audio files from a case. R R-1090 Open W.GC.FMGT.60 186 The System shall allow authorized users to dis-associate imported audio files from a client. R R-1089 Open W.GC.FMGT.59 187 The System shall allow authorized users to dis-associate imported videos from records. R R-1088 Open W.GC.FMGT.58 188 The System shall allow authorized users to dis-associate imported videos from an applicant. R R-1087 Open W.GC.FMGT.57 189 The System shall allow authorized users to dis-associate imported videos from a case. R R-1086 Open W.GC.FMGT.56 190 The System shall allow authorized users to dis-associate imported videos from a client. R R-1085 Open W.GC.FMGT.55 191 The System shall allow authorized users to dis-associate imported photographs from records. R R-1084 Open W.GC.FMGT.54 192 The System shall allow authorized users to dis-associate imported photographs from an applicant. R R-1083 Open W.GC.FMGT.53 193 The System shall allow authorized users to dis-associate imported reports from a case. R R-1082 Open W.GC.FMGT.52 194 The System shall allow authorized users to dis-associate imported photographs from a client. R R-1081 Open W.GC.FMGT.51 195 The System shall allow authorized users to dis-associate imported reports from records with incorrect

or no longer applicable supporting documentation. R R-1080 Open W.GC.FMGT.50

196 The System shall allow authorized users to dis-associate imported reports from an applicant. R R-1079 Open W.GC.FMGT.49 197 The System shall allow authorized users to dis-associate imported reports from a case. R R-1078 Open W.GC.FMGT.48 198 The System shall allow authorized users to dis-associate imported reports from a client. R R-1077 Open W.GC.FMGT.47 199 The System shall allow authorized users to dis-associate imported documents from records with

incorrect or no longer applicable supporting documentation. R R-1076 Open W.GC.FMGT.46

200 The System shall allow authorized users to dis-associate imported documents from an applicant. R R-1075 Open W.GC.FMGT.45 201 The System shall allow authorized users to dis-associate imported documents from a case. R R-1074 Open W.GC.FMGT.44 202 The System shall allow authorized users to dis-associate imported documents from a client. R R-1073 Open W.GC.FMGT.43 203 The System shall allow authorized users to print all System letters with or without data. R R-1072 Open W.GC.FMGT.42 204 The System shall allow authorized users to print all System templates with or without data. R R-1071 Open W.GC.FMGT.41 205 The System shall allow authorized users to print all System forms with or without data. R R-1070 Open W.GC.FMGT.40 206 The System shall allow authorized users to print all System reports with or without data. R R-1069 Open W.GC.FMGT.39


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207 The System must allow scanned text to be available for users to copy and paste into other forms. R R-1068 Open W.GC.FMGT.38 208 The System must allow scanned text to be directly moved into structured data. R R-1067 Open W.GC.FMGT.37 209 The System shall allow authorized users to generate a list of forms that are statewide or specific to a

county. R R-1066 Open W.GC.FMGT.36

210 The System shall allow authorized users to specify which county or counties a form is specific to. R R-1065 Open W.GC.FMGT.35 211 The System shall allow authorized users to categorize forms as being statewide or county-specific. R R-1064 Open W.GC.FMGT.34 212 The System shall allow an authorized user to associate scanned document with a complaint. R R-1063 Open W.GC.FMGT.33 213 The System shall allow an authorized user to associate scanned document with incident. R R-1062 Open W.GC.FMGT.32 214 The System shall allow an authorized user to associate scanned document with home or facility. R R-1061 Open W.GC.FMGT.31 215 The System shall allow an authorized user to associate scanned document with an individual. R R-1060 Open W.GC.FMGT.30 216 The System shall allow an authorized user to associate scanned document with case. R R-1059 Open W.GC.FMGT.29 217 The System shall allow an authorized user to associate scanned document with county. R R-1058 Open W.GC.FMGT.28 218 The System shall allow an authorized user to associate scanned documents with clients. R R-1057 Open W.GC.FMGT.27 219 The System shall allow an authorized user to associate scanned forms with incident. R R-1056 Open W.GC.FMGT.26 220 The System shall allow an authorized user to associate scanned forms with home or facility. R R-1055 Open W.GC.FMGT.25 221 The System shall allow an authorized user to associate scanned forms with an individual. R R-1054 Open W.GC.FMGT.24 222 The System shall allow an authorized user to associate scanned forms with case. R R-1053 Open W.GC.FMGT.23 223 The System shall allow an authorized user to associate scanned forms with county. R R-1052 Open W.GC.FMGT.22 224 The System shall allow an authorized user to associate scanned forms with clients. R R-1051 Open W.GC.FMGT.21 225 The System shall allow an authorized user to retrieve stored scanned documents. R R-1050 Open W.GC.FMGT.20 226 The System shall allow an authorized user to retrieve stored scanned forms. R R-1049 Open W.GC.FMGT.19 227 The System shall allow an authorized user to store scanned documents. R R-1048 Open W.GC.FMGT.18 228 The System shall allow an authorized user to store scanned forms. R R-1047 Open W.GC.FMGT.17 229 The System shall index forms when they are imported into the System. R R-1046 Open W.GC.FMGT.16 230 The System shall uniquely tag client specific printed forms in accordance with confidentially rules. R R-1045 Open W.GC.FMGT.15 231 The System shall store form data within the structured data tables of the System. R R-1044 Open W.GC.FMGT.14 232 The System shall allow authorized users to view forms for the inputting of data. R R-1043 Open W.GC.FMGT.13


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233 The System shall allow authorized users to version control forms that have been or created within the System.

R R-1042 Open W.GC.FMGT.12

234 The System shall allow authorized users to version control forms that have been imported into the System.


235 The System shall allow authorized users to select forms that are applicable to the business function being used.


236 The System shall automatically populate documents, forms, and templates with System data. R R-1039 Open W.GC.FMGT.09 237 The System shall allow authorized users to pre-populate a form with all stored structured data

relevant to a case plan. R R-1038 Open W.GC.FMGT.08

238 The System shall allow authorized users to pre-populate a form with all stored structured data relevant to a case.


239 The System shall allow authorized users to pre-populate a form with all stored structured data relevant to a client.


240 The System shall allow authorized users to pre-populate a form with all stored structured data relevant to home or facility.


241 The System shall allow authorized users to generate forms. R R-1034 Open W.GC.FMGT.04 242 The System shall allow authorized users to modify data within a created form. R R-1033 Open W.GC.FMGT.03 243 The System shall allow authorized users to create blank forms. R R-1032 Open W.GC.FMGT.02 244 The System shall allow authorized users to create forms pre-populated with System data. R R-1031 Open W.GC.FMGT.01 245 The System shall utilize configurable document content specifications, as needed, to dynamically

redact structured and unstructured data consistent with the federal, state and program policy access requirements.

R R-1030 Open W.GC.RMGT.95

246 The System shall utilize configurable rules to redact structured and unstructured data consistent with the federal, state and program policy access requirements.


247 The System shall utilize configurable policies to redact structured and unstructured data consistent with the federal, state and program policy access requirements.


248 The System shall record the date a redaction was approved. R R-1027 Open W.GC.RMGT.92 249 The System shall record the authorized user that approved a redaction. R R-1026 Open W.GC.RMGT.91


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250 The System shall allow authorized users to approve a redaction. R R-1025 Open W.GC.RMGT.90 251 The System shall record the date of a redaction. R R-1024 Open W.GC.RMGT.89 252 The System shall record the authorized user that performed the redaction. R R-1023 Open W.GC.RMGT.88 253 The System shall allow authorized users to record the name of the person requesting a document be

redacted. R R-1022 Open W.GC.RMGT.87

254 The System shall allow authorized users to record the reason(s) for a redaction. R R-1021 Open W.GC.RMGT.86 255 The System shall allow authorized users to generate a stored redacted version of a report. R R-1020 Open W.GC.RMGT.85 256 The System shall allow authorized users to record the redacted version of a generated report. R R-1019 Open W.GC.RMGT.84 257 The System shall allow authorized users to redact specified data on generated reports. R R-1018 Open W.GC.RMGT.83 258 The System shall allow authorized users to view a System status dynamic Dashboard that shows the

general health and functionality of the System that will, at a minimum: Store dashboard data for a period of 120 calendar days.


259 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: Refresh the dashboard for a State-defined timeframe.


260 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: List all database partitions and available and utilized space.


261 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: List all server storage utilization.


262 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: List all System alerts and notifications including scheduled maintenance.


263 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: (see description below)



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264 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: List all servers using more than 90% of CPU.


265 The System shall allow authorized users to view a System status dynamic Dashboard that shows the general health and functionality of the System that will, at a minimum: List all logged severity 1 and 2 issues with the date and time.








269 The System shall allow authorized users to export data into a CSV file. R R-1006 Open W.GC.RMGT.71 270 The System shall allow authorized users to modify standard report characteristics. R R-1005 Open W.GC.RMGT.70 271 The System shall provide management information reports that are user-configurable. R R-1004 Open W.GC.RMGT.69 272 The System shall allow authorized users to generate key performance and productivity reports. R R-1003 Open W.GC.RMGT.68 273 The System shall allow authorized users to create SQL logic for access by other users. R R-1002 Open W.GC.RMGT.67 274 The System shall allow authorized users to generate county-specific statewide reports. R R-1001 Open W.GC.RMGT.66 275 The System shall allow authorized users to modify county-specific statewide reports. R R-1000 Open W.GC.RMGT.65 276 The System shall allow authorized users to record county-specific statewide reports. R R-999 Open W.GC.RMGT.64 277 The System shall allow authorized users to create county-specific statewide reports. R R-998 Open W.GC.RMGT.63 278 The System shall provide a reporting function that displays the database definitions for all code

values. R R-997 Open W.GC.RMGT.62

279 The System shall provide a reporting function that displays the database definitions for all attribute information.


280 The System shall provide a reporting function that displays the database definitions for all indexes. R R-995 Open W.GC.RMGT.60 281 The System shall provide a reporting function that displays the database definitions for all

relationships. R R-994 Open W.GC.RMGT.59


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282 The System shall provide a reporting function that displays the database definitions for all data entity definitions.


283 The System shall provide a reporting function that displays the database definitions for all data entities.


284 The System shall have a reporting function that contains a SQL query builder tool. R R-991 Open W.GC.RMGT.56 285 The System shall provide a reporting function that displays a cross-reference of the OLAP screen

field data to the data warehouse field data. R R-990 Open W.GC.RMGT.55

286 The System shall provide a reporting function that displays data warehouse data entity relationships. R R-989 Open W.GC.RMGT.54 287 The System shall allow authorized users to associate multiple file types to different entities. R R-988 Open W.GC.RMGT.53 288 The System shall allow authorized users to associate audio files to a complaint. R R-987 Open W.GC.RMGT.52 289 The System shall allow authorized users to associate videos to a complaint. R R-986 Open W.GC.RMGT.51 290 The System shall allow authorized users to associate photographs to a complaint. R R-985 Open W.GC.RMGT.50 291 The System shall allow authorized users to associate reports to a complaint. R R-984 Open W.GC.RMGT.49 292 The System shall allow authorized users to associate scanned documents to a complaint. R R-983 Open W.GC.RMGT.48 293 The System shall allow authorized users to associate imported documents to a complaint. R R-982 Open W.GC.RMGT.47 294 The System shall allow authorized users to associate audio files to an applicant. R R-981 Open W.GC.RMGT.46 295 The System shall allow authorized users to associate videos to an applicant. R R-980 Open W.GC.RMGT.45 296 The System shall allow authorized users to associate photographs to an applicant. R R-979 Open W.GC.RMGT.44 297 The System shall allow authorized users to associate reports to an applicant. R R-978 Open W.GC.RMGT.43 298 The System shall allow authorized users to associate scanned documents to an applicant. R R-977 Open W.GC.RMGT.42 299 The System shall allow authorized users to associate imported documents to an applicant. R R-976 Open W.GC.RMGT.41 300 The System shall allow authorized users to associate internally-generated documents to an applicant. R R-975 Open W.GC.RMGT.40 301 The System shall allow authorized users to associate audio files to a case. R R-974 Open W.GC.RMGT.39 302 The System shall allow authorized users to associate videos to a case. R R-973 Open W.GC.RMGT.38 303 The System shall allow authorized users to associate photographs to a case. R R-972 Open W.GC.RMGT.37 304 The System shall allow authorized users to associate reports to a case. R R-971 Open W.GC.RMGT.36 305 The System shall allow authorized users to associate scanned documents to a case. R R-970 Open W.GC.RMGT.35 306 The System shall allow authorized users to associate imported documents to a case. R R-969 Open W.GC.RMGT.34


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307 The System shall allow authorized users to associate internally-generated documents to a case. R R-968 Open W.GC.RMGT.33 308 The System shall allow authorized users to associate audio files to clients. R R-967 Open W.GC.RMGT.32 309 The System shall allow authorized users to associate videos to clients. R R-966 Open W.GC.RMGT.31 310 The System shall allow authorized users to associate photographs to clients. R R-965 Open W.GC.RMGT.30 311 The System shall allow authorized users to associate reports to clients. R R-964 Open W.GC.RMGT.29 312 The System shall allow authorized users to associate scanned documents to clients. R R-963 Open W.GC.RMGT.28 313 The System shall allow authorized users to associate imported documents to clients. R R-962 Open W.GC.RMGT.27 314 The System shall allow authorized users to associate internally-generated documents to clients that

require supporting documentation or artifacts. R R-961 Open W.GC.RMGT.26

315 The System shall automatically include stored data values within reports. R R-960 Open W.GC.RMGT.25 316 The System shall allow authorized users to generate letters. R R-959 Open W.GC.RMGT.24 317 The System shall allow authorized users to associate letters with other related records or business

activities. R R-958 Open W.GC.RMGT.23

318 The System shall allow authorized users to associate letters with files. R R-957 Open W.GC.RMGT.22 319 The System shall allow authorized users to associate letters with entities. R R-956 Open W.GC.RMGT.21 320 The System shall allow authorized users to send letters to external entities. R R-955 Open W.GC.RMGT.20 321 The System shall allow authorized users to update letters. R R-954 Open W.GC.RMGT.19 322 The System shall allow authorized users to create letters. R R-953 Open W.GC.RMGT.18 323 The System shall allow authorized users to associate notices with other related records or business

activities. R R-952 Open W.GC.RMGT.17

324 The System shall allow authorized users to associate notices with files. R R-951 Open W.GC.RMGT.16 325 The System shall allow authorized users to associate notices with entities. R R-950 Open W.GC.RMGT.15 326 The System shall allow authorized users to send notices to external entities. R R-949 Open W.GC.RMGT.14 327 The System shall allow authorized users to update notices. R R-948 Open W.GC.RMGT.13 328 The System shall allow authorized users to create notices. R R-947 Open W.GC.RMGT.12 329 The System shall allow authorized users to configure county access to customized reports. R R-946 Open W.GC.RMGT.11 330 The System shall store customized reports in the catalog of reports. R R-945 Open W.GC.RMGT.10 331 The System shall allow authorized users to submit reports to external entities. R R-944 Open W.GC.RMGT.09


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332 The System shall allow authorized users to submit reports to other authorized users. R R-943 Open W.GC.RMGT.08 333 The System shall allow authorized users to generate created reports. R R-942 Open W.GC.RMGT.07 334 The System shall allow authorized users to save created reports. R R-941 Open W.GC.RMGT.06 335 The System shall allow authorized users to generate modified reports. R R-940 Open W.GC.RMGT.05 336 The System shall allow authorized users to save modified reports. R R-939 Open W.GC.RMGT.04 337 The System shall allow authorized users to modify reports. R R-938 Open W.GC.RMGT.03 338 The System shall allow authorized users to create reports. R R-937 Open W.GC.RMGT.02 339 The System shall allow authorized users to print all System documents with or without data. R R-936 Open W.GC.RMGT.01 340 The System shall allow authorized users to select a specific record from the search results to view

the detailed information associated with that record. R R-935 Open W.GC.SYSS.13

341 The System shall display an abstract of information for each match when a search results in multiple matches.

R R-934 Open W.GC.SYSS.12

342 The System shall allow users to change the sort order without having to re-execute the search. R R-933 Open W.GC.SYSS.11 343 The System shall allow users to sort search results in ascending or descending order. R R-932 Open W.GC.SYSS.10 344 The System shall allow users to specify the sort order of search results by selecting one or more

displayed fields for sort and sub-sort. R R-931 Open W.GC.SYSS.09

345 The System shall rank and display the search results by the degree of the probability match. R R-930 Open W.GC.SYSS.08 346 The System shall include the archive database when performing a search. R R-929 Open W.GC.SYSS.07 347 The System shall allow authorized users to re-run a search with modified search criteria without

having to re-enter the original search criteria. R R-928 Open W.GC.SYSS.06

348 The System shall allow authorized users to search on partial field values. R R-927 Open W.GC.SYSS.05 349 The System shall allow authorized users to search on hyphenated names. R R-926 Open W.GC.SYSS.04 350 The System shall allow the users to use wildcard and logical operators in specifying search criteria. R R-925 Open W.GC.SYSS.03 351 The System shall include a phonetic algorithm / soundex search capability. R R-924 Open W.GC.SYSS.02 352 The System shall allow authorized users to search based on any combination of displayed field

values. R R-923 Open W.GC.SYSS.01

353 The System shall allow authorized users to customize a user interface layout. R R-922 Open W.GC.NAVS.20


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354 The System shall provide the option to retrieve and display the source and calculation details when a numeric element displayed is a computation.

R R-921 Open W.GC.NAVS.19

355 The System shall provide pull-down menus and lists to allow the user to select information that requires response from a limited validation set.


356 The System shall provide pull-down menus and lists to allow the user to select categories that requires response from a limited validation set.


357 The System shall inform the user prior to timing-out user's session. R R-918 Open W.GC.NAVS.16 358 The System shall allow authorized users to specify time-out durations for online applications. R R-917 Open W.GC.NAVS.15 359 The System shall provide pull-down menus and lists to allow the user to select predefined codes that

require response from a limited validation set. R R-916 Open W.GC.NAVS.14

360 The System shall externalize business rules and variables to avoid hard-coding. R R-915 Open W.GC.NAVS.13 361 The System shall provide System and user error messages that do not require the user to look up

error codes or numbers. R R-914 Open W.GC.NAVS.12

362 The System shall provide user pages that summarize information with the capability to drill-down into the underlying details.


363 The System shall provide an interface with wizard-like assists. R R-912 Open W.GC.NAVS.10 364 The System shall include keyboard-only navigation. R R-911 Open W.GC.NAVS.09 365 The System shall include menu-driven navigation. R R-910 Open W.GC.NAVS.08 366 The System shall include mouse-driven navigation. R R-909 Open W.GC.NAVS.07 367 The System shall include graphics. R R-908 Open W.GC.NAVS.06 368 The System shall provide a browser as the primary user interface for both internal and external users. R R-907 Open W.GC.NAVS.05 369 The System shall provide a textual description whenever displaying data that is stored as a code. R R-906 Open W.GC.NAVS.04 370 The System shall include consistent and standardized navigation controls throughout the application. R R-905 Open W.GC.NAVS.03 371 The System shall present a common look and feel throughout the application. R R-904 Open W.GC.NAVS.02 372 The System shall use standard and uniform naming conventions across all functions. R R-903 Open W.GC.NAVS.01 373 The system shall identify documents open by all authorized users working in a client record

concurrently. R R-902 Open W.GC.ACCS.05

374 The system shall identify authorized users working in a client record concurrently. R R-901 Open W.GC.ACCS.04


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375 The System shall allow authorized users to notify external users of the outcome of their system access request.

R R-900 Open W.GC.ACCS.03

376 The System shall integrate a workflow process with external user access requests. R R-899 Open W.GC.ACCS.02 377 The System shall allow external users to request System access electronically. R R-898 Open W.GC.ACCS.01 378 The System shall not allow updates to data associated with an electronic signature. R R-897 Open W.GC.ESIG.03 379 The System shall allow authorized users to be prompted for security credentials in order to add an

electronic signature to a document. R R-896 Open W.GC.ESIG.02

380 The System shall allow for the recording of electronic signatures. R R-895 Open W.GC.ESIG.01 381 The System shall allow authorized users to generate standard reports without an adverse effect on

System performance or response time. R R-894 Open W.GC.SAHR.07

382 The System shall allow authorized users to create standard reports without an adverse effect on System performance or response time.

R R-893 Open W.GC.SAHR.06

383 The System shall allow authorized users to record Commercially Sexually Exploited Children (CSEC) information required to be in compliance with Senate Bill 855, Chaptered 2014.


384 The System shall allow authorized users to record ad hoc report queries for access by other users. R R-891 Open W.GC.SAHR.04 385 The System shall allow authorized users to create ad hoc report queries for access by other users. R R-890 Open W.GC.SAHR.03 386 The System shall allow authorized users to generate ad hoc reports without an adverse effect on

System performance or response time. R R-889 Open W.GC.SAHR.02

387 The System shall allow authorized users to create ad hoc reports without an adverse effect on System performance or response time.


388 The System shall allow users to view a dashboard of upcoming tasks, events, and deadlines. R R-887 Open W.GC.DTWQ.04 389 The System shall allow authorized users to view a user-configurable Work Queue screen of their

upcoming deadlines. R R-886 Open W.GC.DTWQ.03

390 The System shall allow authorized users to view a user-configurable Work Queue screen of their upcoming events.

R R-885 Open W.GC.DTWQ.02

391 The System shall allow authorized users to view a user-configurable Work Queue screen of their upcoming tasks.

R R-884 Open W.GC.DTWQ.01


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392 The System shall allow two or more individuals to work simultaneously on a single document to achieve a single updated version.

R R-883 Open W.GC.SIMA.05

393 The system shall allow multiple users to work concurrently within the same document without the loss of data entered.


394 The system shall allow multiple users to work within a case concurrently without the loss of data entered.


395 The system shall allow multiple users to work within a referral concurrently without the loss of data entered.


396 The system shall allow multiple users to work within a client record concurrently without the loss of data entered.


397 The System shall allow mobile application authorized users to generate letters to applicants that identify required corrections that result from licensing inspections.

R R-878 Open W.MY.MOBL.126

398 The System shall allow mobile application authorized users to record and generate licensing inspection reports.


399 The System shall allow the mobile application authorized users to record that a visit was attempted at a facility or home.


400 The System shall allow mobile application authorized users to perform all work processes, on a connected mobile device, available to desktop and laptop users in the office.


401 The System shall allow mobile application to automatically calculate due dates for civil penalties assessed against facilities in accordance with business rules.


402 The System shall allow the mobile application to assess civil penalties for deficiencies not corrected by the due date specified in the Notice of Deficiency or Plan of Correction.


403 The System shall allow the mobile application to calculate civil penalties for deficiencies not corrected by the due date specified in the Notice of Deficiency or Plan of Correction.


404 The System shall allow mobile application to calculate the number of days an unlicensed facility has been operating without a license.


405 The System shall allow mobile application authorized users to record the date an unlicensed facility began operating without a license.



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406 The System shall allow mobile application to automatically calculate the total number of days a facility is in violation.


407 The System shall allow mobile application authorized users to associate complaints against a CFH with an FFA.


408 The System shall allow mobile application authorized users to open complaints against a CFH. R R-867 Open W.MY.MOBL.115 409 The System shall allow mobile application authorized users to record a complaints jurisdiction. R R-866 Open W.MY.MOBL.114 410 The System shall allow mobile application authorized users to open complaints. R R-865 Open W.MY.MOBL.113 411 The System shall allow mobile application authorized users to open complaints against a licensed or

unlicensed facility. R R-864 Open W.MY.MOBL.112

412 The System shall allow mobile application to identify if POC extensions already exist. R R-863 Open W.MY.MOBL.111 413 The System shall allow mobile application authorized users to update Plans of Correction that identify

inspection deficiencies or other related details. R R-862 Open W.MY.MOBL.110

414 The System shall allow mobile application authorized users to create Plans of Correction that identify inspection deficiencies or other related details.


415 The System shall allow mobile application authorized users to record the length of time an adult requiring a background clearance or exemption is present in a facility without a required background clearance or exemption.


416 The System shall allow mobile application authorized users to assess civil penalties on licensees. R R-859 Open W.MY.MOBL.107 417 The System shall allow mobile application authorized users to view Background Checks on adults

associated with a selected facility. R R-858 Open W.MY.MOBL.106

418 The System shall allow mobile application authorized users to identify if facilities have licenses. R R-857 Open W.MY.MOBL.105 419 The System shall allow the mobile application to determine the closest business activity needing

completion using the authorized user's current location. R R-856 Open W.MY.MOBL.104

420 The System shall allow the mobile application authorized users to modify visit checklists. R R-855 Open W.MY.MOBL.103 421 The System shall allow the mobile application authorized users to view visit checklists. R R-854 Open W.MY.MOBL.102 422 The System shall allow the mobile application to notify authorized users when a new complaint

recorded. R R-853 Open W.MY.MOBL.101

423 The System shall allow mobile application authorized users to deliver alerts via UI screen messages. R R-852 Open W.MY.MOBL.100


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424 The System shall allow mobile application authorized users to record a Calendar entry. R R-851 Open W.MY.MOBL.99 425 The System shall allow mobile application authorized users to record a Contact entry. R R-850 Open W.MY.MOBL.98 426 The System shall allow mobile application authorized users to track appeal status. R R-849 Open W.MY.MOBL.97 427 The System shall allow mobile application authorized users to attach supporting documents to civil

penalties. R R-848 Open W.MY.MOBL.96

428 The System shall allow mobile application authorized users to record the start dates of civil penalties. R R-847 Open W.MY.MOBL.95 429 The System shall allow mobile application to identify when a cited deficiency is a repeat violation in

offline mode. R R-846 Open W.MY.MOBL.94

430 The System shall allow mobile application authorized users to create a civil penalty packet. R R-845 Open W.MY.MOBL.93 431 The System shall allow mobile application authorized users to clear civil penalties. R R-844 Open W.MY.MOBL.92 432 The System shall allow mobile application authorized users to update civil penalty forms. R R-843 Open W.MY.MOBL.91 433 The System shall allow mobile application authorized users to record civil penalty forms. R R-842 Open W.MY.MOBL.90 434 The System shall allow mobile application authorized users to update a list of civil penalties along

with associated details. R R-841 Open W.MY.MOBL.89

435 The System shall allow mobile application authorized users to record a list of civil penalties along with associated details.


436 The System shall allow mobile application authorized users to modify Collateral Investigation Reports.


437 he System shall allow mobile application authorized users to modify Investigation Reports. R R-838 Open W.MY.MOBL.86 438 The System shall allow mobile application authorized users to modify Case Status Reports. R R-837 Open W.MY.MOBL.85 439 The System shall allow mobile application authorized users to generate Collateral Investigation

Reports. R R-836 Open W.MY.MOBL.84

440 The System shall allow mobile application authorized users to generate Investigation Reports. R R-835 Open W.MY.MOBL.83 441 The System shall allow mobile application authorized users to generate Case Status Reports. R R-834 Open W.MY.MOBL.82 442 The System shall allow mobile application authorized users to associate newly cited violations found

during a complaint investigation with the original complaint. R R-833 Open W.MY.MOBL.81

443 The System shall allow mobile application authorized users to record newly cited violations found during a complaint investigation.



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444 The System shall allow mobile application authorized users to associate Notices of Operation in Violation of Law (NOV) with an address or named home or facility.


445 The System shall allow mobile application authorized users to generate Notices of Operation in Violation of Law (NOV).


446 The System shall allow mobile application authorized users to record that unlicensed facilities have ceased operation.


447 The System shall allow mobile application authorized users to search the System for complaints on individuals associated with a home or facility.


448 The System shall allow mobile application authorized users to generate initial regulatory complaint investigation reports.


449 The System shall allow mobile application authorized users to configure licensing complaint investigation checklists.


450 The System shall allow the mobile application complaint to contain one or more allegations, each of which is recorded and tracked separately.


451 The System shall allow mobile application authorized users to issue citations for facility or home deficiencies identified during inspection.


452 The System shall allow mobile application authorized users with calendaring function for scheduling facility or home inspections.


453 The System shall allow mobile application authorized user to generate reports associated with each inspection type.


454 The System shall allow mobile application authorized users to record that a continuation inspection is required.


455 The System shall allow the mobile application to alert an authorized user that further inspections are required.


456 The System shall allow mobile application authorized users to view the inspection history for all facilities.


457 The System shall allow mobile application authorized users to update home or facility evaluation/inspection checklists.



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458 The System shall allow mobile application authorized users to create home or facility evaluation/inspection checklists.


459 The System shall allow mobile application authorized users to associate informal office meeting details with the applicant.


460 The System shall allow mobile application authorized users to record informal office meeting details. R R-815 Open W.MY.MOBL.63 461 The System shall provide mobile application authorized users a screen that geographically maps

locations of prospective facilities and existing licensed and unlicensed facilities. R R-814 Open W.MY.MOBL.62

462 The System shall allow mobile application authorized users to generate orientation attendance certificates.


463 The System shall allow the mobile application authorized to associate forms to a specified report while in offline mode.


464 The System shall allow the mobile application to allow authorized users to associate photos to a specific report or file.


465 The System shall allow the mobile application authorized users to store photos. R R-810 Open W.MY.MOBL.58 466 The system shall allow the mobile application to provide directions from one location to the next

using GPS or similar technology. R R-809 Open W.MY.MOBL.57

467 The System shall allow the mobile application to display an authorized users itinerary. R R-808 Open W.MY.MOBL.56 468 The system shall allow the mobile application authorized users to generate reports. R R-807 Open W.MY.MOBL.55 469 The System shall allow the mobile application authorized users to search for a child's current

placement. R R-806 Open W.MY.MOBL.54

470 The System shall allow the mobile application to store current placement information. R R-805 Open W.MY.MOBL.53 471 The System shall allow the mobile application authorized users to print forms. R R-804 Open W.MY.MOBL.52 472 The System shall allow the mobile application authorized users to print reports. R R-803 Open W.MY.MOBL.51 473 The System shall allow the mobile application authorized users to modify forms. R R-802 Open W.MY.MOBL.50 474 The System shall allow the mobile application authorized users to modify reports. R R-801 Open W.MY.MOBL.49 475 The System shall allow the mobile application authorized users to create forms. R R-800 Open W.MY.MOBL.48 476 The System shall allow the mobile application authorized users to create reports. R R-799 Open W.MY.MOBL.47


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477 The System shall allow the mobile application authorized users to electronically sign forms when required.


478 The System shall allow the mobile application to store a subset of the licensing data that is determined based on the authorized users user profile.


479 The System shall allow the mobile application authorized user to search for a home or facility within their regional office using the same criteria as one would in the full web-based system.


480 The System shall allow the mobile application authorized users to search for a home or facility within their regional office using the same criteria as one would in the full web-based system.


481 The System shall allow the mobile application to automatically progress work in the queue to next workflow step when network connectivity is re-established and data synchronization is complete.


482 The System shall allow mobile application authorized users to queue work for next workflow processes.


483 The System shall allow mobile application authorized users to view GIS data for available schools. R R-792 Open W.MY.MOBL.40 484 The System shall allow mobile application authorized users to view GIS data for available primary law

enforcement agencies. R R-791 Open W.MY.MOBL.39

485 The System shall allow mobile application authorized users to view GIS data for available "catchment" areas.


486 The System shall allow mobile application authorized users to view GIS data for available services. R R-789 Open W.MY.MOBL.37 487 The System shall allow mobile application authorized users to view GIS data for available resources. R R-788 Open W.MY.MOBL.36 488 The System shall allow mobile application authorized users to record handwritten electronic signature

images for all completed documents. R R-787 Open W.MY.MOBL.35

489 The System shall allow the mobile application authorized users to search for a child's current placement.


490 The System shall allow the mobile application to store current placement information. R R-785 Open W.MY.MOBL.33 491 The System shall allow the mobile application authorized users to associate documents with a report

or a file. R R-784 Open W.MY.MOBL.32

492 The System shall allow the mobile application authorized users to scan documents. R R-783 Open W.MY.MOBL.31 493 The System shall allow the mobile application authorized users to record a Contact. R R-782 Open W.MY.MOBL.30


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494 The System shall allow mobile application authorized users to use a template to create a Court Report.


495 The System shall allow mobile application authorized users to view a calendar of hearing dates for a selected client or staff member.


496 The System shall allow mobile application authorized users to view a directory and inventory of available resources and services.


497 The System shall allow the mobile application authorized users to print letters requiring criminal record clearances for foster care license applications.


498 The System shall allow the mobile application authorized users to print letters requiring child abuse clearances.


499 The System shall allow the mobile application authorized users to generate letters requiring criminal record clearances for foster care license applications.


500 The System shall allow the mobile application authorized users to generate letters requiring child abuse clearances.


501 The System shall allow the mobile application authorized users to record letters requiring criminal record clearances for foster care license applications.


502 The System shall allow the mobile application authorized users to record letters requiring child abuse clearances.


503 The System shall allow the mobile application authorized users to assign child welfare services to participants individually.


504 The System shall allow the mobile application authorized users to identify multiple participants in a single Case Plan.


505 The System shall allow the mobile application authorized users to create case plans. R R-770 Open W.MY.MOBL.18 506 The System shall allow the mobile application authorized users to associate audio files to associated

entities or records. R R-769 Open W.MY.MOBL.17

507 The System shall allow the mobile application authorized users to associate videos to associated entities or records.



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508 The System shall allow the mobile application authorized users to associate photographs to associated entities or records.


509 The System shall allow the mobile application authorized users to update case records with associated case and case plan information.


510 The System shall allow the mobile application authorized users to create case records with associated case and case plan information.


511 The System shall allow the mobile application authorized users to record family relationship information and display in the form of a Genogram.


512 The System shall allow the mobile application authorized users to merge or associate records. R R-763 Open W.MY.MOBL.11 513 The System shall allow the mobile application authorized users to perform confidence matching of all

new off-line added client contacts with persons already entered in the System. R R-762 Open W.MY.MOBL.10

514 The System shall allow the mobile application authorized users to update records that store information related to a client or collateral.


515 The System shall allow the mobile application authorized users to create records that store information related to a client or collateral


516 The System shall allow mobile application authorized users to document level of placement care. R R-759 Open W.MY.MOBL.07 517 The System shall allow mobile application authorized users to document needed services. R R-758 Open W.MY.MOBL.06 518 The System shall allow mobile application authorized users to complete client assessments. R R-757 Open W.MY.MOBL.05 519 The System shall allow mobile application users to adjust the view of the calendar to display different

time periods. R R-756 Open W.MY.MOBL.04

520 The System shall allow authorized mobile application users to view their upcoming deadlines. R R-755 Open W.MY.MOBL.03 521 The System shall allow authorized mobile application users to view their upcoming events. R R-754 Open W.MY.MOBL.02 522 The System shall allow authorized mobile application users to view their upcoming tasks. R R-753 Open W.MY.MOBL.01 523 The System shall allow authorized users to submit DAP requests along with supporting

documentation. R R-752 Open W.SS.SSRV.84

524 The System shall allow authorized users to submit Exception requests along with supporting documentation.

R R-751 Open W.SS.SSRV.83

525 The System shall allow authorized users to view the status of their grievances. R R-750 Open W.SS.SSRV.82


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526 The System shall allow authorized users to submit grievances. R R-749 Open W.SS.SSRV.81 527 The System shall allow authorized users to submit requests for post-adoption services. R R-748 Open W.SS.SSRV.80 528 The System shall allow authorized users to submit license complaints. R R-747 Open W.SS.SSRV.79 529 The System shall provide all self-service screen views in compliance with the Dymalle-Atorre

Bilingual Service Act. R R-746 Open W.SS.SSRV.78

530 The System shall allow applicants to view the status of their applications online. R R-745 Open W.SS.SSRV.77 531 The System shall allow authorized users to submit Waiver requests, along with supporting

documentation, electronically. R R-744 Open W.SS.SSRV.76

532 The System shall allow applicants and licensees to submit appeals, along with supporting documentation, electronically.


533 The System shall allow licensees to request a POC extension electronically. R R-742 Open W.SS.SSRV.74 534 The System shall allow authorized users to submit Proofs of Corrections. R R-741 Open W.SS.SSRV.73 535 The System shall allow authorized users to submit Client Death Reports and addenda electronically. R R-740 Open W.SS.SSRV.72 536 The System shall allow authorized users to modify Client Death Reports and addenda electronically. R R-739 Open W.SS.SSRV.71 537 The System shall allow authorized users to complete Client Death Reports and addenda

electronically. R R-738 Open W.SS.SSRV.70

538 The System shall allow authorized users to modify Incident Reports and addenda electronically. R R-737 Open W.SS.SSRV.69 539 The System shall allow authorized users to submit Incident Reports and addenda electronically. R R-736 Open W.SS.SSRV.68 540 The System shall allow authorized users who are licensees to submit Change of Capacity application

requests along with associated information electronically. R R-735 Open W.SS.SSRV.67

541 The System shall allow authorized users who are licensees to submit Change of Location requests along with associated information electronically.


542 The System shall allow authorized users who are prospective applicants to withdraw previously submitted applications.


543 The System shall allow authorized users who are licensees to complete an online application to request facility changes to an existing facility.


544 The System shall provide a screen that geographically maps locations of existing licensed facilities or homes that are identified in the system.



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545 The System shall allow authorized users to submit all application documents electronically. R R-730 Open W.SS.SSRV.62 546 The System shall allow authorized users to submit all application forms electronically. R R-729 Open W.SS.SSRV.61 547 The System shall allow authorized users to update license applications online. R R-728 Open W.SS.SSRV.60 548 The System shall allow authorized users to complete license applications online. R R-727 Open W.SS.SSRV.59 549 The System shall automatically deny registration to a fee-based orientation if the applicant has not

paid the orientation fee. R R-726 Open W.SS.SSRV.58

550 The System shall capture prospective applicants contact information. R R-725 Open W.SS.SSRV.57 551 The System shall provide an online orientation scheduling process for prospective applicants to self-

schedule by selecting scheduled orientations by date, location, or facility type. R R-724 Open W.SS.SSRV.56

552 The System shall provide an online orientation scheduling process for prospective applicants to self-schedule by searching scheduled orientations by date, location, or facility type.


553 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to transfer fingerprint clearances.


554 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to out-of-state clearances.


555 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to FBI.


556 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to CACI.


557 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to DOJ.


558 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to transfer CFHs.


559 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to decertify CFHs.


560 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to certify CFHs.



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561 The System shall allow security administrators to add User IDs, user profiles and role-based security access for approved Foster Family Agencies to: Add Certified Family Homes associated to their license.


562 The System shall allow authorized users to view a current list of all authorized users with view or update access to a specific client or referral set of data.


563 The System shall allow authorized users to view the user profile of any authorized users that have viewed assigned clients court reports.


564 The System shall allow authorized users to view the user profile of any authorized users that have viewed assigned client’s case plans.


565 The System shall allow authorized users to view the user profile of any authorized users that have viewed assigned clients HEP materials.


566 The System shall notify authorized users any time an external user views the HEP data for an assigned client or referral.


567 The System shall automatically terminate an authorized user's access, who is a service provider, when their contract is terminated or their services are no longer approved.


568 The System shall allow authorized users who are service providers to provide child client updates related to the details of services delivered.


569 The System shall allow authorized users who are service providers to provide case plan updates related to the details of services delivered.


570 The System shall allow authorized users who are service providers to send messages to assigned caseworkers.


571 The System shall allow authorized users who are service providers to update inventory data related to their approved services.


572 The System shall allow authorized users who are service providers to view data related to their approved services.


573 The System shall allow service provider authorized users to view client data related to their approved services, such as: (see description below)



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574 The System shall allow authorized users to restrict external user access to actively contracted or approved service provider authorized staff:


575 The System shall automatically terminate licensed home or facility authorized staff System access when the home or facility license has been terminated.


576 The System shall automatically terminate licensed home or facility authorized staff System access when authorized users are no longer associated with the home or facility.


577 The System shall automatically terminate licensed home or facility authorized staff access to a child clients information when the child is no longer in placement with the external user, home, or facility.


578 The System shall allow licensed home or facility authorized staff with child client placement access to send messages, which may include child client updates, to assigned authorized users.


579 The System shall allow authorized users that are licensed home or facility authorized staff and have child client placements, access to view: Service appointments for children placed in the facility.


580 The System shall allow authorized users that are licensed home or facility authorized staff and have child client placements, access to view: Court hearings for children placed in the facility.


581 The System shall allow authorized users that are licensed home or facility authorized staff and have child client placements, access to view: State and county contracted child welfare services in the area.


582 The System shall allow authorized users to associate evidence with the Incident Report. R R-693 Open W.SS.SSRV.25 583 The System shall allow authorized users to record evidence. R R-692 Open W.SS.SSRV.24 584 The System shall allow authorized users to record incident information and details along with

supporting documentation. and evidence and associate it with the Incident Report. R R-691 Open W.SS.SSRV.23

585 The System shall automatically revoke an attorneys access to a child clients information when the case is closed or the attorney is no longer associated with the client.


586 The System shall allow authorized users that are attorneys for child clients or their family to provide child client updates related to: Services received and or requested.


587 The System shall allow authorized users that are attorneys for child clients or their family to provide case plan updates related to: Court hearings.



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588 The System shall allow authorized users that are attorneys for child clients or their family to send messages to assigned CW workers.


589 The System shall automatically revoke foster parents', relative caregivers', or NREFMs' access to child client data when the child client placement ends.


590 The System shall allow authorized users that are foster parents, relative caregivers, or NREFMs to send messages to assigned caseworkers with child client data updates.


591 The System shall allow authorized users that are foster parents, relative caregivers, NREFMs, or attorneys to view: (see description below)


592 The System shall automatically revoke an authorized users access to a specific child's record once parental rights or legal guardianship have been terminated for that specified child.


593 The System shall allow authorized users to submit written child client data updates. R R-682 Open W.SS.SSRV.14 594 The System shall allow authorized users to submit written case plan updates. R R-681 Open W.SS.SSRV.13 595 The System shall allow authorized users to submit written family reunification updates. R R-680 Open W.SS.SSRV.12 596 The System shall allow authorized users that are client parents or legal guardians to send messages

to assigned caseworkers. R R-679 Open W.SS.SSRV.11

597 The system shall allow authorized users to restrict the view of data seen by an external user. R R-678 Open W.SS.SSRV.10 598 The System shall allow authorized users that are client parents or legal guardian to view: (see

description below) R R-677 Open W.SS.SSRV.09

599 The System shall allow authorized users that are NMDs to view: (see description below) R R-676 Open W.SS.SSRV.08 600 The System shall allow authorized users that are child clients, over the age of 16 to enter information

related to their TILP. R R-675 Open W.SS.SSRV.07

601 The System shall allow authorized users that are child clients, over the age of ten, to send messages to their assigned caseworker(s).


602 The System shall allow authorized users that are child clients, over the age of ten, to view HEP materials.


603 The System shall allow authorized users that are mandated reporters to view the disposition of the SCARs they have entered.


604 The System shall allow authorized users that are mandated reporters to enter a SCAR. R R-671 Open W.SS.SSRV.03


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605 The System shall have a rules-based automated process request approval that routes external user access requests to authorized staff.


606 The System shall allow individuals to access a public website to submit requests. R R-669 Open W.SS.SSRV.01 607 The System shall allow authorized users to record a summary of all findings for cases reviewed. R R-668 Open W.QA.TAUD.11 608 The System shall allow authorized users to record the case as Title IV-E compliant. R R-667 Open W.QA.TAUD.10 609 The System shall allow authorized users to record updates made after the case review R R-666 Open W.QA.TAUD.09 610 The System shall allow authorized users to record corrections made after the case review. R R-665 Open W.QA.TAUD.08 611 The System shall allow authorized users to record amended findings for a specific case. R R-664 Open W.QA.TAUD.07 612 The System shall allow authorized users to generate the audit detail summary. R R-663 Open W.QA.TAUD.06 613 The System shall allow authorized users to complete missing data identified during a Title IV-E Audit. R R-662 Open W.QA.TAUD.05 614 The System shall allow authorized users to correct data errors identified during a Title IV-E Audit. R R-661 Open W.QA.TAUD.04 615 The System shall include a component that identifies and tracks program outcome measures. R R-660 Open W.QA.TAUD.03 616 The System shall allow authorized users to review specific cases, along with supporting

documentation. R R-659 Open W.QA.TAUD.02

617 The System shall allow authorized users to identify specific cases, along with supporting documentation.

R R-658 Open W.QA.TAUD.01

618 The System shall allow authorized users to electronically submit review findings to relevant parties. R R-657 Open W.QA.SFRV.11 619 New requirement - The System shall allow authorized users to generate a sampling of cases for

review, based on configurable parameters. R R-656 Open W.QA.SFRV.10

620 A System shall allow authorized users to select specific areas within a case/file for review. R R-655 Open W.QA.SFRV.09 621 The System shall allow authorized users to receive notifications that specified files require review. R R-654 Open W.QA.SFRV.08 622 The System shall allow authorized users to review audit information. R R-653 Open W.QA.SFRV.07 623 The System shall allow authorized users to record audit parameters prior to a data review. R R-652 Open W.QA.SFRV.06 624 The System shall allow authorized users to record client record corrections made as a result of a

quality review. R R-651 Open W.QA.SFRV.05

625 The System shall allow authorized users to record client record updates made as a result of a quality review.

R R-650 Open W.QA.SFRV.04

626 The System shall allow authorized users to determine date parameters for review criteria. R R-649 Open W.QA.SFRV.03


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627 The System shall display search results for cases along with associated data identified for review. R R-648 Open W.QA.SFRV.02 628 The System shall allow authorized users to search for cases along with associated data identified for

review. R R-647 Open W.QA.SFRV.01

629 The System shall allow authorized users to record whether the child’s tribe was consulted on the Indian child’s placement made pursuant to ICWA

R R-646 Open W.CP.ICWA.42

630 The System shall allow authorized users to record all of the Federally recognized Tribes that receive notice in a child’s case pursuant to the Indian Child Welfare Act by hearing type


631 The System shall provide a directory of Federally recognized tribes that provides the most up to date contact name, address and phone number of the contact person for the Tribe (see description below)


632 The System shall allow authorized users to record a child’s tribal membership status as claims membership, eligible, member, not eligible, pending verification or no response after 60 days


633 The System shall allow authorized users to record the date the child’s tribe or tribal designee agreed to the Indian child’s placement


634 The System shall provide a directory list of historic tribes and a list of federally recognized tribes associated to historic tribes


635 The System shall provide a directory of ICWA experts to assess active efforts. R R-640 Open W.CP.ICWA.36 636 The System shall provide a directory of resources available that provide services to meet active

efforts required by ICWA. R R-639 Open W.CP.ICWA.35

637 The System shall allow authorized users to search for associated case data by tribe. R R-638 Open W.CP.ICWA.34 638 The System shall allow authorized users to search for cases by tribe. R R-637 Open W.CP.ICWA.33 639 The System shall allow authorized users to generate a post adoption report of adoption as required

by ICWA for transmission to the Secretary of the Interior. R R-636 Open W.CP.ICWA.32

640 The System shall allow authorized users to receive notifications that specified files require review or action to comply with ICWA requirements.


641 The System shall allow authorized users to complete and submit ICWA specific forms to parties, agencies and providers.



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642 The System shall allow authorized users to record the details of the physical transfer of a child to a tribal forum following a case transfer to the child’s tribe.


643 The System shall allow authorized users to record a transfer of a case to a tribal court and the details of the transfer.


644 The System shall display a summary of services provided to prevent the breakup of the Indian family and the outcome of the services.


645 The System shall allow authorized users to record tribal membership information for Indian Custodians.


646 The System shall allow authorized users to record active efforts to secure tribal membership for a child a tribe has indicated is eligible for membership. [Cal.Rules of Court, rule 5.484(c).]


647 The System shall allow authorized users to record the details of the extended family provided on behalf of a child client.


648 The System shall allow authorized users to record efforts to contact a tribe with exclusive jurisdiction over a client child the next working day


649 The System shall allow authorized users to record efforts to determine if a Tribe has exclusive jurisdiction over a client child.


650 The System shall allow authorized users to record whether or not there is reason to know a child is an Indian child and details in support.


651 The System shall allow authorized users to record compliance with the duty in every case to inquire at the first contact whether a child is or may be an Indian child. [WIC 224.3; Prob.Code 1459.5(b); Fam.Code 177(a).; ACL No. 08-02.]


652 The System shall allow authorized users to generate a notice that an emergency placement has been made in a tribally approved home.


653 The System shall allow authorized users to record that an emergency placement has been made in a tribally approved home requiring notice of any new criminal offenses.


654 The System shall allow authorized users to record whether a criminal history check of a tribally approved home has been completed by a tribe that agrees to notify the department of any new criminal offenses.



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655 The System shall allow authorized users to record whether a home is a tribally approved home in accordance with ICWA.


656 The System shall allow authorized users to record placement in accordance with ICWA. R R-619 Open W.CP.ICWA.15 657 The System shall allow authorized users to record an adoptive placement for a Tribal Customary

Adoption. R R-618 Open W.CP.ICWA.14

658 The System shall allow authorized users to record efforts made to adhere to a Tribal placement preference for out-of-home placement, as specified in ICWA (25 U.S.C. Â§1915).


659 The System shall allow authorized users to record permissive participation of a Federally unrecognized Tribe as party to in a Court proceeding


660 The System shall allow authorized users to record a Federally recognized Tribe as party to a Court proceeding.


661 The System shall allow authorized users to record services offered to prevent removal of an Indian child from an Indian custodian.


662 The System shall allow authorized users to record services offered to prevent removal of an Indian child from a guardian.


663 The System shall allow authorized users to record services offered to prevent removal of an Indian child from a parent.


664 The System shall allow authorized users to record active efforts made to prevent removal of an Indian child from an Indian custodian.


665 The System shall allow authorized users to record active efforts made to prevent removal of an Indian child from a guardian.


666 The System shall allow authorized users to record active efforts made to prevent removal of an Indian child from a parent.


667 The System shall allow authorized users to generate requests for confirmation of the child’s membership or eligibility for membership in an Indian tribe.


668 The System shall exempt a Tribal Customary Adoption from the prerequisite for terminating parental rights of the biological parents.



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669 The System shall allow authorized users to record the details of tribal information provided on behalf of a child client.


670 The System shall allow authorized users to record the client self-identification as American Indian and details that support the claim.


671 The System shall allow authorized users to record the findings and Court Orders associated with a case or client.

R R-604 Open W.CP.CTRK.07

672 The System shall allow authorized users to submit the Court Report for internal Approval Review prior to electronic submission to the Court.


673 The System shall allow authorized users to edit select information on Court Reports. R R-602 Open W.CP.CTRK.05 674 The System shall populate the Court Report utilizing client information contained within the client

record. R R-601 Open W.CP.CTRK.04

675 The System shall provide templates for relevant Court-related activities, which identify required supporting materials based on the activity.


676 The System shall allow authorized users to generate Court Hearing Notices for each recipient, based on hearing type.


677 The System shall allow authorized users to record Court Hearing details for a case. R R-598 Open W.CP.CTRK.01 678 The System shall allow authorized users to view a calendar of all future hearing dates for a selected

client or staff member. R R-597 Open W.CP.CNOT.01

679 The System shall allow authorized users to view all cases associated with one Court's hearing. R R-596 Open W.CP.CDOC.05 680 The System shall allow authorized users to update reminders for future hearings. R R-595 Open W.CP.CDOC.04 681 The System shall allow authorized users to update calendar events for future hearings. R R-594 Open W.CP.CDOC.03 682 The System shall allow authorized users to submit court documents, along with supporting materials,

electronically to existing automated court Systems. R R-593 Open W.CP.CDOC.02

683 The System shall allow authorized users to submit court documents along with supporting materials electronically to existing automated court Systems.

R R-592 Open W.CP.CDOC.01

684 The System shall allow authorized users to modify the default period of time when a user must change their password.

R R-591 Open W.AD.ADSP.39

685 The System shall allow the user to change their password whenever desired. R R-590 Open W.AD.ADSP.38


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686 The System shall allow authorized users to modify password rules. R R-589 Open W.AD.ADSP.37 687 The System shall automatically issue the default start password for password reset. R R-588 Open W.AD.ADSP.36 688 The System shall include the ability to System-generate a user password. R R-587 Open W.AD.ADSP.35 689 The System shall not store a user’s password on a local computing device. R R-586 Open W.AD.ADSP.34 690 The System shall not display the user’s password on the logon screen. R R-585 Open W.AD.ADSP.33 691 The System shall only require a single sign-on by users to access all functions based on the security

profile(s) assigned to a User ID. R R-584 Open W.AD.ADSP.32

692 The System shall allow the audible message along with the default number of invalid logon attempts to be modified by the System Administrator.


693 The System shall allow the visible message along with the default number of invalid logon attempts to be modified by the System Administrator.


694 The System shall allow a security administrator reset user passwords. R R-581 Open W.AD.ADSP.29 695 The System shall allow a security administrator to unlock locked user profiles. R R-580 Open W.AD.ADSP.28 696 The online history shall include the workstation ID where the security administrator made the

functional job title assignment and/or change. R R-579 Open W.AD.ADSP.27

697 The online history shall include the workstation ID where the security administrator made the security profile assignment and/or change.


698 The online history shall include the date and local time of each functional job title assignment and/or change.


699 The online history shall include the date and local time of each security profile assignment or change. R R-576 Open W.AD.ADSP.24 700 The online history shall include the user ID and name of the security administrator who made each

functional job title assignment or change. R R-575 Open W.AD.ADSP.23

701 The online history shall include the user ID and name of the security administrator who made each security profile assignment or change.


702 The online history shall include the names of all previously assigned functional job titles. R R-573 Open W.AD.ADSP.21 703 The online history shall include the names of all previously assigned security profiles. R R-572 Open W.AD.ADSP.20 704 The online history shall include the name of the currently assigned functional job title. R R-571 Open W.AD.ADSP.19 705 The online history shall include the name of the currently assigned security profile. R R-570 Open W.AD.ADSP.18


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706 The System shall include a viewable online history of functional job title assignments. R R-569 Open W.AD.ADSP.17 707 The System shall provide user access reports that identify recently added user accounts. R R-568 Open W.AD.ADSP.16 708 The System shall provide user access reports that identify suspended user accounts. R R-567 Open W.AD.ADSP.15 709 The System shall provide user access reports that identify inactive accounts. R R-566 Open W.AD.ADSP.14 710 The System shall record computing device ID and Media Access Control (MAC) address information. R R-565 Open W.AD.ADSP.13 711 The System shall restrict access to sealed case or person related data in accordance with county-

defined user access rules. R R-564 Open W.AD.ADSP.12

712 The System shall restrict access to sensitive case or person related data in accordance with county-defined user access rules.


713 The System shall allow authorized users to un-flag sealed or sensitive case or person specific data and record a reason why.


714 The System shall allow authorized users to flag case or person specific data as sealed or sensitive and record a reason why.


715 The System shall prevent authorized users from deleting a user profile if it has ever been used to view any System data.


716 The System shall integrate an authentication process to enable resetting user access privileges. R R-559 Open W.AD.ADSP.07 717 The System shall control data access roles with data access restrictions to include county, screen,

control object, and field level security. R R-558 Open W.AD.ADSP.06

718 The System shall restrict user profile management based on Role Based Access Control. R R-557 Open W.AD.ADSP.05 719 The System shall allow authorized users to assign multiple organizational levels to user profiles. R R-556 Open W.AD.ADSP.04 720 The System shall allow users to have more than one security profile associated with their user ID. R R-555 Open W.AD.ADSP.03 721 The System shall allow security administrators to create data access roles and permissions by

organizational levels. R R-554 Open W.AD.ADSP.02

722 The System shall provide online, computer-based training for System users. R R-553 Open W.AD.ADSP.01 723 The System shall allow authorized users to view authorized users' workloads. R R-552 Open W.AD.RPTG.04 724 The System shall allow authorized users to amend approved reports. R R-551 Open W.AD.RPTG.03 725 The System shall allow authorized users to produce the reports listed in Attachment A.12 CWS-NS

CW Reports. R R-550 Open W.AD.RPTG.02


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726 The System shall allow authorized users to produce the reports listed in Attachment A.10 CWS-NS County Reports.

R R-549 Open W.AD.RPTG.01

727 The System shall allow authorized users to re-assign assignments. R R-548 Open W.AD.STFM.32 728 The System shall allow authorized users to record assignments sent to authorized users. R R-547 Open W.AD.STFM.31 729 The System shall route assignments to authorized users based on configured parameters. R R-546 Open W.AD.STFM.30 730 The System shall not reassign User IDs. R R-545 Open W.AD.STFM.29 731 The System shall retain all case assignment history, related to a specific authorized user, regardless

if that authorized User ID is active, deactivated, or deleted. R R-544 Open W.AD.STFM.28

732 The System shall allow authorized users to associate a profile to a staff person. R R-543 Open W.AD.STFM.27 733 The System shall allow authorized users to associate a System User ID to a staff person. R R-542 Open W.AD.STFM.26 734 The System shall allow authorized users to view organizational trees within each organizational level

and across several levels. R R-541 Open W.AD.STFM.25

735 The System shall allow authorized users to create an organizational structure allowing staff teams or units to be created within a county or the Department.

R R-540 Open W.AD.STFM.24

736 The System shall allow authorized user to associate staff members with one or more organizational levels or business units.


737 The System shall allow unique state- and county-specific business functional groupings. R R-538 Open W.AD.STFM.22 738 The System shall allow unique state- and county-specific organizational levels. R R-537 Open W.AD.STFM.21 739 The System shall provide a GUI interface for authorized users to maintain data access role definition

and assignment. R R-536 Open W.AD.STFM.20

740 The System shall provide a GUI interface for authorized users to maintain staff and user profiles. R R-535 Open W.AD.STFM.19 741 The System shall provide a GUI interface for authorized users to maintain business organizational

structure. R R-534 Open W.AD.STFM.18

742 The System shall provide a GUI interface for authorized users to integrate data access role definition and assignment.


743 The System shall provide a GUI interface for authorized users to integrate staff and user profiles. R R-532 Open W.AD.STFM.16 744 The System shall provide a GUI interface for authorized users to integrate business organizational



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745 The System shall provide a GUI interface for authorized users to build data access role definition and assignment.


746 The System shall provide a GUI interface for authorized users to build staff and user profiles. R R-529 Open W.AD.STFM.13 747 The System shall provide a GUI interface for authorized users to build business organizational


748 The System shall provide a GUI interface for authorized users to design data access role definition and assignment.


749 The System shall provide a GUI interface for authorized users to design staff and user profiles. R R-526 Open W.AD.STFM.10 750 The System shall provide a GUI interface for authorized users to design business organizational


751 The System shall allow authorized users to record employee training required. R R-524 Open W.AD.STFM.08 752 The System shall allow authorized users to record employee training type(s) received. R R-523 Open W.AD.STFM.07 753 The System shall allow authorized users to record employee training hours received. R R-522 Open W.AD.STFM.06 754 The System shall allow authorized users to generate a workload prioritization list. R R-521 Open W.AD.STFM.05 755 The System shall allow authorized users to view workload assignments. R R-520 Open W.AD.STFM.04 756 The System shall allow authorized users to produce reports on staff person information. R R-519 Open W.AD.STFM.03 757 The System shall allow authorized users to update staff person information R R-518 Open W.AD.STFM.02 758 The System shall allow authorized users to record staff person information. R R-517 Open W.AD.STFM.01 759 The System shall provide service options based on client's case information. R R-516 Open W.RM.RESD.34 760 The system shall allow authorized users to record that services are not longer utilized. R R-515 Open W.RM.RESD.33 761 The system shall provide authorized users with the capability to record services utilized for a client. R R-514 Open W.RM.RESD.32 762 The System shall allow authorized users to generate an authorization number for each request

authorized. R R-513 Open W.RM.RESD.31

763 The System shall allow authorized users to sort the list of service provider's goods. R R-512 Open W.RM.RESD.30 764 The System shall allow authorized users to filter the list of service provider's goods. R R-511 Open W.RM.RESD.29 765 The System shall allow authorized users to sort the list of service providers by location. R R-510 Open W.RM.RESD.28 766 The System shall allow authorized users to filter the list of service providers by location. R R-509 Open W.RM.RESD.27 767 The System shall allow authorized users to search for an authorized service. R R-508 Open W.RM.RESD.26


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768 The System shall allow authorized users to view a history of service requests submitted for authorization.

R R-507 Open W.RM.RESD.25

769 The System shall allow authorized users to record the specific program code(s) for a requested service provider.


770 The System shall allow authorized users to document any special considerations or rationales for selecting a preferred service provider using pre-defined options.


771 The System shall allow authorized users to record the decision rationales for authorization requests. R R-504 Open W.RM.RESD.22 772 The System shall allow authorized users to record the decisions for authorization requests. R R-503 Open W.RM.RESD.21 773 The System shall allow authorized users to document any special considerations or rationales for

selecting a preferred service provider, using pre-defined options. R R-502 Open W.RM.RESD.20

774 The System shall allow authorized users to create resource directories using sort and filter criteria. R R-501 Open W.RM.RESD.19 775 The System shall allow authorized users to access the number of units available for a service at any

given time. R R-500 Open W.RM.RESD.18

776 The System shall allow authorized users to access the number of units allocated for a service at any given time.


777 The System shall allow authorized users to access the number of units in inventory for a service at any given time.


778 The System shall allow authorized users to adjust inventory thresholds to the available units/allocated units based on replenishment.


779 The System shall automatically adjust inventory thresholds to the available units/allocated units based on usage.


780 The System shall automatically adjust inventory thresholds to the available units/allocated units based on allocation.


781 The System shall allow authorized users to determine whether a service or good was utilized or not. R R-494 Open W.RM.RESD.12 782 The System shall allow authorized users to update quantity of units or hours for resource service

providers. R R-493 Open W.RM.RESD.11

783 The System shall allow authorized users to update the available inventory details. R R-492 Open W.RM.RESD.10 784 The System shall allow authorized users to record the replenishment of available inventory details. R R-491 Open W.RM.RESD.09


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785 The System shall allow authorized users to update a searchable electronic service catalog. R R-490 Open W.RM.RESD.08 786 The System shall allow authorized users to create a searchable electronic service catalog. R R-489 Open W.RM.RESD.07 787 The System shall allow authorized users to record multiple agreements for each service provider. R R-488 Open W.RM.RESD.06 788 The System shall allow authorized users to record multiple contracts for each service provider. R R-487 Open W.RM.RESD.05 789 The System shall allow authorized users to maintain goods and services records. R R-486 Open W.RM.RESD.04 790 The System shall allow authorized users to create goods and services records with detailed entity

information R R-485 Open W.RM.RESD.03

791 The System shall allow authorized users to create goods and services records with detailed resource information.


792 The System shall provide a directory of available resources and services. R R-483 Open W.RM.RESD.01 793 The System shall allow authorized users to record details of the progress of POCs for licensed foster

care facilities or providers. R R-482 Open W.RM.FAHS.25

794 The System shall allow authorized users to record details of the progress of DAPs for licensed foster care facilities or providers.

R R-481 Open W.RM.FAHS.24

795 The System shall allow authorized users to record details of the home visit review of licensing standards.


796 The System shall allow authorized users to notify designated parties of a grievance review outcome. R R-479 Open W.RM.FAHS.22 797 The System shall allow authorized users to record a license revocation or exclusion action that

results from an administrative action on a licensed foster home. R R-478 Open W.RM.FAHS.21

798 The System shall allow authorized users to record details of licensed foster care home license deficiencies, including the POC.


799 The System shall allow authorized users to record the reason for excluding individuals from a foster care license.


800 The System shall allow authorized users to exclude individuals from a foster care license. R R-475 Open W.RM.FAHS.18 801 The System shall allow authorized users to record DAP details on a licensed foster home. R R-474 Open W.RM.FAHS.17 802 The System shall allow authorized users to record CAP details on a licensed foster home. R R-473 Open W.RM.FAHS.16 803 The System shall allow authorized users to classify the complaint as a Priority 1, 2, 3, etc. against

licensed foster homes and care providers. R R-472 Open W.RM.FAHS.15


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804 The System shall allow authorized users to view historical information regarding licensees. R R-471 Open W.RM.FAHS.14 805 The System shall allow authorized users to search historical information regarding licensees. R R-470 Open W.RM.FAHS.13 806 The System shall allow authorized users to record documents associated to each complaint

investigation within each Foster Care licensee profile. R R-469 Open W.RM.FAHS.12

807 The System shall allow authorized users to record evidence associated to each complaint investigation within each Foster Care licensee profile.


808 The System shall allow authorized users to record findings on foster care license complaints regarding a licensee.


809 The System shall allow authorized users to record status on foster care license complaints regarding a licensee.


810 The System shall allow authorized users to record documents on foster care license complaints regarding a licensee.


811 The System shall allow authorized users to record evidence on foster care license complaints regarding a licensee.


812 The System shall allow authorized users to record Plan of Correction details on foster care license complaints regarding a licensee.


813 The System shall allow authorized users to record DAP on foster care license complaints regarding a licensee.


814 The System shall allow authorized users to record exclusion action on foster care license complaints regarding a licensee.


815 The System shall allow authorized users to record advisory notice on foster care license complaints regarding a licensee.


816 The System shall allow authorized users to record referral investigation on foster care license complaints regarding a licensee.


817 The System shall allow authorized users to record recruitment efforts for potential foster families. R R-458 Open W.RM.FAHS.01 818 The System shall automatically populate licensing reports with referenced regulation descriptions

selected from the evaluator manual. R R-457 Open W.RM.FASP.147


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819 The System shall allow authorized users to reference regulation descriptions from the evaluator manual.

R R-456 Open W.RM.FASP.146

820 The System shall allow authorized users to generate office meeting request notices to applicants. R R-455 Open W.RM.FASP.145 821 The System shall provide a screen that geographically maps locations of prospective facilities or

homes that are identified in the system. R R-454 Open W.RM.FASP.144

822 The System shall allow authorized users to record that a continuation inspection is required. R R-453 Open W.RM.FASP.143 823 The System shall allow authorized users to record the length of time a licensee, spouse, or

dependent adult is present in a facility without a required background clearance or exemption. R R-452 Open W.RM.FASP.142

824 The System shall allow authorized users to assess civil penalties on licensees who allow a person to work, reside, or volunteer before receiving a background check clearance (direct or transferred) or exemption for that person.


825 The System shall allow authorized users to approve or dismiss civil penalties. R R-450 Open W.RM.FASP.140 826 The System shall allow authorized users to submit civil penalty documents with supporting

documentation for internal Approval Review. R R-449 Open W.RM.FASP.139

827 The System shall all authorized users to record a civil penalty assessment. R R-448 Open W.RM.FASP.138 828 The System shall calculate civil penalties for deficiencies not corrected by the due date specified in

the Notice of Deficiency or Plan of Correction. R R-447 Open W.RM.FASP.137

829 The System shall calculate the number of days an unlicensed facility has been operating without a license.


830 The System shall allow authorized users to record the date an unlicensed facility is cited for operating without a license.


831 The System shall automatically calculate the total number of days a facility is in violation. R R-444 Open W.RM.FASP.134 832 The System shall allow authorized users to update civil penalty payment plans. R R-443 Open W.RM.FASP.133 833 The System shall allow authorized users to create civil penalty payment plans. R R-442 Open W.RM.FASP.132 834 The System shall allow authorized users to associate Notices of Hearing to a Statement of Facts R R-441 Open W.RM.FASP.131 835 The System shall allow an authorized user to record the name of the attorney assigned to a licensing

case. R R-440 Open W.RM.FASP.130

836 The System shall allow authorized users to record approval of legal pleadings. R R-439 Open W.RM.FASP.129


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837 The System shall record administrative action status against facilities. R R-438 Open W.RM.FASP.128 838 The System shall record administrative action status against homes. R R-437 Open W.RM.FASP.127 839 The System shall record administrative action status against individuals. R R-436 Open W.RM.FASP.126 840 The System shall allow authorized users to attach a legal pleading to a Statement of Facts. R R-435 Open W.RM.FASP.125 841 The System shall associate evidentiary details with Statements of Facts. R R-434 Open W.RM.FASP.124 842 The System shall allow authorized users to record evidentiary details. R R-433 Open W.RM.FASP.123 843 The System shall allow authorized users to update Statements of Facts. R R-432 Open W.RM.FASP.122 844 The System shall allow authorized users to create Statements of Facts. R R-431 Open W.RM.FASP.121 845 The System shall allow authorized users to record details of the progress of DAPs for licensed

facilities or providers. R R-430 Open W.RM.FASP.120

846 The System shall allow authorized users to record details of the home or facility visit review of licensing standards.


847 The System shall allow authorized users to associate unrelated cited violations to original complaint. R R-428 Open W.RM.FASP.118 848 The System shall allow authorized users to record cited violations un-related to original complaint but

found during the complaint investigation. R R-427 Open W.RM.FASP.117

849 The System shall allow authorized users to record a license revocation or exclusion action that results from an administrative action on a licensed facility.


850 The System shall allow authorized users to record DAP details on a licensed facility. R R-425 Open W.RM.FASP.115 851 The System shall allow authorized users to classify the complaint as a Priority 1, 2, 3. etc. against

licensed facilities and care providers. R R-424 Open W.RM.FASP.114

852 The System shall calculate number of days it takes to complete each licensing complaint. R R-423 Open W.RM.FASP.113 853 The System shall allow authorized users to close complaints. R R-422 Open W.RM.FASP.112 854 The System shall allow authorized users to record evidence and documents associated to each

complaint investigation within each licensee profile. R R-421 Open W.RM.FASP.111

855 The System shall allow authorized users to record findings on complaints. R R-420 Open W.RM.FASP.110 856 The System shall allow authorized users to record status on complaints. R R-419 Open W.RM.FASP.109 857 The System shall allow authorized users to record documents on complaints. R R-418 Open W.RM.FASP.108 858 The System shall allow authorized users to record evidence on complaints. R R-417 Open W.RM.FASP.107


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859 The System shall allow authorized users to record Plan of Correction. R R-416 Open W.RM.FASP.106 860 The system shall allow authorized users to record advisory notice on complaints. R R-415 Open W.RM.FASP.105 861 The System shall allow authorized users to record investigation on complaints. R R-414 Open W.RM.FASP.104 862 The System shall automatically assign unlicensed facility or home complaints to staff based on

geographical location. R R-413 Open W.RM.FASP.103

863 The System shall automatically assign a licensed facility or home complaint to the licensing analyst assigned to the facility or home.


864 The System shall allow authorized users to reassign complaints from one licensing analyst to another.


865 The System shall allow authorized users to record capacities for facilities and homes. R R-410 Open W.RM.FASP.100 866 The System shall allow authorized users to record orientation dates for facilities and homes. R R-409 Open W.RM.FASP.99 867 The System shall allow authorized users to generate certificates when prospective licensees

complete each component of the application process. R R-408 Open W.RM.FASP.98

868 The System shall allow authorized users to update certificates when prospective licensees complete each component of the application process.


869 The System shall identify data elements requiring completion for license applications. R R-406 Open W.RM.FASP.96 870 The System shall allow authorized users to modify due dates for Waivers. R R-405 Open W.RM.FASP.95 871 The System shall allow authorized users to modify due dates for Exceptions. R R-404 Open W.RM.FASP.94 872 The System shall allow authorized users to modify due dates for DAPs. R R-403 Open W.RM.FASP.93 873 The System shall allow authorized users to record due dates for Waivers. R R-402 Open W.RM.FASP.92 874 The System shall allow authorized users to record due dates for Exceptions. R R-401 Open W.RM.FASP.91 875 The System shall allow authorized users to record due dates for DAPs. R R-400 Open W.RM.FASP.90 876 The System shall allow authorized users to associate DAPs to licensed facilities. R R-399 Open W.RM.FASP.89 877 The System shall allow authorized users to associate Exceptions to licensed facilities. R R-398 Open W.RM.FASP.88 878 The System shall allow authorized users to associate Waivers to licensed facilities. R R-397 Open W.RM.FASP.87 879 The System shall allow authorized users to submit DAP requests for internal Approval Review. R R-396 Open W.RM.FASP.86 880 The System shall allow authorized users to submit Exception requests for internal Approval Review. R R-395 Open W.RM.FASP.85 881 The System shall allow authorized users to submit Waive requests for internal Approval Review. R R-394 Open W.RM.FASP.84


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882 The System shall allow authorized users to record facility and home cost of care. R R-393 Open W.RM.FASP.83 883 The System shall allow authorized users to record facility and home violations. R R-392 Open W.RM.FASP.82 884 The System shall allow authorized users to record facility and home level of care compliance. R R-391 Open W.RM.FASP.81 885 The System shall allow authorized users to record facility and home level of care provided. R R-390 Open W.RM.FASP.80 886 The System shall allow authorized users to record facility and home types of services. R R-389 Open W.RM.FASP.79 887 The System shall allow authorized users to record facility and home licensing decisions. R R-388 Open W.RM.FASP.78 888 The System shall allow authorized users to record facility and home license/certification status. R R-387 Open W.RM.FASP.77 889 The System shall allow authorized users to view appeal status. R R-386 Open W.RM.FASP.76 890 The System shall allow authorized users to amend any relevant reports when a civil penalty has been

overturned. R R-385 Open W.RM.FASP.75

891 The System shall allow authorized users to amend any relevant reports when a citation has been overturned.


892 The System shall allow authorized users to record that a civil penalty was overturned, with justification.


893 The System shall allow authorized users to record that a citation was overturned, with justification. R R-382 Open W.RM.FASP.72 894 The System shall allow authorized users to submit appeals for internal Approval Review. R R-381 Open W.RM.FASP.71 895 The System shall allow authorized users to issue citations for facility or home deficiencies identified

during inspection. R R-380 Open W.RM.FASP.70

896 The System shall allow authorized users to generate appeal outcomes. R R-379 Open W.RM.FASP.69 897 The System shall allow authorized users to generate appeal details. R R-378 Open W.RM.FASP.68 898 The System shall allow authorized users to record appeal outcomes. R R-377 Open W.RM.FASP.67 899 The System shall allow authorized users to record appeal details. R R-376 Open W.RM.FASP.66 900 The System shall provide a multi-level appeal process workflow. R R-375 Open W.RM.FASP.65 901 The System shall allow authorized users to submit Plan Of Correction revised reports for internal

approval review. R R-374 Open W.RM.FASP.64

902 The System shall allow authorized users to submit Plan Of Correction extension requests for internal approval review.


903 The System shall allow authorized users to generate Plan Of Correction revised reports. R R-372 Open W.RM.FASP.62


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904 The System shall allow authorized users to generate Plan Of Correction extension requests. R R-371 Open W.RM.FASP.61 905 The System shall allow authorized users to record Plans Of Correction extension details. R R-370 Open W.RM.FASP.60 906 The System shall notify designated users when a Plan Of Correction is not cleared by its indicated

due date. R R-369 Open W.RM.FASP.59

907 The System shall allow authorized users to associate supporting documents to Plans Of Correction. R R-368 Open W.RM.FASP.58 908 The System shall allow authorized users to receive supporting documents to Plans Of Correction. R R-367 Open W.RM.FASP.57 909 The System shall allow authorized users to update Plans of Correction that identify inspection

deficiencies and other related details. R R-366 Open W.RM.FASP.56

910 The System shall allow authorized users to create Plans of Correction that identify inspection deficiencies and other related details.


911 The System shall allow authorized users to search within the Evaluator Manual. R R-364 Open W.RM.FASP.54 912 The System shall store the Evaluator Manual. R R-363 Open W.RM.FASP.53 913 The System shall allow authorized users to approve complaints. R R-362 Open W.RM.FASP.52 914 The System shall allow authorized users to monitor the status of a complaint until the complaint is

approved. R R-361 Open W.RM.FASP.51

915 The System shall allow authorized users to submit complaint documents for internal approval. R R-360 Open W.RM.FASP.50 916 The System shall allow authorized users to generate complaint documents that contain all relevant

evidence. R R-359 Open W.RM.FASP.49

917 The System shall allow authorized users to generate complaint documents that contain all relevant complaint information.


918 The System shall allow authorized users to record the determination of a complaint’s jurisdiction. R R-357 Open W.RM.FASP.47 919 The System shall determine the licensing jurisdiction when a complaint is recorded for a facility or

home. R R-356 Open W.RM.FASP.46

920 The System shall allow authorized users to record details of the complaint. R R-355 Open W.RM.FASP.45 921 The System shall allow authorized users to open complaints against an individual. R R-354 Open W.RM.FASP.44 922 The System shall allow authorized users to open complaints against a licensee. R R-353 Open W.RM.FASP.43 923 The System shall allow authorized users to open complaints against a home. R R-352 Open W.RM.FASP.42 924 The System shall allow authorized users to open complaints against a licensed or unlicensed facility. R R-351 Open W.RM.FASP.41


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925 The System shall allow authorized users to record if a fire clearance is granted or denied. R R-350 Open W.RM.FASP.40 926 The System shall allow authorized users to associate a fire clearance document with a facility or

home. R R-349 Open W.RM.FASP.39

927 The System shall allow authorized users to scan a fire clearance document into the System. R R-348 Open W.RM.FASP.38 928 The System shall associate all previous license numbers to a licensees most current license number. R R-347 Open W.RM.FASP.37

929 The System shall associate all previous addresses to a licensees most current address. R R-346 Open W.RM.FASP.36 930 The System shall allow authorized user to collect and update facility and home information. R R-345 Open W.RM.FASP.35 931 The System shall allow authorized users to place a facility on probation. R R-344 Open W.RM.FASP.34 932 The System shall generate the corresponding license when an application status is changed to

"licensed". R R-343 Open W.RM.FASP.33

933 The System shall allow authorized users to record specific comments that must appear on licenses. R R-342 Open W.RM.FASP.32 934 The System shall allow authorized users to grant permanent licenses for facilities or homes. R R-341 Open W.RM.FASP.31 935 The System shall allow authorized users to transfer facility or home licenses from one location to

another within the same county. R R-340 Open W.RM.FASP.30

936 The System shall allow authorized users to associate office meeting recommendations with the applicant or licensee.


937 The System shall allow authorized users to associate office meeting outcomes with the applicant or licensee.


938 The System shall allow authorized users to associate office meeting details with the applicant or licensee.


939 The System shall allow authorized users to record office meeting recommendations. R R-336 Open W.RM.FASP.26 940 The System shall allow authorized users to record office meeting outcomes. R R-335 Open W.RM.FASP.25 941 The System shall allow authorized users to record office meeting details. R R-334 Open W.RM.FASP.24 942 The System shall automatically update the number of CFH’s associated to a Sub FFA. R R-333 Open W.RM.FASP.23 943 The System shall automatically update the number of CFH’s associated to an FFA. R R-332 Open W.RM.FASP.22 944 The System shall allow authorized users to generate letters to applicants that identify required

corrections resulting from licensing inspections. R R-331 Open W.RM.FASP.21


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945 The System shall allow authorized users to generate licensing inspection reports. R R-330 Open W.RM.FASP.20 946 The System shall allow authorized users to record licensing inspection information. R R-329 Open W.RM.FASP.19 947 The System shall allow authorized users to record that an application was rejected. R R-328 Open W.RM.FASP.18 948 The System shall allow authorized users to record that an application was accepted. R R-327 Open W.RM.FASP.17 949 The System shall allow authorized users to generate applicant letters that identify unmet licensing

requirements. R R-326 Open W.RM.FASP.16

950 The System shall identify unmet applicant licensing requirements. R R-325 Open W.RM.FASP.15 951 The System shall allow authorized users to identify if a home has dual licensure. R R-324 Open W.RM.FASP.14 952 The System shall prevent additional enrollment in an orientation class when that class is at capacity. R R-323 Open W.RM.FASP.13 953 The System shall automatically identify when an orientation class is at capacity. R R-322 Open W.RM.FASP.12 954 The System shall allow authorized users to record the status of license applications. R R-321 Open W.RM.FASP.11 955 The System shall allow authorized users to print appeal rights when license denial letters are

generated. R R-320 Open W.RM.FASP.10

956 The System shall assign unique license numbers to license applicants. R R-319 Open W.RM.FASP.09 957 The System shall allow authorized users to view a history of licensing status. R R-318 Open W.RM.FASP.08 958 The System shall allow authorized users to view a history of license actions. R R-317 Open W.RM.FASP.07 959 The System shall allow authorized users to view a history of licenses. R R-316 Open W.RM.FASP.06 960 The System shall allow authorized users to view a history of licensed providers. R R-315 Open W.RM.FASP.05 961 The System shall allow authorized users to update all license applicant information with supporting

documentation. R R-314 Open W.RM.FASP.04

962 The System shall allow authorized users to record all license applicant information with supporting documentation.


963 The System shall allow authorized users to record the license orientation attendance. R R-312 Open W.RM.FASP.02 964 The System shall allow authorized users to record the license orientation invitees. R R-311 Open W.RM.FASP.01 965 The System shall allow authorized users to record state funding expenditures for services provided

on the behalf of a child. R R-310 Open W.FM.FINM.07

966 The System shall allow authorized users to record federal funding expenditures for services provided on the behalf of a child.

R R-309 Open W.FM.FINM.06


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967 The System shall allow authorized users to record that a signed Request to Replace Lost, Destroyed, or Stolen Warrant Affidavit has been submitted.


968 The System shall allow authorized users to view the existing authorized adoptive home payment information with the warrant number.


969 The System shall allow authorized users to view the existing authorized foster care payment information with the warrant number.


970 The System shall allow authorized users to record adoptive home payment information for an issued warrant.


971 The System shall allow authorized users to record foster care payment information for an issued warrant.


972 The System shall allow authorized users to record details of assistance that youth/NMD received with credit report issues.

R R-303 Open W.CM.DYCC.04

973 The System shall allow authorized users to record dates that credit reports were provided to youth/NMD.

R R-302 Open W.CM.DYCC.03

974 The System shall allow authorized users to record the outcomes of a credit check. R R-301 Open W.CM.DYCC.02 975 The System shall allow authorized users to record that credit reports were requested on a

youth’s/NMDs behalf. R R-300 Open W.CM.DYCC.01

976 The System shall allow authorized users to record the original dependency for an adoption set-aside. R R-299 Open W.CM.ADSA.04 977 The System shall allow authorized users to record reinstatement of parental rights. R R-298 Open W.CM.ADSA.03 978 The System shall allow authorized users to record adoption set-aside investigation findings. R R-297 Open W.CM.ADSA.02 979 The System shall allow authorized users to record adoption set-aside request information. R R-296 Open W.CM.ADSA.01 980 The System shall allow authorized users to record supporting documentation for the negotiation/re-

negotiation of adoption assistance payment benefits. R R-295 Open W.CM.PADS.09

981 The System shall allow authorized users to renew adoption assistance agreements. R R-294 Open W.CM.PADS.08 982 The System shall allow authorized users to record the details of discussions with adoptees. R R-293 Open W.CM.PADS.07 983 The System shall allow authorized users to record the details of discussions with birth parents. R R-292 Open W.CM.PADS.06 984 The System shall allow authorized users to record the details of discussions with adoptive families. R R-291 Open W.CM.PADS.05 985 The System shall allow authorized users to record release of information records. R R-290 Open W.CM.PADS.04


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986 The System shall allow authorized users to record verification of identification. R R-289 Open W.CM.PADS.03 987 The System shall allow authorized users to request services and goods for post-adoption services. R R-288 Open W.CM.PADS.02 988 The System shall allow authorized users to open a post-adoption services file. R R-287 Open W.CM.PADS.01 989 The System shall allow authorized users to generate orders for NMD Adoptions. R R-286 Open W.CM.NMDS.05 990 The System shall allow authorized users to record the details of interviews with prospective adoptive

parents for NMDs. R R-285 Open W.CM.NMDS.04

991 The System shall allow authorized users to record the details of interviews with NMDs. R R-284 Open W.CM.NMDS.03 992 The System shall allow authorized users to record the details of supportive transition services for

NMDs. R R-283 Open W.CM.NMDS.02

993 The System shall allow authorized users to record requests for NMD adoption services. R R-282 Open W.CM.NMDS.01 994 The System shall allow authorized users to record the disposition of the six-month waiver. R R-281 Open W.CM.PSTP.06 995 The System shall allow authorized users to generate a six-month waiver of post-adoption placement

visits. R R-280 Open W.CM.PSTP.05

996 The System shall allow authorized users to record a decision to legally finalize the adoption. R R-279 Open W.CM.PSTP.04 997 The System shall allow authorized users to generate a notice of intent to remove a child placed for

adoption. R R-278 Open W.CM.PSTP.03

998 The System shall allow authorized users to record impediments impacting adoption finalization. R R-277 Open W.CM.PSTP.02 999 The System shall allow authorized users to record details of their post-adoption placement

supervision visits. R R-276 Open W.CM.PSTP.01

1000 The System shall prohibit an authorized user from approving an adoptive placement unless all legal requirements are met.

R R-275 Open W.CM.ADPL.13

1001 The System shall allow authorized users to modify adoption finalization documents. R R-274 Open W.CM.ADPL.12 1002 The System shall allow authorized users to create adoption finalization documents. R R-273 Open W.CM.ADPL.11 1003 The System shall allow authorized users to update Adoption Assistance Agreements between the

adoptive parent(s) and the adoption agency. R R-272 Open W.CM.ADPL.10

1004 The System shall allow authorized users to create Adoption Assistance Agreements between the adoptive parent(s) and the adoption agency.



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1005 The System shall capture child and sibling group characteristics and needs that are essential for adoption match for that child or sibling group.


1006 The System shall allow authorized users to record adoptive placement match outcomes for a child or sibling group.


1007 The System shall allow authorized users to identify that a prospective adoption match is under consideration for a specific family.


1008 The System shall allow authorized users to record adoption presentations utilizing child's data. R R-267 Open W.CM.ADPL.05 1009 The System shall allow authorized users to search for viable adoptive families for a specific child or

sibling group. R R-266 Open W.CM.ADPL.04

1010 The System shall allow authorized users to record adoptive family adoption criteria. R R-265 Open W.CM.ADPL.03 1011 The System shall allow authorized users to record adoptive family preferences. R R-264 Open W.CM.ADPL.02 1012 The System shall allow authorized users to record information about potential adoptive families. R R-263 Open W.CM.ADPL.01 1013 The System shall allow authorized users to view the status of out-bound home study requests. R R-262 Open W.CM.ADHS.23 1014 The system shall allow authorized users to view the status of in-bound home study requests. R R-261 Open W.CM.ADHS.22 1015 The system shall allow authorized users to record the details related to in-bound home study

requests. R R-260 Open W.CM.ADHS.21

1016 The system shall allow authorized users to record the details related to out-bound home study requests.

R R-259 Open W.CM.ADHS.20

1017 The System shall allow authorized users to close or deactivate an adoption home study file. R R-258 Open W.CM.ADHS.19 1018 The System shall allow authorized users to record prospective adoptive family completion of adoption

orientation. R R-257 Open W.CM.ADHS.18

1019 The System shall allow authorized users to record prospective adoptive family completion of adoption training.


1020 The System shall allow authorized users to record prospective adoptive family participation in training sessions.


1021 The System shall allow authorized users to view availability of scheduled orientations. R R-254 Open W.CM.ADHS.15 1022 The System shall allow authorized users to view scheduled orientations and their availability. R R-253 Open W.CM.ADHS.14 1023 The System shall allow authorized users to assign attendees to adoption orientations. R R-252 Open W.CM.ADHS.13


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1024 The System shall allow authorized users to schedule adoption orientation dates and assign attendees.


1025 The System shall allow authorized users to record that an adoption home study grievance has been filed.


1026 The System shall allow authorized users to record that the disposition of the application was provided to the adoptive family.


1027 The System shall allow authorized users to record that adoption home study was withdrawn. R R-248 Open W.CM.ADHS.09 1028 The System shall allow authorized users to view the progress of online adoption applications. R R-247 Open W.CM.ADHS.08 1029 The System shall allow authorized users to associate adoption home studies to with a specific child

or sibling group. R R-246 Open W.CM.ADHS.07

1030 The System shall allow authorized users to update adoption home studies with information captured in an adoption home study file.


1031 The System shall allow authorized users to create adoption home studies with information captured in an adoption home study file.


1032 The System shall allow authorized users to record adoption home study findings. R R-243 Open W.CM.ADHS.04 1033 The System shall allow authorized users to create adoption home study files which contain home

study information. R R-242 Open W.CM.ADHS.03

1034 The System shall retain partial applications prepared electronically by prospective adoptive families. R R-241 Open W.CM.ADHS.02 1035 The System shall allow authorized users to record prospective adoptive family applications received. R R-240 Open W.CM.ADHS.01 1036 The System shall allow authorized users to submit to another authorized user a rescission of

relinquishment on behalf of birth parent(s) following acknowledgement of freeing action. R R-239 Open W.CM.ACKF.06

1037 The System shall allow authorized users to record a rescission of relinquishment on behalf of birth parent(s) following acknowledgement of freeing action.

R R-238 Open W.CM.ACKF.05

1038 The System shall allow authorized users to complete a rescission of relinquishment on behalf of birth parent(s) following acknowledgement of freeing action.

R R-237 Open W.CM.ACKF.04

1039 The System shall allow authorized users to record that a child is freed for adoptive placement. R R-236 Open W.CM.ACKF.03 1040 The System shall allow authorized users to record an acknowledgement of freeing action. R R-235 Open W.CM.ACKF.02 1041 The System shall allow authorized users to create an acknowledgement of freeing action. R R-234 Open W.CM.ACKF.01


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1042 The system shall allow authorized users to record the consultation of children of a specified age regarding permanency options.

R R-233 Open W.CM.ADPT.13

1043 The system shall allow authorized users to record a child’s attachment to guardian. R R-232 Open W.CM.ADPT.12 1044 The system shall allow authorized users to record the determination of permanency options. R R-231 Open W.CM.ADPT.11 1045 The system shall allow authorized users to record "reasonable efforts" to place siblings together. R R-230 Open W.CM.ADPT.10 1046 The system shall allow authorized users to record "reasonable efforts" requirements to finalize a

child's permanent plan. R R-229 Open W.CM.ADPT.09

1047 The System shall allow authorized users to record the reason for reentry of adoptive children. R R-228 Open W.CM.ADPT.08 1048 The System shall allow authorized users to modify the profiles of a child or sibling group that is

registered with AdoptUSKids. R R-227 Open W.CM.ADPT.07

1049 The System shall allow authorized users to register a child or sibling group with AdoptUSKids. R R-226 Open W.CM.ADPT.06 1050 The System shall allow authorized users to record that full disclosure has been provided. R R-225 Open W.CM.ADPT.05 1051 The System shall allow authorized users to access active and historical adoption information

indefinitely. R R-224 Open W.CM.ADPT.04

1052 The System shall allow for restricted access to adoption case files. R R-223 Open W.CM.ADPT.03 1053 The System shall allow authorized users to update adoption records for a child or sibling group. R R-222 Open W.CM.ADPT.02 1054 The System shall allow authorized users to create adoption records for a child or sibling group. R R-221 Open W.CM.ADPT.01 1055 The System shall allow authorized users to close a birth parent file. R R-220 Open W.CM.RLNQ.18 1056 The System shall allow authorized users to record the revocation of a relinquishment. R R-219 Open W.CM.RLNQ.17 1057 The System shall allow authorized users to place a hold on relinquishment documents signed by birth

parent(s). R R-218 Open W.CM.RLNQ.16

1058 The System shall allow authorized users to record relinquishments for each parent(s) that has legal standing.

R R-217 Open W.CM.RLNQ.15

1059 The System shall allow authorized users to suspend all relinquishment activities until the unborn child’s birth.

R R-216 Open W.CM.RLNQ.14

1060 The System shall allow authorized users to record potential relinquishment plans for an unborn child. R R-215 Open W.CM.RLNQ.13 1061 The System shall allow authorized users to record relinquishment filing status. R R-214 Open W.CM.RLNQ.12 1062 The System shall allow authorized users to record relinquishment filing date. R R-213 Open W.CM.RLNQ.11


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1063 The System shall allow authorized users to record the signed relinquishment. R R-212 Open W.CM.RLNQ.10 1064 The System shall allow authorized users to record birth parent adoption placement preferences. R R-211 Open W.CM.RLNQ.09 1065 The System shall allow authorized users to record birth parent competency evaluation results. R R-210 Open W.CM.RLNQ.08 1066 The System shall allow authorized users to record birth parent social history. R R-209 Open W.CM.RLNQ.07 1067 The System shall allow authorized users to record birth parent medical history. R R-208 Open W.CM.RLNQ.06 1068 The System shall allow authorized users to record birth parent interview records. R R-207 Open W.CM.RLNQ.05 1069 The System shall allow authorized users to record statement of understanding. R R-206 Open W.CM.RLNQ.04 1070 The System shall allow authorized users to record birth parent demographics. R R-205 Open W.CM.RLNQ.03 1071 The System shall allow authorized users to update birth parent file(s) for relinquishing parent(s). R R-204 Open W.CM.RLNQ.02 1072 The System shall allow authorized users to create birth parent file(s) for relinquishing parent(s). R R-203 Open W.CM.RLNQ.01 1073 The System shall allow authorized users to record inter county transfer details for homes that transfer

between counties. R R-202 Open W.CM.ICTX.02

1074 The System shall allow authorized users to record inter county transfer details for clients that transfer between counties.

R R-201 Open W.CM.ICTX.01

1075 The System shall allow authorized users to update Shared Responsibility Plans. R R-200 Open W.CM.SHRP.02 1076 The System shall allow authorized users to create Shared Responsibility Plans. R R-199 Open W.CM.SHRP.01 1077 The System shall allow authorized users to update the client’s record to record the disposition of the

SIJ petition. R R-198 Open W.CM.SIJS.04

1078 The System shall allow authorized users to associate multiple SIJ documents with a client. R R-197 Open W.CM.SIJS.03 1079 The System shall allow authorized users to edit SIJ documents. R R-196 Open W.CM.SIJS.02 1080 The System shall allow authorized users to create a Special Immigrant Juvenile (SIJ) Status petition

form using System client record data as its basis. R R-195 Open W.CM.SIJS.01

1081 The System shall allow authorized users to record the living situation details for NMDs who have Independent Living Plans.

R R-194 Open W.CM.INLP.05

1082 The System shall allow authorized users to update Transitional Independent Living Plans. R R-193 Open W.CM.INLP.04 1083 The System shall allow authorized users to create Transitional Independent Living Plans. R R-192 Open W.CM.INLP.03 1084 The System shall allow authorized users to maintain Supervised Independent Living Placement Plans

for NMDs and associate the Plan with the NMD’s client record. R R-191 Open W.CM.INLP.02


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1085 The System shall allow authorized users to create Supervised Independent Living Placement Plans for NMDs and associate the Plan with the NMD’s client record.

R R-190 Open W.CM.INLP.01

1086 The System shall allow authorized users to record justification for the placement hold removal. R R-189 Open W.CM.PHLD.08 1087 The System shall allow authorized users to record the placement hold removal date. R R-188 Open W.CM.PHLD.07 1088 The System shall allow authorized users to record the removal of a hold on a placement home or

facility. R R-187 Open W.CM.PHLD.06

1089 The System shall notify workers who placed a hold on a home or facility when the hold exceeds a user-configurable time period.

R R-186 Open W.CM.PHLD.05

1090 The System shall notify designated child welfare staff when a hold is placed on a home or facility where a child resides.

R R-185 Open W.CM.PHLD.04

1091 The System shall allow authorized users to record justification for the placement hold. R R-184 Open W.CM.PHLD.03 1092 The System shall allow authorized users to record the placement hold start date. R R-183 Open W.CM.PHLD.02 1093 The System shall allow authorized users to record a temporary hold on a placement home or facility. R R-182 Open W.CM.PHLD.01 1094 The system shall allow authorized users to record activities completed to locate a placement for a

child. R R-181 Open W.CM.PLAC.27

1095 The system shall allow authorized users to record time periods that a child is in out-of-home placement.

R R-180 Open W.CM.PLAC.26

1096 The System shall allow authorized users to deny placement restrictions. R R-179 Open W.CM.PLAC.25 1097 The System shall allow authorized users to approve placement restrictions. R R-178 Open W.CM.PLAC.24 1098 The System shall allow authorized users to record placement restrictions. R R-177 Open W.CM.PLAC.23 1099 The System shall require authorized users to record justification for overriding placements. R R-176 Open W.CM.PLAC.22 1100 The System shall allow authorized users to override placements. R R-175 Open W.CM.PLAC.21 1101 The System shall prevent an authorized user from recording a placement of a child in a home that is

at maximum capacity. R R-174 Open W.CM.PLAC.20

1102 The System shall allow authorized users to designate a placement payee. R R-173 Open W.CM.PLAC.19 1103 The System shall allow for the submission of supervision requests, along with supporting

documentation, to other counties. R R-172 Open W.CM.PLAC.18


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1104 The System shall allow for the submission of supervision requests, along with supporting documentation, to other states.


1105 The System shall allow for the receipt of supervision requests, along with supporting documentation, from other counties.


1106 The System shall allow for the receipt of supervision requests, along with supporting documentation, from other states.


1107 The System shall allow authorized users to record clients who also have dependent children, who may or may not be receiving child welfare services themselves.


1108 The System shall allow authorized users to record changes in legal authority type. R R-167 Open W.CM.PLAC.13 1109 The System shall allow authorized users to record jurisdiction changes. R R-166 Open W.CM.PLAC.12 1110 The System shall allow authorized users to identify that a prospective placement match is under

consideration for a specific child. R R-165 Open W.CM.PLAC.11

1111 The System shall geographically map school locations relative to potential placement homes. R R-164 Open W.CM.PLAC.10 1112 The System shall allow authorized users to perform a search for a placement which produces a list of

available placement options based on authorized user specifications. R R-163 Open W.CM.PLAC.09

1113 The System shall allow authorized users to generate a list of available placement options. R R-162 Open W.CM.PLAC.08 1114 The System shall automatically calculate the number of placements within a single foster care

episode. R R-161 Open W.CM.PLAC.07

1115 The System shall allow authorized users to record foster care episode details. R R-160 Open W.CM.PLAC.06 1116 The System shall allow authorized users to record placement change details. R R-159 Open W.CM.PLAC.05 1117 The System shall allow authorized users to record the Legal Authority details. R R-158 Open W.CM.PLAC.04 1118 The System shall allow authorized users to record details regarding removal from a parent or legal

guardian. R R-157 Open W.CM.PLAC.03

1119 The System shall allow authorized users to update placement information associated with a child. R R-156 Open W.CM.PLAC.02 1120 The System shall allow authorized users to record placement information associated with a child. R R-155 Open W.CM.PLAC.01 1121 The System shall allow authorized users to record placement information associated with a child. R R-154 Open W.CM.PLAC.01 1122 The system shall allow authorized users to record the educational status of a child. R R-153 Open W.CM.CASE.30 1123 The system shall allow authorized users to generate a child's/youth's education records. R R-152 Open W.CM.CASE.29


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1124 The system shall allow authorized users to generate a child's/youth's health records. R R-151 Open W.CM.CASE.28 1125 The system shall allow authorized users to record that a child's education information that was

provided to the caregiver. R R-150 Open W.CM.CASE.27

1126 The system shall allow authorized users to record that a child's health information that was provided to the caregiver.

R R-149 Open W.CM.CASE.26

1127 The System shall allow an authorized user to record a client’s health information. R R-148 Open W.CM.CASE.25 1128 The System shall allow authorized users to record a client’s mental health intervention plans. R R-147 Open W.CM.CASE.24 1129 The System shall allow authorized users to record client’s mental health referrals. R R-146 Open W.CM.CASE.23 1130 The System shall allow authorized users to record a client’s mental health screening information. R R-145 Open W.CM.CASE.22 1131 The System shall allow authorized users to integrate assessment and case plan information during

development of the Case Plan, as required by CDSS Manual of Policies and Procedures, Division 31. R R-144 Open W.CM.CASE.21

1132 The System shall track the activities associated with concurrent planning. R R-143 Open W.CM.CASE.20 1133 The System shall calculate the period of time a reopened case was considered “suspended." R R-142 Open W.CM.CASE.19 1134 The System shall allow authorized users to designate a reopened case as suspended and exempt

from regulatory requirements during the suspended period, and record the justification for exemption. R R-141 Open W.CM.CASE.18

1135 The System shall allow authorized users to re-open a closed case record with documented justification.


1136 The System shall allow authorized users to approve a case plan closure recommendation R R-139 Open W.CM.CASE.16 1137 The System shall allow authorized users to modify a case closure recommendation with a

documented reason for the modification. R R-138 Open W.CM.CASE.15

1138 The System shall require supervisory approval to close a case. R R-137 Open W.CM.CASE.14 1139 The System shall allow authorized users to review historical case information. R R-136 Open W.CM.CASE.13 1140 The System shall allow authorized users to record details regarding a participant’s disagreement with

the Case Plan. R R-135 Open W.CM.CASE.12

1141 The System shall allow authorized users to create associated Case Plans for family members who have individualized or confidential service needs.


1142 The System shall allow authorized users to record specific individual characteristics of participants. R R-133 Open W.CM.CASE.10 1143 The System shall allow authorized users to record multiple participants in a Case Plan. R R-132 Open W.CM.CASE.09


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1144 The System shall provide a customizable case plan template. R R-131 Open W.CM.CASE.08 1145 The System shall allow authorized users to view a history of the service components for a case. R R-130 Open W.CM.CASE.07 1146 The System shall allow authorized users to associate numerous types of documents to a client

record. R R-129 Open W.CM.CASE.06

1147 The System shall allow authorized users to update service components for a case. R R-128 Open W.CM.CASE.05 1148 The System shall allow authorized users to record service components for a case. R R-127 Open W.CM.CASE.04 1149 The System shall allow authorized users to update case records with additional case plan

information. R R-126 Open W.CM.CASE.03

1150 The System shall allow authorized users to update case plans. R R-125 Open W.CM.CASE.02 1151 The System shall allow authorized users to create case plans. R R-124 Open W.CM.CASE.01 1152 The System shall allow authorized users to record family relationship information in the form of a

Genogram. R R-123 Open W.CM.CLCR.05

1153 The System shall allow authorized users to select from a variety of relationship types to associate one client record to another client record.

R R-122 Open W.CM.CLCR.04

1154 The System shall allow each client record to be associated with an unlimited number of other client records.


1155 The System shall allow authorized users to update records that store information related to a client or collateral.


1156 The System shall allow authorized users to create records that store information related to a client or collateral.


1157 The System shall allow authorized users to record the frequency of placement services provided to a client.

R R-118 Open W.CM.MCPS.03

1158 The System shall allow authorized users to record the duration of placement services provided to a client.


1159 The System shall allow authorized users to record the types of placement services provided to a client.


1160 The System shall allow authorized users to approve a case closure recommendation. R R-115 Open W.CM.CREV.03 1161 The System shall allow authorized users to track cases requiring review/evaluation. R R-114 Open W.CM.CREV.02


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1162 The System shall allow authorized users to identify cases requiring review/evaluation. R R-113 Open W.CM.CREV.01 1163 The System shall allow authorized users to generate reports as necessary to track the progress of

the service / case plan. R R-112 Open W.CM.SVCP.04

1164 The System shall allow authorized users to generate notices as necessary to track the progress of the service / case plan.

R R-111 Open W.CM.SVCP.03

1165 The System shall allow authorized users to generate alerts as necessary to track the progress of the service / case plan.


1166 The System shall match service needs and available resources for a client based on information contained within a client record.


1167 The System shall allow authorized users to attach documents regarding a requested rate increase. R R-108 Open W.EL.RDET.04 1168 The System shall allow authorized users to record the details and reason(s) for placement changes

that result in eligibility benefit termination. R R-107 Open W.EL.RDET.03

1169 The System shall allow authorized users to submit applications electronically for eligibility redetermination.

R R-106 Open W.EL.RDET.02

1170 The System shall allow authorized users to update eligibility information, including changes in out-of-home placement.

R R-105 Open W.EL.RDET.01

1171 The system shall allow authorized users to record kinship guardianship assistance agreements. R R-104 Open W.EL.IDET.11 1172 The System shall allow authorized users to record the results and track the status of foster care

programs. R R-103 Open W.EL.IDET.10

1173 The System shall enforce that the documentation submitted for client benefit applications has been approved internally per Approval Review requirements identified in General Capabilities, prior to submission to the eligibility worker.

R R-102 Open W.EL.IDET.09

1174 The System shall allow authorized users to produce the reports needed to provide information on and track the initial and redeterminations of eligibility determinations.


1175 The System shall allow authorized users to produce the notices needed to provide information on and track the initial and redeterminations of eligibility determinations.


1176 The System shall allow authorized users to populate and submit to an eligibility worker eligibility applications and supporting documents electronically for all foster care programs.



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1177 The System shall allow authorized users to record eligibility applications required for eligibility determination and to complete on behalf of clients.


1178 The System shall allow authorized users to produce the alerts needed to provide information on and track the initial and redeterminations of eligibility determinations.


1179 The System shall populate eligibility authorization decisions received from SAWS. R R-96 Open W.EL.IDET.03 1180 The System shall provide for the exchange of information necessary to determine eligibility/status

under other related programs such as Title XIX (Medicaid) and Title IV-D. R R-95 Open W.EL.IDET.02

1181 The System shall provide for the exchange of information necessary to determine eligibility under Title IV-E through an interface with the Title IV-A System.


1182 The System shall allow authorized users to complete an assessment of a family’s strengths. R R-93 Open W.IM.ASMT.28 1183 The System shall allow authorized users to complete an assessment of a family’s service needs. R R-92 Open W.IM.ASMT.27 1184 The System shall allow authorized users to complete an assessment of a child’s strengths. R R-91 Open W.IM.ASMT.26 1185 The System shall allow authorized users to complete an assessment of a child’s safety R R-90 Open W.IM.ASMT.25 1186 The System shall allow authorized users to view a list of assessments requiring completion for a

client. R R-89 Open W.IM.ASMT.24

1187 The System shall maintain a history of all assessment determinations completed for each referral and case.

R R-88 Open W.IM.ASMT.23

1188 The System shall allow authorized users to view a summary/overview of an assessment. R R-87 Open W.IM.ASMT.22 1189 The System shall allow authorized users to initiate an assessment at any time in the child welfare

process. R R-86 Open W.IM.ASMT.21

1190 The System shall provide a standardized automated assessment technology that will allow authorized users to make modifications based on changes in research and practice.


1191 The System shall require an authorized user to record an assessment final determination. R R-84 Open W.IM.ASMT.19 1192 The System shall require an authorized user to document the justification for overriding an automated

assessment recommendation. R R-83 Open W.IM.ASMT.18

1193 The System shall allow authorized users to override automated assessment recommendations. R R-82 Open W.IM.ASMT.17 1194 The System shall allow authorized users to accept, automated assessment recommendations. R R-81 Open W.IM.ASMT.16 1195 The System shall allow authorized users to modify automated assessment recommendations. R R-80 Open W.IM.ASMT.15


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1196 The System shall allow authorized users to approve final recommendations that result from the automated assessment.


1197 The System shall allow authorized users to review historical assessment information. R R-78 Open W.IM.ASMT.13 1198 The standardized assessment tool shall utilize existing data within the System to pre-

populate/populate assessment data fields. R R-77 Open W.IM.ASMT.12

1199 The System shall provide a standardized automated assessment technology that will provide predictive results.


1200 The System shall provide a standardized evidence based assessment tool. R R-75 Open W.IM.ASMT.10 1201 The System shall perform automated assessments that use rules-based technology to determine

assessment outcomes. R R-74 Open W.IM.ASMT.09

1202 The System shall allow authorized users to record referrals to other agencies, within the client record. R R-73 Open W.IM.ASMT.08 1203 The System shall allow authorized users to generate reports resulting from the assessment process. R R-72 Open W.IM.ASMT.07 1204 The System shall allow authorized users to generate notices resulting from the assessment process. R R-71 Open W.IM.ASMT.06 1205 The System shall allow authorized users to generate documents resulting from the assessment

process. R R-70 Open W.IM.ASMT.05

1206 The System shall allow authorized users to record the assessment of a client's level of care required. R R-69 Open W.IM.ASMT.04 1207 The System shall allow authorized users to record the assessment of a client's needed services. R R-68 Open W.IM.ASMT.03 1208 The System shall allow authorized users to record the assessment for the determination of special

needs and problems of a client. R R-67 Open W.IM.ASMT.02

1209 The System shall allow authorized users to record the assessment of risk factors of a client. R R-66 Open W.IM.ASMT.01 1210 The System shall allow authorized users to create an alert which notifies authorized users when a

Near Fatality Report is received. R R-65 Open W.IM.INVS.19

1211 The System shall allow authorized users to create an alert which notifies authorized users when a Client Death Report is received.

R R-64 Open W.IM.INVS.18

1212 The System shall allow authorized users to modify Near Fatality Reports along with supporting documents.


1213 The System shall allow authorized users to associate supporting documents with the Near Fatality Report.



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1214 The System shall allow authorized users to record supporting documentation for a near fatality. R R-61 Open W.IM.INVS.15 1215 The System shall allow authorized users to record near fatality information. R R-60 Open W.IM.INVS.14 1216 The System shall allow authorized users to submit Near Fatality Reports, along with supporting

documents, to an authorized user. R R-59 Open W.IM.INVS.13

1217 The System shall allow authorized users to submit Client Death Reports, along with supporting documents, to an authorized user.


1218 The System shall notify caseworkers assigned to children placed in an out of home placement of the final disposition/outcome of the referral.


1219 The System shall notify all caseworkers assigned to children placed in an out-of-home placement for which a new child abuse/neglect referral has been reported.


1220 The System shall allow authorized users to record the submission details of the completed child abuse and severe neglect indexing form that was submitted to the CA Department of Justice (DOJ).


1221 The system shall retain a time/date stamped copy of the DOJ child abuse and severe neglect indexing form in the client record.


1222 The system shall allow authorized users to generate notices to named perpetrators informing them of the submission of their name to the CA Department of Justice for inclusion in the Child Abuse Central Index.


1223 The System shall allow authorized users to submit a completed child abuse and severe neglect indexing form to the CA Department of Justice (DOJ).


1224 The System shall allow authorized users to record investigation details. R R-51 Open W.IM.INVS.05 1225 The System shall allow authorized users to create reports required during, and as a result of, the

investigative process. R R-50 Open W.IM.INVS.04

1226 The System shall allow authorized users to create notifications required during, and as a result of, the investigative process.


1227 The System shall allow authorized users to create alerts required during, and as a result of, the investigative process.


1228 The System shall allow authorized users to record the disposition resulting from the investigation. R R-47 Open W.IM.INVS.01


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1229 The System shall collect statistical information needed for the National Child Abuse and Neglect Data System (NCANDS).

R R-46 Open W.IM.SCRN.22

1230 The System shall allow authorized users to record the submission details of the completed child abuse and severe neglect indexing form that was submitted to the District Attorney’s Office.


1231 The System shall allow authorized users to generate a completed child abuse and severe neglect indexing form.


1232 The System shall allow authorized users to store a completed child abuse and severe neglect indexing form in the associated client record.


1233 The System shall allow authorized users to record Differential Response activities associated with a referral.


1234 The System shall allow authorized users to record Differential Response determinations associated with a referral.


1235 The System shall allow authorized users to record all relationship connections to the child. R R-40 Open W.IM.SCRN.16 1236 The System shall allow authorized users to record details about a location of alleged incident R R-39 Open W.IM.SCRN.15 1237 The System shall allow authorized users to record details about a suspected perpetrator. R R-38 Open W.IM.SCRN.14 1238 The System shall send an alert to the assigned authorized users once a client record has been

flagged with an alleged abuse, neglect, or exploitation perpetrated by a foster care provider. R R-37 Open W.IM.SCRN.13

1239 The System shall send an alert to the assigned authorized users once a client record has been flagged with an alleged abuse, neglect, or exploitation occurring in an out-of-home care facility.


1240 The System shall send an alert to licensing staff once a client record has been flagged with an alleged referral of abuse, neglect, or exploitation perpetrated by a foster care provider.


1241 The System shall send an alert to licensing staff once a client record has been flagged with an alleged referral of abuse, neglect, or exploitation occurring in an out-of-home care facility.


1242 The System shall flag a client record when a referral of child abuse, neglect, or exploitation is alleged to have been perpetrated by a foster care provider.


1243 The System shall flag a client record when a referral of child abuse, neglect, or exploitation is alleged to have occurred in an out-of-home care facility.



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1244 The System shall allow authorized users to record referral details necessary to determine whether an in-person investigation is required.


1245 The System shall allow authorized users to assign a referral for investigation. R R-30 Open W.IM.SCRN.06 1246 The System shall provide a history of the assignments of referrals to workers. R R-29 Open W.IM.SCRN.05 1247 The System shall allow authorized users to record the assignment of a referral to a worker. R R-28 Open W.IM.SCRN.04 1248 The System shall allow authorized users to create a new referral, associate a new allegation with an

existing open case, or re-open a closed referral and case. R R-27 Open W.IM.SCRN.03

1249 The System shall allow authorized users to record the outcome, along with response type, of the screening process.


1250 The System shall allow authorized users to record received information used in determining the necessity of creating a referral.


1251 The System shall allow authorized users to record the reason for reentry of a client. R R-24 Open W.IM.INTK.24 1252 The System shall allow authorized users to close a referral. R R-23 Open W.IM.INTK.23 1253 The System shall allow authorized users to remove an association previously created between a

referral or complaint and a client. R R-22 Open W.IM.INTK.22

1254 The System shall allow authorized users to associate multiple referrals or complaints to a single client, whether received for the same or different incidents.

R R-21 Open W.IM.INTK.21

1255 The System shall allow authorized users to unmerge previously merged duplicate referrals into separate referrals.


1256 The System shall allow authorized users to merge duplicate referrals into a single referral. R R-19 Open W.IM.INTK.19 1257 The System shall allow authorized users to associate multiple clients to a referral. R R-18 Open W.IM.INTK.18 1258 The System shall allow authorized users to associate the generated notification of a referral

disposition to a client record. R R-17 Open W.IM.INTK.17

1259 The System shall allow authorized users to generate written notification regarding the disposition of a referral.


1260 The System shall allow authorized users to record details of an electronically submitted SCAR. R R-15 Open W.IM.INTK.15 1261 The System shall allow authorized users to electronically submit the SCAR to CCLD. R R-14 Open W.IM.INTK.14


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1262 The System shall allow authorized users to electronically submit the SCAR to a law enforcement agency.


1263 The System shall allow authorized users to associate a Suspected Child Abuse Report (SCAR) to a referral.


1264 The System shall allow authorized users to search for prior history. R R-11 Open W.IM.INTK.11 1265 The System shall allow authorized users to record the reason for a referral. R R-10 Open W.IM.INTK.10 1266 The System shall allow authorized users to record specific individual characteristics of a client. R R-9 Open W.IM.INTK.09 1267 The System shall allow authorized users to record the cross-referencing of relationships among

participants. R R-8 Open W.IM.INTK.08

1268 The System shall allow authorized users to record client demographic information. R R-7 Open W.IM.INTK.07 1269 The System shall allow authorized users to record available situation information of a client. R R-6 Open W.IM.INTK.06 1270 The System shall allow authorized users to record a formal referral for other child welfare services. R R-5 Open W.IM.INTK.05 1271 The System shall allow authorized users to record a formal referral for juvenile corrections. R R-4 Open W.IM.INTK.04 1272 The System shall allow authorized users to record a formal referral for voluntary placement services. R R-3 Open W.IM.INTK.03 1273 The System shall allow authorized users to record a formal referral for protective services. R R-2 Open W.IM.INTK.02 1274 The System shall allow authorized users to record initial contacts regarding allegations of abuse,

neglect, or exploitation. R R-1 Open W.IM.INTK.01

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