SOP Soup
Case Management
Optima
What Did Shana Say?
100
If there is a conflict between staff and the direct supervisor, staff should request a meeting with the direct supervisor to address the issue.

What is the Grievance Procedure?

100

The number of minimum cases that an Advocacy Coordinator should have?

20 Cases

100

What is the place cases go when they do not have an advocacy coordinator?

OR

Where do new cases go when given by the court?

Unassigned Cases

100

The coordinator provides this to the volunteer when they are removed from a case.

What is The Letter of Case Removal?

200

When a volunteer requests to be placed on leave, the Advocacy Coordinator/Specialist must work with the volunteer to determine the length of the leave period.

What is Volunteer Status Change?

200

Takes place every month with the volunteer

What is Supervision?

200

The place where collaterals, home visits, and supervisions are placed?

What is a Contact Log?

200

The amount of training hours each coordinator and volunteer have according to the National CASA/Georgia CASA/Child Enrichment, Inc standards?

What are 12 hours?
300

When a case closes due to reunification, adoption, guardianship, transfer of custody, aging out/emancipation, or program discretion, the Advocacy Coordinator/Specialist should update and close the case in the designated electronic filing system within five (5) business days.

What is Case Management?

300

Call your supervisor.  A DM nor an email are acceptable.

What should you do when you have to call out?

300

A monthly form that guides a volunteer in drafting a court report?

What is a Monthly Note?

300

Ways a volunteer can receive continuing education hours.

What are attending conferences, in-services, and webinars.  What is reading material and viewing documentaries, videos, and/or movies provided by National CASA? 
400

Under no circumstances are paid staff permitted to take a child or family member that is receiving services from CASA/Child Enrichment Inc. to his/her/them home, a friend's home, or a family member's home.

What are Professional Boundaries and Ethics?

400

The time frame in which a court report should be emailed to all parties?

What is 5 Days?

400

The place a coordinator can find all the volunteers assigned to him/her/them?

What is a Volunteer List?

400

Contact advocacy coordinator or CASA Program Director

What should a CASA volunteer do in case of an emergency?

500

All documentation (i.e. court notes, collateral contacts, monthly visits) entered via the electronic filing system should be written in complete sentences.  All abbreviates used should be spelled out prior to using them throughout documentation.

What is Data Management & Documentation?

500

By the end of the month, no later than the 5th of the next month

When should documentation be entered into Optima?

500

A place where third party documentation is stored to give credibility to your court report.

What is the Document tab?

500

These are the requirements for a person to become a CASA volunteer

What are completing fingerprints, completing a local background check, completing mandated reporter training, and completing pre-service training

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