Family Safety Plan
A Family Safety Plan is used at the discretion of the family and caseworker to address identified safety needs. The Family Safety Plan can be completed individually or in addition to another service plan.
Service Plans Folder – New State Service Plan – Family Safety Plan

To open the Family Safety Plan:
- Right-click on the Service Plans folder and select New State Service Plan.
- Select Family Safety Plan from the Document template drop-down menu.
- The Setup tab displays.
To complete the Setup Tab of the Family Safety Plan:
- Click anywhere on the Setup tab screen to enable data entry.
- Select yes or no to display the language block at the end of the service plan.
- Enter the date the plan is Effective from in the corresponding field.
- Enter the date the plan is Effective to in the corresponding field.
- Select the name of the participants in the Persons Involved in Plan section.
- Select the current addresses from the Address drop-down menu.
- In the Social Worker section, select the name of the primary caseworker in the Staff field. Any Document credentials or Phone entered for the primary caseworker in Admin will populate into the corresponding fields.
- Access the Action menu or click Save in the SSIS toolbar to save the Setup tab.
Navigation Bar and Title Page Screen

To complete the Document Tab of the Family Safety Plan:
- Click on the Document tab.
- Review the information on the Title Page screen for accuracy and click Complete.
- Answer the questions related to Safety concerns and strengths in the Editor boxes and click Complete.
- Explain any New Safety Steps in the corresponding Editor boxes, and click Complete.
- Identify any Contacts in the corresponding Editor box and click Complete.
- Enter the names of the required signers in the Signatories boxes. Note that Complete is already selected.
- Review the Navigation bar to ensure that each screen you wish to print displays with a red checkmark next to the corresponding node. Click Save.
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