NM SARA User Manual

NM SARA User Manual
SARA
Screening, Admissions and
Releases Application
User Manual
Page 1 of 73
Table of Contents
CHAPTER 1 – WELCOME.................................................................................................................. 4 WELCOME TO SARA .......................................................................................................................... 4 USERS .......................................................................................................................................... 4 USERS ACCESS PROFILE CHART ............................................................................................................. 4 USER SIGN IN ................................................................................................................................. 6 TERMS OF AGREEMENT ....................................................................................................................... 7 SARA HOME PAGE............................................................................................................................ 8 CHAPTER 2 – USER ADMINISTRATION ......................................................................................... 10 ADMINISTRATION SET-UP TASKS ......................................................................................................... 10 NEW USER ................................................................................................................................... 10 EDIT A USER ................................................................................................................................. 12 DELETE A USER.............................................................................................................................. 13 SIGN IN AUTHENTICATION MODE ......................................................................................................... 15 RESET PASSWORD BY ADMINISTRATOR................................................................................................... 15 MY PROFILE .................................................................................................................................. 16 RESET PASSWORD (MY SETTINGS) ....................................................................................................... 17 CHAPTER 3 – YOUTH & RAI .......................................................................................................... 18 ADD YOUTH & ADD A RAI ................................................................................................................. 18 ADD NEW RAI FOR AN EXISTING YOUTH ................................................................................................. 22 VIEW YOUTH ................................................................................................................................. 25 DELETE YOUTH .............................................................................................................................. 26 EDIT YOUTH ................................................................................................................................. 28 EDIT RAI .................................................................................................................................... 29 VIEW RAI .................................................................................................................................... 30 DELETE RAI ................................................................................................................................. 33 MERGE DUPLICATE YOUTH ................................................................................................................. 36 CHAPTER 4 - DETENTION ............................................................................................................. 38 DETENTION ADMISSION .................................................................................................................... 38 DETENTION RELEASE ....................................................................................................................... 39 MODIFY DETENTION RECORD .............................................................................................................. 41 DELETE DETENTION RECORD .............................................................................................................. 42 VIEW DETENTION RECORD ................................................................................................................. 45 CHAPTER 5 – CASE STATUS & UPDATE MISSING INFORMATION .................................................. 47 CASE STATUS ............................................................................................................................. 47 MISSING FACTS# ......................................................................................................................... 49 MISSING RAI REFERRAL# ................................................................................................................. 50 MISSING RELEASE CONDITIONS........................................................................................................... 51 CHAPTER 6 – SUPPORT FUNCTIONS ............................................................................................. 53 SEAL YOUTH ................................................................................................................................. 53 UN-SEAL YOUTH............................................................................................................................. 54 VIEW LOG .................................................................................................................................... 54 Once Un-sealed, all identifying information of the youth will be visible across application. ............................. 54 CHAPTER 7 – SUPPORT FUNCTIONS ............................................................................................. 56 USERS EDIT LOG ............................................................................................................................ 56 SYSTEM MESSAGE .......................................................................................................................... 56 AGREEMENT .................................................................................................................................. 57 Page 2 of 73
VOLUME SEAL ............................................................................................................................... 58 CHAPTER 8 – NON-CYFD ............................................................................................................... 61 NON-CYFD ADMISSION.................................................................................................................... 61 NON-CYFD RELEASE ....................................................................................................................... 63 CHAPTER 9 – REPORTS ................................................................................................................. 65 REPORTS SEARCH ........................................................................................................................... 65 POPULATION REPORT ....................................................................................................................... 66 ADP / ALOS (AVERAGE DAILY POPULATION / AVERAGE LENGTH OF STAY) ........................................................ 67 NON-CYFD POPULATION REPORT......................................................................................................... 68 CLIENTS REFERRED WITH RAI DATA ...................................................................................................... 69 PROGRESS – REFERRALS SCREENED BY CATEGORY AND SCORE LEVEL ............................................................... 70 OVERRIDES UP AND DOWN ................................................................................................................ 71 OGC REPORT ................................................................................................................................ 72 Page 3 of 73
CHAPTER 1 – Welcome
Welcome to SARA
SARA is a web-based application that provides state-wide, centralized youth detention screening and
tracking services with several MIS (Management Information System) reports.
Users
User’s can be assigned one or more of the following roles in this chart:
Users Access Profile Chart
User Types
Main Screen
Rights
End Users
Administrator
Authentication
Mode
New User
Edit User
Search
Youths
Admissions
Releases
Missing FACTS #
Missing Referral
#
Missing
Conditions of
Release
Reports
System
Messaging
Merge
Seal/Unseal
Volume Sealing
Set authentication mode
User management
ITS
Desk
Create/View/Edit/Create
youth data
Create/View/Edit RAI History
and individual records
View/Edit Detention History
and individual records
Record Admission
Record Release
Enter missing FACTS #
Enter missing Referral #
Enter missing Conditions of
Release
Run preset reports (detail and
aggregate data)
Merge duplicate youth
Seal/Unseal record
Add system messages
View/Edit RAI History and
individual records
View/Edit/Create youth and
RAI
View
RAI
History
and
individual records
View Detention History and
individual records
Record/Modify Admission
Record/Modify Release
Run preset reports (detail and
FACTS staff,
JDAI,
BCJDC/SCI
management
Super User
Screener
Search
Population
Manager
Search
Admissions
Releases
Reports
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Help
BCJDC, SCI
Detention
Centers
Field User
Search
Missing FACTS #
Missing Referral
#
Missing
Conditions of
Release
Reports
Manager
Search
Reports
Supervisor/Chief
Viewer
Reports
aggregate)
View
RAI
History
and
individual records, Edit Youth
View Detention History and
individual records
Enter missing FACTS #
Enter missing Referral #
Enter missing Conditions of
Release
Run preset reports (detail and
aggregate)
View
RAI
History
and
individual records
View Detention History and
individual records
Run preset reports (detail and
aggregate)
Run preset reports (aggregate
only)
JPPO
staff
office
Field office,
Judges
Local
Coordinators,
Mangers,
Case
Expeditors
To access SARA system, a user name and password is needed. Users are set up and maintained by a
SARA Administrator.
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User Sign In
How to sign in to SARA
1. Only registered users can sign in with their active user name and password.
2. Type in this URL https://www.newmexicosara.com in the browser’s address bar and press the Enter
key.
3. Enter your User Name and Password and click the Sign In button. Upon successful sign in, the
Terms of Agreement screen is shown.
4. The first time you sign into the application, you will be prompted to change your password.
Password requirements are: eight characters in length and must contain one capital
letter, one special character and one number.
Tips

If you forget your password, enter your User Name and click the Forgot Password
button. The password will be sent to the email address registered for your user name in
SARA.

The ‘Back’ button on the browser has been disabled. If you need to navigate back to the
homepage use the ‘Home” button.
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Terms of Agreement
The Terms of Agreement screen is shown after a successful sign in.
Read the Confidentiality Agreement and then make your selection.
 If you click the I Agree button, this signifies you accept the Terms of Agreement and will be
taken to the SARA Home page.
 If you click the Decline button, this signifies you decline the Terms of Agreement and will be
taken back to the Sign In screen.
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SARA Home Page
SARA Home page is shown once the Terms of Agreement is accepted.
7. Time Remaining
6. Sign out
1. Menu tabs
3. System Message
2. FAQ Link
5. Incomplete Referrals
4. Recent RAI Referrals
1. You can browse through the application modules by selecting menu tabs and sub menu options
available under each menu tab.
2. Click FAQ link to view the list of frequently asked questions and their answers.
3. The System Message box displays greetings and/or important system messages.
4. Recent RAI Referrals box displays a count of recent (last 4 days) RAI’s called in by the logged in
user. Clicking on the count will open a pop-up window displaying the details of those RAI’s in the
list. Clicking on the print button will create pdf pop-up window to list the recent RAI’s which can be
sent to a printer.
5. Incomplete Referrals box displays count of incomplete referrals. It displays RAI’s where actual
decision is “detained” but no admission has been recorded for 12, 24, 48 or 72 hrs. Clicking on the
count opens up a pop-up window displaying all the incomplete referrals in a list.
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The list also
provides a ‘record admission’ link for population managers to allow them to record an admission for
the selected referral. Clicking on the print button will create pdf pop-up window to list the RAI’s
pending admission to a detention center. There is a Send Email button to allow users to send an
email to the JDAI Coordinator email box to notify us a juvenile was not detained after all.
6. Once inside the application, you can log out by clicking the Sign Out link available on top right of
the screen.
7. A clock is provided on each screen of the application so you will know how many minutes you have
in your session before it times out.
The time is reset each time you complete a task in the
application.
Tip
While using any of the modules of the application,
you can navigate back to the Home page by clicking
on Home link.
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CHAPTER 2 – User Administration
Administration Set-up Tasks
A SARA Administrator must set up users before they can access the system.
SARA users have access to different functions of the application depending upon their user roles and the
access rights available with each role.
New User
1. To add a SARA user, from the menu tab choose Administration -> Edit User.
2. In the List of Users screen-fill out first few letters of the first name and/or last name and press
SEARCH.
3. Select Edit on a possible match and verify information.
4. If first view of personal information is not a match, click the List of Users link to review personal
information for each subsequent possible match.
5. If a match is found, update information if necessary.
6. Click SAVE CHANGES.
Tip
Pressing the Search button with no criteria will
bring up a list of all users in SARA.
7. If no match is found, Click on Administration -> New User
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8. Enter the details for the user.
9. If the user has a Novell Log in, their SARA username should be the same. If the user does not have
Tip
a Novell Log in, the user name should be their firstnamelastname
Clicking the cancel
button will clear all filled
10. To activate the account for the new user, select “Active User”.
entries.
 If you select “Inactive User”, this will create an inactive login account and the user will not be
able to login.
11. Select their “User Type” to set their access rights for SARA. A user can be in more than one role at
a time.
 If the user is a population manager, select the corresponding detention center from the drop
down list.
 If the user is a field user or supervisor, select the corresponding supervisor from the drop
down list.
12. Click Submit button to save.
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13. A ‘Successfully saved…’ message will appear.
 User login details are emailed to the user’s email address entered in the email address box.
14. Click Home link to close this screen and go to Home page.
Edit a User
1. To modify details of a SARA user, from the menu tab choose Administration -> Edit a User.
2. First
Search
for
the
user.
List
of
users
matching
the
search
criteria
is
displayed.
3. From the list of users, click the Edit link for the user to be modified. The Edit a User screen
appears for the selected user.
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4. Modify any necessary details for the user.
a. To inactivate an active user login account, select “Inactive User”.
b. To re-activate an inactive user account, select “Active User”.
c. Select/Unselect their “User Type” to modify the access rights to use SARA functions.
5. Click Save Changes button to save changes to this user.
6. Click Home link to close this screen and go to Home page or click List of Users to go to List of
Users screen.
Delete a User
1. To delete a SARA user, from the menu tab choose Administration -> Edit a User.
2. First Search for the user. List of users matching the search criteria is displayed.
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3. From the list of users, click the Delete link for the user to be deleted.
 Details of the selected user are displayed in read-only mode.
4. Click Delete from database button to delete the selected user from the database.
 A user who has signed in at-least once cannot be deleted. Such a user can be inactivated
by clicking on List of Users link, then the Edit link of the desired user.
Inactive User and press Submit.
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Next select
5. Click Home link to close this screen and go to Home page or click List of Users to go to List of
Users screen.
Sign In Authentication Mode
1. To select or change mode of Authentication, from the menu tab choose Administration ->
Authentication Mode.
2. Two options are available.
a. If chosen mode is Local application database only, then user name and password are
authenticated from local (SARA) application database.
b. If chosen mode is Check LDAP (eDirectory) first, then check local application
database, then user name and password are authenticated from LDAP Novell eDirectory
first. If the user name does not exist in LDAP Novell eDirectory, then authenticates user
name and password from the local (SARA) application database.
3. Click Submit button to save changes.
4. Click Home link to close this screen and go to Home page.
Reset Password by Administrator
Administrators have access rights to reset the password of any SARA user.
1. To reset password of SARA user, from the menu tab choose Administration -> Edit a User.
2. First Search for the user. List of users matching the search criteria is displayed.
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3. From the list of users, click the Reset Password link.
 Alert message appears asking for confirmation to reset password. Click Cancel to cancel the
operation Or Click OK to reset the password of selected user.
4. A ‘Successfully reset password …’ message will appear:
 The default password is sent to the E-mail id of the selected user.
5. Click Home link to close this screen and go to Home page.
My Profile
All users have access rights to My Profile.
1. To see your profile, from the menu tab choose My Settings -> My Profile. The My Profile screen
appears.
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 Details of the currently signed in user are displayed in read only format.
 If there are any errors, send an email with corrections to [email protected]
2. Click Home link to close this screen and go to Home page.
Reset Password (My Settings)
Any signed in SARA user can change their password.
1. To reset your password, from the menu tab choose My Settings -> Reset Password.
2. Enter the Old Password, New Password and Confirm Password.
Password requirements are: eight characters in length and must contain one capital letter,
one special character and one number.
3. Click Submit button to reset the password.
4. Click Cancel button to clear or reset the filled entries.
5. Click Home link to close this screen and go to Home page.
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CHAPTER 3 – Youth & RAI
Add Youth & Add a RAI
1. To add a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. You must first Search for the youth before the Add a Youth button is enabled. A list of possible
matches will be displayed. It is important to search by using a small combination of letters in the
first and/or last name if you do not have a FACTS # or SS #. This will allow you to find possible
matches for a youth who may spell their name in an unfamiliar way. Example: The caller is asking
for a RAI on Corey Gonzales and you type in Cory Gonzalez. You will not find the youth you are
looking for and possibly create a duplicate youth.
3. If there is a match, go to Add new RAI for an existing Youth instructions, step 3 (page 19).
4. If there is not a match, press the Add a Youth button.
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5. Enter the details of the youth.
6. Click Add RAI for this Youth button to add RAI for new youth.
7. Enter the RAI details of the Youth.
Tip
Clicking the cancel
button will clear all filled
entries.
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a. The system automatically enters N/A in FACTS# field if both the following two conditions are
met:

FACTS # of the youth is not available.

The primary reason for referral is any of the following:
1. ICJ/INS Hold
2. Hold Out of State-ICJ
3. Hold Out of State-ICE
b. A drop down to indicate the ‘state’ will be displayed if the primary reason for referral is among
the above three reasons.
c. The referral # field will be displayed as 111111 when the primary reason for referral is any of
the following:

Warrant-Bench

Warrant-Parole Detention Order/Retake

Electronic Monitoring

GPS Violation

Hold for out of state-ICJ

Hold for out of state-ICE

ICJ/INS Hold

Violation of court order/condition of release

Drug Court or Juvenile Court Hold (post disp)

Disposition-15 day detention

Detained pending post-dispositional placement

Committed/Diag-return to court on pending case

Transfer from another center

Parole Retake

Warrant-FTA
d. If an auto detain is selected, the rest of the RAI will be disabled and the required *’s will not
appear. The disabled fields will be everything below the primary reason for referral up to the
RAI recommendation. The ‘actual decision’ will be auto-filled to Detained. If actual decision
is further changed, then an override will be required.
e. When Use or Possession of Weapon in Commission of a Crime is a Fire Arm and Enumerated
is FALSE, the most serious offense will display in the Fire Arm category.
f. Mitigating factors will be disabled if the ‘enumerated’ field is checked.
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g. For Aggravating Factors, Risk of FTA and Re-Offense, one point will be added to the RAI score
for each checked checkbox. For Mitigating Factors, one point will be deducted from the RAI
score for each checked option.
h. RAI Score = Most serious offense points + Prior Offense Points + Aggravating Factors
+Risk/FTA points – Mitigating Factor points.
i.
Override is required only when the recommendation and decision do not match.
j.
When primary reason for referral is selected as one of the “Warrant-...” values in the
dropdown and if the RAI score is less than 12, even if the Actual Decision is “Detained”, an
override request will not be displayed.
k. If primary reason for referral is “Probation Violation (warrant)”, an override is not required.
l.
If primary reason for referral is “Probation Violation” or Delinquent offense + Probation
Violation (no warrant), an override is required.
m. An override explanation will be mandatory only if ‘other’ is selected in override.
n. Projected Detention Center field is displayed if the actual decision is ‘detained’.
When you
select the projected detention center a projected availability will appear. This number should
correspond to the number of beds available in the detention center selected.
o.
Email notifications:

An email alert will be sent to the Projected Detention Center when the actual
decision is ‘detained’.

When Primary referral offense is ‘FINS’ and actual decision is ‘detained’ for a RAI,
an email is sent to JDAI Coordinator and Assistant Statewide JDAI coordinator.

An email is sent to JDAI Coordinator when a child >11 yoa or <18 yoa has been
admitted to a juvenile detention facility.

An email is sent to JDAI Coordinator when a youth presented for detention has an
outstanding release and has been presented for a new detention hold.
8. Click Submit button to save Youth and RAI.
9. A ‘Successfully saved…’ message will appear:
 The print button will open a PDF file so you can print.
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10. Click Home link to close this screen and go to Home page.
Add new RAI for an existing Youth
1. To add RAI for Existing youth, from the menu tab choose Youth & RAI -> Search Youth. The
Youth List screen appears.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. If there is a match for the youth, click on the RAI summary to view a list of all completed RAI’s to
ensure the current alleged offense has not been scored.
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4. If there is a match for the youth and there is not a RAI scored for the current offense, press the Add
a RAI button.
5. Enter the RAI details of the Youth.
a. The system automatically enters N/A in FACTS# field if both the following two conditions are
met:

FACTS # of the youth is not available.

The primary reason for referral is any of the following:
1. ICJ/INS Hold
2. Hold Out of State-ICJ
3. Hold Out of State-ICE
b. A drop down to indicate the ‘state’ will be displayed if the primary reason for referral is among
the above three reasons.
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c. The referral # field will be displayed as 111111 when the primary reason for referral is any of
the following:

Warrant-Bench

Warrant-Parole Detention Order/Retake

Electronic Monitoring

GPS Violation

Hold for out of state-ICJ

Hold for out of state-ICE

ICJ/INS Hold

Violation of court order/condition of release

Drug Court or Juvenile Court Hold (post disp)

Disposition-15 day detention

Detained pending post-dispositional placement

Committed/Diag-return to court on pending case

Transfer from another center

Parole Retake

Warrant-FTA
d. If an auto detain is selected, the rest of the RAI will be disabled and the required *’s will not
appear. The disabled fields will be everything below the primary reason for referral up to the
RAI recommendation. The ‘actual decision’ will be auto-filled to Detained. If actual decision
is further changed, then an override will be required.
e. When Use or Possession of Weapon in Commission of a Crime is a Fire Arm and Enumerated
is FALSE, the most serious offense will display in the Fire Arm category.
f. Mitigating factors will be disabled if the ‘enumerated’ field is checked.
g. For Aggravating Factors, Risk of FTA and Re-Offense, one point will be added to the RAI score
for each checked checkbox. For Mitigating Factors, one point will be deducted from the RAI
score for each checked option.
h. RAI Score = Most serious offense points + Prior Offense Points + Aggravating Factors
+Risk/FTA points – Mitigating Factor points.
i.
Override is required only when the recommendation and decision do not match.
j.
When primary reason for referral is selected as one of the “Warrant-...” values in the
dropdown and if the RAI score is less than 12, even if the Actual Decision is “Detained”, an
override request will not be displayed.
k. If primary reason for referral is “Probation Violation (warrant)”, an override is not required.
l.
If primary reason for referral is “Probation Violation” or Delinquent offense + Probation
Violation (no warrant), an override is required.
m. An override explanation will be mandatory only if ‘other’ is selected in override.
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n. Projected Detention Center field is displayed if the actual decision is ‘detained’.
When you
select the projected detention center a projected availability will appear. This number should
correspond to the number of beds available in the detention center selected.
o.
Email notifications:

An email alert will be sent to the Projected Detention Center when the actual
decision is ‘detained’.

When Primary referral offense is ‘FINS’ and actual decision is ‘detained’ for a RAI,
an email is sent to JDAI Coordinator and Assistant Statewide JDAI coordinator.

An email is sent to JDAI Coordinator when a child >11 yoa or <18 yoa has been
admitted to a juvenile detention facility.

An email is sent to JDAI Coordinator when a youth presented for detention has an
outstanding release and has been presented for a new detention hold.
6. Click Submit button to save Youth and RAI.
7. A ‘Successfully saved…’ message will appear:
 The print button will open a PDF file to print from.
8. Click Home link to close this screen and go to Home page.
View Youth
1. To view identifying details of a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
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3. From the Youth List, click the View link for the youth to be viewed. The View Youth screen appears
for the selected youth.
 Details of the selected youth are displayed in read-only mode.
4. Click Home link to close this screen and go to Home page or click List of Youths to go to Youth List
screen.
Delete Youth
1. To delete a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
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3. From the Youth List, click the Delete link for the youth to be deleted. The Delete Youth screen
appears for the selected youth.
 Details of the selected youth are displayed in read-only mode.
 Youth who have at least one RAI cannot be deleted. RAI’s must be deleted first.
4. Click Delete button to delete the selected youth from the database.
5. Click Home link to close this screen and go to Home page or click List of Youths to go to Youth List
screen.
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Edit Youth
1. To modify details of a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the Edit link for the youth to be modified.
Tip
4. Modify the details for the youth.
5. Click Save Changes button to save changes to this youth.
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Clicking the cancel
button will clear the
correction entered.
6. Click Home link to close this screen and go to Home page or click List of Youths to go to Youth List
screen.
Edit RAI
1. To modify RAI details of a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the RAI Summary link for the youth to be viewed. The RAI Summary
screen appears for the selected youth.
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4. From the RAI Summary, click the Edit link for the RAI to be modified.
5. Modify the RAI details for the youth.
6. Click Save Changes button to save changes to this RAI.
7. Click Home link to close this screen and go to Home page or click RAI Summary to go to RAI
Summary screen or click List of Youths to go to Youth List screen.
View RAI
1. To view RAI details of a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
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3. From the Youth List, click the RAI Summary link for the youth to be viewed. The RAI Summary
screen appears for the selected youth.
4. From the RAI Summary, click the View/Print link for the RAI to be viewed.
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 RAI of the selected youth is displayed in read-only mode.
5. Click Print button and the RAI details appear in PDF format. Select File ->Print to print your RAI.
When your RAI has printed, you can close out of the window with the close button or X in the upper
right hand side of the window.
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6. Click Home link to close this screen and go to Home page or click RAI Summary to go to RAI
Summary screen or click List of Youths to go to Youth List screen.
Delete RAI
1. To delete RAI details of a youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the RAI Summary link for the youth to be viewed. The RAI Summary
screen appears for the selected youth.
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4. From the RAI Summary, click the Delete link for the RAI to be viewed.
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 RAI details of the selected youth are displayed in read-only mode.
5. Click Delete button to delete the selected RAI details from the database.
6. Click Home link to close this screen and go to Home page or click RAI Summary to go to RAI
Summary screen or click List of Youths to go to Youth List screen.
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Merge Duplicate Youth
1. To merge duplicate youth, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the duplicate youth.
3. Confirm the youth information is duplicated by reviewing identifying and RAI information.
4. Record both youth ids and decide which id to keep. If in question, keep the older(smaller) youth id.
5. From the Youth List, click the RAI Summary link for the youth id to be merged from.
6. From the RAI Summary, click the Merge link to merge duplicate youth records.
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7. Enter New Youth ID# (youth id you want to keep) and click on Show Youth button to
display/auto fill the details of the entered youth ID in the section New Youth ID# in read only
format.
8. Click Confirm Youth Merge to proceed with the merge of selected RAI record to the New Youth
ID#.
9. A ‘Successfully merged…’ message will appear:
a. The RAI record of the old youth is transferred to the new youth.
b. If the old youth has no more RAI records, the old youth’s record is deleted.
c. If the old youth id has more RAI records, steps 5-8 need to be repeated until all RAI records
are transferred.
10. Click Home link to close this screen and go to Home page or click RAI Summary to go to RAI
Summary screen or click List of Youths to go to Youth List screen.
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CHAPTER 4 - Detention
Detention Admission
1. To record detention admission of a youth, from the menu tab choose Detention -> Admissions.
2. Click Record Admission link from the Youth List to record an admission.
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 Youth details displayed in Youth ID# and RAI section in read only mode.
 Detention Center and Admitted by will pre-fill with the logged in user’s information.
3. Enter the admission details.
4. Click Submit button to save the admission record.
Tip
Print button enabled only after
Submit button is clicked.
5. Click Print button to print the Record Admission in PDF.
6. Click Home link to close this screen and go to Home page or click Youth Waiting Admissions to
go to Youth List screen.
Detention Release
1. To record detention release of a youth, from the menu tab choose Detention -> Releases.
2. First Select your Detention Center->Search. Youth List matching the search criteria is displayed.
3. Click Record Release link from the Youth List to record Detention Release for the youths currently
in Detention Center.
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 Youth, RAI and Admission details are displayed in read only mode.
4. Enter all the release details available to you. Release date and time are prefilled by the system but
they are editable by the user.
Tips
5. Click Submit button to save the release
record.
6. Click
Print
button
Release in PDF.
to
print
the
Record
 Print button enabled only after
Submit button is clicked.
 Cancel will erase all entered
information.
 List of Unreleased Youth will take
you back to the list of youth
 Home will take you to the home page
7. Click Home link to close this screen and go to Home page or click List of Unreleased Youths to go
to Youth List screen.
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Modify Detention Record
1. To modify Detention Record of a youth, from the menu tab choose Detention -> Detention
History.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the Detention History link for the youth to be modified.
4. From the Detention History, click the Edit link for the record to be modified.
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5.
Modify the admission or release details for the youth.
6. Click Save Changes button to save changes to this Detention Record.
7. Click Home link to close this screen and go to Home page or click Detention History link to go to
Tip
Detention History screen.
Delete Detention Record
Clicking the cancel button
will clear recently filled
entries.
1. To delete a Detention Record of a youth, from the menu tab choose Detention -> Detention
History. The Youth List screen appears.
2. First Search for the youth. Youth List matching the search criteria is displayed.
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3. From the Youth List, click the Detention History link for the youth to be deleted.
4. From the Detention History, click the Delete link for the record to be deleted.
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 Detention record is displayed in read only mode.
5. Click Delete Release Only button to delete the release record of youth.
6. Click Delete Admission & Release button to delete both the admission and release record of
youth. This button will also need to be used if there is only an Admission recorded. Once you
delete the Admission, you must go back and manually edit the Actual Decision in the RAI record if
the youth was released instead of being detained.
7. Click Home link to close this screen and go to Home page or click Detention History link to go to
Detention History screen.
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View Detention Record
1. To view Detention Record of a youth, from the menu tab choose Detention -> Detention History.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the Detention History link for the youth to be viewed.
4. From the Detention History, click the View link for the record to be viewed.
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 Detention record is displayed in read only mode.
5. Click Print button to view the detention record in a PDF pop up window. To print select File
->Print. Click on the Close button or the X in the upper right hand of the page.
6. Click Home link to close this screen and go to Home page or click Detention History link to go to
Detention History screen.
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CHAPTER 5 – Case Status & Update Missing Information
CASE STATUS
The Case Status link will allow field users, population managers and super users to add/edit a Case
Status while all other user roles will only be able to view Case Status. It can be found in the RAI
summary under a column named “Case Status”. This column will display the case status link which will
open up a pop-up window to allow the adding/updating/viewing of case status of a RAI.
1.To view the case status of a RAI, from the menu tab choose Youth & RAI -> Search Youth.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the RAI Summary link for the youth to be viewed. The RAI Summary
screen appears for the selected youth.
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4. From the RAI Summary, click the Update Case Status link for the RAI you are updating. A pop-up
window will allow you to add or update the Case Status of each RAI.
 A confirmation message will indicate the record was updated successfully.
5. You may close out of the window with the close button or X in the upper right hand side of the
window. This will take you back to the RAI summary of the youth you are working on. The case
status will be displayed in the column of the RAI you updated.
6. Click Home link to close this screen and go to Home page or click List of Youth to go to the Youth
List screen.
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Missing FACTS#
1. To update missing FACTS# of a youth, from the menu tab choose Youth & RAI -> Missing
FACTS#
2. Select county from the dropdown and click search to display the youth in the respective county.
3. Click Edit link to Update Missing FACTS# of the selected youth in a new pop up screen.
4. Update the FACTS# of the youth. If FACTS# is not received for more than 3 months, the checkbox
will be automatically checked.
A batch process will run by the system at regular intervals to
complete this process and remove those youth from the list.
5. Click Submit button to save the record.
6. Click Close button to close the pop up window.
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Tip
 Click Print button to print the
Missing FACTS# list in PDF.
 Refresh List will clear out any
youth with updated information
 Click Refresh List button to
refresh the list.
Missing RAI Referral#
1. To update missing RAI Referral# of a youth, from the menu tab choose Youth & RAI -> Missing
Referral#.
2. Select county from the drop down and click search to display the youth in the respective county.
3. Click
Edit
link
to
Update
Missing RAI Referral# of

Click Print button to print the Missing RAI Referral# list in PDF.

Click Refresh List button to refresh the list.

Click Home link to close this screen and go to Home page.
the selected youth in a new
pop up screen.
4. Update the RAI Referral# of the youth. If RAI Referral# has not been received for more than 3
months the checkbox will be automatically checked.
A batch process will run by the system at
regular intervals to complete this process and remove those youth from the list.
5. Click Submit button to save the record.
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6. Click Close button to close the pop up window.
Missing Release Conditions
1. To update missing Release Conditions of a youth, from the menu tab choose Youth & RAI ->
Missing Conditions.
2. Select county from the dropdown and click search to display the youth from the respective county.
3. Click
Edit
link
to
update
Missing Release Conditions of
the selected youth in a new pop
up screen.
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
Click Print button to print the Missing Release Conditions list in PDF.

Click Refresh List button to refresh the list.

Click Home link to close this screen and go to Home page.
4. Update the Release Conditions of the youth. If Release Conditions not received for more than 3
months the checkbox will be automatically checked.
A batch process will run by the system at
regular intervals to complete this process and remove those youth from the list.
5. Click Submit button to save the record.
6. Click Close button to close the pop up window.
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CHAPTER 6 – Support Functions
Seal Youth
1. To seal youth, from the menu tab choose Youth & RAI -> Seal Youth. The Youth List screen
appears.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the Seal link for the youth to be sealed. Only Super User can view I.D.
information of the sealed record using OGC reports or Un-seal module and un-seal a sealed
record. A youth will be available for sealing only if:
I.D. information not visible
a. There has not been a referral for the youth in the last 2
years.
b. There is not a pending referral with the actual decision as
detained.
c. The youth is over the age of 18 and the case is closed.
4. Click Home link to close this screen and go to Home page.
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after sealing has occurred
to any Viewer.
Un-seal Youth
1. To Un-seal youth, from the menu tab choose Youth & RAI -> Un-seal Youth. The Youth List
screen appears.
2. First Search for the youth. Youth List matching the search criteria is displayed.
3. From the Youth List, click the Un-seal link for the youth to be Un-sealed.
4. Click Home link to close this screen and go to Home page.
Tip
Once Un-sealed, all identifying
information of the youth will
be visible across application.
View Log
1. To view the log of youth, from the menu tab choose Youth & RAI -> Seal/Un-seal Youth. The
Youth List screen appears.
2. First Search for the youth. Youth List matching the search criteria is displayed.
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3. From the Youth List, click the View Log link for the selected youth to view the log of sealing/unsealing of the selected record in a new pop up screen.
4. Click Close link to close this pop up screen.
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CHAPTER 7 – Support Functions
Users Edit Log
1. To view log of updates for a User record, from the menu tab choose Support Functions -> Users
Edit Log.
2. First Search for the User. Users Edit Log matching the search criteria is displayed.
3. Click Home link to close this screen and go to Home page.
System Message
1. To add or updates the System Message, from the menu tab choose Support Functions -> System
Message.
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2. Enter a greeting or important system message.
3. Click Cancel button to clear or reset the filled entries.
4. Click Submit button to save the system message.
5. Click Home link to close this screen and go to Home page.
Agreement
1. To add or updates the Agreement, from the menu tab choose Support Functions -> Agreement.
2. Enter the Terms of Agreement.
3. Click Cancel button to clear or reset the filled entries.
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4. Click Submit button to save the terms of agreement.
5. Click Home link to close this screen and go to Home page.
Volume Seal
1. To volume/batch seal multiple records of youths, from the menu tab choose Support Functions ->
Volume Seal.
2. Click Browse button to select and open the required .xls file which has the batch of youths for
volume sealing.
3. Click Upload Spreadsheet button to upload the .xls file to database. A screen Batch Youths
Check List is displayed. If there are problems with any of the rows to be batched, they will display
in red. If the errors are not fixed, only the rows with no errors will batch successfully.
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4. Click Confirm Batch Seal button to batch seal all the uploaded youth records.
5. Click Upload button to go back to Upload Batch of Youths for Volume Seal screen.
6. Click Home link to close this screen and go to Home page.
Import Youth Details
1. To import youth details into SARA from a file(.csv) generated from FACTS, from the menu tab
choose Support Functions>Import Youth Details. The youth details screen appears.
2. Use the browse button to select the desired .csv file.
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3. Click on upload spreadsheet to upload the selected file.
4. A screen displaying matched and mismatched youth details will be displayed.
5. Click Import Matched Rows button to import the matched rows to the SARA database.
6. Click Export Mismatched Rows to csv button to export the mismatched rows to a CSV file.
7. Click Cancel Import to cancel this operation and go back to the previous screen.
8. Click the Home link to go back to the home page.
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CHAPTER 8 – Non-CYFD
Non-CYFD Admission
A Non-CYFD Youth is any youth being detained under another authority, such as federal or tribal hold in
a juvenile detention facility.
1. To record admission for non-CYFD youth, from the menu tab choose Non-CYFD  Non-CYFD
Admission. A search filter will appear:
2. Enter search criteria in the filter and press Search. List of youth satisfying the search criteria will
be displayed.
3. If you find the youth searched in the existing youth list, click on Modify Non-CYFD Youth link.
4. In Modify Non-CYFD Youth screen, enter the required fields and click the Submit button.
Changes will be saved for the youth.
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 You will get a message indicating the record updated successfully.
5. Press the List of Youth link to go back to your Youth List.
6. Click on Record Admission link, the release date and time are prefilled by the system but they
are editable by the user.
7. Once you have ensured the information is correct, press the Submit button and the admission
will be recorded for the youth.
8. If the youth is currently being detained in a facility, the list will display as below and the youth
will need to be released prior to being admitted into your facility. In the example; Travis Testing
is currently in detention.
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9. If the youth is not in the list, click on Add Non-CYFD Youth button in the Youth List screen.
Add Non-CYFD Youth screen will be displayed.
10. Enter required fields in Add Non-CYFD Youth screen and click Submit. Admission will be
recorded for the youth.
11. Click on Home link to go back to Home page. Click on List of Youth link to go to the youth list
screen.
Non-CYFD Release
1. To record release for non-CYFD youth, from the menu tab choose Non-CYFD  Non-CYFD
Release.
2. Select detention center from the dropdown and click on Search. List of youth waiting for release
will be displayed.
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3. Click on Release link in the youth list. Review and edit the release date and time for the selected
youth and then press the submit button.
A confirmation message will appear indicating the
release was saved successfully.
4. Click on Home link to go back to Home page.
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CHAPTER 9 – Reports
Reports Search
1. To search for reports, from the menu tab choose Reports.
2. List of reports available:
Admission/Releases Category:

Population – Aggregate

Population – Detailed

ADP/ALOS

Non-CYFD Population – Aggregate

Non-CYFD Population – Detailed
RAI Category

Clients Referred with RAI Data – Aggregate

Clients Referred with RAI Data – Detailed

Progress – Referrals Screened by Category and Score Level

Overrides Up and Down
OGC Category

OGC – Aggregate

OGC – Detailed
3. From the Reports tab, choose the Report Category and then the Report Name.
The Reports Search screen appears:
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4. Enter the desired date range for your report.
5. Lookup list for Display information for:
a. County
b. Detention Center
c. Region and District
d. Statewide Total and List All Detention Centers
e. Statewide Total and List All Counties
6. Area / Location dropdown only available if County, Detention Center or Region and District are
selected in ‘Display information for’ list.
7. Area / Location 2 dropdown is only available if Region and District is selected for ‘Display
information for’ list.
Population Report
1. To search for report, from the menu tab choose Reports -> Admission/Releases -> Reports
Search -> Population Report (Detailed or Aggregate). The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. Population Report displayed in new pop up window as per the search criteria entered in the
Reports Search screen.
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4. Population Report is available for both Aggregate and Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
ADP / ALOS (Average Daily Population / Average Length of Stay)
1. To search for report, from the menu tab choose Reports -> Admission/Releases -> Reports
Search -> ADP/ALOS Report. The Report Search screen appears.
2. Enter the required search criteria and click Search button.
3. ADP/ALOS Report displayed in new pop up window as per the search criteria entered in the
Reports Search screen.
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4. ADP/ALOS Report is available only for Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
Non-CYFD Population Report
1. To search for report, from the menu tab choose Reports -> Admission/Releases -> Reports
Search -> Non- CYFD Report (Detailed or Aggregate). The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. Non-CYFD Population Report will be displayed in new pop up window as per the search criteria
entered in the Reports Search screen.
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4. Non-CYFD Population Report is available for both Aggregate and Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
Clients Referred with RAI data
1. To search for report, from the menu tab choose Reports -> RAI -> Reports Search -> Clients
Referred (Aggregate or Detailed). The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. Clients Referred with RAI data Report displayed in new pop up window as per the search criteria
entered in the Reports Search screen.
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4. Clients Referred with RAI data Report is available for both Aggregate and Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
Progress – Referrals Screened by Category and Score Level
1. To search for report, from the menu tab choose Reports -> RAI -> Reports Search -> Progress
Report. The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. Progress – Referrals Screened by Category and Score Level Report displayed in new pop up
window as per the search criteria entered in the Reports Search screen.
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4. Progress – Referrals Screened by Category and Score Level Report is available only for
Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
Overrides Up and Down
1. To search for report, from the menu tab choose Reports -> RAI -> Reports Search ->
Overrides Report. The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. Overrides Up and Down Report displayed in new pop up window as per the search criteria
entered in the Reports Search screen.
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4. Overrides Up and Down is available only for Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
OGC Report
How to see OGC Report
1. To search for report, from the menu tab choose Reports -> OGC -> OGC Report (Aggregate or
Detailed). The Reports Search screen appears.
2. Enter the required search criteria and click Search button.
3. OGC Report displayed in new pop up window as per the search criteria entered in the Reports
Search screen.
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4. OGC is available for both Aggregate and Detailed type.
5. Click Print button to view the report in a PDF pop up window. To print, go to File then Print. Close
out of the window with the Close button or the X located in the upper right hand side of the
window.
6. Click Export to Excel button to export the report to Excel File.
7. Click Close Button to close the pop up window.
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