If a potential match has been identified for the child, the details can be recorded using the Potential Links feature. Potential Links can be recorded from both child and family records.
From a child's Main Details page, click 'Potential Links' on the left sidebar. This will open the Potential Links section.
To add a Potential Link to a child click 'Modify', then 'Add New'.
Select a family record to create a new Potential Link by clicking the ‘…’ button to search and select the relevant family from the list (archived families will not be listed).
If a user has the permission "VIEW_CHILD_SEARCH_CROSS_MODULE" or "VIEW_FAMILY_SEARCH_CROSS_MODULE" then, when searching for potential children/families this search will include children and families in all modules for which they have permission. These permissions can only be allocated by SCN staff and is not visible in the list of permissions for ordinary users. Please speak to your account manager if this permission is required.
Enter any relevant Notes and Outcome and tick the 'Add Names?' box if you want to include the family name with the ID number in the progress item that will be created. Multiple Outcomes can be selected, if needed.
If the child you are adding a Potential Link to is part of a sibling group a message will notify you of this and an extra tick box will be displayed, giving you the option to add their siblings as Potential Links too.
Values are selected from the lookup list 'Potential Link Outcomes' which can be populated by users with EDIT_LOOKUP_LISTS permission. The lookup list includes an archive option if the value added is no longer required.
Clicking 'Save' will create a new row in both the child and family's Progress, and you will return to the 'Child - Potential Links History' screen where the Potential Link you have just created will be shown.
If you need to delete or edit a Potential Link (for example, to add an Outcome), click the small button to the right.
If a Potential Link is deleted a new row will be added to both the child and family's Progress called 'Potential Link Deleted'.
To copy the potential link to a sibling (if applicable) click the 'Copy to Siblings' option.
Tick the sibling/s that you wish to copy the potential link to, then click 'Copy Progress'.
Ticking the 'Copy all files to the selected Siblings' box will copy over any files you have uploaded to the automatically generated Progress action.
If you have amended the Potential Link you can select 'Update Progress?' to update the Progress Item that was created.
Here you can also select 'Archive Link?' to hide it from the 'Child - Potential Links History' page (unless 'Include Archived' is selected).
From the child's Progress screen you will see the new row that has been created. The 'Outcome' box of this Progress will contain the 'Outcome Notes' notes from the Potential Links section.
¶ Sharing Potential Links with Carers
To share a potential link with a carer click the small arrow button on the potential link. A dropdown menu will open - click 'Share'.
A box will pop open detailing what will be shared with the carer and will ask you to enter a date that you wish the sharing to expire. You can also share selected progress actions from the child's Progress, tick the appropriate action in the ‘Add’ column to share the action with the carer within the potential links section when the carer logs into CHARMS. This is perfect for sharing referral documentation regarding an individual with a potential family. Click 'Save' to complete the sharing.
A confirmation will be displayed.
Once shared, the 'Shared With Carer?' field will be updated to 'Yes'. When the carer has responded it will be be displayed in the 'Carer Response' box.
The expiry date can be edited from the potential link 'Edit' screen.
