Post Adoption Reports (PAR) allow your team to track the required reports due after a child has been placed for adoption.
Post Adoption Reports Forms
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In SAM, open a Family > click Post Adoption Reports (sidebar) In SAM, open a Child > click Post Adoption Reports (sidebar) |
PAR Due Dates Schedule
A schedule for Post Adoption Reports can be setup through a few options:
- Configure PAR Due Dates Schedule
- Add each PAR record manually
- Setup a series of Auto Actions for unique circumstances
Configure PAR Due Dates Schedule
SAM Leads can setup a PAR Schedule per country/state.
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In SAM, click Settings (gear icon) > PAR Due Dates Schedule > click the Country or State to configure > set prompts (described below) > Save The next record that meets the Trigger criteria will have Post Adoption Report records created. |
PAR Due Date Schedule Prompts
Post-Adoption Reports Trigger Date - Choose Final Court Date, Adoption Finalized Date, or Child Arrived Home Date to trigger the schedule to open. These options may be different if these fields have been renamed.
Post-Adoption Reports Interval - Set whether these are in weeks or months.
Number of Preset Post-Adoption Reports - Enter timing for due dates: Due to Family, Due to Agency, and Due in Country set from the trigger date. It's easiest to begin with the Due in Country, then work back allowing lead time for the Due to Agency and Due to Family dates.
- Due to Family should be set to a month or so prior the Due to Agency date, as a reminder that this report is upcoming.
- Due to Agency should be a month or so prior, enough time to allow workers to finalize and mail the report, meeting the deadline for Due in Country.
- Due in Country is the actual due date for the report.
Annual Post-Adoption Reports - Set frequency and start date for annual reports from trigger date, until a specified age of child. Also, set the number of months prior for the family and agency due dates.
Trigger PAR Due Date Schedule for a Client
Post Adoption Reports are automatically added when:
1. No PAR records already entered for the Child.
2. PAR Due Date Schedule Configuration for the Child's Original Country/State is setup.
3. The Child must have the following fields entered:
- Child’s Name
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Child’s Original Location - sets SAM's PAR Schedule selection
- Original Location State/Region for US Domestic Adoption
- Original Location Country for International Adoption
- Child's Date of Birth - for PAR Schedules due until the child is a certain age
4. An Adoption between a Family and Child is added in SAM.
- Trigger Date (from PAR Due Date Schedule) is entered
Add a Post Adoption Report Record
If the PAR Due Dates Schedule is not setup or does not fit requirements, or an additional Post Adoption Report is needed, users can add a record manually.
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In SAM, open desired Child or Family record > click Post Adoption Reports (sidebar) > click Add (plus icon) in Post Adoption Report section > enter desired details > Save Repeat as needed for a full PAR schedule. To Edit, click on desired PAR's kebab menu ( To Delete, click on desired PAR's kebab menu ( |
Delete PAR Schedule for a Client
If a PAR Schedule was triggered erroneously and needs to be re-triggered, delete all PAR records, then re-enter the trigger date.
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In SAM, open desired Child or Family record > click Post Adoption Reports (sidebar) > click Advanced Options (sidebar) > Delete a sub-record > click X on desired record |
Auto Action Setup to Insert a PAR Schedule
Below is an example of an Auto Action that will insert a PAR record. You may need a series of Auto Actions to enter a full schedule. This option is used when the PAR Due Date Schedule options do not support the requirements for your program.
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