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eCAF General

1. Professionals in Dept Q Abigale Sawyer Nurse B Amy Gibson Nurse 3 Andrea Jones Pediatrician B Andrew Copton B Andrew Tellon B Anna Little 3 Damien Smith 3 Felix Young B Gerrard Stephens B Harry Sutton B Harry Young 3 Jenny Wallis Q2 Kelly Peters Qi Kuljit Rahal QJ Paul Harris 3 Penny Foster Qd Peter Jury Petra Clarke 3 Sally Myres Administrator Nurse Nurse Doctor 3 Susan Keller Pages 1 2 filter Click on the Filter option to be taken to the following screen This option allows you to conduct search for a professional within a department coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 36 of 51 My Contacts My Contacts Professionals f All Professionals Departments Department Qs Leeds General Hospital X Remove Filter o All Departments Professional Name Surname Forename aq All Groups Professional Details Job Title Staff Type Active Status Professional Identifiers Unique ID The Query screen works in the same way as when searching using the All Professionals search but only searches within the filtered department My Contacts My Contacts Professionals f All Professionals Departments BS All Departments aq All Groups My Contacts My Contacts Professionals g All Professionals Andrea Jones Departments BS All Departments Leeds General Hospital aq All Groups P
2. EMail Status Active Status Not On System Department Kingsway Infants School coocoo i d O g IG Commercially Confidential eCAF General Page 40 of 51 To confirm the amendments Click Update You will be returned to the professional s record Further Contact Numbers can be added for the professional by clicking Add Contact Number within the Telephones section Liguidlogic Home Menu Profile Help Logout Close Address Book Bookmark revous My Contacts Miss Helen Davis School Nurse Professional Details Telephones Actions 1 Al Professionals Full Name Miss Helen Davis Add Contact Number Update Details Miss Helen Davis Job Title School Nurse Staff Type EMail Departments Status Availability Contact Upload Image T AI Departments Active Status Not On System T Liquid Test Team Department Kingsway Infants School P KEY AGENCIES Security Profile T SCHOOLS Languages Spoken X2 Kingsway Infants School Add Language CRB Checks Add new CRB Check Identifiers Core System ID Staff No 13 Enter the new contact number details and Click Create Record Li q uid log IC Home Menu Profile Help Logout Telephones for Miss Helen Davis School Nurse Create Record New Telephone Type Work Phone Contact Number 0113 2320100 Notes Primary Contact start Date 20 Dec 2006 m me O The new contact number is displayed Liguidlog IC Home Menu Profile Help Logout Telephones for Mi
3. Fluent No Language Fluency English Mother Tongue Italian Fluent Add Language CRB Checks b Add new CRB Chec Other Information Unique ID kadams Staff No 12 Integration ID 2 Enter CRB Check details Please note Cautioned and Failed CRB Checks can also be recorded using the CRB Status field on PROTOCOL eCAF Liqguidlogic create Cancel Add CRB Check New Claire Wallace New CRB Status Home Menu Profile Help Logout CRB Status Passed CRB Date 01 02 2008 Valid until 01 02 2009 Comments Conducted by Mr Smith 3 Click Create coocoo LI C Ul d O g IG Commercially Confidential eCAF General Page 14 of 51 Liguidlog Le Home Menu Profile Help Logout Claire Wallace CRB Status Passed Claire Wallace CRB Status Passed CRB Status Passed CRB Date 01 Feb 2008 Valid until 01 Feb 2009 Comments Conducted by Mr Smith Update CRB Check 4 To update details of any added CRB Checks to PROTOCOL eCAF Click Update CRB Check 5 Click Update to save your changes 6 Your profile will display details of CRB Checks added on your profile LTE Dr B etd a a N oae Other Information Availability Comments Help Avallablity I work at county hal Monday Thurs Here you can provide additional information that may be useful to others Work from home on Friday This might include alternative contact details and preferred contact times Languages Spoken Language Fluency Understanding P
4. 1AA Start New Pre Assessment Form reme k Address History Update Addresses Gender Actions Date of Birth pau k New ECAF Episode actual D 01 Jan 2002 ii RR k New Document Age 8 years Telephones Unborn Child No k Add Contact Number View Historic Numbers k Update Personal Details k Send a message about this Person Disability O Does this person have a disability Other Names 0 Is this person on the Children s Disability Register k Add Other Name See Further Details for disability details k Mark this Record as a Duplicate O Has special education needs If the Approximate Age box is checked then the adult child record will show that an approximate age has been recorded This will also be represented by the tilda na Jack Russell Basic Demogra Documents Case Notes Standalone Forms Important Information Help Identifier T Main Home 1 Test Street None at this time ex Title Fom l Jan 2002 Leeds smeo i L51 1AA Start New Pre Assessment Form po k Address History Update Addresses Locality dns k New ECAF Episode k New Document LERNTE M E t Add Contact Number View Historic Numbers Unborn Child k Update Personal Details k Send a message about this Person Disability Does this person have a disability O Is this person on the Children s Disability Register Other Names See Further Details for disability details k Add Other Name Mark this Record as a Duplicate Has special educati
5. Anakin Skywalker 3 years Action Plan Authorised The Meeting is complete and the action plan is now authorised No Due Date Anakin Skywalker 3 years Single Service Request Please complete the Single Service Request 15 Nov 2010 Anakin Skywalker 3 years Meeting Write and Distribute Meeting Notes Order by Locality 2 Click on the Locality option from the Group By selection this will group all of the tasks by the locality of the child Home Menu Profile Help Logout Welcome EXE Worktray 18 EAA es as pem Social Worker 1 Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Smem Noles Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 User Options gt Update My Profile North 1 gt Visual Settings No Due Date Anne Example 10 years Active Episode amp amp No Locality 16 Diary and Addresses West 1 e My Diary 08 Nov 2010 11 05 DED Lionel Tribby 9 years Service Provision Please allocate the resource that will deliver the service E Department Diary we Address Book Messages gt Your Messages 2 ECAF Query J Find Adult or Child Expanding and Collapsing the Worktray When viewing a worktray you are able to expand and collapse different sections individually or all sections together To expand or collapse an individual section click on the plus or minus icon to the left side of the appropriate selecti
6. Logout Welcome Worktray 18 EAA VS Configure Social Worker 1 Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 i amp Jed Bartlett 9 years 4 Doen Opi HS S No Due Date Jed Bartlett 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year P Mpdata Ny Prolia No Due Date Jed Bartlett 9 years Active Episode gt Visual Settings No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request Diary and Addresses 05 Nov 2010 14 22 Jed Bartlett 9 years Triage e My Diary amp John Edmunds 10 years 1 Y Department Diary No Due Date John Edmunds 10 years Episode Completed L Address Book Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Messages gt Your Messages 2 Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage North ECAF Query No Due Date Hermione Grainger 4 years Consent Denied 43 Find Adult or Child 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes Commercially Confidential eCAF General Page 19 of 51 Order by Address 1 Click on the Address option from the Group By selection this will group all of the tasks by the address of the child Li idlog ic Home Menu Profile Help Logout Welcome Worktray 18 EAs a Config
7. UPDATING THE VISUAL SETTINGS sicut sckui datu domun esae ducEuudesusuouE cao supeuutasu coda oui uumtiaUasUe aset dednas 16 WORKTRAYG epee mere et 17 Y OUr WOKA V mEE 17 Ordering the Worktray RETE 18 Sedi CMT P 19 0 4052 6 19 ed M R 20 Expanding and Collapsing the Worktray cesses essen nennen nennen nnne nnn nnns 20 VA 1d 310 o 1818 1674 0 TOR STEEP IEEE TEE EET 22 lj xehice 24 GPC Ol e alo Tm 24 Wire dea S MEE oeacseus 26 Searching Using Dates of Birth llssessesssssssssseseseeee nennen nnne nnne nnn nnns nnn nnns 27 xizaiednek de itea T 28 ADDRESS BOOR GERM sma neta sees tit met Hime tA TERIS 29 MIA o oS TOC REI EEE EE 29 AIF TOIGSSIOIAIS semrsvtsdopIEURYMUPER UD dist sa canteen UN UN mOCUDERUNPEUDUNS Dd UID E URIPUTORUEDUDIT S 30 BOOK ia KIS Old ear n emt betUMittetes tin imiduMiequedutumi EA Eine intende buie Per macU M MM RUM UE 31 selecting a Contact as part of a Process Updating Demographics sseeuesssse 33 DABEI egi Uu mm 34 Filtering Within amp Departm
8. eCAF General Page 7 of 51 Update Social Test Worker Your Details itg EC IE M RE Other Information About You Title Please enter your contact details here Forename Surname Wallace Other Names Maiden Mame Claire Jones Add Other Name Contacting You EMail claire wallace gov uk We will contact you using these details Please ensure that all mandatory fields are filled in Telephones Add Contact Number Department Security Access Department Liquid Test Team Job Title Profile Practitioner Updating Contact Numbers Click on Add Contact Number this will take you to the following screen 17 0 r 4 EEEE N J I Ligu t logic s Menu rofi ep Logout Telephones for Claire Wallace Create Record New Telephone Contact Number 0113 2321001 Notes Primary Contact start Date 01 Nov 2006 L Select a contact type from the Type drop down selection and enter the contact details in the appropriate screens Click on Create Record to save the contact information this will take to a screen where further contact numbers can be added by selecting New Number or Close to close this screen and return to the Updating Your Profile screen eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 8 of 51 EE LA f EJ TECE 1 UE y Li gu Te log IC k Home Menu Profile Help Logout WOK 7 Telephones for Claire Wallace Please select a telephone number to update Prima
9. have to input data into every field invariably less is best however search results will differ depending upon how the data is entered into the search fields The fields available for searching are shown below Liguidlog IC Home Menu Profile Help Logout ECAF Find Adult or Child Person Forename NENNEN eomm So L1 Show My Involvements Address weno we Once a search has been conducted an additional tab will appear labelled Results A maximum of 100 results will be retrieved at any one time therefore if the person you have searched for does not appear on the list you will need to refine your query by clicking on the Query tab and entering further information Liguidlog IC Home Menu Profile Help Logout ECAF Find Adult or Child Query Results 14 Date of Birth AddressType Address Panos Christakos 12 Jan 1996 i 12 Arncliffe House Arnciiffe Road West Yorkshire Ls16 5JE Luke Skywalker 11 Nov 1995 12 Arncliffe House Arnciiffe Road West Yorkshire Ls16 5JE John Lennon 01 Dec 1999 12 Arncliffe House Arnciiffe Road West Yorkshire Lsi6 5JE James Kirk 11 Nov 1997 Jean Luc Pickard 01 Jan 1999 12 Arncliffe House Arnciiffe Road West Yorkshire Ls16 5JE Bob Marley 11 Sep 1999 34 Lawns Hall Close West Yorkshire LS16 8HY Tias Karayanni 11 Sep 1999 Robert Blake 16 May 1999 15 Brookfield Close W Yorkshire LS25 1NB Roger Moor 11 May 1998 1 Regent Terrace West Yorkshire LS6 1NP Giorgos Papadopoulos
10. 11 Sep 1999 Mr Yannis Karayanni 11 Sep 1999 Panayotis Karayanni 11 Sep 1999 Miltsa Karayanni 11 Sep 1999 Panos Karayannis 11 Sep 1999 1 2 4 5 6 7 8 9 When searching within the system there may be names addresses that you are unsure of the spelling For example a surname of Stevenson could be spelt Stephenson or Stevenson In circumstances like this we use something called a wildcard e 0000 LI U d O g IC Commercially Confidential eCAF General Page 25 of 51 Using Wildcards A wildcard can be used to represent one none or many characters It can be added at the beginning middle or end of the search criteria Within the PROTOCOL system a wildcard can either be an asterisk or a percentage sign 96 Examples of searching using Wildcards a Searching for a Person whose Surname is Brendan this could have been entered into the database as Brendan Brenden Brendon etc To make searching for this person easier you could enter a few characters of the Surname followed by into the Surname field For example Surname Brend Click Search and all the records whose Surname begins with Brend will appear If the results set returned is too large return to the search form and input any additional information for e g Date of Birth to narrow down the search Searching for an Adult or Child whose name is Daniel Smith if you were to insert Smith in the Surname field the search criteri
11. Add Language CRB ad k Add new CRB Check Other Information Unique ID kadams Staff No 12 Integration ID 2 Enter Language details using pick lists If applicable select the Primary Language check box to mark the language primarily used Liguidlog IC Home Menu Profile Help Logout New Claire Wallace New Language Language Language Fluency Mother Tongue E 3 Click Create Liguidlog IC Home Menu Profile Help Logout Claire Wallace Language English Claire Wallace Language English Language Language English Primary Language Yes Fluency Mother Tongue Notes Understanding Mother Tongue t Update Details k Delete Language k Add Another All Languages Language Fluency Understanding Primary Notes English Mother Tongue Mother Tongue Yes d O g IC Commercially Confidential eCAF General Page 12 of 51 At this stage the language record can be amended using the Update Details link or the language record can be removed using the Delete Language link or a further language can be added using the Add Another link 4 To record further languages click Add Another Liguidlog ic Home Menu Profile Help Logout Claire Wallace Language English Claire Wallace Language English Language Language English Primary Language Yes Fluency Mother Tongue Notes Understanding Mother Tongue k Update Details k Delete Language k Add BA All Languages Language Fluency Understanding Primary Notes En
12. Address Forename Gender If the address is not listed in the results you may need to refine your search criteria To amend the original criteria click on Reset If you are unable to find the address then contact your System Administrator to arrange to have the address created coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 49 of 51 Adding Other Personal Details On creating the person record other details such Disabilities can be added although not marked as a mandatory field ECAF Find Adult or Child Personal Details Beete uae Name amp Gender Title Surname Forename Gender Age Date of Birth Date of Birth Expected DOB Approximate Age Deceased Date of Death Disability Does this person have a disability Is this person on the Children s Disability Register Does the child have special education needs Main Home Address Address 1 Test Street Leeds LS1 144 Lookup Address Valid since Secondary Occasional Address Address Lookup Address eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 50 of 51 Additional tab Clicking on the Additional tab allows you to add any other information this information can then be viewed when updating the personal details from the demographics screen ECAF Find Adult or Child Personal Details Other Information Other Details 5 Click Create to create the ch
13. Book Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Messages gt Your Messages 2 Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage North Se No Due Date Hermione Grainger 4 years Consent Denied p2 Find Adult or Child 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes ECAF Query The dates are also colour coded Hed tasks that are overdue Blue tasks that are due today Green tasks that are due tomorrow Black tasks that are due in the future If you hover your mouse over the due date of the task you will be told the number of days in which the task is due or overdue These dates will only appear when a review has been organised Last Monday 2 13 Feb 2006 Harris Ian 6 years Family Support Plan Write Review Meeting Worker s Report 2 Days Overdue ris Peter 11 years I3 Child Protection Organise Review Meeting eooo LI C U I d O g IC Commercially Confidential eCAF General Page 18 of 51 The other ways in which the outstanding tasks can be viewed are as follows Task Child Address Locality These can then be ordered by Start Date End Date or Timeframe Order by Task Click on the Task option from the Group By selection This will group all of the tasks by their task rather than the date J Q I x x The number to the right of the Welcome Worktray 18 BOZU task is the number of tasks Social W
14. EMail Staff T we Availability Contact Status Active Status Not On System Department Kingsway Infants School Security Profile Admin Languages Spoken b Add Language Click OK to confirm removable of the bookmarked contact Selecting a Contact as part of a Process Updating Demographics If you are within a process or updating a child s demographics you will have 2 additional options e Cancel This will cancel you out of the address book and back to the main system e Confirm Selection This will select the current professional as the chosen person department that you want to use at the stage in the process ua o g All Professionals Andrew Griffin Departments V All Departments ECAF Team Home Menu Profile Help Logout Professional Details Telephones Actions Ful Name Andrew Griffin Job Title EMail Staff Type Contact Status Active Status Active Department ECAF Team Security Profile All Profiles Languages Spoken k Add Language CRB Checks k Add new CRB Check Identifiers Core System ID sa Staff No a8 cooo LI Iqu uid O g IG Commercially Confidential eCAF General Page 33 of 51 All Departments To search for a professional by department click on All Departments this will list all of the departments set up within the system sub departments should there be any If you click on any of the departments it will give you a list of Home Menu Profile Help Lo
15. Liqgquidlogic eCAF General Customer eCAF Customer Base Date November 2010 This document is based on a generic PROTOCOL eCAF system Please note that some functionality may differ according to your specific customer configuration This document may not be copied or reproduced in any way or distributed to any third party without the prior written consent of Liquidlogic Document Distribution Document History Date Produced By Comments 06 02 2008 K Athwal Created 02 10 2008 Pauline Morgan Added new ContactPoint information 1 2 2010 H Butler Changed Subscriptions to Configure Updated manual with additional functionality of Other Name within update profile locality now 15 10 2010 P Morgan added to sorting of Worktray reference to contact point removed new screenshots added removing contactpoint references eooo090 LI C Ul a O g IC Commercially Confidential eCAF General Page 2 of 51 Table of Contents Kercici icd 4 UPDATING YOUR PROFILE Luieiucocveiocut bis ve de ud2aus sue iE a iN Eii 6 Mog PU D E E E E M 7 MOGE FA SSW ero oee E E E E E E EAE ES 10 EET OT CS OMS E E EE O A B EI EE A N E E T E 10 DEO TOA a TEE E EE E EA EA A EAE A A A EN 11 EAU AGS S 8010 6 PII AEEA OE A O E E A T E E A EA 12 CHECIO m e A eee 14
16. Password e Security Questions e Other Information Please see relevant sections below for updating each section Please Note You will need to confirm your current password prior to clicking Update eoooo0 LI C U I Cd O g IC Commercially Confidential eCAF General Page 6 of 51 Your Details This tab contains your basic details e g Title Forename Surname Other Names Email and any contact telephone numbers that you want to add Update Social Test Worker Your Details Agee ie cee ST Tu P ETT EE EU TT DF E zn About You Help Title Please enter your contact details here Forename Chire Surname yyallce Other Names t Add Other Name Contacting You EMail claire wallace amp gov uk We will contact you using these details Please ensure that all mandatory fields are filled in Telephones t Add Contact Number Department Security Access Department Liquid Test Team Job Title Prafile Practitioner Updating adding Other Names Click on Add Other Name this will take you to the following screen New Other Name Other Name Effective Date Type MaidenName From 12 Nov 2010 dg mm yvyy Title d To dd mm yyyy Forename Chaire Surname Jones Other Name History There are no other names defined Select type from the drop down list and add forname and surname click on Create The main screen will then be updated to include additional names eoo000 LI C U I d O g IC Commercially Confidential
17. Security Questions tab E BENE Liguidlog Lt Home Menu Profile Help ET Update Caire Wallace betdrr eld uu Security Questions erui icr Question 1 Help Question Mothers maiden name Here you can define a number of security questions You wil be asked one of these questions selected at random when you log in Question 2 Some good examples would be Question First Pet s name n Wife s middle name nswer Town where you were born Question 3 Mothers middle name Question Ideally the answer to a security question should be something that only you know eeeeo LI U d O g IG Commercially Confidential eCAF General Page 10 of 51 2 You can change update your Security Questions and Answers at any time On completion prior to clicking Update you must accept the changes by confirming your password Please see the relevant instructions under Your Details if you unsure on how to do this Other Information Select the Other Information tab Liguidlog IC Home Menu Profile Help Logout Update Claire Wallace SOR elg c ere IUE Other Information Availability Comments Help ALII 1 Here you can provide additional information that may be useful to others This might include alternative contact details and preferred contact times Languages Spoken k Add Language CRB Checks k Add new CRB Check Other Information Unique ID kadams Staff No 12 Integration ID The Availability free text box allows you to e
18. Task Description Expand All Collapse All amp amp Jed Bartlett 9 years 4 amp John Edmunds 10 years 1 amp Anne Example 10 years 1 amp Hermione Grainger 4 years 3 amp amp Josh Lyman 9 years 2 amp Anakin Skywalker x 3 years 4 Lionel Tribby 9 years 1 amp amp Toby Ziegler 9 years 2 Commercially Confidential eCAF General Page 21 of 51 For example you may only want to view the items related to CAF Assessment Worktray 18 WEILE Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child Task Description Expand All Collapse All amp Triage North 2 Active Episode 3 amp amp Action Plan Authorised 1 amp amp Episode Open for more than 1 Year 3 Consent Denied 1 amp Single Service Request 2 amp Episode Completed 1 CAF Assessment 1 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes amp Triage 1 Service Provision 1 amp Meeting 2 Worktray Subscriptions The Configure option defines other user s access to your worktray A user has the ability to select one or more users to give access to their worktray by managing their tray publications NB Users using this facility must also have access rights to the Child s CAF Assessment to be able to pickup tasks from the subscribers worktray 1 Select the Configure option from the worktray
19. Worktray 0 Ego e Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child Task Description Expand All Collapse All This Task Tray is Empty 2 From the Tray Publications option select Add new user Favourite Trays Tray Subscriptions Tray Publications Select All None Apply Selected d E new user All Departments No trays have been published to which you can subscribe 3 The following screen will be displayed where you can select the person that you want to grant access to your tray The Publisher is the owner of the tray and the subscriber is the user who has access to it Select Click here to select a user Cancel Create a new tray publication New Tray Publication for Helen Butler Publisher s Details Publisher Helen Butler Subscriber s Details Subscriber 3 Click here n select a user Audit Modified By Modified Date 4 Click Browse for the required user and once selected click Confirm Selection EEE LI Ul d O g IC Commercially Confidential eCAF General Page 22 of 51 My Contacts i Ecaf User 1 Picture Professional Details Telephones Actions g All Professionals A NUMERARE Full Name Ecaf User 1 f Ecaf User 1 9 Job Title M EMai Staff Typ ds Availability Departments Status gt Al Departments Active Status Active ECAF Team Department ECAF Team Security Profile Admin Languages spoken CRB Checks No CRB Checks
20. a will present you with a very large list of results You could narrow this down by providing information in other fields available i e Forename For example Enter the whole surname in the Surname field and then enter the Forename followed by the into the Forename field e g Forename Dan Surname Smith Clicking on Search will then find you all records in the database for those people whose surname is Smith but only if their first names start with Dan Searching for an Adult or Child whose address is Flat 4 29 Green Lane the search will look on the first line of the address generally the Street Name therefore it is easier to narrow down the search by preceding the data entered into the address field with the e g Address Green Lane Clicking on Search will then find all records for an Adult or Child that have an address listed on Green Lane If this is used along with data entered for Surname the results list will be shorter It is recommended that wildcards or always be used to improve the success of a search Please Note if your results exceed the maximum of 100 shown over 5 pages the following message will appear Results 1 2 3 4 5 Maximum no of allowed results were found Query Results 100 In this instance you will need to enter more information into your search criteria to narrow down the results If there are no results matching the query the following message wi
21. al Page 31 of 51 Click on Bookmark to add the professional to Your Bookmarked Contacts lan Jones Dr Picture Professional Details Telephones Actions Full Name Tan Jones Contact Job Title Dr EMail Staff Type Status Active Status Not On System Department The Doctors Security Profile Practitioner Other Names t Add Other Name Availability Languages Spoken CRB Checks No CRB Checks recorded Identifiers Core System ID Staff No g You can view all bookmarked contacts from the My Contacts section of the Address Book Close Address Book Manager Contacts amp 2 Social Worker 1 Yourself Liquid Test Team Bookmarked Contacts Recent Contacts 2 Social Worker 1 Liquid Test Team 3 Ian Jones r The Doctors a The Doctors 2 Team Manager 1 Liquid Test Team West CAT CAF Team V Liquid Test Team To remove a bookmarked contact from the My Contacts section select the bookmarked contact and click Remove Bookmark eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 32 of 51 Li qui idlogic My Contacts My Contacts All Professionals amp John Jones Departments D All Departments e Liquid Test Team X KEY AGENCIES 23 SCHOOLS D Kingsway Infants School Home Menu Profile Help Logout Cose address oak Remove Bookmark Lees John Jones Head Teacher Professional Details Telephones Actions Full Name John Jones Job Title Head Teacher
22. also capture anyone in the system that may also have a middle name 3 Surname Scot 4 Click on the Search button If no results were returned you can either amend your search for example by deleting the search criteria manually in each field or click the Reset button Once a list of returned results appear click on the required entry to view the adult or child s personal information In this example the results are split over two pages to navigate through the pages click on the page number to the right of Results Results can be ordered by clicking on the column header of the field that you want to order by Home Menu Profile Help Logout e Lig idlogic ECAF Find Adult or Child omaa Results Gene Creve neut 11121 Query Results 45 Date of Birth Address Type Address Post Code 1 2 4 5 6 7 8 9 Li Panos Christakos Luke Skywalker Harrison Ford Robert De Niro Robert De Niro John Lennon James Kirk Jean Luc Pickard Angelina Jolie Paul Newman Bob Marley Tias Karayanni Von Karayan Giorgos Karagkounis Ryan Wolfe Rhianna Wolfe Rosie Wolfe Bill Roberts 12 years 12 years 5 weeks 8 years 8 years 8 years 10 years 9 years 8 years 8 years 8 years 8 years 9 years 9 years 8 years 6 years 40 years 7 years 12 Jan 1996 11 Nov 1995 01 Jan 2008 01 Jan 2000 01 Jan 2000 01 Dec 1999 11 Nov 1997 01 Jan 1999 01 Jan 2000 01 Jan 2000 11 Sep 1999 11 Sep 1999 01 Feb 1999 01 Feb 1999 01 Ja
23. e Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child Task Description Expand All Collapse All amp Jed Bartlett 9 years 4 No Due Date Jed Bartlett 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year No Due Date Jed Bartlett 9 years Active Episode No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request 05 Nov 2010 14 22 Jed Bartlett 9 years Triage John Edmunds 10 years 1 No Due Date John Edmunds 10 years Episode Completed Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage North No Due Date Hermione Grainger 4 years Consent Denied 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes amp Josh Lyman 9 years 2 No Due Date Josh Lyman 9 years Triage North No Due Date Josh Lyman 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year amp Anakin Skywalker 3 years 4 No Due Date Anakin Skywalker 3 years Active Episode This will expand or collapse all items within the worktray You can then manually expand or collapse all work items within the group that you require EE worktray 18 BOT via Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child
24. e E e The characters requested here will not change If you make a mistake here this page wil continue to ask for the SAME part of your password as before For security we wil NEVER ask you for your complete password If you close the web browser then open it again and come back to this page you wil be asked for a different set of characters If you have entered your password incorrectly a message will be displayed requiring you to input your password again eeeee LI C U I d O g IG Commercially Confidential eCAF General Page 4 of 51 Li q Ul d ele e Login Stage 2 Password Hello claire wallace Password Please enter the third fourth and seventh letters of your password We will never ask you for your complete password eo o0 O You made a mistake Please try again If you make a mistake here this page wil continue to ask for the SAME part of your password as before For security we wil NEVER ask you for your complete password The characters requested here will not change The letters you gave do not match your current password If you close the web browser then open it again and come back to this page You have made 2 attempts you wil be asked for a different set of characters Please be aware that unauthorised attempts to access this system are monitored and may be subject to legal action You will have a number of attempts to log in however with each incorrect attempt your account
25. ent siirinsesi bU Ebr E ER av EVE SAC aiaa Uh vc 36 millc m A E uu 37 Adding a User to the DepartMe nt ccccccccccccsseeeeeeeeeeeceeeseeeeeeeeeseeaeeeeeeeseaeeeeeesseaseeeeesaaaeeeeeeeas 38 Updating Professional Details ccccccccccccssseeeeeeceeeeeceeeseeeeeeeeesaeaeeeeesaeaceeeeseeaeceeeeseaeeeeessaaess 40 Add Language s ccccseeeccecceesseeeeecaeeeeeeeeeaeeeeeeeeseeeeeeeeeseeseeeeeeseeeeeeeesseeeeeeeesseaeeeeesseaeeeesessaeeeeeeegs 43 Add S rini i o MRRRRERRRODRT E 43 el oc RR ORRRNERRH 44 Closing the Address Book ccccccssseseceeceeeeseceeeceeeeececeeeeeseeeeesaeeeeeeeseuaaeeeeeeseaaeeeesessaaseeesesaageeeessaas 45 CREATING AA NEW PEBHSODGa cuia e supScHdibos a CUPS OUR UR Evo AC UU C UR BUS VEC Gu Mou Ra dITE Vau 45 Adding an Address NEP TETTE 48 Adding Other Personal Details ccccsceccccecceeeseeeeeeeeeeceeeeseeeseeeesseesseeeeeseaeseeeessaaeeeeeesaaaeeeeeeeas 50 Additonal AD ERE REO AEE AAE ES 51 SEARCHING CONTACTPOINT FROM WORKTRAY ERROR BOOKMARK NOT DEFINED Entering Search Criteria siceraria aiaa Error Bookmark not defined eooo LI C Ul a O g IC Commercially Confidential eCAF General Page 3 of 51 Logging In The system is internet browser based therefore you will need access to the internet and a web address to access the syste
26. entifiers Core System ID Staff No 13 For further guidance on adding details of CRB Checks on a professional refer to earlier section CRB Checks within this manual coocoo LI d O g IC Commercially Confidential eCAF General Page 43 of 51 Groups Within the system there are a number of workgroups that can be set up For example the Duty and Assessment Teams may have their own shared workgroups The system allows you to search for users within these groups Click on All Groups within the Groups section this will open all of the groups that are set up in the System Liguidlog IC Home Menu Profile Help Logout My Contacts Close Address Book B My Contacts Departments bu All Departments e All Groups Click on the name of the group to view all professionals within the group Click on a professional listed on the right hand side to view their details Li iguidlog IC Home Menu Profile Help Logout i ose address Book Bookmark Prevous Duty Team Workgroup Workgroup Details Professionals in Group Description Duty Team g Claire Category Social Services Social Worker 1 Info T Active Status Active ij Team Manager 1 Groups e All Groups Social Services coocoo LI C Ul d O g IG Commercially Confidential eCAF General Page 44 of 51 Closing the Address Book There is a link to Close Address Book at the top of the screen click on this link to return to the main System Li iguidlo
27. es Due Date Child Task Description Expand All Collapse All ss This Task Tray is Empty User Options gt Update My Profile gt Visual Settings Diary and Addresses e My Diary Department Diary E Address Book ID gt Your Messages 0 ECAF Query 34 Find Adult or child The Address Book link will take you to the following screen where by default you will be taken to My Contacts My Contacts My Contacts is a section of the Address Book where the user can build up contacts that they may use on a regular basis Contacts can be in the form of eCAF system users external professionals and departments This guide will explain how to bookmark your contacts My Contacts will always show 2 or 3 sections e Managers Contacts This will include the user that is logged onto the system and their manager e Bookmarked Contacts Any contacts the you have set up as being bookmarked favourites Recent Contacts Any recent contacts that have been accessed and used throughout a process within the system Liguidlog iG Home Menu Profile Help Logout Close Address Book Manager Contacts f Claire Wallace Yourself Socal Worker Liquid Test Team f Team Manager 1 Your Manager Liquid Test Team Bookmarked Contacts g Andrew Griffin ECAF Team Recent Contacts i Team Manager 1 Liquid Test Team f Claire Wallace Social Worker Liquid Test Team f Ecaf User 1 ECAF Team coocoo IgUI d O g IC Commercia
28. g Le Home Menu Profile Help Logout Bookmark Previous Workgroup Details Professionals in Group Description Duty Team r Claire Wallace Category Social Services r Social Worker 1 Info EE a Tive Er Team Manager 1 e All Groups E Social Services f Duty Team Creating a New Person You are only able to create a new person record if you have searched for them and no matching records exist 1 Select Find Adult or Child from the home page Home Menu Profile Help Logout Welcome Worktray 0 Configure Claire Wallace loce Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All EA 402 This Task Tray is Empty User Options gt Update My Profile gt Visual Settings Diary and Addresses e My Diary Y Department Diary a Address Book Messages gt Your Messages 0 2 Enter the search criteria for the Adult or Child you want to create Once the search has been conducted and no matching persons have been found you will be given an additional button to Create a new person For more information on conducting a search please see the section on Searching coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 45 of 51 3 Click on the Create option ECAF Find Adult or Child Query ID surname Russell Forename Jack 7 show My Involvements Age Date of Bir
29. glish Mother Tongue Mother Tongue Yes 5 Follow steps 1 3 above All languages will appear on the Other Information Tab Update Claire Walace soll aD or B etd ME ella Mere Other Information Availability Comments Help Avallablity I work at county hal Monday Thurs Here you can provide additional information that may be useful to others Work from home on Friday This might include alternative contact details and preferred contact times Languages Spoken Language Fluency Understanding Primary Notes 1 English Mother Tongue Mother Tongue F Yes 2 Italian Fluent Fluent No Add Language CRB Checks k Add new CRB Check Other Information Unique ID kadams Staff No 12 Integration ID coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 13 of 51 CRB Checks PROTOCOL eCAF also allows a user to input details of any Criminal Records Bureau CRB Checks performed profile access right 1 Click Add New CRB Check Home Menu Profile Help Logout Liquidlogic Update Claire Wallace LoT D ore B eld a AON oe Other Information Availability Comments Availability I work at county hall Monday Thurs Work from home on Friday Help Here you can provide additional information that may be useful to others This might include alternative contact details and preferred contact times Languages Spoken Understanding Primary Notes Mother Tongue v Yes
30. gout Cr Contacts Local Authorities Local Authorities G All Professionals Departments o All Departments T gt Local Authorities B Barking and Dagenham Department Details Department Type amp Description Professionals in Dept Type Local Authorities No users Description Local Authorities Active Status Not on System Address Details Address Postcode F Barnet D Barnsley F Bath amp NE Somerset B Bedfordshire T Bexley Telephones k Add Contact Number Once the chosen department has been selected the department details and professionals with the department will display Liquidlogic Home Menu Profile Help Logout ECAF Team Agency Professionals in Dept HE Andrew Griffin i Bela Reece eCAF Administrator f Helen Shaw CAF Assessor HE Norman Web CAF Assessor Department Type amp Description Type Agency Description ECAF Team Active Status Active Departments qs All Departments ae ECAF Team Address Details Address Postcode Telephones k Add Contact Number When searching on departments the system will only show 10 departments on the screen at once At the bottom of the list there will be Pages section that allows you to scroll through the pages of departments cooo LI Iqu uid O g IG Commercially Confidential eCAF General Page 34 of 51 o Liguidlogic Home Menu Profile Help Logout My Contact Gose dress Book Bookmarc _ lt Preveu My C
31. h E EM No Due Date Hermione Grainger 4 years Consent Denied p2 Find Adult or Child 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes ECAF Query amp Josh Lyman 9 years 2 Any items that appear in the worktray that are in a bold font are new items that have not yet been accessed Ordering the Worktray There are different ways in which you order the work in your Worktray The default order of the tasks in the worktray is by Date When the dates are displayed they grouped by due date for example any tasks that are due next week will be listed together Home Menu Profile Help Logout SF OS N V N 2 VA Welcome Worktray 18 eae SE Social Worker 1 Liquid Test Team Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 amp Jed Bartlett 9 years 4 User Options Se ooo No Due Date Jed Bartlett 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year gt Update My Profile No Due Da Jed Bartlett 9 years cies Ester gt Visual Settings No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request Diary and Addresses 05 Nov 2010 14 22 Jed Bartlett 9 years Triage f My Diary John 7 pay Overdue prs 1 y Department Diary No Due Dat John Edmunds 10 years Episode Completed ke Address
32. ild s record on the system This will create a new person record If you need to update or add to any of the information that you have added for a person you can update their record by selecting Update Personal Details from the child s Personal or Further Details tab Mary Russell 4 years Basic Demographics Personal Merime Relationships Key Agencies Documents Case Notes Standalone Forms Name amp Gender Important Information Identifier 22 Main Home 1 Test Street None at this time Title from 15 Oct 2006 Leeds EE Russel L51 1AA Start New Pre Assessment Form See Mary Address History Update Addresses T Gender Locality Aci Age Date of Birth Locality k New ECAF Episode Approx DOB 15 Oct 2006 Locality Notes New Document Age z 4 years Telephones Approximate Age Yes Add Contact Number View Historic Numbers Unborn Child No Update Personal Details Send a message about this Person Disability O Does this person have a disability O Is this person on the Children s Disability Register Other Names See Further Details for disabilty details Add Other Name Mark this Record as a Duplicate O Has special education needs For more information on updating the child s record please refer to the Updating Personal Details section within the eCAF Demographics user manual eeeee LI C U I d O g IG Commercially Confidential eCAF General Page 51 of 51
33. ions Tray Publications Apply Selected Select All None Annlv H k Add new user TIP To remove tray subscriptions select the Configure tab and remove the tick from the relevant user s and click Apply Selected Searching To search for a person held in the eCAF system select the Find Adult or Child link from the eCAF Query section on the home page Home Menu Profile Help Logout Welcome Worktray 0 Configure Claire Wallace Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All 40 2 This Task Tray is Empty User Options gt Update My Profile gt Visual Settings Diary and Addresses e My Diary Y Department Diary Address Book Messages gt Your Messages 0 Find Adult or Child This Search facility allows the user to search for a child young person or adult on the system using the various demographic fields as the search criteria The option to search on a user s professional involvements is also available see example below Liguidlog IC Home Menu Profile Help Logout ECAF Find Adult or Child Person wee oo wmm 000 LN Show My Involvements Address wee oo wet meme 70 e d O g IG Commercially Confidential eCAF General Page 24 of 51 Within the Search screen there are a number of different search fields that can be used You do not
34. ll be displayed eoo000 LI C U d O g IC Commercially Confidential eCAF General Page 26 of 51 LE EM EM Liqguidlog IC Home Menu Profile Help Logout ECAF Find Adult or Child Gens Person wewme wares wmew Got Date of Birth Age Show My Involvements Address Street No Street Post Code Searching Using Dates of Birth There may be times when searching for an Adult or Child on the system you want to set parameters for the date of birth For example you may know that the child was born sometime during 1992 but are unsure of the exact date The DOB search allows you to add search criteria into the field so that you can search for a date greater than a specified date and or less than a specified date as shown below Liguidlog IC Home Menu Profile Help Logout In this example the user is searching for all Children born in 1992 In the Date of Birth search field the following text is entered ECAF Find Adult or Child gt 01 01 1992 lt 31 12 1992 Age Show My Involvements Address Street No Street Post Code The results shown will only include anyone that is specified in the system having a date of birth in between these dates Performing a Search 1 Click the Find Adult or Child option from your Home Page 2 Enter your search criteria e g if you were searching for Arthur C Scott Forename Art using the wildcard at the end of a forename will
35. lly Confidential eCAF General Page 29 of 51 All Professionals By clicking on the All Professionals section of the Address Book you will be taken to a Query tab where you can search the system for other professionals either that are users within the system or external users The Query tab is used in the same way as conducting a search for an adult or child in system Home Menu Profile Help Logout My Contacts Close Address Book My Contacts Professionals Search a Professional Name Departments Surname QD all Departments Forename Professional Details All Groups Job Title Staff Type Active Status Professional Identifiers Unique ID To conduct a search enter the search criteria into the relevant fields on the Query tab In this example some details have been entered into the Forename field Joh On the right hand side the Query Results section will bring back a list of professionals matching the criteria entered Liquidlog IC Home Menu Profile Help Logout Printable View Query Results 2 phe net bel bs Ful Name a Job Title summe fs L amp JohnJones Head Teacher Kingsway Infants School Forename amp John stones Constable West Leeds Police Station Professional Details Saf Type active satus Professional Identifiers LC NNNM coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 30 of 51 If there are many resul
36. logic Home Menu Profile Help Logout Bookmark Previous Close Address Book Search Within Department VS Local Authorities X Remove Filter Department Name a Type E Buckinghamshire Local Authorities Departments E 2 Fs Bury Local Authorities a All Departments 5 Liquid Test Team 75 Local Authorities Department Name Decret Department Details We Active Status To select a department from the list click on the name of the department This will take you to the department details and list any users within that department Filtering Within a Department In this example all professional within the Leeds General Hospital department have been listed on the right hand side Only a maximum of 20 professionals will be listed on the screen with the ability to search further pages of the department by clicking on the page number If there are a number of pages of professionals you can use the Filter option Home Menu Profile Help Logout Gis adress Bock Eora Leeds General Hospital Hospital My Contacts My Contacts All Professionals Departments BS All Departments Y gt Leeds General Hospital Groups All Groups Department Details Type Hospital Description Leeds General Hospital Active Status Noton System Address Details Address Main Road Leeds Postcode LS3 gt New Professional Telephones gt Add Contact Number Department Type amp Description
37. m If you have been provided with a shortcut to the application double click on the application icon If you have not been given access to an application icon the eCAF system can be found by accessing the internet and typing in a web address available from your system administrator You will then be presented with a similar User Login screen 1 Enter your Login ID and click OK Lig idlogic Please enter your Login ID User Login ID Your User Login ID is how you identify yourself to the system If your password or secret questions have been compromised you should change them immediately You can do this by logging in and selecting Update My Profile from your home page Security Check The address bar at the top should start with https identifying a secure page Forgotten your login ID Tf t does not or there is no address bar you may be about to give away your security details Click for your options DO NOT CONTINUE TO INPUT YOUR DETAILS Unauthorised Access Any unauthorised attempt to access this system will be monitored and may be subject to legal action You will then be prompted to enter random characters from your password as below 2 Enter the relevant characters and click OK to continue L d U Te og Le Login Stage 2 Password Hello claire wallace Password Please enter the third fourth and seventh letters of your password We will never ask you for your complete password e e E e
38. me 23 Postcode LS12 34R Post Code Country If you don t have a postcode try using street and town instead House No Name 23 Town City London If you are unable to find the address complete the details in the form and select New Address Should you need to remove an existing address select Clear Address coocoo LI C U I d O g IC Commercially Confidential eCAF General Page 48 of 51 For more information on using wildcards see the section on Searching 4 To select one of the addresses from the list click on the address Liguidlog IC Home Menu Profile Help Logout Gazetteer Address Lookup Address Help Liles oii ils Matching addresses are listed below If the address you require is listed select it Street If not try repeating your search with more general details Area ue PostCode Country Town City i Brrokfield House Selby Road LS25 1NB County 12 Oak Tree Lane LS1 Post Code Orchard House Ward Street LS1 121 Cherry Tree Lane LS1 Brookfield House Selby Road West Yorkshire L525 1NB X Great Britain des M 22 Lowe tae PW ress 7 14 Porter Lane L51 Country The address will be displayed within the Create record screen Li idlogic Home Menu Profile Help Logout ECAF Find Adult or Child Create Cancel Personal Details EEst iue Name amp Gender Aer Home Address Title Address 55 Main Street Leeds L51 6AA Surname ekip
39. me Menu Profile Help NH Update Claire Wallace Logar Your Password iSZeliga Me reum ALALE OA Current Password Help Current Password Your password is a secret word or short phrase known only to you You should not give this password to anyone New Password New Password We will only ask you for PART of your password Password Confirmation It should be a minimum of eight characters long and should ideally contain numbers too Current Password Expiry Please note that passwords are case specific ie NorthWest42 is different to northwest42 Expiry Date 01 Jan 2008 Passwords are set by the system to expire after a period of time You will be notified by the system 7 days before your password is due to expire and then every day until it is changed or expires You can change your password at any time by following the steps below 2 I 4 Enter your current password in the Current Password field Enter your new password in the New Password field Confirm your new password by entering it again in the Password Confirmation field Click Update to accept the changes and return to your Home Page Please Note Your password must be at least 8 characters long and contain at least 2 numbers Please see the Help information on screen for further information Security Questions Please Note The use of secret questions is site specific therefore you may not be prompted for such information 1 Select the
40. n 2000 01 Feb 2002 01 Feb 1968 22 Dec 2000 Main Home Main Home Main Home Main Home Main Home Main Home Main Home Main Home Main Home Main Home 12 Arnciliffe House Arnciiffe Road 12 Arnciliffe House Arnciiffe Road 12 Arnciliffe House Arnciiffe Road 12 Arncliffe House Arnciiffe Road 34 Lawns Hall Close 12 Arnciliffe House Arnclffe Road 12 Arncliffe House Arnciiffe Road 34 Lawns Hall Close 12 Brookfield Road 34 Lawns Hall Close West Park West Park West Park West Park Adel West Park West Park West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire West Yorkshire Ls16 5JE Ls16 5JE Ls16 5JE Ls16 5JE LS16 8HY Ls16 5JE Ls16 5JE LS16 8HY LS25 1NB eooo0 C U I d O g IC Commercially Confidential eCAF General Page 28 of 51 Address Book The Address Book area of PROTOCOL eCAF is accessed at various stages of the Process whenever a user is required to make a selection from a department user workgroup or when adding Key Agencies and Professionals on a child s record You can also access the Address Book from the home page by clicking on the Address Book link from the left hand side of the screen Home Menu Profile Help Logout Welcome ESE Worktray 0 Configure Claire Wallace e Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notic
41. nter any additional information that you feel may be useful for other users to know This could include alternative contact details contact times or your availability i e part time hours Liqguidlog IC Home Menu Profile Help Logout Update Claire Wallace X uir n e M e AC UV Other Information Availability Comments Help I work at county hal Monday Thurs Here you can provide additional information that may be useful to others Work from home on Friday This might include alternative contact details and preferred contact times Languages Spoken k Add Language CRB Checks k Add new CRB Check Other Information Unique ID kadams Staff No 12 Integration ID On completion prior to clicking Update you must accept the changes by confirming your password Please see the relevant instructions under Your Details if you unsure on how to do this Additional Information such as languages spoken and CRB checks in relation to a PROTOCOL eCAF User can also be recorded veoo090 Li C Ul d O g IC Commercially Confidential eCAF General Page 11 of 51 Languages Spoken 1 Click Add Language Update Claire Wallace Vee er ON ot M wee tence Other Information Availability Comments Help I work at county hall Monday Thurs Here you can provide additional information that may be useful to others Work from home on Friday This might include alternative contact details and preferred contact times Languages Spoken k
42. oks Select Home to return to your homepage once you have found the style you prefer siye sve Se Preference You can also change the size of your browser window We recommend a minimum size of 1024 x 768 2 Select the v from the style menu you will be given the following options Standard Black Blue Brown Grey By selecting any one of these options the colour throughout the system will change 3 Repeat this for the size option These options will resize the text on the screen eecce LI U d O g IG Commercially Confidential eCAF General Page 16 of 51 Once you have chosen your visual setting options click Set Preference this will save and apply the settings Please Note The larger the font size the more the scroll bar may have to be used throughout the system to navigate through the screens Worktrays Your Worktray When you log onto the system the profile that you have been set up with will determine what you can see and do within your worktray Home Menu Profile Help Logout NS l M 2 AR V T INS Welcome EX Worktray 0 Configure Claire Wallace Liquid Test Team p By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 This Task Tray is Empty User Options Update My Profile gt Visual Settings Diary and Addresses S My Diary Y Department Diary la Addres
43. ol Nurse Picture Professional Details Telephones Actions 7 Al Professionals 9 Ful Name Miss Helen Davis Add Contact Number Update Details K Miss Helen Davi Job Tee School nurse contac s upload image Staff Type Departments ee EN Availability QD AI Departments Active Status Not On System XO Liquid Test Team Department Kingsway Infants School 2 KEY AGENCIES Security Profile 23 SCHOOLS Lanquages Spoken Kingsway Infants School CRB Checks Add new CRB Check Identifiers Core System ID Staff No 13 For further guidance on adding languages to a professional s details refer to earlier section Languages Spoken within this manual Add CRB Check s To input details of any Criminal Records Bureau CRB Checks performed on professionals within the address book Click Add new CRB Check Li iqgqu dlogic Home Menu Profile Help Logout x Cose address Book Bookmark lt Previous My Contacts Miss Helen Davis School Nurse Picture Professional Details Telephones Actions Al Professionals Full Name Miss Helen Davis k Add Contact Number Update Details MissHelen Davis Helen Davis Job Title School Nurse P Upload Image 9 apa Contact g Departments mes vem Availability W AI Departments Active Status Not On System X2 Liquid Test Team Department Kingsway Infants School V5 KEY AGENCIES Security Profile T SCHOOLS Languages Spoken X2 Kingsway Infants School Add Language Id
44. on Commercially Confidential eCAF General Page 20 of 51 EXE Worktray 18 Sela ee ae Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child Task Description Expand All Collapse All e Jed Bartlett 9 years 4 No Jue Date Jed Bartlett 9 years it Episode Open for more than 1 Year Episode Open for more than 1 Year Due Date Jed Bartlett 9 years Active Episode No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request 05 Nov 2010 14 22 Jed Bartlett 9 years Triage John Edmunds 10 years 1 No Due Date John Edmunds 10 years Episode Completed Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage North No Due Date Hermione Grainger 4 years Consent Denied 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes amp Josh Lyman 9 years 2 No Due Date Josh Lyman 9 years Triage North No Due Date Josh Lyman 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year amp Anakin Skywalker 3 years 4 No Due Date Anakin Skywalker 3 years Active Episode If you want to expand or collapse all of the worktray follow the next steps 1 Click on the Expand All or Collapse All option from the header bar at the top of the worktray Worktray 18 BETIS Configur
45. on needs For further information on updating Date of Birth details please refer to the eCAF Demographics document Commercially Confidential eCAF General Page 47 of 51 Adding an Address 1 From within the Create screen click on Lookup Address Name amp Gender Main Home Address Title Address Se D EN vaide OO Secondary Occasional Address Address e e Lookup Address Age Date of Birth Vaidsnce Date of Birth Expected DOB 1 dainm yyyy Locality Approximate Age Locality me L 4 Date of Death 1 aamm yyyy E Hail Disability EM Does this person have a disability Is this person on the Children s Disability Register Does the child have special education needs 2 Enter some search criteria to find the address The wildcard symbol can be used in any of the search fields to replace one or more characters 3 Click Search for Address This will return a list of results matching the search criteria entered Liguidlogic Home Menu Profile Help Logout Gazetteer Address Lookup Address Help House No Name Street Locating or changing an address You can search for a known address by entering details in this form and selecting Search for Address Area Use house number and postcode if possible since this wil often uniquely identity an address Town City The example below shows how such queries should be entered County House No Na
46. ontacts Local Authorities Local Authorities Professionals Department Details Department Type amp Description G All Professionals m Type Local Authorities No users Fun Description Local Authorities Departments a Active Status Not on System Al Departments ha Address Details k Local Authorities id MERE ie Barking and Dagenham Postcode T Barnet Telephones Barnsley Add Contact Number F3 Bath amp NE Somerset D Bedfordshire SD Bexley D Birmingham T Blackburn with Darwen Pages 1 2 3 4 5 6 15 fiter QS pG C GS OEOa d There is also the option to Filter the departments Click on Filter to view the Query tab as displayed below This will allow you to filter on the chosen department by Type Active Status and by entering part or all of the Description Liqguidlog Le Home Menu Profile Help Logout Gose Address Book Bookmark lt Previous Search Within Departments Department 23 Local Authorities X Remove Filter a All Departments Department Name Sr ECAF Team 4 Liquid Test Team Department Details G Local authomes Type Please Note If only part of the description is entered a wildcard must be used In this example the query results show after a filter has taken place on the Type of departments being matched to Local Authority and Description containing Bu coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 35 of 51 Li qgquid
47. orker 1 i Liquid Test Team Group By Date Task Child Address Locality Order By StagrzDsee tDue Date Timeframe outstanding within that group System Notices Due Date Task Description CApaiiu All CUNdpse AI ECAF 4 0 2 l E Triage North 2 No Due Date Hermione Grainger 4 years Triage North Update My Profile No Due Date Josh Lyman 9 years Triage North Visual Settings Li idlog c Home Menu Profile Help Logout Active Episode 3 No Due Date Anakin Skywalker 3 years Active Episode ki My Diary No Due Date CHD Anne Example 10 years Active Episode Y Department Diary No Due Date Jed Bartlett 9 years Active Episode he Address Book amp Action Plan Authorised 1 No Due Date Anakin Skywalker 3 years amp Action Plan Authorised The Meeting is complete and the action plan is now authorised Diary and Addresses Messages gt Your Messages 2 amp Episode Open for more than 1 Year 3 No Due Date Josh Lyman 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year ECAF Query No Due Date Jed Bartlett 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year p2 Find Adult or Child No Due Date Toby Ziegler 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year Order by Child 1 Click on the Child option from the Group By selection this will group all of the tasks by the child Li idlog ic Home Menu Profile Help
48. orth No Due Date Hermione Grainger 4 years Consent Denied p2 Find Adult or Child 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes ECAF Query amp Josh Lyman 9 years 2 des lsa Rin Nuna N t If the task description is selected you will be taken through to that task eooo LI C U I d O g IC Commercially Confidential eCAF General Page 17 of 51 Home Menu Profile Help Logout Welcome SE wWorktray 18 EUA Social Worker 1 Liquid Test Team Configure Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All amp Jed Bartlett 9 years 4 No Due Date Jed Bartlett 9 years Disode for more than 1 Year Episode Open for more th ECAF 4 0 2 User Options Update My Profile No Due Date Jed Bartlett 9 years Active Episode Visual Settings No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request Diary and Addresses 05 Nov 2010 14 22 Jed Bartlett 9 years Triage Bis My Diary John Edmunds 10 years 1 y Department Diary No Due Date John Edmunds 10 years Episode Completed we Address Book Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Messages gt Your Messages 2 Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage Nort
49. quid Test Team E Address Kingsway 23 KEY AGENCIES Leeds B SCHOOLS i Postcode LS1 Kingsway Infants School Telephones k Add Contact Number coocoo LI d O g IC Commercially Confidential eCAF General Page 39 of 51 Updating Professional Details If you need to update any of the Professionals details or add further contact details for the professional you must first of all be in the professionals details Click on Update Details Liguidlogic Home Menu Profile Help Logout Gose Address Book Bookmark Prevous My Contacts Helen Davis School Nurse Professional Details Telephones Actions amp F Al Professionals Full Name Helen Davis Add Contact Number Update Details Helen Davis Job Title School Nurse Upload Image Staff Type Contact Departments iai EMail Availability T All Departments Active Status Not On System XO Liquid Test Team Department Kingsway Infants School X3 KEY AGENCIES Security Profile e SCHOOLS Languages Spoken T Kingsway Infants School Add Language CRB Checks Add new CRB Check Identifiers Core System ID Staff No 13 By updating the details the original details can be amended Ligu id og IG Home Menu Profile Help Logout Update Helen Davis School Nurse Update Helen Davis School Nurse Professional Name Title Forename Surname Davi Professional Details Job Title School Nurse Telephones k Add Contact Number Professional Contact
50. recorded Identifiers Core System ID Staff No 5 Once a user has been selected click Create The person selected will now be listed under Manage Tray Publications To remove this person click on the X this will disable the view of your worktray from this person s tray Create a new tray publication New Tray Publication for Helen Butler Publisher s Details Publisher Helen Butler Subscriber s Details Subscriber Ecaf User 1X Audit Modified By Modified Date Any users that have subscribed to your worktray will be listed on the right hand side TIP Click the red cross to remove a tray publication as required Worktray 6 Manager Tray East CAT CAF Team 1 North CAT CAF Team 3 Stow empty gt Configure Favourite Trays Tray Subscriptions Tray Publications iii Ecaf User 1 X When the person who you have published your worktray to logs into the system and selects the Configure button to views their Subscriptions they will see the following screen 6 To view a worktray listed under the Tray Subscriptions option select the check box of the users whose tray s you want to view and click on Apply Selected An additional worktray tab will now appear across the top of the screen which can be selected to view or pickup the tasks from this user eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 23 of 51 Worktray 0 Helen Butler 6 Configure Favourite Trays Tray Subscript
51. rimary Notes English Mother Tongue Mother Tongue v Yes Italian Fluent Fluent No b Add Language CRB Checks CRB Status CRB Date Valid until 1 Passed 01 Feb 2008 01 Feb 2009 k Add new CRB Check Other Information Unique ID kadams Staff No 12 Integration ID Further CRB Checks can be recorded against your profile by following steps 1 3 above coocoo LI C U I d O g IC Commercially Confidential eCAF General Page 15 of 51 Updating the Visual Settings You can amend the way the system looks i e font size and colour from within the system 1 From the home page select Visual Settings from the User Options section Home Menu Profile Help Logout Welcome Claire Wallace Liquid Test Team Subscriptions Group By Date Task Child Address Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 3 6 This Task Tray is Empty User Options Uta e My Diary m Department Diary ki Address Book Messages Your Messages 0 ECAF Query 4 Find Adult or Child Search ContactPoint This will take you to the following page Y BET E E Liquid log IC Home Menu Profile Help Logot th Change Visual Settings You can use styles to change how the Protocol system appears within your browser Each one has its own colour scheme and fonts Choose a style and size from the boxes below and select Set Preference to see how it lo
52. rintable View Home Menu Profile Help Logout Search Within Department e Leeds General Hospital X Remove Filter Professional Name Surname Forename And Professional Details Job Title Staff Type Active Status Professional Identifiers Unique ID Coe Access Sock Sese Andrea Jones Pediatrician Professional Details Full Name Andrea Jones Job Title Pediatrician Staff Type Status Active Status Department Security Profile Identifiers Core System ID Staff No Not On System Leeds General Hospital Team Manager Nurse Nurse Telephones gt Add Contact Number Contact EMail Availability Full Name 1 3 Andrew Copton 2 amp Andrew Tellon 3 3 Andrea Jones Leeds General Hospital Leeds General Hospital Pediatrician Leeds General Hospital Actions gt Update Details gt Upload Image Whilst searching for professionals departments and organisations within the Address Book the results of a search can be printed Conduct a search using either the All Departments or All Professionals section For further guidance on searching within the Address Book refer to the All Professionals or All Departments sections in this manual coocoo LI C U I d O g IC Commercially Confidential eCAF General Page 37 of 51 Liguidlogic Home Menu Profile Help Logout My Contacts My Contacts Gose Address Book reves Professional
53. ry Contact Type Contact Number Notes Start Date End Date Office Phone 0113 2321001 01 Nov 2006 New Number Click here to add a new number All contact numbers that have been added will now display under the section of Telephones on the Your Details tab The telephone number set to be the primary contact number is the one showing in a bold font Update Claire Wallace Your Details Your Password Security Questions Other Information About You Help Title Forename Claire Surname Wallace Please enter your contact details here We will contact you using these details Please ensure that all mandatory fields are filled in Other Names Maiden Mame Claire Jones Add Other Name Contacting You EMail claire wallace amp gov uk Telephones Office Phone 01132321001 Update Contact Numbers Department Security Department Liquid Test Team Job Title Prafile Practitioner To make any changes updates enter the new information into the fields displayed on the screen On completion prior to clicking Update you must accept the changes by confirming your password to do this 1 Click the Your Password Tab 2 Type your password into the Current Password field 3 Click Update to accept the changes If you forget to do this the following message will appear eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 9 of 51 Your Password Select the Your Password tab Melt rel erent Ho
54. s Professional Name Summe Professional Details Job Title Staff Type Active Status Printable View f Al Professionals 4 Ful Name a Departments D All Departments Forename G Bela Reece Al Groups Professional Identifiers Ww DAN HD ua A WN Unique ID A p pap m N G Admin Person G Andrew Griffin Child Protection 1 G Claire Wallace Helen Shaw GF John Jones amp f John Stones amp f Norman Web system User G Team Manager 1 Query Results 12 Job Title Liquid Test Team ECAF Team ECAF Team Liquid Test Team Liquid Test Team ECAF Team Kingsway Infants School West Leeds Police Station ECAF Team Liquid Test Team All Departments Liquid Test Team eCAF Administrator Social Worker eCAF Assessor Head Teacher Constable eCAF Assessor To print the results of your search click Printable View and then choose the print option within your web browser X Close Printable View Social Services Confidential Information Fer 8 Job Title G Admin Person Liquid Test Team TEES G Bella Reece eCAF Administrator G Child Protection 1 ECAF Team Liquid Test Team Claire wallace Social Worker Liquid Test Team p rarae I G John Jones Head Teacher Kingsway Infants School GF John Stones Constable West Leeds Police Station G Norman Web eCAF Assessor G Team Manager 1 ECAF Team Liq
55. s Book Messages Your Messages 0 ECAF Query 4 Find Adult or Child The Worktray is the area where you can view current tasks for the children you are involved with as well as viewing children that you are the Episode Co ordinator for that may not have any current open tasks The two main areas of the worktray are the details relating to the Child and the Task Description By clicking on the child s name you will be taken to the child s demographic tabs Home Menu Profile Help Logout Welcome Worktray 18 EJA VS Configure Social Worker 1 Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 i amp Jed Baryt User Options No Due Date Jed Bartlett 9 years piSode Open for more than 1 Year Episode Open for more than 1 Year gt Update My Profile No Due Date VET LE APA Active Episode gt Visual Settings No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request Diary and Addresses 05 Nov 2010 14 22 Jed Bartlett 9 years Triage e My Diary amp John Edmunds 10 years 1 a Department Diary No Due Date John Edmunds 10 years Episode Completed Address Book Anne Example 10 years 1 No Due Date Anne Example 10 years Active Episode Messages Your Messages 2 Hermione Grainger 4 years 3 No Due Date Hermione Grainger 4 years Triage N
56. ss Helen Davis School Nurse Please select a telephone number to update Primary Contact Type Contact Number Notes Start Date End Date Work Phone 0113 2320100 lt Click here to add a new number To amend an existing contact number select the contact number and update the details to apply the update Click Update Record Liguidlog IC Home Menu Profile Help Logout Telephones for Miss Helen Davis School Nurse Update Recon Update Telephone Type Work Phone w Contact Number 0113 2320100 Notes Start Date End Date Please select a telephone number to update Primary Contact Type Contact Number Notes Start Date End Date Yes Work Phone 0113 2320100 20 Dec 2006 z Click here to add a new number If further contact numbers need to be added to the professional at this stage then Click New Number the same steps to Add Contact number are followed Li iguidlog Le Home Menu Profile Help Logout Telephones for Miss Helen Davis School Nurse Please select a telephone number to update Primary Contact Type Contact Number Notes Start Date End Date Work Phone 0113 2320100 lt Click here to add a new number coocoo LI C Ul d O g IC Commercially Confidential eCAF General Page 42 of 51 Add Language s To record the language s spoken by professionals click Add Language Liguidlogic Home Menu Profile Help Logout My Contacts Cose Address Book Bookmark Previous My Contacts Miss Helen Davis Scho
57. th Date of Birth Age Gender Address House Mo or Name Street Town Post Code You will be taken to the following screen where information can be added to create the person Any fields in a red font are mandatory and ECAF Find Adult or Child must be populated in order to create this record eee Create ccc Although the DOB field is not mandatory an approximate age for the person can be Personal Details IET recorded instead when creating a new person Name amp Gender Main Home Address Title Address i i Lookup Address Surname Valid since Forename i Secondary Occasional Address Gender Address e Lookup Address Age Date of Birth Valid since Date of Birth Expected DOB aamm yyyy Locality Approximate Age Locality Locality Notes Unborn Child eres Disability ey Does this person have a disability E Is this person on the Children s Disability Register Does the child have special education needs 4 Enter any of the details on the screen remembering to enter the mandatory fields If Date Of Birth is entered then the adult child record will show the actual Date of Birth details eoo000 LI C U I Cd O g IC Commercially Confidential eCAF General Page 46 of 51 Documents Case Notes Standalone Forms Name amp Gender Important Information Eum 21 MaijHome TestSHteet None atthis time Title from i Jan 2002 Leeds Surname Russell L51
58. tings Diary and Addresses e My Diary y Department Diary V Address Book Messages Your Messages 0 ECAF Query 4 Find Adult or Child Please Note If you have not been supplied with a login ID and password contact your system administrator eoo000 LI C U I d O g IC Commercially Confidential eCAF General Page 5 of 51 Updating Your Profile The Update My Profile option allows you to view and update your personal details It is possible to update your name contact details password security questions and any additional information at any time whilst using the system Alongside each section there is Help text to explain what information is required and how it should be entered 1 Click the Update My Profile option from your Home Page and the following screen will be displayed Update Social Test Worker Any fields that have a red Your Details Bii atris UO a ett e a a aaa font are mandatory within the system and must be About You filled in Title Please enter your contact details here Forename Chire We will contact you using these details Surnarre Wallace Other Names k Add Other Name Contacting You EMai claire wallaceQgov uk Please ensure that all mandatory fields are filled in Telephones t Add Contact Number Department Security Access Department Liquid Test Team Job Title Profile Practitioner There are 4 tabs of information that can be updated changed e Your Details e Your
59. ts they will be shown over a number of pages However if further information is known the query can be amended and the search can be refreshed In this example some details have been added to the Job Title field and the query has been run again to reduce the results Liguidlog IC Home Menu Profile Help Logout My Contacts Close Address Book etae Vew surname Ge John Jones Head Teacher Kingsway Infants School Professional Name gt Forename Professional Details Job Tiie sa Type Active status Professional Identifiers wwe 0 From the Query Results if the professional you want to select appears in the list click on their name to open their contact details If the professional does not appear in the list you may have to refine your search or add the professional to the system access rights permitting Bookmarking a Contact Once a professional has been selected an option of Bookmark will appear at the top of the screen 0000 v Close Address Book Bookmark lan Jones Dr Picture Professional Details Telephones Actions Full Name Tan Jones Contact Job Title Dr s EMail Staff Type Availability Status Active Status Hot On System Department The Doctors Security Profile Practitioner Other Names k Add Other Name Languages Spoken CRB Checks No CRB Checks recorded Identifiers Core System ID Staff No B coocoo LI U I d O g IG Commercially Confidential eCAF Gener
60. uid Test Team All Departments Liquid Test Team Adding a User to the Department The option to add a New Professional to a department may be available to the user This option is configured by the system administrator and may not be available to all users To add a new professional within the department click on New Professional from under the Actions section of the department details screen LIQ eo UI d O g IC Commercially Confidential eCAF General Page 38 of 51 Liguidlogic Home Menu Profile Help Logout My Contacts Department Type amp Description Al Professionals Type School Q John Jones Head Teacher Description Kingsway Infants School Departments h Active Status Not on System o Al Departments d Address Details j NS p Address Kingsway KEY AGENCIES Leeds D SCHOOLS Postcode LS1 Y Kingsway Infants School P New Professional Telephones bk Add Contact Number Enter the relevant details to add the professional on the system and click Create Once created the professional will now be attached to that department and will now be available when conducting a professional or departmental search for all other users to access Liguidlogic Home Menu Profile Help Logout Department Type amp Description Al Professionals Type bcd QX Helen Davis School Nurse Description Kingsway Infants School n JohnJones Head Teacher P Active Status Noton System o Al Departments i Address Details SD Li
61. ure Social Worker 1 Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe Due Date Child Task Description Expand All Collapse All 34 Lawns Hall Close 4 No Due Date Hermione Grainger 4 years Triage North Update My Profile No Due Date Anne Example 10 years Active Episode Visual Settings No Due Date Hermione Grainger 4 years Consent Denied 19 Oct 2010 11 10 Hermione Grainger 4 years CAF Assessment Outcomes amp Confidential 9 Y Department Diary No Due Date Josh Lyman 9 years Triage North No Due Date Josh Lyman 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year IB Address Book No Due Date Jed Bartlett 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year No Due Date Jed Bartlett 9 years Active Episode No Due Date Toby Ziegler 9 years Episode Open for more than 1 Year Episode Open for more than 1 Year No Due Date Jed Bartlett 9 years Single Service Request Please complete the Single Service Request ECAF Query 05 Nov 2010 14 22 Jed Bartlett 9 years Triage A Find Adult or Child 08 Nov 2010 11 05 DET Lionel Tribby 9 years Service Provision Please allocate the resource that will deliver the service 09 Nov 2010 14 20 Toby Ziegler 9 years Meeting Organise Meeting Messages Your Messages 2 8596 South East Street 4 No Due Date Anakin Skywalker 3 years Active Episode No Due Date
62. will be locked for a period of time The more attempts you make to login with an incorrect password the more the period of time your account is locked out for will increase If you get locked out you will need to contact your system administrator to be released before attempting again Once the password has been entered correctly you will be asked at random one of your security questions see example below Please note The use of secret questions is site specific therefore you may not be prompted for such information L q U Te og Le Login Stage 4 Change Password Hello claire wallace Your Secret Question Secret Question place of birth This is one of your secret questions This is third defensive barrier to control access to this system You need to type in the answer to the question EXACTLY as you previously entered it when setting up your secret questions 3 Enter the response to the Security Question and then click OK to continue This will open your home page within the application The options displayed on the home page will be dependant upon your access profile Home Menu Profile Help Logout Welcome Worktray 0 Configure Social Test Worker Liquid Test Team Group By Date Task Child Address Locality Order By Start Date Due Date Timeframe System Notices Due Date Child Task Description Expand All Collapse All ECAF 4 0 2 This Task Tray is Empty User Options Update My Profile gt Visual Set

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