4.1.2
Closing Child Files
At the end of the program year or upon child transition midyear, FW/HV will complete the following:
- Collect all required documentation from teachers and place in the child file:
- Emergency Card / Permission to Share
- Family Portrait
- Individualized Transition Plan (ITP)
- Ouch Reports
- Parent Contact Sheets
- Behavior Observation Reports
- Teacher/Family Support Planning Sheet
- Add the Family Services section to the file.
- Add any confidential documents.
- Add travel file contents (Home-Based only).
- Return all medications to the family when possible (Center-Based only).
- Create the ITP, provide it to teachers for completion, and enter it into ChildPlus (Family Services Module).
- Complete the Notification of Family Transition (NOFT) for midyear transfers/drops only and scan to the Family Trans scan folder.
- Close all family goals and update all required PIR fields (Application, Health, and Family Services).
- Prepare a transition packet for children leaving SHS or transitioning to kindergarten.
- When applicable, assist families in locating a Head Start program in their new area (see HeadStart.org).
ChildPlus Enrollment Status
Update the child’s enrollment status in ChildPlus per SOP 8.4.03 – Update a Child’s Enrollment Status:
- Drop child midyear – FS Staff
- Complete child at end of year – Data Systems Coordinator
- Complete child transitioning from EHS to HS midyear – FS Staff
- Complete prenatal participants – Home Visitors
Child File Packaging Requirements
- Use 9×12 envelopes only with printed labels provided by Family Services.
- Place the label in the top-left corner of the envelope.
- Write the child’s full legal name on the envelope.
- Ensure all information is entered into ChildPlus.
- Do not combine multiple program years in one envelope.
- If more than one envelope is needed for the same program year, label each envelope, number them (e.g., 1 of 2, 2 of 2, etc) and rubber-band them together.
- Do not rubber-band different children’s files together.
- Place the most recent program year envelope on top.
Child File Return and Transfer
Return or transfer files as follows:
- Not returning to SHS: Coordinate with Family Services to return files to the Admin Office. See SOP Child File Check-In Process (4.1.3)
- Transitioning within SHS: Send/deliver file to the receiving FW/HV.
- Returning to same center or Home Visitor: Keep file onsite.
If a child is returning to the same center for the upcoming program year, refer to SOP 4.1.1 – Enrollment Packet for documents that may be carried forward. All remaining documents must be packaged and stored per this SOP.
Resources:
Individual Transition Plan (ITP)
Notification of Family Transition (NOFT)