Optima

Optima Login

Logging In

Logging In

  1. Go to casa.franklincountyohio.gov
  2. Select ‘Optima Login’ from options on main page.
  3. You will be navigated to the login page. Enter your username and password. If you are having trouble remembering your login, reach out to your CASA case manager or staff.
  4. Click ‘Log on’.
  5. If this is your first time logging in, click ‘Change Password’ In the upper left corner of the screen. If you do not receive an email, be sure to check your spam or junk folder. 

 

Adding an Associated Party

Step 1.Adding an Associated Party

  1. Under your Volunteer Dashboard, select your Case Name you wish to add to.
  2. Scroll down to the section block that contains ‘Contact Logs, To Do, Associated Parties’ etc.
  3. Click on the ‘Associated Parties’ tab.
  4. Once in that tab, select the green ‘Add’ button that is below.
  5. In the new page that opens, you will select for Party Type field the ‘Interested Party’ option.
  6. For the Associated Party field, you will select the dropdown that is titled ‘<<select party type>>’ and then select the party you wish to choose.
  7. Select ‘Save’ once your party is selected. A new page will open that will allow you to select and attach which individuals on your case you would like to associate this party with.
  8. If your party is not available in the drop-down list, select the ‘New’ button to the right of the field and follow the directions below.
  9. Once completed the associated party you added should show up in the list under the ‘Associated Parties’ tab on the main case page. 

Step 2.Adding A New Party:

  1. In the new page that opens, you will select for Party Type field the ‘Interested Party’ option.
  2. Under the ‘Interested Party Type’ field select from the drop down the type that best represents the party type you are entering.
  3. Complete the rest of the fields with the details of the party you wish to add. If you are missing crucial information, please reach out to your CASA case manager for support.
  4. Once you have completed the information fields, select ‘Create’ button at the bottom of the page.
  5. You will be returned to the previous page and should follow the steps to select your newly created party from the drop-down.
  6. Click ‘Save’ button once you have found your party. A new page will open that will allow you to select and attach which individuals on your case you would like to associate this party with.
  7. Once completed the associated party you added should show up in the list under the ‘Associated Parties’ tab on the main case page. 

 

 

Adding or Changing Placement

Adding or Changing Placement

  1. First, complete the steps to add an associated party to your case. You cannot change placement to an individual you have not added as an associated party. If the child on your case is current placed in a facility, you can add them without adding an associated party.
  2. On the main case page, scroll down to the section titled ‘Current Placements’.
  3. Select the green ‘Add’ button under that section.
  4. On the new page that opens, under the ‘Children Placed’ field select only the children that the placement pertains to. If the children on your case are in multiple placements, you will need to go through these steps again for every current placement.
  5. Under the ‘Placed With’ field select under ‘Interested Party’ the individual you previously added to the system. If your child is in a facility, you can add that instead under the field that specifies that.
  6. Under the ‘Placement Details’ field finish completing the information fields concerning the placement. If you are missing crucial details, please reach out to your CASA case manager.
  7. Once complete select the ‘Create’ button below.
  8. Follow these steps to add Foster Placements as well after adding them to the Associated Parties tab.

 

 

Uploading Documents

Uploading Documents

  1. Under your volunteer dashboard, select the specific case you wish to upload documents for.
  2. On the main case page, scroll down scroll down to the section block that contains ‘Contact Logs, To Do, Associated Parties, Documents’ etc.
  3. Select the ‘Documents’ tab, then click the green ‘Add’ button below once on that tab.
  4. On the new page that opens, under the ‘File Name’ field you will choose ‘Choose File’. You will then select from saved files on your computer which file to upload.
  5. Once it has been attached, you will move down to the ‘Document Type’ field and select the drop-down that says ‘<<select type>>’. Select from the list what document type best classifies the file you uploaded. If you have questions about what type your file is, please reach out to your CASA case manager.
  6. Move down after that to the ‘Document Date’ field and type in the date.
  7. Once complete, select the green ‘Save’ button at the bottom.
  8. You should then be able to see the uploaded document in the ‘Documents’ tab on the main case page. To view your document, you will select the magnifying glass logo at the far right on your documents line under ‘Action’. Your file will be downloaded, and you will be able to view it from your downloads. You can verify this way that the correct file uploaded.
  9. Before uploading your file, please ensure that the name of the file is descriptive and accurate on your computers files so once it is chosen to be uploaded it will be easy to tell what is contained in the file.
  10. If you are uploading time-sensitive or important documents your CASA case manager or attorney need to see, please email them separately to let them know it has been uploaded. Optima does not notify anyone when something is uploaded. 

 

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