1. (1) A case record of each client shall be maintained by the department. That record shall include:

   1. (a) Chronological log entries;
   2. (b) Periodic case planning summaries prepared in accordance with the department of correction’s case classification policies;
   3. (c) Case transfer summaries, if any;
   4. (d) Supervisory contact summaries;
   5. (e) Records of administrative decisions;
   6. (f) Reports from community-based residential facilities, if any;
   7. (g) A record of all written disclosures of information to social welfare agencies, law enforcement agencies or third parties, and of all information disclosed pursuant to a written request for specific information to social welfare agencies, law enforcement agencies or third parties;
   8. (h) The client’s court order and any court imposed conditions and obligations;
   9. (i) Copies of the client’s predispositional investigation report prepared under s. DHS 98.24 or 98.25.
   10. (j) The rules and conditions of the client’s supervision and the reasons for them;
   11. (k) Relevant information regarding institutional experience;
   12. (L) Information relating to conditional release or transfer planning, decisions and conditions; and
   13. (m) Other information as required by the court or the department.
2. (2) The agent shall maintain a chronological log of all case-related contacts.
3. (3) The agent shall prepare a case transfer summary as the last entry in the case record when the client’s supervision is transferred.
4. (4) The agent shall record all relevant information regarding administrative decisions including those relating to a client’s alternate care, absconding, revocation, transfer, discharge and extension. The record shall contain documentation of the reasons for each decision.
5. (5) The agent shall enter in the client’s record all reports received from alternate care facilities, educational institutions or contracting agencies which provide services to the client.
6. (6) Additional entries to the client’s record may be made at any other time if the agent or supervisor determines the entries are necessary or helpful in describing a client’s progress or adjustment under supervision.

History

History: Cr. Register, July, 1992, No. 439, eff. 8-1-92.