Case recordkeeping requirements in youth part
Compiled text through Sep 15, 2021
Register checked through Jul 29, 2026
Later Register activity found — review the notice before relying on the compiled text.
Dates and status
- Compiling agency
- Executive Department
- Text status
- Source receipt
- Compiled text through
- Sep 15, 2021
- Register checked through
- July 29, 2026/Vol. XLVIII, Issue 30 (2026-07-29)
- Activity status
- Later Register activity found — review the notice before relying on the compiled text.
- Latest notice
- CJS-47-22-00002-A · Adopted rule · Mar 29, 2023
- Source snapshot
- Jun 6, 2026
(a)All probation case plan records shall be kept in either paper or electronic format or a combination of both.
(b)Where pretrial release services commenced, probation records shall include the following, where applicable:
(1)terms and conditions of the pretrial release service ordered;
(2)results of any risk assessment that measures failure to appear;
(3)release of information forms;
(4)referrals to and/or summaries from any court ordered or otherwise appropriate programming/services, or other relevant collateral documents or information;
(5)other required case record information:
(i)date(s) of referrals to any court-ordered, or otherwise appropriate program/service and any available outcome information;
(ii)dates and types of contacts related to the case;
(iii)summary of pretrial release services provided may be included in the case file;
(6)any correspondence to the court related to the case.
(c)Where voluntary assessment and case planning services commenced, probation records shall include the following, where applicable:
(1)a copy of the youth part file and the date the packet was received by probation;
(2)documented date the youth was advised of the availability of youth part voluntary assessment and case planning services;
(3)documented date of the initial interview appointment;
(4)date the notice of agreement is signed;
(5)signed agreement consenting to participate in probation voluntary assessment and case planning services;
(6)all assessments and reassessments;
(7)documentation of all service referrals including:
(i)name of service provider;
(ii)primary and/or secondary reasons for the referral;
(iii)date of referral and outcome of the referral;
(iv)date services commenced;
(v)date services ended and outcome of the service; and
(vi)a brief summary of the service intervention efforts within the case plan;
(8)the initial case plan and any case plan updates that flow from reassessments;
(9)a brief closing summary regarding the provision of voluntary case planning and indicating the following:
(i)date of closure;
(ii)assessment findings;
(iii)referrals and progress while engaged in the service/ intervention;
(iv)addressing any identified needs; and
(v)whether the youth was successful or unsuccessful with voluntary probation case planning services;
(10)any correspondence related to the case.
(d)Each probation department shall adhere to other applicable provisions of Part 348 of this Title governing case record management.