Case Management Global Forms - 2nd Edition

Appropriate documentation by caseworkers facilitates effective and accountable case management. Documentation is the process of collecting and storing information specific to individual children and their families, including both information that the child and family provide directly as well as any information collected indirectly. 

Case Management Forms are essential for gathering and documenting information as part of the case management process by ensuring consistency in assessments and decisions. They also support monitoring and supervision. 

These Standard Child Protection Case Management Forms in Humanitarian Settings have been updated in 2024 under the Alliance by the Case Management Task Force.

The purpose of these forms is both to:

1. Facilitate caseworkers in their casework at each step of the case management process.
2. Facilitate trend analysis of data collected to further inform programming, advocacy and policy development at the national, regional and global levels. 

More specifically, the standard set of forms aim to:

• Provide a template of standard child protection case management forms which can be immediately deployed in humanitarian settings.
• Standardise child protection case management data collection, both within a particular context and across different contexts.
• Facilitate information sharing (in accordance with the information sharing protocols adopted in-context and general data protection principles) between service providers with data protection to address the child’s needs, ensure her/his protection and promote her/his wellbeing.
• Strengthen the overall quality of case management by promoting good case management practice at each step of the case management process.

The Form Groups include: 

• Core Forms: These forms should be used for all child protection cases where the case management process if fully implemented. 
• Supplementary Forms: These forms are used to completed additional steps as needed, for example referrals, case conferences and case transfers.
• UASC and FTR Forms: These forms are used when working with UASC and/or working on FTR. They are based on the vulnerabilities of the specific child. 
• UNHCR Forms
• Supporting Forms: These forms include tools to support those using paper information management systems organise their documentation practices

Download the Case Management Global Forms to learn more! 

Watch the Global Launch of the updated Case Management and Child Protection Guidelines and Global Forms here!