The Guardian of the Person Report

Before You Begin

Before accessing the report screen, it is important to check some details against the case. Some information populates automatically on the report screen. If this information is not correct prior to accessing the report, you will need to delete the work you have performed in order to correct the information. Therefore, it is worth checking these details before beginning:

  • Check the guardianship type (limited or plenary) ordered in the case file against the information displayed on the GTS Case screen. If there is a discrepancy between what was ordered and the type displayed in GTS, the adjudication of incapacity needs to be removed and re-added with the correct information in order to display correctly on the Guardian of the Person report screen. It may not be possible to remove the adjudication if other reports have been filed, such as the Inventory report. If needed, contact support for assistance in correcting this issue.

  • Check the contact information provided for each guardian on the paper form against what is displayed in the Guardians section of the GTS Case screen. If the guardian provided an updated address, correct the participant record in order to reflect the correct address in the report when entering it GTS. For more information, see Updating Participants through a Case.

 

 

Accessing the Guardian of the Person Report Screen

To enter a paper-filed Guardian of the Person report, use the GTS Case screen. To access the report screen, perform the following:

1. 

Under Find a Case on your Dashboard, enter the case number and press ENTER. Optionally, if the case number is not readily available, click the Advanced Search link to locate the case. The GTS Case screen opens.

2. 

Click the Reports tab.

3. 

The grid displays the appropriate Guardian of the Person report. Click the Create Report icon Create Report icon in that row to open the report screen.

 

 

Part II. Personal Information about the Incapacitated Person

Question 1 - Incapacitated Person's Date of Birth

  • The date of birth for the incapacitated person (IP) defaults from the participant record that was added or updated when recording the adjudication. If the incorrect date of birth is displayed, correct it in the field. The participant record for the IP will be updated when the form is submitted.

Question 2 - Incapacitated Person's Current Residence

  • The address for the IP defaults from the participant record that was added or updated when recording the adjudication. If the incorrect address is displayed, correct it in the appropriate fields. The participant record for the IP will be updated when the form is submitted.

  • If the IP is in a residential facility, be sure to enter the facility name in the field below the address.

 


Part III. Medical Information

Question 1 - Medical Professionals

  • If the IP was treated by a type of medical professional that is not listed in the Medical Professional Type field, select Other then enter the type of practitioner in the Description field that displays.

Question 2 - Medical Problems of the Incapacitated Person

  • Given the likelihood that this information is not going to change significantly from one year to the next, any information that was recorded under this question in the previous year’s report is automatically copied to the same section of the current year's report. Any of the copied text can be edited as needed. This does not apply to final reports and any applicable information must be entered manually in that instance.

 

 

Part V. Information about the Guardian

Question 2 - Average Length of Visit

  • If the value selected in Question 1 of this section is I live with the Incapacitated Person, this field is disabled and not required.

Question 3 - Guardianship Log

  • If the guardian provided a copy of the log of the services they performed on behalf of the IP, it can be uploaded in the Signature and Affirmation section.

Question 4 - Guardian Training/Certification

  • Trainings or certifications may populate automatically if they had previously been added to the guardian's participant record and are still valid for the reporting period. Additionally, any new trainings or certifications added on the current report are saved to the participant record and will appear in any future reports created during periods where they are still valid.

  • If there is more than one guardian of the person that received the same trainings or certification, they should be entered separately.

 

 

Signature and Affirmation

Guardians

  • Since the guardian signed the paper-filed report, the signature and contact information fields for any guardians are disabled. If the address displayed for any guardian is incorrect, then this must be corrected in the participant record. You must click the CANCEL button at the bottom of the report (your work will not be saved) and update the address. For more information, see Updating Participants through a Case. You can then begin the Guardian of the Person report again. If you had previously started the Guardian of the Person report and saved it, you must remove it from the grid in the Reports section of the GTS Case screen, update the participant records for any guardians displaying an incorrect address, then begin the report again.

Comments

  • If the guardian provided any additional information about the guardianship that was not recorded elsewhere, enter them in the comments field. Do not use this field to record anything you wish to communicate to other court staff or any other details that are not recorded on the report by the guardian since the guardian and other interested parties may view anything entered in this field in GTS. Use other tools in GTS to communicate information between court staff during the review process.

Supporting Documents

  • If the guardian provided any supplemental documents with their filing, such as activity or visitation logs, they can be uploaded to the report. For more information, see Uploading Documents.

Save, Save and Close, Submit, Cancel, and View Draft options

  • Save - Saves any changes you made without exiting the report. You should save often. If you leave the report idle for an extended period of time, the report may time out and you will lose your changes. Unlike the Submit option, the GTS does not check if the report is missing any required information during the save process.

  • Save and Close - Saves any changes you made to the report and returns you to the Guardianship Case Management screen. Unlike the Submit option, the GTS does not check if the report is missing any required information during the save process. You can return to work on the report by clicking the Edit Report icon Edit Report icon in the grid of the Reports tab of the GTS Case screen.

  • Submit - Submits the report to the court. If required information is missing, the report will not be submitted and you will be prompted to add the missing details and resubmit.

  • CANCEL - Returns you to the GTS Case screen without saving any changes that were made since accessing the report screen.

  • VIEW DRAFT - Generates a draft of what the report looks like at the present time. This feature can be used before submitting to ensure the report appears the way it is intended. The draft of the report opens as a PDF in a new window or tab which can be used to print it. When finished, return to the tab in your browser for the UJS Web Portal.

 


Submission Filing Date/Time

After clicking Submit and OK, if GTS did not find any information missing on the report, the Submission Filing Date/Time popup screen displays. This is the last step that must be performed before the report is available in GTS. To record the this information, perform the following:

1. 

The Filing Date/Time defaults to the current date and time. Update the date and time to specify when the paper report was filed in the court.

2. 

Click the OK button. The report is submitted and you are returned to the GTS Case screen. A new case action for the Guardian of the Person report displays in the Case Actions grid. The report now displays in the Ready for Review section of your Dashboard.