Contact
Case Management
Salesforce
Coordinators
MISC
100

What is the required method of initial contact with a warrior or family member seeking WtoW assistance

What is phone

100

Every contact and attempt to contact the WR/FSM must be documented in the WtoW case as an

What is interaction

100

New employer accounts are created by selecting ____ tab on Salesforce

What is Accounts

100

Minimum amount of program introductions coordiantors are responsible for conducting during the week

What is 4

100

Wr/fsm confirmed that they have started working

What is a placement

200

Two-way interactions must be made every

What is 14 days

200

Post-employment follow-ups are conducted every

____,____, _____,____ days

What is 30, 90, 180, 360 days

200

Program status used when a warrior states they received an offer but have not started

What is pending employment
200

An optional document that a WR/FSM should have completed before the 1st discovery call with a career coach.

O*Net

200

Risesmart resumes are completed within how many business days?

What is 5-7 business days

300

To participate in the WtoW program, the WR/FSM must complete (unless by-pass is requested)

What is program introduction

300

Selected when WR/FSM is introduced to various job boards and taught how to optimize its utility 

What is job lead

300

Used when the WR/FSM is employed and all post-employment follow-up interactions have been completed

What is services delivered

300

What is the name of the software that the WR/FSM will use to register a time to attend the program introduction?        

Oncehub

300

 Required documents coordinators must receive in order to transfer a case over to a career coach

What is discovery sheet and resume/template

400

If the start date is more than two weeks out, two-way Interactions with WR/FSM should continue to be made a minimum of

What is 14 days

400

Coaching to prepare the WR/FSM to build and leverage professional networks to assist in obtaining employment.

What is Networking Prep

400

A two-way, ever-evolving conversation related to the employment journey of the WR/FSM

What is Discovery

400

Once a WR/FSM attends a WtoW Program Introduction, the Coordinator will update the program status to?

What is Documentation

400

Connections to organizations or programs that provide relevant education to assist in obtaining employment.

What is training resources

500

Closed case reason selected after having established contact with wr/fsm and they have not responded to any outreach

What is non-responsive

500

Closed case reason used when WR/FSM requires education/training before seeking employment

What is not ready

500

Can be requested when two cases are employed part-time simultaneously 

What is survey opt-out

500

Name 2 employment cycles the WtoW Coordinator will use during the Program Introduction.

What is?

  • Discovery
  • Resume Review
  • Job Search
  • Interview Prep
  • Job Placement
500

Once a WR/FSM attends a Program Introduction how is it marked in the campaign?

What is Partially Completed

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