IEP/EP
Case Notes
Closure
Referrals
Supervisors
100

This is a map towards a goal that provides steps to achieving this goal and possible referrals to assist in your customer achieving these goals. A copy is also given to the customer.

What is an IEP or EP?

100

A customer called their CA to inform them that she obtained employment. CA requested verification of employment. What do you enter in CT HIRES

What is only a case note?   This scenario doesn't provide a service between the CA and customer and shouldn't count as a 202 activity. 

100

Before you complete a WIOA closure for a participant who completed a training and is working you need to do this. 

What is close all activities, upload all credentials,  upload wage run/work number, EVF's have been created and approved, employment plan is closed.

100

I am a customer interested in health care and I need assistance with a OJT, what referral should the CA make?

What is REACH and DWG?

100

This supervisor is a Leo, loves to travel, and has one sister, two half brothers, one half sister, 1 step sister, and two step brothers. 


.

What is Rebecca?

200

These are the steps to achieve the goal. These include the referrals, participation and job seeker actions.

What are objectives?

200

things to avoid in general case notes?

sensitive / confidential information

slang/cliches

opinions

cut and paste

200

When would a CA remove their name from a case

What is never for WIOA and only if a case was denied from STS? (JFES)

200

Steps that must be completed before BSU referral


I am a customer who scored a Tier 1 or Tier 2, barriers have been addressed and customer has a resume

200

8/15

4/15

7/4

8/11

2/18



What are the supervisor's birthdays?

300

mandatory  components in an IEP.

WIOA:  

Referrals/barriers

Training (if applicable)

Job Goal(s)  

JFES:

training (if applicable)

job goal

referrals/barriers

objectives

target wage per family size


300

Case notes should always include:

Type of Service

Description of service provided

Who, What, When, Where and Why

300

These are factors to address in deciding to close a case. (WIOA)

Is the customer employed, is the customer participating in services, has the customer received services within the past 30-60 days, does the customer state if they want to continue and have they achieved their employment goal.

300

Must have an interest in the following fields: Manufacturing, Allied Health and Culinary and participant can't be enrolled in school.

What is a youth referral?

300

This supervisor loves to cook.  This supervisor loves reality tv.  This supervisor is a master at scavenger hunts   

Who is Martiza?

400

These are the steps in closing an IEP.

What are closing out the objectives and goals and completing the date of completion and marked as successful or unsuccessful?

400

In JFES where do you add confidential and or sensitive case notes?


WRA

400

In JFES when do you close a case?


only DSS can close a case

400

Referral process for Customer Services/Sales

Sign up for ASCC

Register participant for all 4 days in CT Hires

Send Malinda the registration form

Case note in CT Hires that a referral has been made.

400

This supervisor modeled for John Casablanca.

Played soccer and softball in high school.

Walked a 5k Marathon for Breast Cancer Awareness.  

Who is Lydia?

500

The CA must obtain the following necessary information regarding employment

What are the:

Start date of employment/Job Title

Number of hours per week/hourly wage

All employment information (name, address, contact person, phone number)

Benefit Eligibility

500

The following items are found on the JFES/WIOA quarterly audits about case notes.  (7 items)

What are:

Are they updated within 24 hours, has followup been updated within 24 hours, have the WRA barriers been discussed in case notes?

Updated monthly and include the next appointment, case notes are updated within 24 hours, and if the customer is not compliant, CA has three attempts monthly with two different attempt methods on different dates?

500

When a case is in closure, the CA is responsible for the following process. (WIOA)


What is the 90-60-30 soft exit process?

500

I am a participant with a Language barrier, childcare barrier, not complying with CA appointments, or CA has returned mail from appointment letters. 

What is a BIR referral?

500

This Supervisor once danced on TV with Kelly Ripa on "Dancing on Air."

Who is Donna?