IWDS – Extensive Training for Case Managers

1. IWDS – Extensive Training for Case Managers 4104 02/06/2004

3. Objectives • Understand Terminology and System Overview • Enter a Customer • Create an Application • Determine & Certify Eligibility • Enroll a Customer • Modify a Customer and Application • Exit a Customer • Analyze Performance • Create Reports

4. Objectives Terminology Statutory Program Architectural Overview for TRAC TRAC vs. IWDS IWDS Phase I Technical Specifications Operating Systems Web Browsers Additional Software Table of Contents Chapter 1 System Overview • Internet Explorer Options • Illinois Workforce Development System • Logon • Change Displayed Toolbars • Staff Logon • Password Error • Staff Logon Response • Staff Menu • Change Password • Summary

5. Objectives Customer Definition Initial Customer Contact Search Existing Customer Find the Case Manager in LWA Select LWA Select Case Manager Name Enter Customer Information Select the New Customer Obtain the User Name and Password Table of Contents Chapter 2 Process a Customer • Use the Customer Menu • Customer Menu • Customer Information • Case Notes • List Case Notes • Case Notes • List Case Notes • Universal Services • Spell Check • Summary • Exercise: Add Customers and Additional Information

6. Objectives Staff Menu – Search Customers Select Customer View all Applications for Customer List Applications Add Application Guided Application Create WIA Application Contact Information Add Contact Additional Contacts Private Information Verify Compliance Verify Compliance Results Veterans Information Concurrent Programs Education Status List Credentials Add Credentials Employment Characteristics Characteristics & Barriers Public Assistance Family Characteristics List Family Maintain Family Family Characteristics Income Calculation Eligibility Determination Summary Lab Table of Contents Chapter 3 Create an Application Title 1A – Adult

7. Objectives Search Applications List Applications Application Menu Eligibility Determination Eligibility Determination Subgroups Criteria Rules Explain Eligibility Eligibility Determination Criteria Rules Criteria Documentation Table of Contents Chapter 4 Determine Eligibility • Eligibility Determination • Printed Application • Eligibility Determination • Certification • Services • Eligibility Determination • Summary • Lab

8. Objectives Create an App. Title 1Y Youth Search Customers List Customers Create Customer Customer Menu List Applications Application Definition Assessment Assessment Summary Application Menu Table of Contents Chapter 5 Create an Application Title 1Y - Youth • Guided Application • Create WIA Application • Contact Information • Add Contacts • Additional Contacts • Private Information • Veterans Information • Concurrent Programs • Tests • Education Status • Employment Characteristics • Characteristics & Barriers • Barriers

9. Public Assistance Family Characteristics List Family Maintain Family Income Calculation Eligibility Determination Certify Customer Add Tests Determine Eligibility Add Youth Goals Set hold Period for youth Goals Application Menu Assessment Summary Narratives Add Narrative Assessment Summary Employment Goals Income and Expense Printed Assessment Summary Customer Menu Summary Lab Table of Contacts Chapter 5 Create an Application ... (Continued)

10. Objectives Register a Customer for Services List Customers Customer Menu List Applications Application Menu Services Select Title Select Service Level & Start Date Select Activity Add Required Activity Information Table of Contents Chapter 6 Register a Customer for Services • Add Required Activity Information • Search Provider Relationships • List Provider Relationships • Add Required Activity Information • Add All Service Related Information • Services • Application Menu • WIA Additional Criteria • Cases note • Application Menu

11. Eligibility Determination Eligibility Documentation Certification Services Select Title Select Service Level and Start Date Select Activity Add Required Activity Information List Provider Relationships Search Provider Relationships Services Application Menu WIA Additional Criteria Application Menu Eligibility Documentation Eligibility Determination Certification Missing Data Application Menu Tests Add Test Services Eligibility Determination Certification Enrolled Services Table of Contents Chapter 6 Register a Customer (Continued)

12. Register a Customer for Services Eligibility Determination Add ITA Add Training Service Summary Lab Table of Contents Chapter 6 Register a Customer (Continued)

13. Objectives Staff Menu Search Customers List Customers Application Data Able to Change Customer Menu Additional contacts Maintain Contact Additional Contacts Application Menu Table of Contents Chapter 7 Modify a Customer & Add Application Details • Add Case Note • Application Menu • List Case Notes • Printed Case Notes • List Case Notes • Application Menu • Education Status • Application Menu • List Credentials • Add Credentials • List Credentials • Application Menu

14. Modify Customer and Add Application Details Application Menu NRP Periods NRP Period Dates NRP Summary NRMP Characteristics Income Calculation Family Characteristics NRP Summary Summary Lab Table of Contents Chapter 7 Modify a Customer & Add Application Details (Continued) • List Work History • Application Menu • Add Case Note • Application Data Unable to Change • Family Characteristics • Income Calculation • Contact Information • Private Information • Veterans Information • Add Universal Services

15. Objectives Search Customers List Applications View Application List Services Close Open Services Additional Info Close Service Close Service Application Menu Exit Control Panel Table of Contents Chapter 8 Exit a Customer • Add Job • Employment at Exit • Exit Control Panel • Enter Exit Date • Exit Customer • Application Summary • 1st and 3rd Quarter Post Exit – Wages • Post Exit – Wages and Credentials • Post Exit - Youth • Summary • Lab

16. Objectives Search Customer Add Customer List Applications Application Definition Guided Application Create WIA Application Contact Information Additional Contacts Private Information Veterans Information Concurrent Programs Table of Contents Chapter 9 Create an Application Title 1D – Dislocated Worker • Education Status • Employment Characteristics • Dislocated Worker Characteristics • Work History • Add Job • Characteristics and Barriers • Public Assistance • Family Characteristics • Income Calculation • Determine Eligibility • Summary • Lab

17. Objectives Performance Management Staff Menu View Your LWA Goals LWA Goals View State Goals Search Goals Performance Management Viewing Outcomes Search Final Annual Outcomes Final Annual Outcomes Numerator/Denominator Summary Outcomes Table of Contents Chapter 10 Performance Management • Younger Youth Outcomes • Search Final Annual Outcomes • Search Service Provider Entity • Service Provider Entity Results • Search Service Provider Entity • Service Provider Entity Results • Search Final Annual Outcomes • Approved training Program Results • Search Final Annual Outcomes • Search Preliminary Outcomes • Preliminary Outcome Results • Year to Date Manager’s Report • Summary

18. Objectives Reports No Report Access Reporting Menu Return to Staff Menu Overview Reports Blank Application Document Closing a Report Summary Reports WIA Plan vs. Actual Summary Program/Activity Summary Table of Contents Chapter 11 Reports • WTW Enroll/Term Summary • Target Population Report • Participant Reports • Participant by Provider • Participant History • Participant by Customer Status • Participant by Case Manager • Youth Goals • Out of State Employment • Training and Service Review • ITA Funded Training • Wage Analysis • Error Screens • Summary

19. Appendix A – Frequently Asked Questions Appendix B – Printed Application Appendix C – WIA Universal Services Appendix D – WIA Supportive Services by Title Appendix E – WIA Activities by Title and Program Table of Contents Appendices