What is Contact IV? What is Contact IV? Contact IV is...  A National Case Management Employment Service Delivery System  A micro-computer system which runs under the Microsoft Windows operating system  A National Case Management Employment Service Delivery System  A micro-computer system which runs under the Microsoft Windows operating system

What are the Objectives? To support Client Service Delivery by... ensuring case management services and follow-up until employment results are documented facilitating documentation of client information and employment data To support the Department’s legislative imperatives of reporting on... individuals who find and keep employment savings to the EI Account

Who are the Users?  Service Providers under contract with Service Canada  Agencies under Aboriginal Human Resources Development Agreement (AHRDA)  Provinces under Labour Market Agreements that choose to use Contact IV in order to deliver employment services  Service Providers under contract with Service Canada  Agencies under Aboriginal Human Resources Development Agreement (AHRDA)  Provinces under Labour Market Agreements that choose to use Contact IV in order to deliver employment services

How does Contact IV Support Users? Operates in either official language Offers a case management process Offers an employment counselling feature Allows Staff list registration with password Lists local Service Providers Provides employment results

Who are the Clients?  Active Employment Insurance claimants  Reachback Clients  Locally Targeted Clients  Youth  Aboriginal  Disabled clients under the Opportunities Fund  Other clients served by Service Providers  Active Employment Insurance claimants  Reachback Clients  Locally Targeted Clients  Youth  Aboriginal  Disabled clients under the Opportunities Fund  Other clients served by Service Providers

How Contact IV helps in Managing Client and Employment Information Contact IV Client Listing and Bring Forward Mechanism Client Information Needs Identification Action Planning List of interventions and services Action Plan Printout Results at Action Plan Closure Results at Case File Closure

WHAT FUNCTIONS WILL CONTACT IV SUPPORT? WHAT FUNCTIONS WILL CONTACT IV SUPPORT?  Client Information  Needs Determination  Counselling Assessment  Development of an Action Plan  View/Print Action Plan  Follow-up  Action Plan and Case File Closure  Tracking Employment Results  Database Query and Reports Production  Uploading into CSGC  Client Information  Needs Determination  Counselling Assessment  Development of an Action Plan  View/Print Action Plan  Follow-up  Action Plan and Case File Closure  Tracking Employment Results  Database Query and Reports Production  Uploading into CSGC

Client Listing The Client Listing screen allows you to:  create a new client file  amend a client file  do a search  select or access the data on a specific client  manage BFs  create a new client file  amend a client file  do a search  select or access the data on a specific client  manage BFs

Client Information This function deals with specific client information:  Personal  Characteristics  Education  Employment History  Other This function deals with specific client information:  Personal  Characteristics  Education  Employment History  Other

Needs Determination  Allows the recording of client employment need(s) and the action(s) taken  The client’s employment need refers to one of the following Employability Dimensions:  Career Decision Making  Skills Enhancement  Job Search  Employment Maintenance  The client’s employment need refers to one of the following Employability Dimensions:  Career Decision Making  Skills Enhancement  Job Search  Employment Maintenance

Counselling Assessment Allows:  the recording of counselling goals relating to the four employability dimensions  the documentation of the Counselling process  the recording of counselling goals relating to the four employability dimensions  the documentation of the Counselling process

Action Plan  Provides access to a list of service providers and available interventions to help the client address his/her employment need(s)  Selects and records interventions on the client action plan along with start and end dates and printable additional instructions  Allows the recording of each intervention result  Provides access to a list of service providers and available interventions to help the client address his/her employment need(s)  Selects and records interventions on the client action plan along with start and end dates and printable additional instructions  Allows the recording of each intervention result

View/Print Action Plan The printed Action Plan:  includes the intervention(s) with dates, costs and service providers’ addresses and phone numbers  may be given to the client  facilitates the commitment of both parties -- client and staff The printed Action Plan:  includes the intervention(s) with dates, costs and service providers’ addresses and phone numbers  may be given to the client  facilitates the commitment of both parties -- client and staff

Action Plan and Case File Closure Permits the recording of the result and closes the Action Plan. Result at Action Plan closure is one of the following:  Employed, Self-employed, or Not Employed  For Youth and Aboriginal Clients: Employed, Self-employed, Not Employed or Returned to School.  Employed, Self-employed, or Not Employed  For Youth and Aboriginal Clients: Employed, Self-employed, Not Employed or Returned to School.

Follow-upFollow-up  A Bring Forward (BF) reminds the case manager when contact with client is needed, e.g. during or after Action Plan  Notes and follow-up results may be documented and printed

Tracking Employment Results When the Action Plan is closed to Not Employed, a client result tracking process can be triggered for the 12 weeks follow-up after the Action Plan closure.

Reports Production and Query Database  Case Management Reports provide a list of standard activities by Client Group and by Type of Funding  Query provides a list of clients based on specific criteria such as:  Action Plan Closure Status  Bring Forward dates  Service Providers, etc.  Case Management Reports provide a list of standard activities by Client Group and by Type of Funding  Query provides a list of clients based on specific criteria such as:  Action Plan Closure Status  Bring Forward dates  Service Providers, etc.

How does Contact IV help Manage Caseloads?  Follow-up documentation  Bring Forward mechanism  Client Services Log capability  Notes  Activity reports including export and printing capability  Query function with client listing and printing capability  Import/Export database from other systems  Upload to the Common System for Grants and Contributions.  Follow-up documentation  Bring Forward mechanism  Client Services Log capability  Notes  Activity reports including export and printing capability  Query function with client listing and printing capability  Import/Export database from other systems  Upload to the Common System for Grants and Contributions.

How is the Data Transferred? The transfer of data to the Common System for Grants and Contributions (CSGC) is done via diskette or modem, generally on a monthly basis. Service Providers and provinces may also use Contact IV to serve their non-HRD funded clients, in which case, data are not uploaded to CSGC.

 Training Manual and User Guides  National training for trainers / regional for users  Local Assistance and Technical support for Users  National Hotline Service  On-Line Help integrated within Contact IV  Case Management Handouts  Internet Site  Training Manual and User Guides  National training for trainers / regional for users  Local Assistance and Technical support for Users  National Hotline Service  On-Line Help integrated within Contact IV  Case Management Handouts  Internet Site User Training and Support Tools

Minimum Technology Required to use Contact IV Hardware   Any IBM Compatible Machine with a Pentium   A Super VGA colour monitor   64 Megabytes of RAM   55 Megabytes of Free Hard Disk Space   3.5” Floppy Disk Drive   Laser or Ink-Jet Printer   Mouse   Modem (optional)   Adequate Database Backup System Software   Windows 98 / 2000 / XP   Microsoft Anti-Virus Program, i.e. McAfee, Microsoft or Norton Hardware   Any IBM Compatible Machine with a Pentium   A Super VGA colour monitor   64 Megabytes of RAM   55 Megabytes of Free Hard Disk Space   3.5” Floppy Disk Drive   Laser or Ink-Jet Printer   Mouse   Modem (optional)   Adequate Database Backup System Software   Windows 98 / 2000 / XP   Microsoft Anti-Virus Program, i.e. McAfee, Microsoft or Norton

The History of Contact IV  Contact IV Version 1.0 was released in Feb  Version 1.2 was implemented in the Fall of 1997 to address user and accountability requirements for Aboriginal, Youth and Persons with Disabilities.  Version 1.3 was released in March  In Canada, some 1,000 Third Party agencies are using Contact IV serving over 150,000 clients.  In 1997, Contact IV was one of the finalists for a Government Technology Exhibition Canada Award (GTEC).  Many countries have expressed an interest in Contact IV: Barbados, Germany, Australia, Jamaica and Romania.  Contact IV is used by Jamaica since 1998  Version 2.0 was released in March  Contact IV Version 1.0 was released in Feb  Version 1.2 was implemented in the Fall of 1997 to address user and accountability requirements for Aboriginal, Youth and Persons with Disabilities.  Version 1.3 was released in March  In Canada, some 1,000 Third Party agencies are using Contact IV serving over 150,000 clients.  In 1997, Contact IV was one of the finalists for a Government Technology Exhibition Canada Award (GTEC).  Many countries have expressed an interest in Contact IV: Barbados, Germany, Australia, Jamaica and Romania.  Contact IV is used by Jamaica since 1998  Version 2.0 was released in March 2000.