RAD Central Station: The Next Stop on the Data Train RAD Central Station: The Next Stop on the Data Train July 30, 2010

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Presenters  Tom Hooper, Program Manager, Business Relations Group, Office of Workforce Investment  Megan Baird, Performance Specialist, Business Relations Group, Office of Workforce Investment  Dani Abdullah, Performance Specialist, Business Relations Group, Office of Workforce Investment

4 RAD Central Station: The Next Stop on the Data Train Agenda  Welcome!!  Key policy guidance  What is a Quarterly Progress Report?  Tour of the Recovery Act Data (RAD) System –Logging on to RAD and creating users –Adding and updating participants – The participant lifecycle in the RAD system –Quarterly Progress Report: Generating ETA 9153 Form Attaching Quarterly Narrative Report Submitting and Certifying  Resources  Next Steps

5 RAD Central Station: The Next Stop on the Data Train Who are ARRA HGEI Grantees? ARRA HGEI Grantees Include: –State Labor Market Information Improvement (SGA/DFA PY-08-17) –Green Capacity Building (SGA/DFA PY-08-21) –State Energy Sector Partnership and Training (SGA/DFA PY-08-20) –Energy Training Partnership (SGA/DFA PY-08-18) –Pathways out of Poverty (SGA/DFA PY-08-19) –Health Care and Other High Growth and Emerging Industries (SGA/DFA PY-09-01)

6 RAD Central Station: The Next Stop on the Data Train Key Policy Guidance  As part of their grant agreement, ARRA HGEI grantees are required to collect participant data and submit quarterly progress reports to ETA.  Required OMB-approved Reporting Forms and Instructions –Effective for ARRA HGEI grantees as of April 1, 2010 –Available at under ARRA High Growth and Emerging Industries (HGEI) Quarterly Progress Reporting, 2010 OMB http://  Collecting Social Security Numbers ARRA HGEI grantees are required to collect SSNs for all participants served with grant funds. The collection of this data will help ETA report the impact of these Recovery Act funds and will provide ETA with more comprehensive information on the status of individual grants and individuals that receive services and find employment through these grants. The aggregate information collected and reported to ETA through this requirement will not contain any individual identifying information. 6

7 RAD Central Station: The Next Stop on the Data Train What is a Quarterly Progress Report?  Quarterly Progress Report –Quarterly Performance Report/ETA-9153 (not submitted by State LMI and Green Capacity Building Grantees) –Quarterly Narrative Report  The Official Grant Recipient (Authorized Grantee Representative) is responsible for submitting Quarterly Progress Reports 7

8 RAD Central Station: The Next Stop on the Data Train RAD Central Station: A Tour of the Next Stop on the Data Train! 8

9 RAD Central Station: The Next Stop on the Data Train  Log In to RAD System Log In to RAD System  RAD System - General Information RAD System - General Information  Administration Administration  Participant Information Participant Information  Quarterly Progress Report (QPR) Quarterly Progress Report (QPR) RAD Training Outline for Authorized Grantee Representatives and Administrators

10 RAD Central Station: The Next Stop on the Data Train This section provides instructions for:  Logging in to RAD System – by Authorized Grantee Representative  Logging in to RAD System – by Administrator  Reviewing RAD System Home Page Log In to RAD System

11 RAD Central Station: The Next Stop on the Data Train Log In to RAD System by Authorized Grantee Representative  Open the ETA Program Reporting to obtain the RAD System website, Grantee Password and PIN.  Click on the link to the RAD system website  Enter your Password and click Login.

12 RAD Central Station: The Next Stop on the Data Train Log In to RAD System  Open the - from the Authorized Grantee Representative to obtain the RAD System URL, your Login ID and Password.  Enter your Login ID and Password, and click Login.

13 RAD Central Station: The Next Stop on the Data Train Review RAD System Home Page  Function Tabs  Welcome Message Grantee Information User Login Data

14 RAD Central Station: The Next Stop on the Data Train Administration 14

15 RAD Central Station: The Next Stop on the Data Train Administration This module allows you to:  View Users  Create New User –Administrator –Case Manager –Read Only  Update User  Deactivate/Reactivate User

16 RAD Central Station: The Next Stop on the Data Train Add New User  Click ADMIN on the RAD System menu bar. The User Management Overview screen is displayed. Authorized Grantee Rep and Administrator see all Grantee staff users (that have been added).  Click Add New User to add a user.

17 RAD Central Station: The Next Stop on the Data Train Add New User (Continued)  If you clicked Add New User, fill in new user information.  Select new user’s role (Administrator, Case Manager, or Read Only).  Click Save. The user will receive an with the RAD website, their Login ID and Password.

18 RAD Central Station: The Next Stop on the Data Train Update User  If you clicked User’s name link in the User Management Overview list, the Update User screen is displayed.  Update the desired fields. Only the user may change his own password. Also, you may de-activate the user on the Update screen.  Click Save to enter the updates to the user’s record.

19 RAD Central Station: The Next Stop on the Data Train Participant Data 19

20 RAD Central Station: The Next Stop on the Data Train Participant Information This section allows you to:  View Participants  Add New Participant –Enter Program Information –Enter Education or Job Training –Enter Other Grant Funded Services –Enter Employment and Follow-up Info –Enter Gap of Service or Manual Exit –View Participant Summary  Update Existing Participant Information  Reassign Participants among Case Managers

21 RAD Central Station: The Next Stop on the Data Train View Participants  Click Participants on the RAD System menu bar to access the Participants Overview screen.  Authorized Grantee Rep and Administrator can view participants for all case managers.

22 RAD Central Station: The Next Stop on the Data Train Add New Participant  Click Participants on the RAD System menu bar to process RAD participants.  Click Add New Participant to enter a new participant to the System.

23 RAD Central Station: The Next Stop on the Data Train Add New Participant (Continued)  The Add New Participant screen is displayed (for better viewing purposes, only Part 1 is displayed above).  Fill in the Participant information. The red asterisks ( * ) indicate required fields. If a specific data format is required, it is shown next to or below the field.

24 RAD Central Station: The Next Stop on the Data Train Add New Participant (Continued)  Continue entering Participant information by selecting the appropriate data.  If you select Yes in the Social Security Number field, an additional field is displayed for entering the Participant’s SSN ( ).

25 RAD Central Station: The Next Stop on the Data Train Add New Participant (Continued)  Continue entering Participant information by selecting the appropriate Other Demographics data.

26 RAD Central Station: The Next Stop on the Data Train Add New Participant (Continued)  Continue Participant information by entering the Date of Participation. Note: Date of Participation cannot be updated after this screen (Add New Participant) is saved for the first time.  Indicate the Participant’s current employment status.  Click Save to enter the new Participant.

27 RAD Central Station: The Next Stop on the Data Train Add Participant Program Information  After you save the New Participant’s record, the Program Information screen is displayed.  Fill in the program information. Green Industry Sector is only filled in for specific grants (defined on the screen, above the field).  Click Save to enter the Participant’s program information record. Participant Menu Tabs

28 RAD Central Station: The Next Stop on the Data Train Add Participant Program Information  If you select Yes to “Has Participant Successfully Completed the Program?” - additional fields are displayed as shown above.  Enter the Participant’s credential information.  Click Save to enter the Participant’s program information record.

29 RAD Central Station: The Next Stop on the Data Train Add Participant Program Information  If you select Yes to “Attained Additional Credentials?” – a new section is displayed as shown above.  Enter the date that each additional credential was obtained (up to 15 additional credentials).  Click Save to enter the Participant’s program information record.

30 RAD Central Station: The Next Stop on the Data Train Participant Summary  To review the Participant’s Summary screen, click the Participant’s name link on the RAD Participants Overview screen.  After the Participant is selected, you can move to the Summary screen from other functions by clicking the Summary tab on the Participant’s menu bar.

31 RAD Central Station: The Next Stop on the Data Train Add Education or Job Training  From the Participant’s Summary screen, click the Add New Activity link.  The Education or Job Training screen is displayed.

32 RAD Central Station: The Next Stop on the Data Train Add Education or Job Training (Continued)  Fill in the new activity date(s) and select activity type.  Click Save. The activity will display on the Participant’s Summary screen.

33 RAD Central Station: The Next Stop on the Data Train Add Other Grant-Funded Services  From the Participant’s Summary screen, click the Add Other Grant-Funded Services link.  The Other Grant Funded Services screen is displayed.

34 RAD Central Station: The Next Stop on the Data Train Add Other Grant-Funded Services (Continued)  Select the Other Grant-Funded Service type and date(s).  Click Save. The Other Grant Funded Service will display on the Participant’s Summary screen.

35 RAD Central Station: The Next Stop on the Data Train Employment and Follow-up  Fill in the Participant’s Entered Employment data.  Green Industry Sector is only filled in for specific grants (defined on the screen, above the field).  Enter Date of Contact with Participant.

36 RAD Central Station: The Next Stop on the Data Train Employment and Follow-up (Continued)  Select the Quarter 1 and Quarter 2 Follow-up indicator (Y/N) and date for Participant’s employment.  Enter Follow-up Notes as necessary.  Click Save to enter the Participants Employment and Follow-up record.

37 RAD Central Station: The Next Stop on the Data Train Participant Exit

38 RAD Central Station:The Next Stop on the Data Train Gap In Service

39 RAD Central Station: The Next Stop on the Data Train Reassigning Participants  From the Participants Overview screen, Authorized Grantee Reps and Administrators may reassign Participant(s) among case managers.  Select the Participant(s) you want to reassign.  Select the receiving Case Manager in the Reassign Checked Cases to field.  Click Submit. Checked Participants are reassigned to selected Case Manager.

40 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Reports 40

41 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report In this section you will learn to:  Select Desired Quarterly Progress Report –Enter Program Criteria (Case Manager, Program Year, and Quarter)  Generate your Quarterly Progress Report for Viewing or Printing  Upload your narrative report  Certify and submit your Quarterly Progress Report (Authorized Grantee Representatives Only)

42 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report (Continued)  Click the Reports tab from the RAD menu bar.  The Reports screen is displayed.  Click the Grantee Quarterly Performance Report link.

43 RAD Central Station: The Next Stop on the Data Train Program Year (PY) Schedule: PY 2009: July 1, 2009 – June 30, 2010 PY 2010: July 1, 2010 – June 30, 2011 PY 2011: July 1, 2011 – June 30, 2012 PY 2012: July 1, 2012 – June 30, 2013 PY 2013: July 1, 2013 – June 30, 2014 Quarterly Progress Report (Continued)

44 RAD Central Station: The Next Stop on the Data Train  Select the Quarter for the QPR.  Click Build Report to view QPR online. Click Printable Report to print the QPR. Quarterly Progress Report (Continued)

45 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report (Continued)

46 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report (Continued)

47 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report (Continued)

48 RAD Central Station: The Next Stop on the Data Train Quarterly Progress Report (Continued) Before Upload After Upload

49 RAD Central Station: The Next Stop on the Data Train  To submit the Quarterly Progress Report, it must be Certified by entering the PIN supplied to the Authorized Grantee Rep  Click Certify to submit the Quarterly Progress Report to ETA. Quarterly Progress Report (Continued Quarterly Progress Report (Continued )

50 RAD Central Station: The Next Stop on the Data Train  After the QPR is certified and submitted, a confirmation message is displayed. Quarterly Progress Report (Continued)

51 RAD Central Station: The Next Stop on the Data Train Resources and Next Steps  For RAD access information please contact the RAD help desk at or  For all other questions, please contact your FPO  Submit Quarterly Progress Reports through the RAD System: –The Reporting deadline for the quarter ending June 30, 2010, has been extended to August 27, 2010

52 RAD Central Station: The Next Stop on the Data Train Feedback on Presentation  We’d like to hear your feedback on this presentation!  Please use your SGA’s Community of Practice to send us feedback! –etp.workforce3one.org –sesp.workforce3one.org –healthcare.workforce3one.org –pathways.workforce3one.org –Lmii.workforce3one.org –gcb.workforce3one.org

53 RAD Central Station: The Next Stop on the Data Train Stay Informed, Get Connected! Workforce 3 One:  Communities of Practice Communities of Practice  Recovery Clearinghouse Recovery Clearinghouse  Live and Archived Webinars Live and Archived Webinars  Podcasts Podcasts  Monthly Newsletters Monthly Newsletters  Over 2000 User-Generated Resources! Over 2000 User-Generated Resources! For more information about the Workforce Investment System:  Visit  Call US2-JOBS

54 RAD Central Station: The Next Stop on the Data Train