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IWDS – Extensive Training for Case Managers
4104 02/06/2004
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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
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Table of Contents Chapter 1 System Overview Objectives Terminology
Statutory Program Architectural Overview for TRAC TRAC vs. IWDS IWDS Phase I Technical Specifications Operating Systems Web Browsers Additional Software Internet Explorer Options Illinois Workforce Development System Logon Change Displayed Toolbars Staff Logon Password Error Staff Logon Response Staff Menu Change Password Summary
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Table of Contents Chapter 2 Process a Customer 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 Use the Customer Menu Customer Menu Customer Information Case Notes List Case Notes Universal Services Spell Check Summary Exercise: Add Customers and Additional Information
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Table of Contents Chapter 3 Create an Application Title 1A – Adult
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 Income Calculation Eligibility Determination Summary Lab 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
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Table of Contents Chapter 4 Determine Eligibility Objectives
Search Applications List Applications Application Menu Eligibility Determination Eligibility Determination Subgroups Criteria Rules Explain Eligibility Criteria Documentation Eligibility Determination Printed Application Certification Services Summary Lab
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Table of Contents Chapter 5 Create an Application Title 1Y - Youth
Objectives Create an App. Title 1Y Youth Search Customers List Customers Create Customer Customer Menu List Applications Application Definition Assessment Assessment Summary Application Menu 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
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Table of Contacts Chapter 5 Create an Application ... (Continued)
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 Employment Goals Income and Expense Printed Assessment Summary Customer Menu Summary Lab
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Table of Contents Chapter 6 Register a Customer for Services
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 Add Required Activity Information Search Provider Relationships List Provider Relationships Add All Service Related Information Services Application Menu WIA Additional Criteria Cases note
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Chapter 6 Register a Customer (Continued)
Table of Contents Chapter 6 Register a Customer (Continued) 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 Application Menu WIA Additional Criteria Application Menu Eligibility Documentation Eligibility Determination Certification Missing Data Tests Add Test Services Enrolled Services
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Chapter 6 Register a Customer (Continued)
Table of Contents Chapter 6 Register a Customer (Continued) Register a Customer for Services Eligibility Determination Add ITA Add Training Service Summary Lab
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Table of Contents Chapter 7 Modify a Customer & Add Application Details Objectives Staff Menu Search Customers List Customers Application Data Able to Change Customer Menu Additional contacts Maintain Contact Additional Contacts Application Menu Add Case Note Application Menu List Case Notes Printed Case Notes Education Status List Credentials Add Credentials
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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 Modify Customer and Add Application Details Application Menu NRP Periods NRP Period Dates NRP Summary NRMP Characteristics Income Calculation Family Characteristics Summary Lab
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Table of Contents Chapter 8 Exit a Customer Objectives
Search Customers List Applications View Application List Services Close Open Services Additional Info Close Service Application Menu Exit Control Panel 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
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Table of Contents Chapter 9 Create an Application Title 1D – Dislocated Worker Objectives Search Customer Add Customer List Applications Application Definition Guided Application Create WIA Application Contact Information Additional Contacts Private Information Veterans Information Concurrent Programs Education Status Employment Characteristics Dislocated Worker Characteristics Work History Add Job Characteristics and Barriers Public Assistance Family Characteristics Income Calculation Determine Eligibility Summary Lab
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Table of Contents Chapter 10 Performance Management Objectives
Staff Menu View Your LWA Goals LWA Goals View State Goals Search Goals Viewing Outcomes Search Final Annual Outcomes Final Annual Outcomes Numerator/Denominator Summary Outcomes Younger Youth Outcomes Search Final Annual Outcomes Search Service Provider Entity Service Provider Entity Results Approved training Program Results Search Preliminary Outcomes Preliminary Outcome Results Year to Date Manager’s Report Summary
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Table of Contents Chapter 11 Reports 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 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
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Table of Contents Appendices 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
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