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WELCOMEWELCOME

Webcast Recording: Webcast Recording:

Activity Assignment & DefinitionsActivity Assignment & Definitions

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Overview Overview

This course will cover:This course will cover:

- The correlation between the EP (WPAS) and - The correlation between the EP (WPAS) and Activity coding (WPCS/CH)Activity coding (WPCS/CH)

- How to enter, update, complete, and delete - How to enter, update, complete, and delete activitiesactivities

- The impact of activity coding on participation - The impact of activity coding on participation record keeping, Performance Outcome record keeping, Performance Outcome Payments (POP) and the Federal Work Payments (POP) and the Federal Work Participation Rate (WPR)Participation Rate (WPR)

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THE BIGGER PICTURETHE BIGGER PICTURE

Where does activity coding fit in a Where does activity coding fit in a case management process model?case management process model?

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ASSESSMENT PROCESS MODELASSESSMENT PROCESS MODEL

AssessmentAssessment

The information gained from the The information gained from the following assist in the assignment of following assist in the assignment of appropriate activities:appropriate activities:

Informal assessmentInformal assessmentFormal assessment (if appropriate)Formal assessment (if appropriate)Educational Needs AssessmentEducational Needs AssessmentBarrier Screening ToolBarrier Screening Tool

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Employability Plan ActivitiesEmployability Plan Activities SpecificSpecific – – what’s to be donewhat’s to be done DetailedDetailed – – where & whenwhere & when PersonalizedPersonalized – – who’s involvedwho’s involved Examples:Examples:

- Job search: online job web sites, every Tuesday 9:00-- Job search: online job web sites, every Tuesday 9:00-11:00, Job Center resource room. In-person 11:00, Job Center resource room. In-person applications Thursday 1:00-3:00 at (location/s).applications Thursday 1:00-3:00 at (location/s).

- Meet with Dave the job developer: Monday, 1:00-- Meet with Dave the job developer: Monday, 1:00-3:00, Room 1111, Job Center.3:00, Room 1111, Job Center.

- Adult Basic Education Classes: Wednesdays, 9:00-- Adult Basic Education Classes: Wednesdays, 9:00-12:00, Public Library community study room.12:00, Public Library community study room.

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TWO TRACKS:TWO TRACKS:The Participant and The SystemThe Participant and The System

Related, but separate:

1. Activities on EP (WPAS)

2. Activity Codes (WPCH)

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ACTIVITY CODESACTIVITY CODES

W-2 Manual Appendix: Activity CodesW-2 Manual Appendix: Activity Codes 67+ codes on this list with definitions67+ codes on this list with definitions These are the codes that are posted These are the codes that are posted

on WPCS/CHon WPCS/CH Important for record-keeping, WPR & Important for record-keeping, WPR &

POP POP

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ACTIVITY CODINGACTIVITY CODING

““Translate” the activities on the EP into the Translate” the activities on the EP into the Activity Codes for CARESActivity Codes for CARES

Need to fit EP activities into CARES activity Need to fit EP activities into CARES activity codes (NOT the other way around)codes (NOT the other way around)

An activity code on CARES can represent An activity code on CARES can represent more than one activity on the EPmore than one activity on the EP

Scheduled vs. Actual vs. Pending PhasesScheduled vs. Actual vs. Pending Phases

WPCH-Type of ActionWPCH-Type of Action

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

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WPCH-Type of ActionWPCH-Type of Action

WPCH-Activity CodeWPCH-Activity Code

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

WPCH-PhaseWPCH-Phase

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

WPCH-Begin DateWPCH-Begin Date

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

WPCH-HoursWPCH-Hours

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

WPCH-End DatesWPCH-End Dates

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WPCS CREATE/UPDATE COMPONENT/STATUS 02/22/13 10:24 DWDB68 D TURK PIN: 2202449159 REGION: 0000 OFFICE: 1111 NAME: MCGEE SNEAKERS COUNTY/TRIBAL UNIT: 18 TYPE OF ACTION: A (A-ADD U-UPDATE C-COMPLETE D-DELETE) COMPONENT/STATUS: __ PHASE: _ (P-PENDING S-SCHEDULED A-ACTUAL) BEGIN DATE: __ __ ____ STAFF ID: ______ PROVIDER ID: ____ WEEKLY SCHEDULED HOURS: __ W-2 SANC IND (Y/N): _ DAILY SCHEDULED HOURS: __ FREQUENCY (DAYS PER MONTH): __ FUNDING SOURCE: ______ EMPLOYER PROVIDER ID: ______ SITE ID: ____ DOT: ___ NON-APPROVAL CODE: __ ANTICIPATED END DATE: __ __ ____ COMPLETION CODE: _ ACTUAL END DATE: __ __ ____ PF13 WPSC PF14 POST ANOTHER COMPONENT NEXT TRAN: ____ PARMS: 2202449159__________________________________

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WPAS WPCHWPAS WPCH

The next two slides will show how The next two slides will show how multiple activities on WPAS should be multiple activities on WPAS should be translated to activity codes on WPCHtranslated to activity codes on WPCH

Remember to match up activities with Remember to match up activities with activity codes, and make sure total activity codes, and make sure total number of hours on EP (WPAS) equals number of hours on EP (WPAS) equals total hours on WPCHtotal hours on WPCH

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EP - WPASEP - WPAS

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ACTIVITY CODES - WPCHACTIVITY CODES - WPCH

This reflects TWO activities on the EP (WPAS) from prior screen

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Summary - End of Part 1Summary - End of Part 1

Contacts:* Your ATL (agency training liaison)* PTSTrainingSupp@wisconsin.gov

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Welcome Back – Part 2Welcome Back – Part 2

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Activity Codes - UpFront Activity Codes - UpFront

UCUC – Up-front Career Planning: Career – Up-front Career Planning: Career assessment/counseling, educational needs assessment/counseling, educational needs assessment, LMI, etc.assessment, LMI, etc.

UEUE – Up-front Job Search: Job club, completing – Up-front Job Search: Job club, completing applications, meeting with job developer, etc.applications, meeting with job developer, etc.

URUR – Up-front Job Readiness/Motivation: – Up-front Job Readiness/Motivation: interviewing/resume workshops, computer skillsinterviewing/resume workshops, computer skills

Activity Codes-Formal Activity Codes-Formal AssessmentAssessment

AA – AODA AssessmentAA – AODA Assessment

AD – Disability and Learning AD – Disability and Learning AssessmentAssessment

AL - Physician’s AssessmentAL - Physician’s Assessment

AM – Mental Health AssessmentAM – Mental Health Assessment

AV – Domestic Violence Assessment AV – Domestic Violence Assessment and Supportive Servicesand Supportive Services

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Activity Codes– Educational Activity Codes– Educational Needs AssessmentNeeds Assessment

Be sure to use the appropriate Activity code for Be sure to use the appropriate Activity code for the current educational activity the current educational activity

UCUC or or CE CE for educational needs assessmentfor educational needs assessment

• TABE – is one type of an educational needs TABE – is one type of an educational needs assessment; results provide some guidance to the assessment; results provide some guidance to the amount of education needs a person has which in amount of education needs a person has which in turn helps us to determine what education turn helps us to determine what education activities are appropriateactivities are appropriate

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Activity Codes -EDUCATIONALActivity Codes -EDUCATIONAL

BEBE for testing/prep of Basic Education for testing/prep of Basic Education

GE GE for testing/prep for GEDfor testing/prep for GED

When client’s focus of education changes, be When client’s focus of education changes, be sure to update the system for accurate sure to update the system for accurate recordkeepingrecordkeeping

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Activity Codes – Activity Codes – Caring forCaring for

• CDCD: caring for disabled child: caring for disabled child

• CFCF: caring for a disabled family member: caring for a disabled family member

These codes will exclude the group from These codes will exclude the group from being included in the Federal Work being included in the Federal Work Participation Rates. Participation Rates.

Activity Code –Activity Code –SSI AdvocacySSI Advocacy

SD -SSI AdvocacySD -SSI Advocacy

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Activity Codes –Activity Codes –Physical RehabPhysical Rehab

PR -PR - physical rehab: six months or less; physical rehab: six months or less; medical necessary; for individuals who medical necessary; for individuals who are expected to recover and re-enter are expected to recover and re-enter workforceworkforce

MPMP – Ongoing Medical/Personal Care: – Ongoing Medical/Personal Care: expected to last more than six monthsexpected to last more than six months

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JOB SKILLS TRAININGJOB SKILLS TRAINING

JSJS: Job Skills Training: Job Skills Training• Needs to be specificNeeds to be specific• Vocational skills trainingVocational skills training• May be customized skills training or general May be customized skills training or general

training for a specific occupationtraining for a specific occupation• Must be specific to immediate employment Must be specific to immediate employment

goalgoal

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Activity Codes –Activity Codes –Technical CollegeTechnical College

TCTC – Technical College-course/ class – Technical College-course/ class timetime

TTTT - Technical college study time - Technical college study time

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Special InstructionsSpecial Instructions

For activities that occur less than once a For activities that occur less than once a week, you need to make separate entries week, you need to make separate entries for each occurrence.for each occurrence.

WPCH/WPCSWPCH/WPCSIncrease/Decrease in HoursIncrease/Decrease in Hours

When updating the number of hours When updating the number of hours for an activity, do NOT use the Update for an activity, do NOT use the Update function on WPCH. Instead complete function on WPCH. Instead complete and end date the existing entry then and end date the existing entry then add a new entry of the same activity add a new entry of the same activity code with the new hours.code with the new hours.

You can not end date an activity and You can not end date an activity and re-create the same activity for the re-create the same activity for the same date.same date.

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ACTIVITIES SUMMARY –ACTIVITIES SUMMARY –One More LookOne More Look

Applicant/Participant

Assessment

Informal/Formal

Activity Coding

(WPCS/WPCH)

Goal Setting/ Activities

(Action Steps)

WPJS/WPAS

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A FINAL NOTEA FINAL NOTE

Activities are what the participant Activities are what the participant engages in to reach goals, advance to engages in to reach goals, advance to employment, and become successfulemployment, and become successful

Activity Codes are for record-keeping Activity Codes are for record-keeping purposes in the Work Programs system purposes in the Work Programs system

Activities are specific, individualized; Activities are specific, individualized; fit into Activity Codes not vice versafit into Activity Codes not vice versa

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RESOURCES - For More InformationRESOURCES - For More Information W-2 Manual:W-2 Manual:

- Chapter 6Chapter 6: Employability Plan: Employability Plan- 6.1.1 Parts of the EP, Part 3 Program Activity Plan6.1.1 Parts of the EP, Part 3 Program Activity Plan- 6.4.1 CARES Screen WPCS6.4.1 CARES Screen WPCS- Appendix: Activity CodesAppendix: Activity Codes: Definitions and Codes for Work : Definitions and Codes for Work

Program Activities in CARESProgram Activities in CARES- Appendix: TANF Work Participation RequirementsAppendix: TANF Work Participation Requirements

Ops MemosOps Memos: : 08-12 Documentation/ Verification & Supervision Criteria08-12 Documentation/ Verification & Supervision Criteria

07-47—W-2 740 TANF WEBI report for Federal Work Participation,07-47—W-2 740 TANF WEBI report for Federal Work Participation,

07-38 –Best Practices for Wisconsin Works (W-2 Participation)07-38 –Best Practices for Wisconsin Works (W-2 Participation)

Making Case Management WorkMaking Case Management Work (Ch. 4), (Ch. 4), Dr. Beverly Ford. Dr. Beverly Ford. Macon, GA: ASM Associates, 2002.Macon, GA: ASM Associates, 2002.

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THANKTHANK YOUYOU

Contacts:Contacts:* Your ATL (agency training liaison)* Your ATL (agency training liaison)

* * PTSTrainingSupp@wisconsin.gov