IWDS – Extensive IWDS – Extensive Training for Training for

Case ManagersCase Managers

410402/06/2004

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ObjectivesObjectives

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 ContentsTable of Contents

Objectives

Terminology

Statutory Program

Architectural Overview for TRAC TRAC vs. IWDS IWDS Phase I Technical Specifications

Operating Systems Web Browsers Additional Software

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

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Table of ContentsTable of Contents

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

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

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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 ContentsTable of Contents

Chapter 3 Create an Application Title 1A – Adult

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Table of ContentsTable of Contents

Objectives

Search Applications List Applications Application Menu Eligibility Determination

Eligibility Determination Subgroups

Criteria Rules Explain Eligibility Eligibility Determination Criteria Rules Criteria Documentation

Chapter 4 Determine Eligibility Eligibility Determination Printed Application Eligibility Determination Certification Services Eligibility Determination Summary Lab

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Table of ContentsTable of Contents

Objectives

Create an App. Title 1Y Youth Search Customers List Customers Create Customer Customer Menu List Applications Application Definition Assessment Assessment Summary

Application Menu

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

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Table of ContactsTable of Contacts

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

Chapter 5 Create an Application ... (Continued)

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Table of ContentsTable of Contents

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

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

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Table of ContentsTable of Contents

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

Chapter 6 Register a Customer (Continued)

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Table of ContentsTable of Contents

Register a Customer for Services

Eligibility Determination Add ITA Add Training Service Summary Lab

Chapter 6 Register a Customer (Continued)

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Objectives Staff Menu Search Customers List Customers Application Data Able to

Change Customer Menu

Additional contacts Maintain Contact Additional Contacts Application Menu

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

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Table of ContentsTable of Contents

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

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

Chapter 7 Modify a Customer & Add Application Details (Continued)

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Table of ContentsTable of Contents

Objectives

Search Customers List Applications View Application List Services Close Open Services Additional Info Close Service

Close Service Application Menu Exit Control Panel

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

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Table of ContentsTable of Contents

Objectives

Search Customer Add Customer List Applications Application Definition Guided Application Create WIA Application

Contact Information Additional Contacts Private Information Veterans Information

Concurrent Programs

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

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Table of ContentsTable of Contents

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

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

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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

Chapter 11 Reports WTW Enroll/Term Summary Target Population Report Participant Reports

Participant by Provider

Participant History

Participant by Customer Status

Participant by CaseManager

Youth Goals Out of State Employment Training and Service Review ITA Funded Training Wage Analysis Error Screens Summary

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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

Appendices