Training Materials and Forms

Case Management Student Book

• IWDS Extensive Training for Case Managers (410400 IWDS Extensive Training for Case Managers.ppt)
  • Objectives
  • Table of Contents
• System Overview (410401 System Overview.ppt)
  • Architectural Overview for TRAC and IWDS
  • Hardware Recommendations
  • Technical Specifications
  • Internet Explorer Options
  • Logon
• Process A Customer (410402 Process a Customer.ppt)
  • Customer Definition
  • Initial Customer Contact
  • Searching for Contacts
  • Find/Select the Case Manager
  • Enter/Select/Get Password for Customers
  • Adding Contacts
  • Using the Customer Menu
  • LAB: Add Customers, additional information, Case Notes and Universal Services (410402 Lab 1 Set-up and Process a Customer.pdf)
• Create an Application – Title 1A – Adult (410403 Create an Application Title 1A - Adult.ppt)
  • Search/Select Customer
  • View/List/Add Applications for Customer
  • Eligibility Determination
  • LAB: Create an Application – 1A Adult (410403 Lab 2 Create an Application Title 1A.pdf)
• Determine Eligibility (410404 Determine Eligibility.ppt)
  • Application Menu
  • Eligibility Determination
  • Criteria Rules/Documentation
  • Printed Application
  • Certification
  • Family Characteristics
  • Services
  • LAB: Determine Eligibility, Document and Certify Application (410404 Lab 3 Determine Eligibity.pdf)
• Create an Application – Title 1Y - Youth (410405 Create an Application Title 1Y - Youth.ppt)
  • Search/List/Create Customers
  • List Applications
  • Assessment
  • Create WIA Application
  • Contacts
  • Private Information
  • Characteristics/Barriers
  • Family
  • Income/Eligibility Determination
  • Certify Customer
  • LAB: Create a Customer and Application for Title 1Y – Youth (Younger Youth), then document and certify eligibility (410405 Lab 4 Create Application Title 1Y - Youth.pdf)
• Register A Customer for Services (410406 Register a Customer for Services.ppt)
  • Enrolling a Customer in Services
  • Customer Moving Through Services
  • Adding and Certifying a Core Service
  • Adding and Certifying Intensive Service
  • Adding Math and Reading Tests
  • Adding Youth Goals
  • Adding and Certifying Training Services
  • LAB: Register Adult and Youth Customers for Services (410406 Lab 5 Register a Customer for Services.pdf)
• Modify Customer and Add Application Details (410407 Modify Customer and Add Application Details.ppt)
  • Modifying Certain Customer Information
  • Utilizing the Application Menu to Modify Customer Information
  • Adding Needs Related Payments
  • LAB: Revise Customer and add Application Details (410407 Lab 6 Modify a Customer and add Application Detail.pdf)
• Exit A Customer (410408 Exit a Customer.ppt)
  • Review Existing Services
  • Closing Open Services
  • Using the Exit Control Panel to Exit a Customer
  • Adding Employment
  • Viewing Application Summary After the Customer has Exited
  • Viewed Examples of Post Quarter Exit Results
  • LAB: Record Employment Details and Exit Customer and then Exit the youth with 1st, 2nd, and 3rd quarter outcomes (410408 Lab 7 Exit a Customer.pdf)
• Create an Application – Title 1D - Dislocated Worker (410409 Create an Application Title 1D - Dislocated Worker.ppt)
  • Creating an Application for Dislocated Workers
  • Following the Guided Process to Add Customer Information
  • LAB: Create a Customer and Application for Dislocated Worker (410409 Lab 8 Create an Application Title 1D Dislocated Wo.pdf)
• Performance Management (410410 Performance Management.ppt)
  • View State Goals
  • View Your LWIA Goals
  • Search Goals (including other LWIAs)
  • Search Preliminary Outcomes
  • Year to Date Managers Reports
  • Search Final Annual Outcomes
• Reports (410411 Reports.ppt)
  • Available Reports
  • Navigation through the Reporting Menus
  • Print and Save Function Available on Adobe Screen