Illinois Workforce Development System
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