Enrolling a Veteran into Veteran Program · Enrolling a Veteran into Veteran Program . NOTE:...
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Enrolling a Veteran into Veteran Program NOTE: Selecting a field then clicking the F1 Key on your computer keyboard will display field help. This desk aid will cover how to enroll a Veteran customer into one of the five (5) Veteran Programs offered by the Division of Workforce Veteran Staff DWD Training January 2015 Page 1
Transcript of Enrolling a Veteran into Veteran Program · Enrolling a Veteran into Veteran Program . NOTE:...
Enrolling a Veteran into Veteran Program
NOTE: Selecting a field then clicking the F1 Key on your computer keyboard will display field help.
This desk aid will cover how to enroll a Veteran customer into one of the five (5) Veteran Programs offered by the Division of Workforce Veteran Staff
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From the customers record
1. Check the Case Management field. You will see one of three things:
a. N/A-All new records made will display this. Go to step 2
b. Inactive-Customers who have been case managed before will display this. Go to step 4
c. Active-All currently case managed customers will display this. Go to step 4
2. If field is N/A click on Options menu. If Active or Inactive go to step 4
3. Select Activate/Inactivate Case Mgmt
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4. Click Employment Plan icon.
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5. If Case Management field is Inactive Toolbox will provide a popup that asks “Do you want to be assigned as the Primary Employment Counselor for this seeker?” If Case Management field is Active go to step 7
6. Click Ok button
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7. Double-click in the Other Potential DWD Programs field.
8. Choose Veteran from List of Values
9. Click Ok button
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10. Place a Checkmark in the Checkbox next to Veteran
11. Double-click in Sub-Category field.
12. Choose the Veteran Enrollment you wish to enroll the customer in.
13. Click Ok button
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14. Click Ok button
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15. Click Enroll button
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16. Click Save Button
This completes enrolling a Veteran customer into one of the five (5) available Veteran Programs.
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Closing the enrollment
17. Navigate to the Employment Plan Closure tab
18. Double click in End field for the enrollment you wish to end.
19. Calendar will be displayed; end date is defaulted to the current date. You can backdate 7 days if necessary.
20. Click Ok button
21. Double click in the Outcome field
22. Select the Outcome you wish to use
23. Click Ok button
24. Click Save Button
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25. After Save the Capture Employment ONET pop up will appear. You must do one of the following
a. Choose ONET from Employment Plan
b. Choose ONET from previously closed Enrollments
c. Do not use ONETs of recorded Job Placements
d. Choose Desired ONETs
e. Click All ONETs to add an ONET that is not on the listing of Captured Employment ONET
26. Click Save button
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27. After Save pop up will appear.
28. Click Ok button
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29. After Save if the plan has no open services another pop up will appear.
30. Click Ok button
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31. After Save another pop up will appear.
32. We do not track placements through Toolbox so click No Button
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33. Enrollment is now closed
If there are no open enrollments, close the employment plan. If there are open enrollments leave the plan open and determine if the customer should be transferred to someone else. If customer is only in WIA Adult and/or WIA Dislocated Worker Core there is no need to transfer the case.
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Closing the Employment Plan
34. Double click in End field for the enrollment you wish to end.
35. Calendar will be displayed; end date is defaulted to the current date. You can backdate 7 days if necessary.
36. Click Ok button
37. Double click in the Reason field
38. Select the Outcome you wish to use
39. Click Ok button
40. Click Save Button
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41. After Save pop up will appear.
42. Click Ok button
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43. If there are no open enrollments, after Save pop up will appear. This will remove the customer from your case management list if you are Primary Counselor. If you are the customers Secondary Counselor you will need to have your supervisor inactive you on the record.
44. Click Ok button
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45. Employment Plan is now closed.
REMEMBER: If there is an open enrollment you need to leave the Employment Plan open
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