A.5 Individual Employment Plan/Individual Service Strategy for WIOA/TAA Participants The result of a thorough Initial Assessment and effective use of Comprehensive Assessment tools (and Objective Assessment tools for Youth) should be a workable Individual Employment Plan or Individual Service Strategy for WIOA Youth, recorded in the data record as the Service. Every WIOA IE client’s Adult/ Dislocated Worker Participant for whom training is approved must receive this service. For TAA, the Case Manager must provide and record the IE service the first time that a TRA Waiver or TAA Job Search Allowance is approved or application for purchased re-training is submitted to the TAA Coordinator. Every Participation Service recorded must include a case note. DATA ENTRY On the Applicant Service Store Menu screen, enter or choose IE; click Submit On the data entry screen: Applicant Service Store Complete the field. Local Option may allow date entry. Start Est Compl Describe the service that was provided in the field. Add to Note Enter the appropriate if the field is blank; click Program, Submit
A.5 Individual Employment Plan/Individual Service Strategy for WIOA/TAA Participants The result of a thorough Initial Assessment and effective use of Comprehensive Assessment tools (and Objective Assessment tools for Youth) should be a workable Individual Employment Plan or Individual Service Strategy for WIOA Youth, recorded in the client’s data record as the IE Service. Every WIOA Adult/ Dislocated Worker Participant for whom training is approved must receive this service. For TAA, the Case Manager must provide and record the IE service the first time that a TRA Waiver or TAA Job Search Allowance is approved or application for purchased re-training is submitted to the TAA Coordinator. Every Participation Service recorded must include a case note. DATA ENTRY On the Applicant Service Store Menu screen, enter or choose IE; click Submit On the Applicant Service Store data entry screen: Complete the Start field. Local Option may allow Est Compl date entry. Describe the service that was provided in the Add to Note field. Enter the appropriate Program, if the field is blank; click Submit