Within CWDS, staff will be required to enter a Plan Summary. The Plan Summary contains several fields over multiple pages. Mandatory fields are noted below: HOW TO: From View Participant Case Details screen Select Form. Individual Plan for Employment or State VR Plan. Add Form. Create Plan. Mandatory Fields: Individual Plan for Employment (IPE) and State VR Plan: Create Plan Case Information Case ID Pre-populated – WPA Pre-populated – Begin Date Pre-populated – End Date Blank – Status (Status Code) Pre-populated – Program Pre-populated – Office Pre-populated – Primary Case Manager Pre-populated – Plan Information Plan Type - Individualized Plan for Employment or state VR Plan Pre-populated – Plan Effective Date/Amendment Date Editable - Mandatory – SAVE CONTINUE Create Goal Goal Details Goal Type Employment Pre-populated – Occupational Goal (Utilize Search O Net Code) - Mandatory Specific Job Goal Text Mandatory – – Estimated Date for Achieving Goal Editable Mandatory – – Criteria for making progress toward Goal Text Mandatory – – Anticipated Post Employment Services Text Mandatory – – Extended Service and Provider for Supported Employment and basis of support Text Mandatory – – Participant Responsibility Text Mandatory – – SAVE CONTINUE Create Planned Service Specific Service Editable Mandatory – –
Within CWDS, staff will be required to enter a Plan Summary. The Plan Summary contains several fields over multiple pages. Mandatory fields are noted below: HOW TO: From View Participant Case Details screen Select Form. Individual Plan for Employment or State VR Plan. Add Form. Create Plan. Mandatory Fields: Individual Plan for Employment (IPE) and State VR Plan: Create Plan Case Information Case ID – Pre-populated WPA – Pre-populated Begin Date – Pre-populated End Date – Blank Status (Status Code) – Pre-populated Program – Pre-populated Office – Pre-populated Primary Case Manager – Pre-populated Plan Information Plan Type - Individualized Plan for Employment or state VR Plan – Pre-populated Plan Effective Date/Amendment Date – Editable - Mandatory SAVE CONTINUE Create Goal Goal Details Goal Type Employment – Pre-populated Occupational Goal (Utilize Search O Net Code) - Mandatory Specific Job Goal – Text – Mandatory Estimated Date for Achieving Goal – Editable – Mandatory Criteria for making progress toward Goal – Text – Mandatory Anticipated Post Employment Services – Text – Mandatory Extended Service and Provider for Supported Employment and basis of support – Text – Mandatory Participant Responsibility – Text – Mandatory SAVE CONTINUE Create Planned Service Specific Service – Editable – Mandatory