A.13 Follow-up Contacts and Services for WIOA and TAA Exiters The case manager or other designee is expected to contact, or attempt to contact, the WIOA Adult/DW exiter in the 12-month period following the exit date. at least once Subject to local requirements, follow-up services for TAA exiters are optional, except that a Case Manager or other designee must contact a TAA exiter who was co-enrolled in a partner program. All Youth participants must receive some form of follow-up as specified in the regulations at services 20 for a minimum duration of 12 months. Follow-up services may be provided beyond twelve CFR 681.580 months at the Local Board's discretion. It is also expected that the case manager or other designee continually contact Youth exiters, which contact is separate and distinct from the provision of follow-up services. Note: if a customer cannot be located or refuses follow-up services, they do not have to be provided for 12 months. Document in case notes. DATA ENTRY If the Case Manager provides a service: Enter or choose the appropriate service code from the list on the Store Applicant Service Menu screen. On the screen, enter the required information, including (case note). Applicant Service Store Add-to-Note In the Related Activity field enter FL. By doing so, the Case Manager assures that the data system does not extend the Program enrollment Participant’s Submit If the attempted contact is unsuccessful, or no service will be offered, Enter or choose service on the Menu screen. FN Store Applicant Service to access data entry screen Submit the Applicant Service Store Enter the required information, including (case note). Add-to-Note
A.13 Follow-up Contacts and Services for WIOA and TAA Exiters The case manager or other designee is expected to contact, or attempt to contact, the WIOA Adult/DW exiter at least once in the 12-month period following the exit date. Subject to local requirements, follow-up services for TAA exiters are optional, except that a Case Manager or other designee must contact a TAA exiter who was co-enrolled in a partner program. All Youth participants must receive some form of follow-up services as specified in the regulations at 20 CFR 681.580 for a minimum duration of 12 months. Follow-up services may be provided beyond twelve months at the Local Board's discretion. It is also expected that the case manager or other designee continually contact Youth exiters, which contact is separate and distinct from the provision of follow-up services. Note: if a customer cannot be located or refuses follow-up services, they do not have to be provided for 12 months. Document in case notes. DATA ENTRY If the Case Manager provides a service: Enter or choose the appropriate service code from the list on the Store Applicant Service Menu screen. On the Applicant Service Store screen, enter the required information, including Add-to-Note (case note). In the Related Activity field enter FL. By doing so, the Case Manager assures that the data system does not extend the Participant’s Program enrollment Submit If the attempted contact is unsuccessful, or no service will be offered, Enter or choose service FN on the Store Applicant Service Menu screen. Submit to access the Applicant Service Store data entry screen Enter the required information, including Add-to-Note (case note).
PGL-MIS-2017-01_Participation-Cycle-WIOA-TAA-attach-A-Data-Entry.docx