Client Services Salesforce

Creating Vocational Training Assignments

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VTAs (Vocational Training Assignments) are client jobs while in our programs.  When service activities are entered, weekly evaluations are entered by the VTM of the task to help coach clients in future employment.

This article describes how to create a VTA. To learn how to edit or end a VTA, click here.

From the Client's Active Active Program Engagement.

1. Click New VTA.

2. Select the correct Area.

3. Select the Supervisor for that area.

4. If the client is a Peer Leader, check Peer Leader.

5. Select the Shift.

6. Enter the # of Shifts per week.

7. Select the Start Date of the VTA.

8. Click Save.

Done! The VTA has been created!

It's time for a break!

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