In order to properly track a client's individual progress and in order to track overall Client Flow Metrics like how many clients who started Transformations reached Transformations, Graduated, became SOE, the Vocational Training Specialist needs to adjust the client's @Work Phase to Transformations and enter the Transformations Cohort Start Date.
This article describes how to move a client into Transformations. To learn how to mark the date a client completed Transformations, click here.
1. Search for and select the correct client.
2. Click Launch Program Engagement.
3. Click Launch Program Engagement.
4. Scroll down to the @Work Phase and Status section.
5. Click the Pencil icon by @Work Phase.
6. Select Transformations for @Work Phase.
7. Scroll down to the JSW and Transformations section.
8. Select the Transformations Cohort Start Date.
9. Click Save.
The client is now in Transformations. This will enable us to track client flow metrics like percentage of clients who reached point of traction or percentage of clients who reached SOE.
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