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 Development Trainer needs to adjust the client's @Work Phase to the correct Job Search and enter the Transformation Graduation Date.
This article describes how to mark that a client has completed Transformations and move them to Job Search. To learn how to mark the date a client started 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 the correct Job Search value for @Work Phase based on whether they are searching with the CAM or the VDT.
7. Scroll down to the JSW and Transformations section.
8. Select the Transformations Cohort Start Date.
9. Click Save.
The client is now in Job Search and has been marked as completing 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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