From the Program Engagement Page, staff can see all details for the client's engagement in this Program phase and take specific actions like client notes, service deliveries, assessments, etc.
This article describes how to navigate the Program Engagement page for Next Steps.
Highlights Panel
1. Program Engagement Name: Always states Program Phase - Campus Date Started: Client Name.
2. Client's Name: Links back to the Client's contact page.
3. Program Phase.
4. Active/Inactive: Shows whether the client is active in the Program Phase.
5. Expected Completion Date: The date the client is expected to complete that Program Phase.
6. # Days Enrolled: The number of days the client has been enrolled in this Program Phase.
7. Quick Action buttons.
Stage Path
8. The Stage path shows what stage of Next Steps a client is in.
Information Section
9. Client's Name: Links back to the Client's contact page.
10. Persona: Indicates the program track and level of services the client can receive.
11. Program Engagement Name: Always states Program Phase - Campus Date Started: Client Name.
12. Program Phase.
13. Active/Inactive: Shows whether the client is active in the Program Phase.
14. Last Service Date: The date a service such as a pass, MARTA Card, session, or referral was provided to the client.
15. Attendance Summary: Shows the percentage of class or group sessions that a client was enrolled in that they attended in this Program phase. (i.e. Enrolled in 8 class sessions, attended 6 - 75%)
16. Consecutive Absences: Shows the number of Consecutive Absences a client has had.
Team section
17. Vocational Training Specialist.
18. Assigned Vocational Manager.
19. Retention Coach.
20. Assigned CAM.
Next Steps Phase and Status
21. Next Steps Phase: Indicates what phase of @Work a client is currently in.
22. Next Steps Status: Indicates whether a client is Active or not.
23. Next Steps Status Reason: Filled out if a client is discharged or placed on hold to indicate the reason why.
JSW and Transformations section
24. Start Date: The date the client began JSW and entered the Next Steps Program.
25. Completed JSW: Indicates the client has Completed Job Search Workshop. Will autofill when you input Date Completed JSW.
26. Date Completed JSW: The date the client completed Job Search Workshop.
27. Transformations Cohort Start Date: The date the client started attending Transformations. Helps track a specific cohort over time.
28. Date Completed Transformations: The date the client completed Transformations.
29. SOE: Checked off if a client becomes Send Out Eligible - eligible to be sent job listings for our Corporate Partners.
30. Date SOE: The date the client became Send Out Eligible - used for tracking the time they began Transformations to the time they became Send Out Eligible.
31. Reason Not SOE: If a client is not SOE by their Graduation, we need to mark the reason they are not Send Out Eligible based on the Core Competencies of Next Steps (Communication, Conflict, Professionalism, Teamwork, Time Management).
32. SOE Note: When we mark a client as Not SOE, we need to add additional notes to see what specifically needs to improve.
Employment and Retention section
33. Employment Type: Indicates whether or not the position is Full-time, Part-time, Temporary, or an Apprenticeship. Cannot be marked until the client's @Work Status is Employed.
34. Date of Last Retention Status: Indicates the last date a Retention Assessment was recorded for the client. This is automated.
35. Retention Color: Indicates whether the client is at risk of losing their job based on their Retention Assessment.
Initial: Indicates Retention Coach just began meeting with the client.
Green: Client performing well with all 5 core competencies at their job.
Yellow: Client underperforming in at least 1 core competency at their job and engagement with their Retention Coach should increase.
Red: Client is underperforming in 2 or more of the core competencies at their job and engagement with their Retention Coach and the Corporate Partner should increase to ensure they can keep their job.
36. Active Job Start Date: The date their @Work approved job began. Used to track retention and alumni status.
37. Inactive Job Start Date: The date that their temporary job began.
System Information Section
38. Created By: Shows what staff member created the Program Engagement.
39. Record Type: Shows what Program Phase the client is in.
30. Last Modified By: Shows what staff member last modified the Program Engagement.
Right Sidebar
41. Client Notes: All progress notes written during this particular Program Phase. New Client Notes can be created from this section.
42. Goals and Case Plans: All Goals and Case Plans for this particular client for this particular Program Phase. New Goals can be created from this section.
43. Service Deliveries: All MARTA Cards, passes, referrals, and sessions given during this particular Program Phase.
44. Service Participants: All classes or groups the client is enrolled in.
45. Assessments: All assessments created during this particular Program Phase. New Assessments can be created from this section.
46. Files: All files uploaded directly to the Program Engagement. Can be helpful for files that only @Work Staff and Leaders should see.
47. Jobs: All jobs obtained during this particular Program Phase. New jobs can be created from this section.
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