Client Services Salesforce

Tracking Outcomes as a Next Steps VDT or VTS

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When a client enters Next Steps, VDTs and VTSs track their progress in two outcome areas: Spiritual and Vocational. Actions taken by Make Progress staff are logged in the system, visually displaying client progress on the Make Progress Program Engagement. This allows staff to know at any moment where the client is in meeting their outcomes.

This article describes how to track outcomes as a SW/CRS.

Spiritual Outcome Area

1. Offered Prayer: When an Next Steps VDT/VTS offers prayer during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

2. Offered Salvation: When an Next Steps VDT/VTS offers salvation during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

3. Offered Baptism: When an Next Steps VDT/VTS offers baptism during a Client Session, they log this under Activities Performed when writing their Client Note. To learn how to create a Client Note, click here.

Vocational Outcome Area

1. Life Skills/JSW/Transformations: VTS or VDT marks completed JSW and the Date Completed JSW. To learn how to mark that a client has completed JSW, click here.

VTS or VDT marks Date Completed Transformations. To learn how to mark that a client has completed Transformations, click here.

2. Employment Applications: The VTS creates a Staff-Approved Job for clients who have obtained jobs through JSW Job Search. This indicates that the client has also created Employment Applications. To learn how to create a Staff-Approved Job, click here.

3. Staff-Approved Job: The VTS creates a Staff-Approved Job for clients who have obtained jobs through JSW Job Search. This indicates that the client has also created Employment Applications. To learn how to create a Staff-Approved Job, click here.

When the VTS or VTM performs one of these Outcome Activities, both the individual Outcome area donut chart and the Outcome listview with Points will update automatically.

Way to track that Outcome!

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