Chapter: 4
Section: 5
Effective Date: 7/9/2026
Expiration Date: Continuing
Published Date: 7/9/2026 3:06:44 PM
Status: Current
Version: 1
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It is a best practice to enter a case note when a situation arises that is worth noting, such as a newly discovered need for support, guidance given, or progress made toward a goal.
When entering case notes from the Case Note section on the left part of the Customer Profile page, a complete case note includes the following sections:
Category – See the Category and Subcategories of Case Notes section of this policy.
Sub-Category – See the Category and Subcategories of Case Notes section of this policy.
Contact Date – The date the interaction took place.
Confidential – Yes/No. See the Confidentiality and Legal Requirements section of this policy.
Subject – A brief description of the service or purpose of the interaction.
Sub-Program – WIOA programs, such as adult, dislocated worker, or youth, will be a drop-down if the customer is co-enrolled.
Case Note – Enter the case note following the SAR method and guidance in this policy.