Policy Chapters and Sections

Category and Subcategories of Case Notes

Chapter: 4 Section: 5
Effective Date: 7/9/2026
Expiration Date: Continuing
Published Date: 7/9/2026 3:09:45 PM
Status: Current
Version: 1


  1. Case notes will be displayed in IWDS 2.0 on the Case Note section on the customer’s page according to the stage of service delivery. Case Note categories and subcategories include:
    1. Customer Contact
      1. Successful Two-Way Communication
      2. Outreach – Response Not Required
      3. Outreach – Pending Response
      4. Unsuccessful Communication
      5. Other Communication (Non-WIOA)
    2. Customer Outcome Information
      1. Employment Verification
      2. Educational Verification
      3. Credential Documentation
      4. MSG Documentation
    3. File Maintenance
    4. Training Progress
      1. Training Successful Two-Way Communication
      2. Progress Update Only
    5. Transition from Active Services (WIOA Exit)