Set Up

1. Become a Partner and Request Access to Partner Tools
2. Enter Services in Grantee Details
3. Add Training Programs
4. Set up Workplan and Cohorts 

Detailed Instructions: Become a Partner and Request Access to Partner Tools, Grantee Details, Add Training Programs, Set up Workplan and Cohorts  

Add Outreach and Partners

1. Go to the Outreach & Partners tab 
2. Add Outreach and enter required fields 
3. Add Partner and enter required fields 
4. Edit Partners and add Contact Notes 

Detailed Instructions: Outreach and Partners 

Add Customers and Complete Prescreening

1. Go to Customer list and select Add Customer 
2. Enter the customer information to create an Inquiry record and follow-up date. Identify customers who do not want to be contacted in the future.
3. Complete Prescreening to identify eligible programs and connect the customer with a program that suits their needs
4. Transfer customers to other CEJA programs as needed.
5. If the customer does not have an existing Illinois workNet account, an account will be created

Detailed Instructions: Add Customer, Add Customer - Returning Residents, Transfer Customers

Complete a CEJA Program Application

1. Enter additional demographic and contact information
2. The system will determine eligibility. Enter the customer's interest in participating in the program.
3. Review the application summary

Detailed Instructions: Complete CEJA Application, Complete Returning Resident Application

Complete Intake Assessments

1. Document in funds are provided to help the customer complete intake.
2. Complete the Career assessment
3. Complete Service Needs Assessment
4. Provide customer with information on how to access their career plan

Detailed Instructions: Complete CEJA Intake, Returning Resident Intake, Service Needs Assessment and Service Alignment

Send Referrals

1. Make referrals as needed
2. Monitor referral response and follow-up as needed.

Detailed Instructions: Submit CEJA Referrals

Career Plan and Services

1. Add/Edit goals
2. Enter or Update Services in the Career Plan 
3. Add planned start/end dates and provider information to prepopulated required services.
4. Add other services as needed.
5. Update services status, post-assessments, and credentials.
6. Use the Progress page to easily identify services that need attention.

Detailed Instructions: Update Career Plan, Progress Page

Policy: Enrollment & Barrier Reduction Policy, Stipend Policy

Enter or Update Completion/Follow-Up Information

1. Enter training completion.
2. Enter transition outcomes.
3. Enter program completion.
4. Enter follow-up case notes.
5. Enter success stories.

Detailed Instructions: Program Completion/Follow-Up

Use Reports and Dashboards

1. Use Dashboard and the customer Progress tab to view customer status and red flags. 
2. Use the Cohort Report to direct customers to relevant programs. 
3. Use the Cost Report to view an itemized list of service costs. 
4. View a list of services that include the count of customers by service status. 
5. Use program-specific Demographic Reports to review system data for reporting. 
6. Use the Narrative report to submit the monthly narrative report. 
7. Use Success Story Admin to submit, manage, and export success stories. 

Detailed Instructions: Customer Progress Tab, Dashboard, Cost Report