Add Partners, Outreach Events, and Engagements

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

Detailed Instructions: Partner Engagement and Management

Adding Customers

1. Go to Customer list and select Add Customer 
2. Enter required fields
3. Complete Prescreening
4. If the customer does not have an existing Illinois workNet account, an account will be created

Detail Instructions: Add Customer

Completing the Application

1. Complete demographic contact information
2. Automatic eligibility check
3. Application Summary page

Detail Instructions: Complete CEJA Application

Intake

1. Complete/update application
2. Enter Career Assessment
3. Complete Service Needs Assessment
4. Provide customer with information on how to access their career plan

Detail Instructions: Complete CEJA Intake

Referrals

1. Make referrals as needed

Detail Instructions: Submit CEJA Referrals

Career Plan and Services

1. Add/Edit goals
2. Enter services
3. Update as needed
4. Progress page

Detail Instructions: Update Career Plan, Progress Page

Program Completion/Follow-Up

• Add/edit Completion Status and Transition Outcomes for customers
• Add employment, post-secondary, or apprenticeship
• Add post-exit case notes

Detail Instructions: Program Completion/Follow-Up