Add Outreach Events, Partners, and Engagements

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

Detailed Instructions: Partner Engagement and Management

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

Detail 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

Detail 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

Detail Instructions: Complete CEJA Intake, Returning Resident Intake

Send Referrals

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

Detail 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.

Detail Instructions: Update Career Plan, Progress Page

Policy: Enrollment & Barrier Reduction Policy, Stipend Policy

Enter or Update Completion/Follow-Up Information

  • Enter training completion.
  • Enter transition outcomes.
  • Enter program completion.
  • Enter follow-up case notes.
  • Enter success stories.

Detail Instructions: Program Completion/Follow-Up