Scheduling Process - Clients for Group Orientation

Existing clients will be referred back to the group orientation when:

• Exemption expires after 30 days
• Break in Aid over 30 days
• Post-Aid services ends and client comes back on cash aid.

CalWORKs recipients who are not able to attend a group orientation may request an individual orientation.

Process for San Jose Central

A. The Closing Supervisor or Lead:

• Reviews the case.
• Transfers the case to caseload # A9ZR.

Note: Administrative Services Unit will change to A9Z0.

B. The OMC:

• Reviews A9ZR and A9Z0 list through Case Assignment View Cases window in CalSAWS.
• Provides list to scheduling clerk.

C. The Scheduling Clerk:

• Schedules each client into a session and mails the orientation appointment letter and CWES Guidebook to the client.

Process for North County

A. The Supervisor or Lead:

• Reviews the case.
• Transfers the case to caseload # N100.

B. The Designee:

• Reviews the list through Case Assignment View Cases window in CalSAWS.
• Reviews the WAX - N100 list
• Provides the list to scheduling clerk.

C. The Scheduling Clerk:

• Schedules each client into a session and mails the orientation appointment letter and CWES Guidebook to the client.

Process for South County

A. The Closing Supervisor or Lead:

• Reviews the case.
• Transfers the case to caseload # DLJ0.
• The DITF 13 listing identifies cases in the DLJ0 caseload that have come back on aid. These cases are assigned to the S100 caseload, Pending Orientation. The South County S100 caseload should be differentiated from the South County WAX list also titled S100.

B. The Designee:

• Reviews DLJ0 and S100 list through Case Assignment View Cases window in CalSAWS
• Provides list to scheduling clerk
• Schedules each client into a session and mails the orientation appointment letter and CWES Guidebook to the client.