Orientation and Appraisal - Maintain Activity Status in CalWIN

The CalWIN OLUM does not have information regarding the usage of specific activity statuses. Consistency in how activity statuses are used is crucial in identifying client’s participation, as well as reporting requirements.

The Activity Status Guide is intended to assist the end user in determining when to use each of the activity statuses and the impact to the activity timelines.

Activity Status Guide

Activity

Status

Reference Table - Activity Status Type (End)

When to Use

Category 1

NON-CORE PART-TIME JOB SEARCH

NON-CORE SUPERVISED JOB SEARCH

PART-TIME JOB SEARCH

RRT JOB READINESS

SUPERVISED JOB SEARCH

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Transfer

Y

Location of activity changes and client is assigned to a new session.

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note #1: “Rescheduled” is not used for Category 1 because client cannot be rescheduled into the same session that has started. To reschedule a client, the end user needs to use “Disenroll” or “End Before Expected” status and assign the client to a different activity session.

Note #2: During noncompliance when client complies or is given good cause, schedule for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave activity in “Non-Compliant” status.

Category 2 Education:

ABE

ESL

GED

CIU VOC TRNG NO ASM

CL GED

CL HIGH SCHOOL

CL IND STDY

CL MIDDLE SCHOOL

CL REM ED

CL VOC TRAINING HIGH SCHOOL

SNA-VOCATIONAL TRAINING

VOCATIONAL TRAINING

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Satisfactory Progress

 

 

N

Client continues to make satisfactory progress.

Unsatisfactory Progress

N

Anytime client is not making satisfactory progress.

Transfer

Y

Location of activity changes and client is assigned to a new session.

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note: During noncompliance when client complies or is given good cause, schedule client for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave in “Non-Compliant” status.

Category 3:

CHSP HOMELESS

OTHER FAMILY STABILIZATION ACTIVITIES

DOMESTIC ABUSE SV

EXTENDER-DOMESTIC ABUSE SERVICE

EXCUSED 2nd PARENT

FS DOMESTIC ABUSE SERVICES

FS EXTEND-DOMESTIC ABUSE SERVICE

FS HOMELESS FS INTEGRATED

DV-WTW SERVICES

FS MENTAL HEALTH SERVICES

FS SUBSTANCE ABUSE SERVICES

INTEGRATED

DV-WTW SERVICES

MENTAL HEALTH SERVICES

SUBSTANCE ABUSE SERVICES

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session.

Satisfactory Progress

N

Client continues to make satisfactory progress.

Transfer

Y

Location of activity changes and client is assigned to a new session.

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Category 4:

APPRAISAL

CL Orientation

ORIENTATION REAPPRAISAL

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note: During noncompliance when client complies or is given good cause, schedule client for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave activity in “Non-Compliant” status.

Category 5: ASSESSMENT

ASSESSMENT FS LEARNING DIB EVALUATION

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note: During noncompliance when client complies or is given good cause, schedule for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave activity in “Non-Compliant” status.

Category 6 Employment:

EC Works Subsidized FTE

EC Works Subsidized PTE

EC Works Unsubsidized FTE

EC Works Unsubsidized PTE

Employed Sub. PAS EC Works

Employed Unsub. PAS EC Works

FT EMPLOYED NO RETENTION OFF AID

FT EMPLOYED RET OFF AID

FT EMPLOYED RETENTION OFF AID

FULL TIME EMPLOYMENT

PART TIME EMPLOYMENT

PT EMPLOYED RET OFF AID

PT EMPLOYED NO RET OFF AID

Paid WEX

SELF EMPLOYMENT

Sub. College Work Study

TSE Transitional Subsidized Empl

WORK STUDY

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Satisfactory Progress

N

Client continues to make satisfactory progress.

Unsatisfactory Progress

N

Anytime client is not making satisfactory progress.

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note: During noncompliance when client complies or is given good cause, schedule for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave activity in “Non-Compliant” status.

Category 7 Community Service/WEX:

COMMUNITY SERVICE

COMMUNITY SERVICE-SELF INITIATED

WORK EXPERIENCE

Referred

N

System generated when activity is assigned.

Scheduled

N

System generated when client is scheduled into a session.

First Day Attendance

N

Client attends first day of assigned session

Satisfactory Progress

N

Client continues to make satisfactory progress.

Unsatisfactory Progress

N

Anytime client is not making satisfactory progress.

Became Employed

Y

Client became employed and employment is verified.

Completed

Y

Client completed the activity and is not employed.

No Show

N

Client does not show to the first day of the assigned session.

Disenroll

N

Client has not started and to remove client from a session. Can ONLY be used after “Referred” and “Scheduled” status. DO NOT enter after “No Show” status.

End Before Expected

Y

Client will not complete this session and is not employed.

Non-Compliant

N

Initiating the noncompliance process.

Sanction

Y

When a sanction is applied.

Other

N

As a transition status when the appropriate status is not available on the drop-down list. You will then need to Add the appropriate status that becomes available after “Other” is entered.

Note: During noncompliance when client complies or is given good cause, schedule for another session within the same activity. DO NOT complete a new assignment for the same activity. DO NOT leave activity in “Non-Compliant” status.

Supportive Services Assignment

The EC determines eligibility for supportive services based on requirements for the assigned activity(ies). Supportive Services must be assigned in CalWIN and appropriate NOAs sent.

Related Topics

Orientation and Appraisal Procedures

Orientation and Appraisal - Optional: Group Orientation for Assigned Employment Counselor (EC)

Orientation and Appraisal - WTW Plans for Employed Clients

Orientation and Appraisal - CalWIN Plan Tab

Orientation and Appraisal - CalWORKs 2.0

Orientation and Appraisal - CWES Orientation Presentation

Orientation and Appraisal - Conducting the CWES Orientation

Orientation and Appraisal - Completion of the Appraisal Interview

Orientation and Appraisal - Online CalWORKs Appraisal Tool (OCAT)

Orientation and Appraisal - OCAT Work Readiness Resource

Orientation and Appraisal - CalWORKs Home Visitation

Orientation and Appraisal - Plan # and Activity Chart

Orientation and Appraisal - WTW Activity Assignment Chart

Orientation and Appraisal - Maintain Activity Status in CalWIN

Orientation and Appraisal - Verification

Orientation and Appraisal - Case Documentation