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. |
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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. |
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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. |
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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. |
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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