Orientation and Appraisal - Case Documentation

SCD 2178

The EC will record the information given during the Orientation and Appraisal on the “WTW Information Program Checklist” (SCD 2178); will have client sign the SCD 2178 and provides copy to the client; and submits to Imaging workstation.

Case Comments

On the Journal Detail page window in CalSAWS, the EC must document actions taken, referrals given, return appointments provided and any follow-up needed.

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