Documentation - Required

All CWES staff are required to enter the following information in the Journal Detail page window:

• The date newly assigned cases are received and reviewed indicating any changes or relevant information.
• All contacts, direct or indirect; face to face interviews; describe the issues discussed and any action taken as a result of the contact.
• All telephone calls and the essence of each conversation.
• All shelf stock/intranet correspondence sent to or received from the participant, service provider, or any other individual or agency involved with the case.
• All scheduled and rescheduled appointments and purpose of the appointment.
• Point of discovery and description of the participation problem.
• The date the Notice of Participation Problem, Cause Determination and Compliance Appointment is sent along with other required forms. Indicate interview date.
• All cause determination results.
  • All informal and formal compliance efforts.
  • All dates of termination of compliance period and sanctions.
  • The date financial sanction is requested.
  • The date and reason for granting Good Cause and description of documentation on file to support the authorization of Good Cause. Indicate whether client was placed in Good Cause status online.
• The date WTW activity agreements signed.
• Referrals and referral results to service providers/activities.
• All fiscal and support services transactions including transportation and child care payments, overpayments, adjustments, cancel and/or reissue warrants.
• Receipt of attendance and progress reports. Indicate number of hours of participation for that month. Record non-receipt of attendance or progress reports. Describe follow-up action taken.
• Upon closing case or transferring to another worker/unit, use the preprinted “Contact Action Summary Transfer” (SCD 163T) and/or “Contact Action Summary Closed Case” (SCD 163C). In case narrative prepare a brief summary narrative indicating the reason for closing or transferring the case. Present the facts in chronological order indicating the dates of occurrence and indicate all online entries made.