Case Transfers - Scheduling Unit at 1879 Senter Road

Cases must be transferred to Worker A9J0 in CalWIN to be scheduled for a CWES orientation. The client needs to be in Registered Status in CalWIN and must attend an orientation when:

• A 30-day break in aid occurs.
• Lifting a sanction AFTER a 30-day break-in-aid.
• An exemption expires.

Case must be active and in Registered Status in CalWIN, unless the client wishes to cure the sanction.

Guidelines (Cases to the Scheduling Unit at 1879 Senter Road)

When the CWES Worker identifies a client as needing a CWES orientation and meeting the above criteria, these guidelines must be followed.

Cases must include the following, as appropriate:

• Supportive Services discontinuance NOA, if appropriate
• All documents received are scanned to IDM.
• Update all CalWIN screens, as appropriate.
• Document reason for orientation on CalWIN [Case Comments].
• Lead or Supervisor must change the worker # in CalWIN to Worker A9J0.
• Submit the SCD 163T to the Lead or Supervisor for transfer approval.

Note: North and South County District offices use a modified internal process for scheduling clients to orientation.