Case File Review
LWIA/American Job Center: ____________________________
Site Visitor Name: ____________________________
Date: ______________________________
Customer First Name: _____________________________
Customer Status: DW � Adult � (can check both)
When was this customer on active duty? When was he/she most recently discharged? (For covered spouse, why/when did the spouse become eligible?)
What was this customer’s rank at discharge? (Or: What was the last rank of the spouse who created eligibility?)
What documentation was provided to verify the customer’s eligibility? At what point(s) in the process was it requested and provided?
What is the customer’s educational background?
What is his/her history in the civilian labor market?
Is there any evidence that the customer received POS? Please describe.
Where is this customer in the customer flow process?
Has an IEP been developed? If so, what are the customer’s goals?
Is the customer working with a counselor on a training plan?
Does the customer have an approved training plan? If so, describe.
If the customer is in training, are there grade reports in the file? Is there information on the ITA?
Who has met with the customer? Differentiate between LVER/DVOP, WIA, and ES case manager staff. How many times?
For this customer, in what ways did staff at the American Job Center –LVER/DVOP, WIA, and ES--coordinate delivery of service or implementation of POS?
What assessments, (if any), has the customer completed? Were they completed, and feedback given, online, in person, or some other way? How were those assessments used to determine appropriate services?
What key barriers, (if any) does the customer face?
Is the customer co-enrolled in any other programs? If yes, which ones?
What other services has the customer accessed prior to this meeting?
Workshops? Which ones?
Supportive services? What types? How many times?
Other?
Has the customer been denied any services to which he was referred?
Case Review
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
Author | JBaskwell |
File Modified | 0000-00-00 |
File Created | 2021-01-30 |