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Service Plan Management

1. Details v _ SS es Reason Completion v Customer 3 v l Satisfaction Outcome Attained v Reviewer Stephen Plumb a A Details v On a 1 5 scale how likely are you to recommend the Canada Ontario Job Grant to other employers 3 No general opinion vi Did the Canada Ontario Job Grant enable you to invest in training for your employee s that zi m a otherwise would not have happened L Do you think that Ontario should continue to deliver the Canada Ontario Job Grant Yes v Did the skills training meet the workforce needs of the employer 5 Strongly agree vj Has the employer seen an increase in the trainee s productivity 4 Somewhat agree Iv Was the job matched individual retained by the employer beyond the probationary period Yes v How many of the trainees have been retained by the employer 5 Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 67 of 77 EOIS Case Management System Service Provider User Guide lf Comments need to be added related to the closure reason this can be inputted into the Change Closure Details page which can be found in the Action Button on the Service Plan Home page 2 Step 3 Close Service Plan Click Yes to close the service plan Close Service Plan Canada Ontario Job Grant Employer 3120656 Kaboom Productions 10240285 Are you sure you want to close this Service Plan 2015 The Queen s Printer Release 5 0 Version 1 1 Page 68 o
2. 2015 The Queen s Printer Release 5 0 Version 1 1 Page 7 of 77 EOIS Case Management System Service Provider User Guide 8 5 Roles and Responsibilities The creation and management of service plans is the responsibility of service providers Ministry users with appropriate system access may view plan but cannot create or modify service plans The following table lists the actions that each system user role can perform Create Modify Close Role i Service Service Service Plan Plan Service Provider Manager Service Provider Caseworker Service Provider Administrator Ministry Supervisor Ministry Caseworker 8 6 Building a Service Plan The successful creation of a service plan requires the following steps to be performed in sequence and will be explained in this section Create a service plan from a template Create a client summary Add additional sub goals if required Add plan items to sub goal s Submit service plan for approval Create plan summary Se X96 eS x Aw v Record acceptance of plan summary 2015 The Queen s Printer Release 5 0 Version 1 1 Page 8 of 77 EOIS Case Management System Service Provider User Guide 8 7 COJG Process Flow in EOIS CaMS The following nine steps represent the process flow for COJG applications after the online application has been approved in EOIS CaMS 1 Register Employer 2 Create Employer EO Case 3 Create Employer COJG service plan 4 Register Participant
3. Orange Simpson 19 11 2014 Issued 2 Step 3 Plan Summary Home From the Action Button select Edit ac Administration Plan Summary Home Canada Ontarin Job Grant Participant 3120858 Orange Simpson 5863425 View Plan Summary Download History Upload History Plan Summary Details T Issued To Orange Simpson Creation Date 19 11 20 Reason initial Status Issued View Plan Summary ean Fabi 19 11 2014 Teengalat ee Versi 1 06 Oewnlasd Elm an English Palris 51 175 LOOR ST E TORONTO OM MAWRR Download Plan in French Sirnalurie Dedi Close T 2015 The Queen s Printer Release 5 0 Version 1 1 Page 45 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Modify Plan Summary Details To record contract acceptance enter the Date Accepted in the Acceptance information panel To record contract rejection enter the Date Rejected in the Rejection information panel and select the reason from the Rejection Reason drop down menu To record contract cancelled enter the Date Cancelled in the Cancellation information panel and select the reason from the Cancellation Reason drop down menu Once all appropriate fields are complete click Save required field Details v Issue To Orange Simpson Address 175 BLOOR ST E am Reason Initial v Issue Date 19 11 2014 ES Accepta Date Accepted 1 9 11 2014 Location Reference File Rejection v Date R
4. 2 Step 1 Service Plan Home Click the Plan Content tab Case Detalls T Primary Clint Kabocm Products Plan Riberi Mumbar 3120656 Program Canada Ontario Job Grant Employer Status Open 2015 The Queen s Printer Release 5 0 Version 1 1 Page 21 of 77 EOIS Case Management System Service Provider User Guide 2 Step 2 Plan Content From the Action Button next to the appropriate sub goal select Add Plan Item acc Client Summary Plan Content Plan Summary Administration Name of Sub Goal Start Date End Date Status Outcome gt COJG Training Employer Not Started n d Participant Service Plans m v Estimated Estimated Estimated Estimated Actual Ed Sans Cod Actual Case Employer Employer In Ministry Ministry Employer EAE Ministry f Start Date Closure Date Status Kind Cast Total Delete Sub Total Contribution Contribution Contribution Contribution Contribution Con o SS aon ACLU 2 Step 3 Select Plan Item Type Click Select beside the appropriate Plan Item Plan Item v Action Name Plan Item Type Description COJG Training Program Basic Plan Item Cancel gt Step 4 Add Plan ltem All fields have been pre populated Review and click Save Details v Sub Goal COJG Training Employer Name COJG Training Program Primary Client Kaboom Productions a Expected Start Date p 2 2015 Expected End Date 26 6 2015 3 Expected Dutcome Completed a E
5. EOIS Case Management System Service Provider User Guide 2 Step 2 Create Service Plan Complete all fields For the Service Delivery Site click on the magnifying glass icon S and select the appropriate Service Delivery Site Name The Service Delivery Site will populate on to the Create Service Plan page For Program select Canada Ontario Job Grant Participant and that determines the relevant choice available for the Template Click Save For Self Service Initiated the value will always be No for COJG service plans Create Service Plan x required field Details w Primary Client Orange Simpson Referred In Owner Service Delivery Site YYZ Learning Center Main en LA Template Name w Template Canada Ontario Job Grant Participant Subyention Canada Ontario pour l emploi Participant Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 24 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Service Plan Home Ensure that all information in the service plan is correct Once a service plan has been created the status will be set to Open this appears on the Service Plan Home page A service plan can have various statuses For a detailed description of status definitions and Service Plan Home page features refer to the Appendix lf Referred In requires modifying click Edit Service Plan from the Action Button on the Service Plan Home page Home
6. Employer Status Open Owner Stephen Plumb Change Owner Closure Reason i YYZ Learning Center Main Change uy Service Delivery Site Goal Enhance Skills Change Goal Referred In EO EO Service Provider Other Start Date 19 014 Closure Date Change C0JG COJG tion Numbe 7767723431 Application Number Application Number ee ae ma an e imn ma a Once a COJG application number has been linked to an employer service plan it cannot be associated with another service plan have its Status changed or be forwarded unless it is later unlinked 2015 The Queen s Printer Release 5 0 Version 1 1 Page 15 of 77 EOIS Case Management System Service Provider User Guide 8 8 2 Create Client Summary for COJG Employer Only one client summary can be created per service plan Please note that the client summary can be modified but a new one cannot be created Prerequisite A COJG Application Number is recorded on the COJG Employer Service Plan Home page The Client Summary for a COJG Employer service plan has an added vertical navigation feature the Tab Content Bar 2 Step 1 Service Plan Home Click the Client Summary tab pe ETE Hm EM Home Client Summary Plan Content Plan Summary Administration Service Plan Home Qly g Case Details v Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Open 2015 The Queen s Printer
7. Plan Content Click Edit Plan Item from the Action Button next to the relevant plan item Home cient summary ee Administration Events Plan Content New Sub Goal amp Name of Sub Goal Start Date End Date Status Outcome CO2G Training Participant 19 11 2014 19 11 2014 Not Started Details Name CO2G Training Participant Outcome Type COJG Training Participant Owner Stephen Plumb Plan Items Name Start Date End Date Status b COJG Training Module 19 11 2014 19 11 2014 Not Started Comments Mat Ctartad 2 Step 4 Modify Plan Item Enter the Actual Start Date and Actual End Date Select the appropriate Outcome from the drop down menu For the COJG Training Module plan item it is extremely important that users keep the Actual fields for Employer Cash Contribution Employer In Kind Contribution and Total Cost The data in these fields will be filtering into Service Provider and Ministry reports Click Save Estimated Cost cannot be modified once the plan item has been saved 2015 The Queen s Printer Release 5 0 Version 1 1 Page 56 of 77 EOIS Case Management System Service Provider User Guide required field Primary Client Orange Simpson Details v Name COJG Training Module Outcome Attained MN v Expected Start Date 19 11 2014 3 Expecte
8. 1 Plan Reference Number Status Closure Reason Outcome 3120656 Approved Page 47 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Plan Summary The plan summary has been created The system populated the summary using the client and the client s address As well the Issued Date is set to the current date and the Reason is set to Initial Click Select Home chent summary Plan content Plan summary Administration Events Plan Summary Action Issued To Date Tesued Status Kaboom Productions 19 11 2014 Issued Step 4 Plan Summary Home Confirm information is correct To print the plan summary select Download Plan in English or Download Plan in French depending on the language the client prefers from the Action Button Plan Content Administration Plin Summary Home Canada Ontario Job Grant Employer 3120856 Kaboom Productions 10240285704 Bownloud History Upload History Plan Summary Details Edit Issued To Kaboom Productions Creation Date ININA View Plan Summary Reason Initial Status Issued ji Te Data 15 11 2014 Templibe Verskim 1 06 Address B07 175 BLOOR ST E TORONTO ON MAWJKB imma Fini Ale 2015 The Queen s Printer Release 5 0 Version 1 1 Page 48 of 77 EOIS Case Management System Service Provider User Guide 8 12 2 Record Plan Summary Acceptance for COJG Employer 2 Step 1 Service Plan Home Click the Plan Summary tab Cllent Summary
9. EMPLOYER eeeeeee eene nne rre 20 8 8 4 ADD PLAN ITEM FOR COJG EMPLOYER ete ree one erre nono r euentu ess 21 8 9 Create Participant Service Plan 23 8 9 1 LINK TO COJG EMPLOYER SERVICE PLAN ccssscsssccsssccsscccssccssccsccesscesscccsscesseees 26 8 9 2 CREATE CLIENT SUMMARY FOR PARTICIPANT ccccseccssccssccssccsscesccescesceccesscences 30 8 9 3 ADD ADDITIONAL SUB GOAL FOR COJG PARTICIPANT c ccssccessccsccessceessensceeee 3 8 9 4 ADD COJG TRAINING MODULE PLAN ITEM FOR COJG PARTICIPANT 33 8 9 4 1 ADD PLAN ITEM PLACEMENT FOR COJG PARTICIPANT eene nne 35 8 9 4 2 ADD PLAN ITEM CUSTOM PLAN ITEM FOR COJG PARTICIPANT cen 38 8 10 Approval of COJG Employer Service Plan 40 8 11 Approval and Activation of COJG Participant Service Plan 42 8 11 1 SUBMIT FOR APPROVAL FOR COJG PARTICIPANT ccccccescssccsscesscescescesscesscesces 42 8 11 2 CREATE PLAN SUMMARY FOR COJG PARTICIPANT eene eee nennen 43 5 11 3 RECORD PLAN SUMMARY ACCEPTANCE FOR COJG PARTICIPANT cc 45 8 12 Activation of COJG Employer Service Plan 47 8 12 1 CREATE PLAN SUMMARY FOR COJG EMPLOYER eene 47 8 12 2 RECORD PLAN SUMMARY ACCEPTANCE FOR COJG EMPLOYER es 49 8 13 Modify Client Summary for COJG Employer 51 8 13 1 ADDING INCUMBENT AND NEW HIRE INFORMATION FOR COJG EMPLOYER 57 2015 The Queen s Printer Release 5 0 Version 1 1
10. Page 3 of 77 EOIS Case Management System Service Provider User Guide 8 13 2 ADDING A TRAINING SCHEDULE FOR COJG EMPLOYER ccccceccesscscesceesceescesces 54 8 14 Service Plan Content Modification for both COJG Participant and Employer Service Plans 55 ox L4 MODIFY COMPLETE PLAN ITEMS uersa sette ra neo e o ve doten pee roe ee uto ei pos dra meten pee Upe 55 Sulla DELETE PLAN ITEMS oet t E E ETET 58 S LA CANCEL PLANITE M ine a N A dau ia abner td 59 VM Ea eas ANCES UB B9 NER ROO 61 o4 5 DBE ETESUB GOA LI aes sh hess sree tote tees outta cu aet cti Aene fe DR Ice E e CE Dc hee 62 S 14 3 COMPLETE SUB OONLS etel Merdeituditatat oae eRI MEINES i ors E ED ED Spe 63 8 15 Close COJG Participant Service Plan 64 8 16 Close COJG Employer Service Plan 66 8 17 Reviews 69 8 17 1 Review Generation 69 8 17 2 Create Review Manually 70 8 17 3 Modify or Complete Review 72 8 18 Appendix 75 SEL WAIN TEM COS Zsoctesctemtudtntettesetuiste t ero tuttedci fueris iced ac R ope tame 75 O bo 2 EXPECTEDOUTCONIB 2e usenceu te see verre Som ER iut esu PEE DD D ME LS eee oer e 75 Salis 5 OOD M cM M 75 GJ SL STATUSEBSE d c etu M Lu uM LU 75 s LSA SERVICE PLAN SPAT US S eeren etdedtet tit eut epatemctoutub sete dede tait e ttes 75 S L5 4 2 PLAN SUMMARYS TA TIUS aun ia ume OE NE lee lauu i dud 76 9 04 PEAN TIEM S TATIUS pectet cdit ote A i batestoste EA
11. Plan Content Plan Summary Administration Case Details v Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Approved Owner Stephen Plumb Change Owner Closure Reason Service Site WE Leeming Center Main Change Service 2 Step 2 Plan Summary Click Select next to the plan summary that requires a date signed tome cient summary pian content pian summary Administration events Plan Summary Action Tsum To Dake erna Salus Kaboom Productions 19 11 2014 Issued 2 Step 3 Plan Summary Home From the Action Button select Edit f home Clent Summary Plan Content Administra thon l Events Plan Summary Home Canada Oritaria Job Grant Employer 3120858 Kaboom Productons 10240285704 View Plan Summary Reason Initial Status Download Flan in Tess Baba 15 11 2014 Templalie Versi English Download Plan in French Address BOF 175 BLOOR ST E TORONTO ON MAWJRB Chose 2015 The Queen s Printer Release 5 0 Version 1 1 Page 49 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Modify Plan Summary Details To record contract acceptance enter the Date Accepted in the Acceptance information panel To record contract rejection enter the Date Rejected in the Rejection information panel and select the reason from the Rejection Reason drop down menu To record contract cancelled enter the Date Cancelled in the Canc
12. Plan Home page Home Client Summary Plan Content Plan Summary Administration Service Plan Home n 6d Case Details y Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Open Owner Stephen Plumb Change Owner Closure Reason Servi ny Sit YYZ Learning Center Main Change Service Delivery Site Goal Enhance Skills Change Goal Referred In EO EO Service Provider Other Start Date 19 11 2014 Closure Date COJG Application Number Change COJG Application Number Name of Sub Goal Start Date End Date Status Outcome gt COJG Training Employer Not Started Participant Service Plans v BEE AEE mn u Aeta Ar cea ards fase Start Closure E er E er Minist ry Ministry Employer Employer Ministry Ministry Referenc Status Cash In Kind Cash Total IN Date Date Cash In Kind Cash Total it it tribut Contribut um Contribut Contribut Contribut Contribut aa s aa RN PX RI E ion ion ion ion ion ion ion ion wA TT m 5 Total 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 Coammantc Release 5 0 Version 1 1 2015 The Queen s Printer Page 12 of 77 EOIS Case Management System Service Provider User Guide 8 8 1 Link to COJG Application A user MUST associate a COJG Application ID to the COJG Employer service plan before proceeding to the next step in the service plan process flow If a user has not linked a COJG Application ID to the COJG Employ
13. Program Canada Ontario Job Grant Employer Status Active Owner Stephen Plumb Change Owner Closure Reason gt Step 2 Client Summary Click Edit which in some instances Is found in the Action Button Plan Content Plan Summary Administration fg Trainina Cost and Grant Request v Plan Content Plan Summary Administration B Training Details Add Incumbent Information Add New Hire Information Is this company specific training Yes xs Which of tha fallauina tra3inina catanariac hact dacrrihac tha trainina vari ara 2015 The Queen s Printer Release 5 0 Version 1 1 Page 51 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Create Client Summary Complete all fields and click Save required field Training Cost and Grant Request Training Cost Training Cost B Tuition or other training provider fees 1 000 00 Textbooks software and other required materials 1 000 00 Mandatory student fees 1 000 00 Examination Fees 1 000 00 Total Cancel 8 13 1 Adding Incumbent and New Hire Information for COJG Employer Under the Training Details section additional incumbent and new hire information can be added 2 Step 1 Service Plan Home Click the Client Summary tab z Home Chent Summary Plan Content Plan Summary Administration Service Plan Home Case Details r Primary Chet Kalboom Productions Plan Reference Numb
14. Summary Plan Content Administration Case Detalls Primary Clik nl Orange Simpan Pion Rasberence Number 3120658 Program Canada Ontario Job Grant Participant Status Open eons Srenban Ghoimk hnnan Sen Cincuen Basen a 2 Step 2 Client Summary Home Client Summary Plan Content Plan Summary Administration Client Summary Primary Client Date Created 2015 The Queen s Printer Release 5 0 Version 1 1 Page 30 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Create Client Summary Complete all fields and click Save required field Details v Internationally Trained Professional No Labour Force Attachment Unemployed v H n n LE r 1 Credentials Not Recognized in Not Applicable BE source of income earne Ontario Time Out of School Work 6 Months to 1 Year v Comments v 8 9 3 Add Additional Sub Goal for COJG Participant When choosing the COJG participant service plan template the COJG Training Participant sub goal is automatically populated An additional sub goal COJG Placement and Support is required only for participants with a COJG placement System Steps 2 Step 1 Service Plan Home Click the Plan Content tab Administration ome n Conten n Summary Primary Chent Orange Simpson Pion Reference Humber 3120658 Program Canada Ontario Job Grant Participant Status Open Owner Stenhen Phimh Channe Qwner Cincure Reason 2 Step 2 Plan
15. cent summary Plan content plan Summary Administration Events Service Plan Home aga Case Details Primary Client Orange Simpson Plan Reference Number 3120658 Program Canada Ontario Job Grant Participant Status Approved Owner Stephen Plumb Change Owner Closure Reason En 4 Se very Site YYZ Center Main Change Service c Delivery Site Goal Enhance Skills Change Goal Referred In EO Employment Service Provider Start Date 19 11 2014 Closed Date COJG Employer Service Plan Reference Number 3120656 Name of Sub Goal Start Date End Date Status Outcome b COJG Training Participant 19 11 2014 19 11 2014 Not Started b COJG Placement and Support 19 11 2014 19 11 2014 Not Started EY Commentc v Where the COJG employer service plan is only approved once each linked COJG participant service plan requires system approval 8 11 2 Create Plan Summary for COJG Participant 2 Step 1 Service Plan Home Click the Plan Summary tab Primary Cheni Orange Simprssn Pn Relheneno Humber 3120554 2 Step 2 Plan Summary Click New tome cent Summary Plan Content Plan summary Administration tvents Plan Summary L Action Issued To Dale Issued Status 2015 The Queen s Printer Release 5 0 Version 1 1 Page 43 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Plan Summary The plan summary has been created The system populated the summary using the client and the clien
16. dnd Betten iaa 76 815 S SERVICE PLAN QUICONMES thesis te Ni E iced M MIN IC ME kes 76 Sulla O SERVICE PIE SN CTOS URE Mente dditectuliseniietuettude eats e MlecoS ite E TI SAS CO T a E A A AN TI 2015 The Queen s Printer Release 5 0 Version 1 1 Page 4 of 77 EOIS Case Management System Service Provider User Guide 8 Service Plan Management for the Canada Ontario Job Grant 8 1 Introduction Note this chapter deals exclusively with Canada Ontario Job Grant service plans For Employment Service and Summer Jobs Service plans refer to Chapter 8A For Literacy and Basic Skills LBS service plans refer to Chapter 8B Employment Ontario service providers create road maps or plans for individuals that detail the benefits and services that the service provider can deliver in order to meet clients needs Employment Ontario refers to this type of plan as a service plan The service plan is a system tool that allows an Employment Ontario service provider to plan and manage the delivery of services and activities to help a client achieve a specific goal The primary reason for the creation of any service plan is to enable a client to achieve a specific goal In most cases a goal must be divided into steps that need to be attained in order to achieve the overall plan goal Building these steps individually provides a more manageable way of achieving the overall service plan goal A case worker will have the ability to track all client p
17. participant service plans must be closed prior to closing the COJG employer service plan A service plan can only be closed when its Status is Active and all plan items and sub goals have outcomes saved or at any time as long as the Reason is Opened in Error or the plan summary status is Cancelled or Rejected 2015 The Queen s Printer Release 5 0 Version 1 1 Page 66 of 77 EOIS Case Management System Service Provider User Guide gt Step 1 Service Plan Home From the Action Button click Close Home Client Summary Plan Content Plan Summary Administration Case Details Pa Primary Client Kaboom Productions Plan Reference Number 3120656 of Program Canada Ontario Job Grant Employer Status Active Owner Stephen Plumb Change Owner Closure Reason Service Delivery Site og Main Change Serving Outcome Edit Service Plan Goal Enhance Skills Change Goal Referred In Sun ir Dp Start Date 19 11 2014 Closure Date Change Clone CO0JG Application Number 27767723431 Details Add Bookmark Bama of uh f a4l fret Nita End Nata C tatiic 2 Step 2 Close Service Plan Complete all fields The current case owner will default as the service plan Reviewer To choose a different Reviewer click on the magnifying glass and select the appropriate user Click Save The Closure Reason cannot be changed once the service plan has been closed with a reason of Opened in Error required field
18. s 5 Create Participant COJG service plan s 6 Maintain both Participant and Employer service plans 7 Closure of Participant service plan s 8 Closure of Employer service plan 9 Reviews Follow ups for both Employer and Participant s Please note Steps 1 5 must be completed in the above order Data from the COJG application is pre populated in EOIS CaMS to save data entry time as the user progresses through these steps Skipping or reordering steps will produce system error messages 2015 The Queen s Printer Release 5 0 Version 1 1 Page 9 of 77 EOIS Case Management System Service Provider User Guide 8 8 Create Employer Service Plan Prerequisite The Employment Ontario Case for the employer must exist in order to create a service plan for a client If one does not exist refer to Chapter 7 for instructions on how to create an Employment Ontario Case For information on how to find an Employment Ontario Case within the system refer to Case Search in Chapter 2 System Steps 2 Step 1 Employment Ontario Home Click New Service Plan from the Action Button Employer Search X EO K Productions 3120650 X Kaboom Productions 3120650 T Type Employment Ontario Creation Date 18 11 2014 Status Open Home Events Administration Recent Changes Employment Ontario Home Cl Details v Case Reference 3120650 Received Date Primary Client Kaboom Productions Type Creation Nate 18 11 2014 Static Add Bo
19. that they are utilizing the skills acquired in training Does the individual feel they have increased their skill level Does individual feel that their emplovment situation has improved as a result of 2 Step 4 Modify Review Modify the necessary information and click Save For system generated reviews the Reason cannot be modified and the system will display an error message at the top of the page required field i Reviewer Stephen Plumb 3 Reason Outcome at 6 months v Scheduled Date Actual Start Date 3 Expected End Date Actual End Date 3 Outcome Program Specific Outcomes The individual has experienced an increase post participation in either Income Hours worked NOC No had Code oc gaa skills acquired in training gaa aaa Somewhatagree O O M n s m 4 Somewhat has improved as a result of training E x equipped to do their existing job as a result of the 6 No Response bd Was the job matched individual retained by the mm vj employer beyond the probationary period Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 73 of 77 EOIS Case Management System Service Provider User Guide 2 Step 5 View Review If completed the system will advise the user to update employment and education history accordingly and provides links to View Education and View Employment Pending Reviews Case Reference Program Primary Client Review Type Review Dat
20. v Will you support the completion of training though flexible work arrangements for existing workers Yes I Impact of Training How many positions will increase from part time to full time employment as a result of the training How many positions are seasonal How many existing workers will remain in their current job as a result of the training ww E eooo eooo How many layoffs will be avoided with this training 0 PR a E E v How many employees will be in a more advanced occupation as a result of training How many employees will see an increase in wages as a result of the training How many trainees do you intend to hire upon completion of the training Incumbents Post Training S Post Training Post Training Number of Number of Post raining eee Position Title TL Em Number of pe tus irr Salary Number of Status Hourly Hours Weekly Employees a Hourly Hours Weekly 7 Actor 19 00 35 y Actor 31 00 35 Active New Hires v 0 0 00 0 Active Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 18 of 77 EOIS Case Management System Service Provider User Guide Training Provider required field Training Provider Details Training Provider Name SS Acting School Canada Revenue Agency Number 231155773 Training Provider Contact Name Steve Segal Training Provider Contact Telephone 412 Sox Training Provider Type m Ruxgeshorisd Private Corpor Collegio
21. when the outcomes for all sub goals have been entered This outcome defines whether or not the desired outcome of the service plan has been attained 2015 The Queen s Printer Release 5 0 Version 1 1 Page 76 of 77 EOIS Case Management System Service Provider User Guide 8 18 6 Service Plan Closure A service plan is usually closed once all activities have been completed but it can be closed at any time during its delivery A closed service plan can still be accessed from the integrated case to which it was added 8 18 7 Cost Tracking the cost of a product or service is an essential part of service plan management Plan item cost can be derived from the actual cost of delivering a plan item as entered by a caseworker A cost statement can be generated at any stage of the service plan delivery It displays all estimated and actual costs involved in the delivery of a service plan at the time the statement is created For each element the statement provides an estimated and actual cost which allows for the comparison of these costs The costs of the sub goals plan groups and the overall plan are derived from the accumulated cost of the individual plan items o 2015 The Queen s Printer Release 5 0 Version 1 1 Page 77 of 77
22. 1000 Estimated Employer In Kind Contribution 500 Comments v lt is extremely important that users keep the Estimated and Actual fields for Employer Cash Contribution Employer In Kind Contribution and Total Cost The data in these fields will be filtering into Service Provider and Ministry reports Do not edit the fields within the Responsibility and Plan Item Owner information panels These fields default to the appropriate values 2015 The Queen s Printer Release 5 0 Version 1 1 Page 34 of 77 EOIS Case Management System Service Provider User Guide 8 9 4 1 Add Plan Item Placement for COJG Participant System Steps Follow steps 1 to 2 in Section 8 9 4 2 Step 3 Select Plan ltem Type In the list of plan items associated with the COJG Placement and Support sub goal click Select next to COJG Placement with Incentive Plan Item v Action Name Plan Item Type Description COJG Placement with Incentive Basic Plan Item Select COJG Supports for Individuals Academic Assessment Basic Plan Item Select COJG Supports for Individuals Child Care Basic Plan Item Select COJG Supports for Individuals Clothing Basic Plan Item Select COJG Supports for Individuals Language Assessment Basic Plan Item Select COJG Supports for Individuals Other Basic Plan Item Select COJG Supports for Individuals Special Equipment Basic Plan Item Select COJG Supports for Individuals Translation of Academic Docume
23. 12 months for COJG employers 6 or 12 2015 The Queen s Printer Release 5 0 Version 1 1 Page 70 of 77 EOIS Case Management System Service Provider User Guide months for COJG participants The Expected End Date must be the same as the Scheduled Start Date Click Save or Save amp New required field Reason Expected End Date rc tt t Save 1 Save New I Cancel 2 Step 4 Events Click the Case Review tab Calendar View List View Event Start Date End Date gt Case Review 11 06 2015 l b Plan Closed 11 12 2014 11 12 2014 a 2 Step 5 Case Heview The Case Review list will display all reviews for the service plan Click the toggle to view the details of the relevant case review 2015 The Queen s Printer Release 5 0 Version 1 1 Page 71 of 77 EOIS Case Management System Service Provider User Guide Client Summary Plan Content Plan Summary Administration a Review Reason Scheduled Start Date Actual Start Date Outcome Training Response amp Outcome at 6 months 11 06 2015 a Details v Reviewer Reason Outcome at 6 months Scheduled Date 11 06 2015 Actual Start Date Expected End Date Actual End Date Outcome Review Type System Created Program Specific Outcomes The individual has experienced an increase post participation in either Income Hours worked NOC Code Does the individual feel that they are utilizing the skills acquired in training Does the individual feel they have
24. 120650 Case Reference Employer Reference Number 10240285704 Trading Business Name Kaboom Productions Registered Legal Name Kaboom Productions Business Address Line 1 807 2015 The Queen s Printer Helease 5 0 Version 1 1 x required field Yv Business City Last Updated v v Business City Last Updated TORONTO 18 11 2014 11 31 Page 36 of 77 EOIS Case Management System Service Provider User Guide 2 Step 7 Add Plan ltem The Employer name will populate the Add Plan ltem page Complete fields as necessary The Expected Outcome will pre populate For Expected Start Date and Expected End Date if these dates have been defined enter them if not use the default dates Enter the National Occupation Code NOC relating to the placement and the Estimated Cost that has been negotiated with the employer Complete all the fields in the Placement Information panel and click Save Note that when the plan item has an Outcome of Attained the system will create a new employment record within the Background folder of the client profile Modifications to this new record can only be made within the plan item Also this employment record will be set as the Primary record if one does not already exist for the client Add Plan Item Canada Ontario Job Grant Participant 3120658 Orange Simpson 5863425 required field Details ha Sub Goal COJG Placement and S
25. 9 11 2014 Productions 2 Step 5 Link Employer Service Plan Canada Ontario Job Grant Click Save p AL Crna es ara miror I SE eee See Tala Tuana antimien ant Gd ican if CO mp Pea EFT eT eee COE Link Employer Service Plan Canada Ontario Job Grant Participant 3120658 Orange Simpson 586 required field Link Employer Service Plan ww Emplover Service Plan Case Reference T 3120656 ex Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 27 of 77 EOIS Case Management System Service Provider User Guide 2 Step 6 Service Plan Home The Employer Service Plan Case Reference appears on the Service Plan Home page Home Client Summary Plan Content Plan Summary Administration Service Plan Home 2 Case Details Primary Client Orange Simpson Plan Reference Number 3120658 Program Canada Ontario Job Grant Participant Status Open Owner Stephen Plumb Change Owner Closure Reason YYZ Learning Center Main Change Service Service Delivery Site Delivery Site Outcome Goal Enhance Skills Change Goal Referred In EO Employment Service Provider Start Date 19 11 2014 Closed Date 7 0656 Chang lo ice Pla COJG Employer Service Plan Reference Numbe 312 Change COIG Employer Service Plan Reference Number On the COJG employer Service Plan Home page the COJG participant will appear in the Participant Service Plans list 2015 The Queen s Printer Release 5 0 Version 1 1 Page 28 of 77 JE E
26. Aibdress unit Suite Apt Street Number 175 Street Name Bloor sil PO Box City Taranta Province Onlar io A Postal Code hid JRO Telephone Number 416 412 3652 Fax Number Email StangSk action E Loti col Trairiru hl unit Suite Apt Street Number Street Name PO Box City Province Alberta v Postal Gore Phorm Number Fax Number Eraill Traian Dours Deeb sails Course Title Acting 101 Credential to be obtained e g Actors Certificate Evrtilicati E Airea RI Claseroorn Method of Training ER cria Total Cost of Training 5 26 000 00 E reite Fundamentals of acting Description e g describe the course nd associated lernning nutcenmes Traina Provida Hair kal Carnal Employer Contribution required field Contribution for Employers with 50 or fewer Employees or a Consortium v Total Cost of Training 0 00 Employer Cash Contribution minimum 1 6 of training cost 0 00 Employer In Kind Contribution minimum 1 6 of training cost if applicable 0 00 MTCU Contribution maximum 2 3 of Total Training Cost or 10 000 whichever is less 0 00 Contribution for Employers with over 50 Employees or a Consortium v Total Cost of Training 25 000 00 Employer Contribution minimum 1 3 of Total Training Cost 9 500 00 MTCU Contribution maximum 2 3 of Total Training Cost or 10 000 18 500 00 whichever is less Cancel A user must manually Save each s
27. Client Summary Plan Content Plan summary Administration Service Plan Home a 5 d Case Detail T Primary Client Orange Simpson Plan Reference Number 3120658 Program Canada Ontario Job Grant Participant Status Owner Stephen Plumb Change Owner Closure Reason YYZ Learning Center Main Change Service Service Delivery Site Outcome Delivery Site Goal Enhance Skills Change Goal Referred In EO Employment Service Provider Start Date 19 11 2014 Closed Date Ch C016 Employer Service PL C016 Employer Service Plan Reference Number Changs A HIPIPRPIORCUSUN Reference Number ferences Name of Sub Goal Start Date End Date Status Outcome P COJG Training Parbopant Not Started F Comments v 2015 The Queen s Printer Release 5 0 Version 1 1 Page 25 of 77 EOIS Case Management System Service Provider User Guide 8 9 1 Link to COJG Employer Service Plan A user MUST associate a COJG Employer Service Plan Case Reference Number to the COJG Participant service plan before proceeding to the next step in the service plan process flow This linkage creates system generated items within the associated COJG Employer Service Plan System Steps 2 Step 1 Service Plan Home Click Change COJG Employer Service Plan Reference Number Case Details T Primary Client Orange Simpson Plan Reference Number 3120658 Program Canada Ontario Job Grant Participant Status Open Owner Stephen Plumb Change Owner Closure Reason YYZ Learning Center Ma
28. Content Click New Sub Goal Home Clent summary Plan content Plan Summary Administration Plan Content ea ia k COIG Training Participant Not Started aa 2015 The Queen s Printer Release 5 0 Version 1 1 Page 31 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Select Sub Goal Type Click Select for the appropriate Sub Goal Type Select Sub Goal Type Sub Goal Type ww Action Sub Goal Type COIG Placement and Support Select COIG Training Participant Cancel 2 Step 4 Aad Sub Goal Click Save required field Details v Name COIG Placement and Support Owner F Me User a rs Comments ww Previous Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 32 of 77 EOIS Case Management System Service Provider User Guide 8 9 4 Add COJG Training Module Plan Item for COJG Participant For COJG participant service plans there is only one mandatory plan item COUG Training Module System Steps 2 Step 1 Service Plan Home Click the Plan Content tab Case Details bul Primary Client Drange simpson Plan Reference Humber 3120058 Program Canada Ontario Job Grant Participant Status Open rwrusr Stephen Plur Change Owrmer Closure Resear oe ma 2 Step 2 Plan Content From the Action Button next to the appropriate sub goal select Add Plan Item Home Client Summary Plan Content Plan Summary Administ
29. Date 3 Employer Name m Stream v f Reset Search Results v i i i Action Application Number Employer Name service Delivery Deliver Stream Submit Date Site Name 2 Step 4 COJG Application Search Click Select next to the appropriate record in the search results COIG Application Sear required fiel Search Criteria v You can search using the Application Number or a combination of other search criteria Application Number 27 767723431 Service Delivery Site ed A Submit From Date 3 Submit To Date 3 Employer Name u Stream v Search Results Number of Items 1 out of 1 v i i i Action Application Number Employer Name Service Delivery Deliver Stream Submit Date Site Name select gt 27767723431 Kaboom Productions ae ee Vile 18 11 2014 Main participants 2 Step 5 Link to COJG Application Canada Ontario Job Grant Click Save required field Link to COJG Application Y COJG Application 27767723431 E Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 14 of 77 EOIS Case Management System Service Provider User Guide 2 Step 6 Service Plan Home The COJG Application Number appears on the Service Plan Home page f Home cient Summary Pian Content Pian Summary Administration Events Service Plan Home J MIRE Case Details v Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant
30. EOIS Case Management System service Provider User Guide Chapter 8C Service Plan Management for the Canada Ontario Job Grant Version 1 1 March 2015 EOIS Case Management System Service Provider User Guide Document History Version Date Description 10 November Initial version released with the launch of EOIS 2014 CaMS Release 4 2 Updated to include changes related to EOIS 1 1 March 2015 CaMS Releases 4 3 and 4 4 including the addition of 8 17 Reviews 2015 The Queen s Printer Release 5 0 Version 1 1 Page 2 of 77 EOIS Case Management System Service Provider User Guide TABLE OF CONTENTS DOCUMEN PIS TORY ireira a aT a EE OESE SEEE TES 2 8 SERVICE PLAN MANAGEMENT FOR THE CANADA ONTARIO JOB GRAN Torarinn AE TAE VEES 5 8 1 Introduction 5 8 2 Service Plan Structure 6 Be GOA a EE 6 822 SUB OAL ANE En 6 2 se PLAN TTEN artes base ed a aa aaa a a CRI a e 7 8 3 Employer and Participant COJG Service Plans 7 8 4 Service Plan Template 7 SETEC LIENT O ONNA Y rcs c P EEE aT PR Et RE 7 04 2 I INE SUMMARI cs cle css ecto th cele ca eee NEA CIL LI cued E a EE LUE 7 8 5 Roles and Responsibilities 8 8 6 Building a Service Plan 8 8 7 COJG Process Flow in EOIS CaMS 9 8 8 Create Employer Service Plan 10 8 0 LINK TOC OVG APPLICA TION vienecunsacadowscusnesutcusensdeneiandunseciol areudet aut eit reed ucdte ubt et utet 13 6 6 2 CREATE CLIENT SUMMARY FOR COJG EMPLOYER ccce eee 16 8 8 3 ADD SUB GOAL FOR COJG
31. OIS Case Management System Service Provider User Guide Program Start Date Owner Client Summary Service Plan Home Case Details Primary Client Program Owner Service Delivery Site Goal Start Date COJG Application Number k COJG Training Employer Participant Service Plans Start Date 19 11 2014 2120658 Note that the Participant Service Plans list excludes COJG participant service plan data under several scenarios 2 lf the COJG participant service plan is closed with a Closure Reason of Opened in Error it does not display in the Participant Service Plans list 2 Ifthe COJG participant service plan has a sub goal with an Outcome of Cancelled all data related to the plan items associated to that sub goal are not displayed and are excluded from the Total values 2 lf the COJG participant service plan has a plan item with a status of Cancelled i e deleted or an Outcome of Cancelled all data related to the plan item are not displayed and are excluded from the Total values 2015 The Queen s Printer Release 5 0 Version 1 1 Page 29 of 77 EOIS Case Management System Service Provider User Guide 8 9 2 Create Client Summary for Participant Only one client summary can be created per service plan Please note that the client summary can be modified but a new one cannot be created System Steps 2 Step 1 Service Plan Home Click the Client Summary tab Home chent
32. Release 5 0 Version 1 1 Page 16 of 77 EOIS Case Management System Service Provider User Guide 2 Step 2 Client Summary Click New which in some instances is found in the Action Button Training Details 6d When a user clicks New within any section of the Client Summary data from the COJG Online Application pre populates into various fields This allows the user to review the data making sure all fields are up to date and make any modifications that may be necessary 2015 The Queen s Printer Release 5 0 Version 1 1 Page 17 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Create Client Summary Complete all fields and click Save Training Cost E required field Training Cost and Grant Request v Training Cost Number of Trainees A Training Cost B Tuition or other training provider fees 1 000 00 Textbooks software and other required materials if 1 000 00 Mandatory student fees 1 000 00 Examination Fees 1 000 00 Total Save Cancel Training Details Greate Training Details UI required field Training Details Is this company specific training Yes Which of the following training categories best describes the training you are requesting Career or development training v Will incumbent staff be working during their training Yes Will new hires be paid during training Yes ha Will incumbent staff be paid during training Yes
33. aining Provider Contact Telephone 412 259 8 Training Provider 1 Registered Private Career Colle x Address Edit Y Unit Number Street Number 555 Add Trang Schedule Street Hime Fake PO Box 2015 The Queen s Printer Release 5 0 Version 1 1 Page 54 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Create Training Schedule Complete the required fields and click Save Create Training Schedule required field Training Schedule Details ww Start Date 1 12 2014 EndDate 19 12 2014 8 po eee ANM poe oe TN Date i Date Cancel 8 14 Service Plan Content Modification for both COJG Participant and Employer Service Plans 8 14 1 Modify Complete Plan Items 2 Step 1 Service Plan Home Click the Plan Content tab Plan Summary Administration Primary Client Orange Simpson Plan Reference Number 3120658 Program Canada Ontano Joh Grant Participant Status Active Ress ma f Ramle m Mice Fauna m Meee m Pia acana Meee 2 Step 2 Plan Content Toggle the relevant sub goal Home Client Summary Plan Conten Administration Events n Content Name of Sub Goal Start Date End Date Status Outcome COJG Training Participant 19 11 2014 19 11 2014 Not Started 2 gt COX Placement and Support 19 11 2014 19 11 2014 Not Started a 2015 The Queen s Printer Release 5 0 Version 1 1 Page 55 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3
34. anagement System Service Provider User Guide 2 Step 2 List View The review related to the service plan will appear in the Events List Events n ea mpa ED nd n gt Case Review 11 06 2015 gt Plan Closed 11 12 2014 11 12 2014 a gt Plan Activated 11 12 2014 11 12 2014 n gt Plan Approved 10 12 2014 10 12 2014 a gt Plan Submitted 10 12 2014 10 12 2014 2 gt Plan Opened 10 12 2014 10 12 2014 n 8 17 2 Create Review Manually Prerequisite The service plan must be closed 2 Step 1 Service Plan Home Click the Events tab Client Summary Plan Content Plan Summary Administration Events h Service Plan Home aod Case Details Primary Client Test Rose Plan Reference Number 3123209 Program Canada Ontario Job Grant Participant Status Closed 2 Step 2 Events From the Action Button select Create Review Home Client Summary Plan Content Plan Summary Administration Events c z New Activity New Recurring Activity Event gt Case Review 11 06 2015 UY gt Plan Closed 11 12 2014 11 12 2014 F gt Plan Activated 11 12 2014 11 12 2014 L gt Plan Approved 10 12 2014 10 12 2014 a gt Plan Submitted 10 12 2014 10 12 2014 p gt Plan Opened 10 12 2014 10 12 2014 i 2 Step 3 New Heview Use the magnifying glass icon E to select the Reviewer select a Reason from the drop down menu and enter a Scheduled Start Date at the desired time from the service plan closure date 3 or
35. articipation identifying any failure on behalf of the client to meet the required objectives In this way the service provider can measure the efficiency of both the client and the overall service plan 2015 The Queen s Printer Release 5 0 Version 1 1 Page 5 of 77 EOIS Case Management System Service Provider User Guide 8 2 Service Plan Structure The service plan includes one goal for the overall service plan one or more sub goals and one or more plan items for each sub goal PLAN ITEM PLAN ITEM lt lt 8 2 1 Goal The goal is the primary objective or desired outcome of the service plan which the client is working towards For example the Employment Service ES service plan goal is Sustainable Employment 8 2 2 Sub Goals The goal can be broken down into a series of more manageable steps the aim of which are to assist the client in achieving the overall goal These steps are known as sub goals which will typically consist of one or more scheduled activities or plan items The successful completion of some or all plan items is required to successfully attain a sub goal The ES service plan sub goals are Job Search Job Matching Placement and Incentives Job Retention 2015 The Queen s Printer Release 5 0 Version 1 1 Page 6 of 77 EOIS Case Management System Service Provider User Guide 8 2 3 Plan Items Plan items are the fundamental building blocks of a service plan They a
36. b Goal Client Summary Plan Summary Administration oa Name of Sub Goal Start Date End Date Status Outcome gt CO2G Training Participant 11 11 2014 19 11 2014 Completed uy gt COJG Placement and Support 19 11 2014 19 11 2014 Not Started Add Plan Item Delete Sub N Goal mu 2 Step 2 Modify Sub Goal Select the appropriate Outcome item from the drop down menu and click Save required field Details ww Name COJXG Training Participant Owner Stephen Plumb a a Outcome Comments w 2 Step 3 Plan Content The Outcome has changed Home Client Summary Plan Content Plan Summary Administration Name of Sub Goal Start Date End Date Status Outcome gt CO2G Training Participant 11 11 2014 19 11 2014 Completed bh COJG Placement and Support 19 11 2014 19 11 2014 Not Started uy 2015 The Queen s Printer Release 5 0 Version 1 1 Page 63 of 77 EOIS Case Management System Service Provider User Guide 8 15 Close COJG Participant Service Plan If you close a service plan it cannot be reopened If the Owner of the service plan is no longer an active user they will be forced to change the Owner to an active CaMS user for the auto generation of reviews Prerequisite A service plan can only be closed when its Status is Active and all plan items and sub goals have outcomes saved or at any time as long as the Reason is Opened in Error or the plan summary status is Ca
37. d End Date 9 11 2014 S Actual Start Date 11 1 2014 ActualEnd Date 20 11 2014 53 Expected Outcome Completed a Good Cause a Es Responsibility v PlanItem Owner Participant Orange Simpson d User Stephen Plumb a A User a Es Training Details v Course Detail acting 101 Training Location ss Bn set Description how to act Attendance Full Time iv Training For A new position job v Training Duration 3 weeks Training Start Date 19 11 2014 3 Training End Date 19 11 2014 3 Training Provider v Training Provider Name SS Acting Training Provider Type Product Vendor v Cost Contribution v Estimated Employer Cash Contribution 500 00 Actual Employer Cash Contribution 600 Estimated Employer In Kind Contribution T 500 00 Actual Employer In Kind Contribution 500 Estimated Total Cost 1000 00 Actual Total Cost 1000 Comments v Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 57 of 77 EOIS Case Management System Service Provider User Guide 2 Step 5 Plan Content The Status has now changed to Completed and the Outcome has now changed to Attained w CO2G Training Participant 11 11 2014 19 11 2014 Completed Details v Name COJG Training Participant Outcome Type COJG Training Participant Owner Stephen Plumb Plan Items v Name Start Date End Date Status Outcome k j COJG Training Module 11 11 2014 19 11 2014 Completed Comments v 8 14 2 Delete Plan I
38. d contract status are used to measure the status of the plan and the level of agreement between the organization and the client Plan item status on the other hand is used to track the actual progress of activities within the plan All three of the statuses change throughout the delivery of a service plan The following is a description of each service plan status Open the status is open when a service plan is created Submitted the status is submitted when the service plan is submitted for approval and is not automatically approved Approved the status is approved when it is approved automatically or by an authorized user If the service plan is rejected the status returns to open Active the status is active when a contract has been issued in respect of the service plan and accepted by the plan participant 2015 The Queen s Printer Release 5 0 Version 1 1 Page 75 of 77 EOIS Case Management System Service Provider User Guide Closed the status is closed when the service plan is manually closed by an authorized user 8 18 4 2 Plan Summary Status A plan summary has a status of issued when first created A plan summary with this status is pending agreement between the relevant parties The outcome of this agreement will change the plan summary status and potentially the service plan status A plan summary can either be Accepted Rejected or Cancelled If reject
39. e 3125505 Canada Ontario Job Grant Participant Guy Lapointe Outcome at 6 months 17 08 2015 3124229 Canada Ontario Job Grant Participant Dave Smith Outcome at 12 months 13 02 2016 If a review needs to be removed the Reason can be set to Opened in Error This will ensure that it is filtered out of the relevant reports 2015 The Queen s Printer Release 5 0 Version 1 1 Page 74 of 77 EOIS Case Management System Service Provider User Guide 8 18 Appendix 8 18 1 Plan Item Cost An estimated and actual cost can be maintained for a plan item The estimated cost is the cost an organization expects to pay for the delivery of a service associated with a specific type of service plan item The actual cost of a plan item is the amount paid by an organization to deliver the service associated with the plan item 8 18 2 Expected Outcome An expected outcome is the desired result of a plan item activity For example the expected outcome of a Placement with Incentive could be Employment As part of the outcome based approach to service planning at least one expected outcome must be selected for each plan item 8 18 3 Good Cause Good cause is an acceptable reason why a plan participant did not achieve the expected outcome of a plan item e g Certified Illness 8 18 4 Statuses 8 18 4 1 Service Plan Status There are three types of service plan statuses service plan status plan summary status and plan item status Service plan an
40. ection within the Tab Content Bar to proceed to the next step of Submitting for Approval in the service plan process flow 2015 The Queen s Printer Release 5 0 Version 1 1 Page 19 of 77 EOIS Case Management System Service Provider User Guide 8 8 3 Add Sub Goal for COJG Employer Adding a sub goal is only required if the sub goal has been deleted When choosing the COJG employer service plan template the sub goal is automatically populated 2 Step 1 Service Plan Home Click the Plan Content tab Primary Clint Kobo Procuctikwe Piin Riderin Mantes 3120556 Program Canada Onterip Job Grant Employer Status Open gt Step 2 Plan Content Click New Sub Goal Client Summary Plan Content Plan Summa ry Administration a Name of Sub Goal Start Date End Date Status Outcome 2 Step 3 Select Sub Goal Type Click Select for the appropriate Sub Goal Type Select Sub Goal Type Sub Goal Type ww Action Sub Goal Type Select COJG Training Employer Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 20 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Add Sub Goal Click Save A JAH oc fal Add Sub Goal required field Details ww Name COJX3 Training Employer Owner ww Me User a A Comments ww 8 8 4 Add Plan Item for COJG Employer For COJG employer service plans there is only one plan item COJG Training Program oystem Steps
41. ed status If the system does not find a client summary an error will occur A Social Insurance Number must be entered in the participant s client profile System Steps 2 Step 1 Service Plan Home Heview the service plan and select Submit for Approval from the Action Button Service Plan Home Case Details v Primary Chent Orange Simpson Plan Reference Number 3120658 Program Canada Ontario Job Grant Participant Status Open Owner Stephen Plumb Change Owner Closure Reason z YYZ Learning Center Main Change Service Si Deliv Site Out Edi Serace Plan rvict ery Sits alanis Site come s Goal Enhance Skills Change Goal Referred In EO Employn j Submit far Approval Close Start Date 19 11 2014 Closed Date C0JG Employer Service Plan Refer ber 3120656 Change COJG Employer Service Plan Change Closure Details Add Bookmark Name of Sub Goal Start Date End Date Status Outcome hk COJG Troiming Perticipant 19 11 2014 19 11 2014 Not Started P COJG Placement and Support 19 11 2014 19 11 2014 Not Started Comments v 2 Step 2 Submit Service Plan When prompted to confirm the submission click Yes Submit Service Plan x Are vou sure you want bo submit this service plan 2015 The Queen s Printer Release 5 0 Version 1 1 Page 42 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Service Plan Home The Status of the service plan will appear as Approved f Home
42. ed or cancelled the service plan status is unaffected If accepted however the service plan status becomes active 8 18 4 3 Plan Item Status A plan item s status changes as the plan item progresses Plan items which have been configured to require approval will pass through additional stages as part of this approval process The following is a description of each plan item status Unapproved used when plan items requiring approval are added to a service plan Submitted used when an unapproved plan item is submitted for approval Not Started used before a plan item is activated Plan items which do not require approval will have a status of Not Started when first created Plan items requiring approval will have this status after they have been approved In Progress used when an actual start date is recorded Once in progress the plan item is considered activated Completed used when an actual end date is recorded 8 18 5 Service Plan Outcomes service planning allows organizations to assign outcomes to service plans and service plan elements The process of assigning outcomes starts with the recording of an expected outcome for each plan item On completion of that plan item an actual outcome of attained not attained or cancelled is recorded Once an actual outcome has been recorded for each plan item the outcome for the related sub goal s can then be entered The service plan outcome is recorded
43. ejected Rejection Reason v Rejection Comments Cancellation v Date Cancelled J Cancellation Reason v A Cancellation Comments Cancellation Comments Comments v Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 46 of 77 EOIS Case Management System Service Provider User Guide 2 Step 5 Plan Summary Home The status has changed to Accepted The COJG participant service plan Status is now Active Client Summary Plan Content Administration Plan Summary Home Canada Ontario Job Grant Partiapant 3120658 Orange Simpson 5863425 Download History Upload History Plan Summary Details Issued Io Orange Simpson Reason Initial Issue Date 19 11 2014 Address 901 175 BLOOR ST E TORONTO ON M4W3RB immcokiuan Natalie 8 12 Activation of COJG Employer Service Plan Creation Date Status Template Version 19 11 2014 8 12 1 Create Plan Summary for COJG Employer 2 Step 1 Service Plan Home Click the Plan Summary tab Plan Content Pian Summary Administration Service Plan Home Case Details Primary Cent Kaboom Productions Program Canada Ontario Job Grant Employer Owner Stephen Plumb Change Owner Service Delivery Site wel ear nog Center Main Change Service 2 Step 2 Plan Summary Click New f tome T Cent summary Pian Content Plan Summary Action Issued To 2015 The Queen s Printer Release 5 0 Version 1
44. ellation information panel and select the reason from the Cancellation Reason drop down menu Once all appropriate fields are complete click Save required field Details Issue To Kaboom Productions Address 175 BLOOR ST E a T Reason Initial Y Issue Date 19 1 1 2014 3 Acceptance Date Accepted 19 11 2014 Location Reference File Rejection v Date Rejected L J Rejection Reason I INI Rejection Comments Cancellation v Date Cancelled J Cancellation Reason v Cancellation Comments Comments v Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 50 of 77 EOIS Case Management System Service Provider User Guide 2 Step 5 Plan Summary Home The status has changed to Accepted The COJG employer service plan Status is now Active Home cent Summary Administration Events Plan Summary Home Canada Ontaria Joh Grant Employer 3120656 Kaboom Productions 10240285704 View Plan Summary Download History Upload History Issued To Kaboom Productions Creation Date 19 11 2014 Reason initial Status Tease Dale 15 11 2014 Tomgiali Version 1 06 8 13 Modify Client Summary for COJG Employer 2 Step 1 Service Plan Home Click the Client Summary tab pM ome Chent Summary Ptan Content Plan Summary Administration M Case Details T Primary Chent Kaboom Productions Phin Reference Number 3120656
45. er 3120856 Program Canada Ontare Job Grant Employer Status Active amp tanhan Pliimbhi Phare renarl Claqure Meann 2 Step 2 Client Summary In the Tab Content Bar select Training Details Client Summary Plan Content Training Cost Training Details Training Provider Tuition or other training provider fees Employer Contribution T nad en n Lx l Am amm m ra E mM Omm A emi I 2015 The Queen s Printer Release 5 0 Version 1 1 Page 52 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Training Details From the Action Button click Add Incumbent Information or Add New Hire Information na cient summary Plan Content Plan Summary Administration Events Training Detalls El C Training Cost Training Dhet ailes Training Details Is this company specific training Yes Which of the following training categories best describes the training you are Career or dienlapnuent beaming reaps icy Employer Contribution Will incumbent staff be working during their training Yes Will new hires be pald during training Yes s meminna ii Will incumbent stati De paid during training Yes Add New Hire Information Will you support the completion af training though flexible work arrangements for 2 Step 4 Create Incumbent New Hire Information Complete the required fields and click Save required field Incumbent Training Information v Position Title Acto
46. er service plan data will not be populated from the online application form System Steps 2 Step 1 Service Plan Home Click Change COJG Application Number Home Client Summary Plan Content Plan Summary Administration ajala Case Details v Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Open Owner Stephen Plumb Change Owner Closure Reason YYZ Learning Center Main Change Service Delivery Site uolo Mrs filed Outcome Goal Enhance Skills Change Goal Referred In EO EO Service Provider Other Start Date 19 11 2014 Closure Date COJG Application Number Change COJG Application Number Name of Sub Goal Start Date End Date Status Outcome 2 Step 2 Link to COJG Application Canada Ontario Job Grant For the COJG Application click on the magnifying glass icon A Link to COJG Application Canada Ontario Job Grant Employer 3120656 Kaboom Productions 102 Link to COJG Application CDJG Application i 4 Save Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 13 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 COUG Application Search Enter search criteria and click Search required fi Search Criteria v You can search using the Application Number or a combination of other search criteria Application Number 27767723431 Service Delivery Site Q A Submit From Date J Submit To
47. f 77 EOIS Case Management System Service Provider User Guide 8 17 Reviews Reviews must be completed for the COJG employer service plan as well as all associated COJG participant service plans Upon closure unless the Closure Reason is Opened in Error reviews are automatically generated by the system 8 17 1 Review Generation Prerequisite The service plan must be closed Note that pending reviews can also be found using the Pending Heviews link from the My Shortcuts list on the Workspace 2 Step 1 Service Plan Home When a service plan is closed the system will automatically generate the 3 month follow up review for COJG employer service plans and the 6 month review for COJG participant service plans Once this review is completed the system will then auto generate reviews in a cascading fashion Note that the review schedule is different for COJG employers and participants In addition to the follow up information collected upon closure COJG employer service plans require reviews at 3 Months and 12 Months COJG participant service plans require reviews at 6 Months and 12 Months Click the Events tab Client Summary Plan Content Plan Summary Administration Events b Service Plan Home Case Details Primary Client Test Rose Plan Reference Number 3123209 Program Canada Ontario Job Grant Participant Status Closed 2015 The Queen s Printer Release 5 0 Version 1 1 Page 69 of 77 EOIS Case M
48. in Change Service Delivery Site Goal Enhance Shilis Change Goal Referred In EO Employment Service Provider Start Date 19 11 2014 Closed Date COIG Employer a Hasan m A Service T 2 Step 2 Link Employer Service Plan Canada Ontario Job Grant For Employer Service Plan Case Reference click on the magnifying glass icon Link Employer Service Plan Canada Ontario Job Grant Participant 3120658 Orange Simpson 586 required field Link Employer Service Plan ww Employer Service Plan Case Reference Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 26 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Search Employer Service Plan Enter search criteria and click Search required fielc Search Criteria v Employer Service Plan Reference Employer Reference Number 10240285704 Number o COJG Application Number Trading Business Name Employer COJG Employer Action Application Reference Trading Service Plan Status Start Date a aa ENER Business Name Reference ean Number Number are a a pu 2 Step 4 Search Employer Service Plan Click Select next to the appropriate record in the search results Employer COJG Employer s 7 EA Trading Service Plan Action Application Reference SG Status Start Date ae Business Name Reference c Number Number XIX IS IE EC UI Kaboom 27767723431 10240285704 3120656 Open 1
49. increased their skill level Does individual feel that their employment situation has improved as a result of training Does the individual feel that they are better equipped to do their existing job as a result of the training Was the job matched individual retained by the employer beyond the probationary period 8 17 3 Modify or Complete Review 2 Step 1 Workspace Click Pending Reviews from the My Shortcuts list Enter Case Sumber Workspace Cases and Outcomes Calendar My Shortcuts v Search for a Case Search for an Employer View My Bookmarks View My Cases 2 Step 2 Pending Reviews Click on the Review Type for the appropriate review Case Search x Pending Reviews X Pending Reviews v 3124229 Canada Ontario Job Grant Participant Dave Smith Outcome at 6 months 13 08 2015 3125505 Canada Ontario Job Grant Participant Guy Lapointe Outcome ate Months 17 08 2015 2015 The Queen s Printer Release 5 0 Version 1 1 Page 72 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 View Review From the Action Button click Edit Details Reviewer Stephen Plumb Reason Outcome at 6 montis Scheduled Date 13 08 2015 Actual Start Date Expected End Date Actual End Date Outcome Review Type System Created Program Specific Outcomes The individual has experienced an increase post participation in either Income Hours worked NOC Code Does the individual feel
50. ividuals Special Equipment Basic Plan Item Select COJG Supports for Individuals Translation of amp cademic Documents Basic Plan Item Select COJG Supports for Individuals Workplace Accommodation Needs Basic Plan Item Custom Basic Plan Item Custom Plan Item Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 38 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Add Plan ltem Complete fields as necessary Unlike other plan item types the Name is a free text field For Expected Outcome click on the magnifying glass icon E and select the appropriate value Once completed the Expected Outcome will populate on the Add Plan Item page For Expected Start Date and Expected End Date if these dates have been defined enter them if not use the default Add Plan Item Canada Ontario Job Grant Participant 3120658 Orange Simpson 5863425 x required field Details v Sub Goal COJG Placement and Support Name Guitar Hero Intermediate Primary Client Orange Simpson Expected Start Date 19 11 2014 Expected End Date 19 11 2014 3 Expected Outcome m Increased Knowledge a Estimated Cost Responsibility v Me User 4 Sub Goal Owner Participant Orange Simpson v Plan Item Owner v Sub Goal Owner User Stephen Plumb A 4 Comments v CDE 2015 The Queen s Printer Release 5 0 Version 1 1 Page 39 of 77 EOIS Case Management System Service Provider User Guide 8 10 Approval of COJG Emp
51. loyer Service Plan Prerequisites All sections of the client summary are required before a COJG employer service plan can move to Approved status If the system does not find a client Summary an error will occur Atleast one COJG participant service plan must be linked to the COJG employer service plan Atleast sub goal and plan item must exist in the COJG employer service plan System Steps 2 Step 1 Service Plan Home Review the service plan and select Submit for Approval from the Action Button re Se Pian Content Pian Summary Administration Events Service Plan Home Case Details Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Open Owner Stephen Plumb Change Owner Closure Reason ii lm i Te Edit Service Plan pow i Service Delivery Site earning enter Main Change Service Dudas Delivery Site Goal Enhance Skills Change Goal Referred In EO EO Service Pro Close Change Closure Start Date 19 11 2014 Closure Date Details 27767723431 Change COJG Application Add Bookmark COJG Application Number Name of Sub Goal Start Date End Date Status Outcome gt COJG Training Employer Not Started a Participant Service Plans v Estimated Estimated Estimated Estimated Actual Actual Actual Actual Case Em r Em r In Ministry Ministry Employer Employer In Ministry Ministry Reference Start Date Closure Date Sta
52. m EI T adify Sub Goa Details ww Name COJX3 Training Participant Owner Stephen Plumb Oh UA Comments Cancel 2 Step 3 Plan Content The Outcome has changed 2015 The Queen s Printer Release 5 0 Version 1 1 Page 61 of 77 EOIS Case Management System Service Provider User Guide 8 14 5 Delete Sub Goal A sub goal cannot be deleted if there are plan items associated with It gt Step 1 Plan Content From the Action Button next to the relevant sub goal select Delete Sub Goal n P COJ Training Participant 11 11 2014 19 11 2014 Completed Add Plan kem Eti Sub Goal k 006 Placement and Support 19 11 2014 19 11 2014 Not Started 2 Step 2 Delete Sub Goal When asked to confirm the delete click Yes ee HN oq EI Deae l mr ma n C AE Fa E rre e NET TET Ev mw elm ae 4L parece em bee ee eer CS 4 Cb EU E Fe ELE EH Delete Sub Goal COJG Training Participant Canada Ontario Job Grant Participant 3120658 Orange Si Are vou sure you want to delete this sub gaal 2 Step 3 Plan Content The deleted sub goal will no longer appear 2015 The Queen s Printer Release 5 0 Version 1 1 Page 62 of 77 EOIS Case Management System Service Provider User Guide 8 14 5 Complete Sub Goals Prerequisite All associated plan items must have a status of Completed or Cancelled 2 Step 1 Plan Content From the Action Button next to the relevant sub goal select Edit Su
53. ncelled or Rejected 2 Step 1 Service Plan Home From the Action Button click Close Home Chent Summary Pian Content Pian Summary Administration Events Service Plan Home alo a Case Details Pid hd Primary Clint Orange Simgesaun Plan RasLeriencie Bumlwur 3120658 d Program Canada Ontario Job Grant Participant Status Dammer Stephen Plumb Cha Wr YYZ Learning Center Main Change Service Edi Semice Plan Delivery Site outcome Suberst for Approval tonal Enhance Skills Change Goal Referred In nye Cui Closure Riwa Service Deftvery Site Change Closure Details Add Bookmark 2015 The Queen s Printer Release 5 0 Version 1 1 Page 64 of 77 EOIS Case Management System Service Provider User Guide 2 Step 2 Close Service Plan Complete all fields The current case owner will default as the service plan Reviewer To choose a different Reviewer click on the magnifying glass and select the appropriate user Click Save The Closure Reason cannot be changed once the service plan has been closed with a reason of Opened in Error Close Service Plan Canada Ontario Job Grant Participant 31270658 Orange Simpson 5863425 x required Field Details i d x Reason Eae Satisfaction Dutcome Both employed and in education wv Reviewer Stephen Plumb C i Details T Do you think that Ontario should continue to deliver the Canada Ontario Job Grant Did the individual
54. nts Basic Plan Item Select COJG Supports for Individuals Workplace Accommodation Needs Basic Plan Item Select Custom Basic Plan Item Custom Plan Item Cancel gt Step 4 Add Plan ltem Click on the magnifying glass icon A to conduct an Employer Search required f Details v Sub Goal COJG Placement and Support Name COJG Placement with Incentive Primary Client Orange Simpson Employer sa 3 Es Expected Start Date E 11 2014 A Expected End Date T 19 11 2014 3 Expected Outcome Employed LL Estimated Cost 2015 The Queen s Printer Release 5 0 Version 1 1 Page 35 of 77 EOIS Case Management System Service Provider User Guide 2 Step 5 Employer Search Complete the appropriate fields and click Search Employer Search Search Criteria Employer Reference Number Trading Business Name Business Address Line 1 Search Results Action Case Reference Kaboom Productions Business City Registered Legal Name Search Reset Cancel Employer Reference Number 2 Step 6 Employer Search Trading Business Name Registered Legal Name Click Select beside the appropriate employer Search Criteria Employer Reference Number Trading Business Name Business Address Line 1 Kaboom Productions Business Address Line 1 Registered Legal Name Business City Search Reset Cancel Search Results Number of Items 1 out of 1 Action 3
55. obtain any credential as a result of the training The individual has experienced an increase post participation in either Income Hours worked NOC Code Does the individual feel that they are utilizing the skills acquired in training 4 Somewhat agree Ww Does the individual feel they have increased their skill level 3 Neither agree nar disagree i Does individual feel that their employment situation has improved as a result of training 4 Somewhat agree RA Does the individual feel that they are better equipped to do their existing job as a result of the 7 Somewhat disagree m training Was the job matched individual retained by the employer beyond the probationary period es v lf Comments need to be added related to the closure reason this can be inputted into the Change Closure Details page which can be found in the Action Button on the Service Plan Home page 2015 The Queen s Printer Release 5 0 Version 1 1 Page 65 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Close Service Plan Click Yes to close the service plan at J405 Are vou sure you want to close this Service Plan 8 16 Close COJG Employer Service Plan If you close a service plan it cannot be reopened If the Owner of the service plan is no longer an active user they will be forced to change the Owner to an active CaMS user for the auto generation of reviews Prerequisite All linked COJG
56. okmark Edit Case Header New Note Close Case Reopen 2015 The Queen s Printer Release 5 0 Version 1 1 Page 10 of 77 EOIS Case Management System Service Provider User Guide 2 Step 2 Create Service Plan Complete all fields For the Service Delivery Site click on the magnifying glass icon S and select the appropriate Service Delivery Site Name The Service Delivery Site will populate on to the Create Service Plan page For Program select Canada Ontario Job Grant Employer and that determines the relevant choice available for the Template Click Save Create Service Plan required field Details ww Primary Client Kaboom Productions Owner Service Delivery Site YYZ Learning Center Main E a s Template Name ww Template id anada Ontario Job Grant Employer Subvention Canada Ontario pour l emploi Employeur Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 11 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Service Plan Home Ensure that all information in the service plan is correct Once a service plan has been created the status will be set to Open this appears on the Service Plan Home page A service plan can have various statuses For a detailed description of status definitions and Service Plan Home page features refer to the Appendix lf Referred In requires modifying click Edit Service Plan from the Action Button on the Service
57. ome drop down menu If an Actual Start Date has been previously entered and saved delete the date Click Save Primary Client Orange Simpson Details v Name COJG Placement with Incentive Employer Kaboom Productions a rq Expected Start Date 19 11 2014 J Expected End Date 19 11 2014 J3 Actual Start Date CT Actual End Date 3 Estimated Cost L 00 00 Actual Cost i Expected Outcome Employed a Good Cause a Es Outcome I Bmployer Satisfaction v National Occupation Code poni Placement Information v Job Title Wage Amount 0 00 Placement Category vi Wage Per v Employment Hours per Week NAICS Responsibility Owner v Participant Orange Simpson v User Stephen Plumb Q a User a O Comments v Save Cancel gt Step 5 Plan Content The Outcome has changed to Cancelled 2015 The Queen s Printer Release 5 0 Version 1 1 Page 60 of 77 EOIS Case Management System Service Provider User Guide 8 14 4 Cancel Sub Goal 2 Step 1 Plan Content From the Action Button next to the relevant sub goal select Edit Sub Goal Mame of Sub Goal Start Date End Date Status Outcome k CON Training Participant 11 11 2014 19 11 2014 Completed DY bo COM Placement and Support 19 11 2014 19 11 2014 Not Started criteri Delete Sub Gual 2 Step 2 Modify Sub Goal Select Cancelled from the Outcome drop down menu and click Save u
58. pport a i Are vou sure vou want to delete this plan item 2 Step 4 Plan Content The deleted plan item will no longer appear with the associated sub goal 8 14 3 Cancel Plan ltem 2 Step 1 Service Plan Home Click the Plan Content tab Primary Cin Orange Simpson Flan Beberesnce Nuon 3120658 Program Canada Ontario Job Grant Participant Status Active Thana Crankan Ghomkh Mhan m iamnm dolegmaaumum Gannan 2 Step 2 Plan Content Toggle the relevant sub goal ac Client Summary Plan Content Plan Summary Administration Name of Sub Goal Start Date End Date Status Outcome gt CO2G Training Participant 11 11 2014 19 11 2014 Completed n Q coc Placement and Support 19 11 2014 19 11 2014 Not Started 2 2015 The Queen s Printer Release 5 0 Version 1 1 Page 59 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Plan Content Click Edit from the Action Button next to the relevant plan item Name of Sub Goal Start Date End Date Status Outcome gt CO2G Training Participant 11 11 2014 19 11 2014 Completed a w COJG Placement and Support 19 11 2014 19 11 2014 Not Started a Details v Name COJG Placement and Support Outcome Type COJG Placement and Support Owner Stephen Plumb Plan Items v Name Start Date End Date Status Pl t with b eus TIS 19 11 2014 19 11 2014 Not Started Incentive bs Delete Plan Item i 2 Step 4 Modify Plan Item Select Cancelled from the Outc
59. r Post Training Position Title Actor Salary Hourly 15 Post Training Salary Hourly 30 Number af Hours Weekly 30 Post Training Number of Hours 35 Weekly Number of Employees 1 Post Training Number of Employees 1 Cancel 2015 The Queen s Printer Release 5 0 Version 1 1 Page 53 of 77 EOIS Case Management System Service Provider User Guide 8 13 2 Adding a Training Schedule for COJG Employer Under the Training Provider section additional training schedules can be added 2 Step 1 Service Plan Home Click the Client Summary tab 7 a Home Client Summary Plan Content Plan Summary Administration Service Plan Home ur EDAM Case Details v Primary Client Kaboom Productions Plan Reference Number 3120656 Program Canada Ontario Job Grant Employer Status Active aal maa REL Ml FAL me amp a 1 au en mmmn 2 Step 2 Client Summary In the Tab Content Bar select Training Provider Client Summary Plan Training Cost Training Training Details Training Training Provider i 2 Tuition Employer Contribution provider Textbook ulla an anra 2 Step 3 Training Details From the Action Button click Add Training Schedule f nome ee Pian Summary Administration Events First Choice Training Provider allalla Training Provider Details v Training Provider Name SS Training Canada Revenue Agency Number 991155773 Pa Training Provider Contact Hame Steve Segal Tr
60. ration Name of Sub Goal Start Date End Date Status Outcome ww COJG Training Participant Not Started Lu gt COJG Placement and Support Not Started AddPlanitem 2 Step 3 Select Plan ltem Type Click Select beside the appropriate Plan Item Plan Item v Action Name Plan Item Type Description COJG Training Module Basic Plan Item 2015 The Queen s Printer Release 5 0 Version 1 1 Page 33 of 77 EOIS Case Management System Service Provider User Guide 2 Step 4 Add Plan ltem some fields have been pre populated Complete remaining mandatory fields and click Save Add Plan Item x required field Details v Sub Goal COJG Training Participant Name COJG Training Module Primary Client Orange Simpson Expected Start Date 19 11 2014 Expected End Date 19 11 2014 3 Expected Outcome Completed a A Responsibility v Me User A 4 Sub Goal Owner Participant Orange Simpson iv Plan Item Owner v Sub Goal Owner User Stephen Plumb a 4 Training Details v Course Detail acting 101 Training Location on set Description how to act Attendance Full Time v Training For A new position job Training Duration 3 weeks Training Start Date 19 11 2014 J Training End Date 19 11 2014 Training Provider v Training Provider Name 55 Acting Training Provider Type Product vendor v Cost Contribution v Estimated Employer Cash Contribution 500 Estimated Total Cost
61. re the benefits services and activities that are added to a sub goal in order to achieve the plan goal Plan items can be configured with cost outcome and start and end dates 8 3 Employer and Participant COJG Service Plans For the Canada Ontario Job Grant employers are the client for the program A service plan is required for the employer as well as all training participants existing and new employees of the employer The participant service plans are linked to their associated employer service plan 8 4 Service Plan Template The Ministry has created service plan templates based on the relevant program or service guidelines The templates include a predefined set of sub goals which include plan items Service providers must use these templates when creating service plans however a service plan created from a template can still be customized to meet the individual requirements of a specific client thus providing even greater flexibility 8 4 1 Client Summary A client summary is a mandatory element for each service plan and it captures details that are unique to the client 8 4 2 Plan Summary A plan summary is a mandatory element for each service plan and it details the activities that the client agrees to undertake to achieve their service plan goal It reflects the structure of the plan and shows all activities listed under it The plan summary may be printed for and accepted by the client but is not a binding agreement
62. stimated Cost 28 000 00 Responsibility v Me m User a Es Sub Goal Owner E Participant Kaboom Productions v Plan Item Owner v Sub Goal Owner User Stephen Plumb a 4 Comments v Cancel Do not edit the fields within the Responsibility and Plan Item Owner information panels These fields default to the appropriate values 2015 The Queen s Printer Release 5 0 Version 1 1 Page 22 of 77 EOIS Case Management System Service Provider User Guide 8 9 Create Participant Service Plan Each participant requires their own COJG participant service plan There may be many COJG participant service plans linked to a single COJG employer service plan Prerequisite The Employment Ontario Case for the participant must exist in order to create a service plan for a client If one does not exist refer to Chapter 6 for instructions on how to create an Employment Ontario Case For information on how to find an Employment Ontario Case within the system refer to Case Search in Chapter 2 System Steps 2 Step 1 Employment Ontario Home Click New Service Plan from the Action Button Home Events Administration Employment Ontario Home Recent Changes Details Case Reference 3120657 Received Date Primary Client Orange Simpson Type Add Bookmark Edit Case Creation Date 19 11 2014 Status Owner Type Organization Unit Owner Products 2015 The Queen s Printer Release 5 0 Version 1 1 Page 23 of 77
63. t s address As well the Issued Date is set to the current date and the Reason is set to Initial Home Client Summary Plan Content Plan Summary Administration Plan Summary Action Issued To Date Issued Status Orange Simpson 19 11 2014 Issued Step 4 Plan Summary Home Confirm information is correct To print the plan summary select Download Plan in English or Download Plan in French depending on the language the client prefers from the Action Button Cent Summary Administration Piin Summary Home Caneda Onlarin Joh Grant Participant 3120658 Grange Simpson 5853425 fo View Plan Summary Download History Upload History Plan Summary Detalls Issued To Orange Simpson Creation Date Reason Initial Status i E n View Plan Summary Dant Datus 18 11 2014 Template Virsiamn IT ET Palris 001 175 BLOOR STE TORONTO ON MAW3RE n Download Plan in French Sirpnaburie Metais Close 2015 The Queen s Printer Release 5 0 Version 1 1 Page 44 of 77 EOIS Case Management System Service Provider User Guide 8 11 3 Record Plan Summary Acceptance for COJG Participant 2 Step 1 Service Plan Home Click the Plan Summary tab Pranary Cliont Orange Spon Piin Belenenco Humber 21758 Urn Ixnaia Prithru lh frank Parficinant rahit Anii 2 Step 2 Plan Summary Click Select next to the plan summary that requires a date signed Client Summa ry Plan Content Plan Summary Administration Action Issued To Date Issued Status
64. tems If a plan item has a status of In Progress or Completed it cannot be deleted it can only be cancelled Please refer to Section 18 4 3 Cancel Plan Item to perform this function Once a plan item has been deleted no record remains 2 Step 1 Service Plan Home Click the Plan Content tab a Primary Clint Oranye Simpson Piin Reliernience homer 3120658 Program Canada Ontario Jeb Grant Participant Status Activa Pare cum Prankan a inis Finibus mamas Sane lacus Chr rane a 2 Step 2 Plan Content ECaHETT ADERAT a Plan Content New Sub Goal Name of Sub Goal Start Date End Date Status Outcome gt CO2G Training Participant 11 11 2014 19 11 2014 Completed a Dco Placement and Support 19 11 2014 19 11 2014 Not Started a 2015 The Queen s Printer Release 5 0 Version 1 1 Page 58 of 77 EOIS Case Management System Service Provider User Guide 2 Step 3 Plan Content Click Delete from the Action Button next to the relevant plan item When prompted to confirm the delete click Yes gt CO2G Training Participant 11 11 2014 19 11 2014 Completed 2 w COJG Placement and Support 19 11 2014 19 11 2014 Not Started n Details v Name COJG Placement and Support Outcome Type COJG Placement and Support Owner Stephen Plumb Plan Items v Name Start Date End Date Status b ene 19 11 2014 19 11 2014 Not Started Incentive Delete Plan Item COJG Placement with Incentive COJG Placement and Su
65. tus Cash Kind Cash Total Cash Kind Cash Total Contribution Contribution Contribution Contribution Contribution Contribution Contribution Contribution 3120658 19 11 2014 Open 500 00 500 00 0 00 500 00 0 00 0 00 0 00 0 00 Helease 5 0 Version 1 1 2015 The Queen s Printer Page 40 of 77 EOIS Case Management System Service Provider User Guide gt Step 2 Submit Service Plan When prompted to confirm the submission click Yes Submit Service Plar re vou sure vou want bo submit this service plan 2 Step 3 Service Plan Home The Status of the service plan will appear as Approved Lal Primary Client Kabeom Productions Plan Reference Humber Progra Canada COnlaria Job Grant Employer Status Owner Stephen Plumb Change Owner Closure Reason YYZ Learning Center Main Change Service Service Delivery Site Delivery ng Outcome Goal Enhance Skills Change Goal Referred In EQ BO Service Provider Other Start Date 19 11 2014 Closure Date COM Application Numer 277657721431 2015 The Queen s Printer Release 5 0 Version 1 1 Page 41 of 77 EOIS Case Management System Service Provider User Guide 8 11 Approval and Activation of COJG Participant Service Plan 8 11 1 Submit for Approval for COJG Participant Prerequisites The linked COJG employer service plan must have a Status of Approved The client summary is required before a service plan can move to Approv
66. upport Name COJG Placement with Incentive Primary Client Orange Simpson Employer Kaboom Productions a A Expected Start Date 19 11 2014 J Expected End Date 19 11 2014 3 Expected Outcome Employed Estimated Cost 1000 National Occupation Code 001 1 Placement Information v Job Title Wage Amount 0 00 Placement Category v Wage Per v Employment Hours per Week L NAICS Responsibility v Me User a 4 Sub Goal Owner Participant Orange Simpson v Plan Item Owner v Sub Goal Owner User Stephen Plumb aA 4 Comments v 2015 The Queen s Printer Release 5 0 Version 1 1 Page 37 of 77 EOIS Case Management System Service Provider User Guide 8 9 4 2 Add Plan Item Custom Plan Item for COJG Participant Follow steps 1 to 2 in Section 8 9 4 2 Step 3 Select Plan ltem Type Under the COJG Placement and Support sub goal in the list of plan items click select next to Custom Basic Plan Item Select Plan Item Type Plan Item v Action Name Plan Item Type Description Select COJG Placement with Incentive Basic Plan Item Select COJG Supports for Individuals Academic Assessment Basic Plan Item Select COJG Supports for Individuals Child Care Basic Plan Item Select COJG Supports for Individuals Clothing Basic Plan Item Select COJG Supports for Individuals Language Assessment Basic Plan Item Select COJG Supports for Individuals Other Basic Plan Item Select COJG Supports for Ind

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