Service Provider User Guide
Contents
1. l Sauvegarder Eh Step 5 nformation Session From the Action Button click Delete next to the relevant information session Search Results Number of Items 2 out of 2 v Type of Information From Date o Date Taes tion Audience Number of Attendees Status gt 2 7 2014 2 7 2014 OSEB Orientation General public 15 Active 2 gt 2 7 2014 2 7 2014 OSEB Orientation General public 0 Cancelled Edit 2015 The Queen s Printer Release 5 1 Version 2 6 Page 20 of 21 EOIS Case Management System Service Provider User Guide gt Step 6 Delete Information Session Click Yes to confirm deletion Be Pee EN EAN A SER PO RTE E PEES EEE e E BE Delete Tr fi rma aT n Se EEI ar i T Erai if Menten o tawa 665 t Delete Information Session ABJ Employment Ottawa bbi re vou sure vou want to delete this information session gt Step 7 Information Session The information session still appears on this page but its status is set to Canceled Search Results Number of Items 2 out of 2 Type of Information From Date To Date T of thon Audience Number of Attendees Status a Session _ gt 2 7 2014 2 7 2014 OSEB Orientation General public 0 Cancelled gt 2 7 2014 2 7 2014 OSEB Orientation General public 0 Cancelled 2015 The Queen s Printer Release 5 1 Version 2 6 Page 21 of 212. Information Sessions Please enter a date range for the information sessions Participation 5 Search Results ak From Date To Date Type of Information Session gt Step 2 Information Session Click New to add an Information Session record for the service delivery site Equired field Please enter a date range for the information sessions v From Date 5 To Date Te ES 2015 The Queen s Printer Release 5 1 Version 2 6 Page 11 of 21 EOIS Case Management System Service Provider User Guide Step 3 Create Information Session Complete all necessary fields and click Save to return to the nformation Session page or click Save amp New to create additional Information Session records eee Py ee enh iam ee rhe ren aa eee rede T raataa Tr nk r Da h tate Eo Information Session al Type of Information Session f B if E Description d Sd Details i Sumber of m ay Audience L i Attendees i oe m 4 x Te From Date att 4 OOOO To Date att eo OO Comments i gave j Save amp New a Cancel The Description should contain the name and a brief description of the Information Session To Date must be a date before or equal to the LBS service end date Otherwise an error message will be displayed 2015 The Queen s Printer Release 5 1 Version 2 6 Page 12 of 21 EOIS Case Management System Service Provider User Guide 5 3 4 V
3. of 21 EOIS Case Management System Service Provider User Guide Step 3 Create Aggregate Data Modify Aggregate Data Complete all necessary fields and click Save to return to the Aggregate Data page required field Details v Year iy Month Number of individuals who applied for the program Number of Applicants whose Business Concepts have been assessed Number of applicants who have been recommended for OSEB Number of Participants who completed a Business Plan Number of Participants who implemented a Business Plan Comments v A Cancel 2015 The Queen s Printer Release 5 1 Version 2 6 Page 18 of 21 EOIS Case Management System Service Provider User Guide 5 4 Deleting Information Session Data For Employment Service Summer Jobs Service Literacy and Basic Skills and Ontario Self Employment Benefit Program In cases where information session data has been entered in error this data can be deleted System Steps Step 1 Aggregate Data Select Information Sessions in the Tab Content Bar Home Business Plans Aggregate Data Recent Changes Customer Satisfaction Information Sessions Please enter a date range for the information sessions Participation From Date g Search Results From Date To Date Type of Informa Session gt Step 2 Information Session To view or modify an Information Session enter a date range and click Search Information S
4. Create Modify BELE Aggregate Data Manager Caseworker Service Provider AS Administrator Ministry Caseworker Services section within Service Delivery Site Home page only Ministry Manager 2015 The Queen s Printer Release 5 1 Version 2 6 Page 4 of 21 EOIS Case Management System Service Provider User Guide 5 2 Viewing Aggregate Data Aggregate Data for all Employment Ontario programs is captured within the Services section at the service delivery site level and can be viewed by system users assigned to that specific service provider System Steps Step 1 Service Delivery Site Home Select the Services tab Service Delivery Site Members i p O M Home Contact Services Service Provider jusiness Name ABI Employement Service Delivery Site Name ABJ Employment Toronto Preferred Language English Preferred Communication Available For Service Yes Geographic Region Central Region Region Centrale gt Step 2 Services A list of all programs associated with the service delivery site will be displayed Click the Name of the service Service Delivery Site Members fo EEn i Name Start Date End Date Summer Jobs Service 24 6 2014 2015 The Queen s Printer Release 5 1 Version 2 6 Page 5 of 21 EOIS Case Management System Service Provider User Guide gt Step 3 Service Home Click the Aggregate Data tab Business Plans Aggregate Data Recent Changes Name ABJ Employme
5. EOIS Case Management System Service Provider User Guide Chapter 5 Aggregate Data Version 2 6 August 2015 EOIS Case Management System Service Provider User Guide Document History Version Date Description Initial version released prior to the launch of the ee al system on August 4 2010 Added _ mae 5 3 4 Deleting Information Session Data January 2012 Review and edit for Release 3 0 2 4 April 2012 Chapter revised to reflect new screens for capturing aggregate data Chapter revised to reflect new screens for 2 2 April 2013 capturing aggregate data for the Ontario Self Employment Benefit Program Chapter updated to include Youth Employment August 2013 Fund within Employment Service Information Sessions 24 July 2014 Updates to reflect new Release 4 0 user interface May 2015 Updated chapter title to better reflect content Removed all references to Youth Employment Fund Updates to e 5 3 3 Add Information Sessions Data e 5 34 Verify Modify Information Sessions Data e 5 35 Add Modity Wait List Data August 2015 2015 The Queen s Printer Release 5 1 Version 2 6 Page 2 of 21 EOIS Case Management System Service Provider User Guide TABLE OF CONTENTS DOCUMENT IS TORY wetsescenstessctenttent a 2 5 AGGREGATE DATA onesna 4 5 1 Roles 4 5 2 Viewing Aggregate Data 5 5 3 Creating and Modifying Aggregate Data 7 5 3 1 Add Modify Customer Satisfaction Data 7 5 3 2 Add Modify Participation Dat
6. Release 5 1 Version 2 6 Page 15 of 21 EOIS Case Management System Service Provider User Guide gt Step 3 Create Wait List Modify Wait List Complete all necessary fields and click Save to return to the Wait List page or click Save amp New to create additional Wait List records Create Wai t List ABJ Emp ploy rement Dundas 5 66568 B Details x m i Tea OOo o Month E Individuals on the 4 Wait List Comments Year and Month must be before or equal to the LBS service end date Otherwise an error message will be displayed 2015 The Queen s Printer Release 5 1 Version 2 6 Page 16 of 21 EOIS Case Management System Service Provider User Guide 5 3 6 Add Modify Aggregate Data For Ontario Self Employment Benefit Program ONLY Only one aggregate data record can be captured ata service delivery site per month System Steps gt Step 1 Aggregate Data Select He Mel Data in the Tab Content Bar Aggregate Data Recent Changes Information Sessions Aggregate Data Year 2014 gt Step 2 Aggregate Data Click New to add aggregate data for the service delivery site If an existing aggregate data record must be modified click Edit from the Action Button next to the record that is to be modified F Aggregate Data Recent Changes Year Month Status i gt 2014 03 Active EY 2015 The Queen s Printer Release 5 1 Version 2 6 Page 17
7. a 9 5 3 3 Add Information Sessions Data 11 5 3 4 View Modify Information Sessions Data 13 5 3 5 Add Modify Wait List Data 15 5 3 6 Add Modify Aggregate Data 17 5 4 Deleting Information Session Data 19 2015 The Queen s Printer Release 5 1 Version 2 6 Page 3 of 21 EOIS Case Management System Service Provider User Guide 5 Aggregate Data Service providers are responsible for providing the ministry with Aggregate Data from unassisted services These results are captured in the Aggregate Data section of the Case Management System the system This data is captured at the service delivery site level of the service provider as each individual service delivery site must submit its own Aggregate Data to the ministry on a monthly basis The categories of Aggregate Data that must be submitted to the ministry are specific to the Employment Ontario program Employment Service ES Participation Customer Satisfaction and Information Sessions Summer Jobs Service SJS Information Sessions Literacy and Basic Skills LBS Information Sessions Participation and Wait List Ontario Self Employment OSEB Program Information Sessions and Aggregate Data 5 1 Roles While any service provider user of the Case Management System can view Aggregate Data belonging to their service provider the data can only be entered into the system by Service Provider Managers and Service Provider Administrators Search View Aggregate
8. e 1 pae Als Lt 7 ory i att ori I ALN LL ATATEN required field ke ae r a Information Session Type of Information Session Job Fair Job fair pA Description x L i Details lt aan ary er x a Audience General public Number of 40 L Attendees L From Date 26 5 2014 To Date 26 6 201 4 E Comments a x To Date must be a date before or equal to the program service end date Otherwise an error message will be displayed 2015 The Queen s Printer Release 5 1 Version 2 6 Page 14 of 21 EOIS Case Management System Service Provider User Guide 5 3 5 Add Modify Wait List Data For Literacy and Basic Skills ONLY System Steps gt Step 1 Aggregate Data Select Wait List in the Tab Content Bar Home Business Plans Aggregate Data Recent Changes WAPE Ti b AD Cela nmn Moeda feececo L i maA ement VUNGaS D0300 i Information Sessions Year Month Participation Wait List r alah Se Step 2 Wait List Click New to add Wait List data for the service delivery site If an existing Aggregate Wait List record must be modified click Edit from the Action Button next to the record that is to be modified i Aggregate Data Recent Changes Year Month Individuals on the Wait List Last Updated gt 2014 03 5 26 6 2014 16 43 2015 The Queen s Printer
9. es k Sat ais ear oe 5 i z ers ra arr TERT TE x y 6 4 Customer Satisfaction Information Sessions Participation gt Step 2 Participation Click New to add Participation data for the service delivery site If an existing Participation record must be modified click Edit from the Action Button next to the record that is to be modified z Year Month Number of Individuals Participating Number of Employers Participating Last Updated Ds gt 2014 04 15 2 26 6 2014 16 02 GI 2015 The Queen s Printer Release 5 1 Version 2 6 Page 9 of 21 EOIS Case Management System Service Provider User Guide gt Step 3 Create Participation or Modify Participation Complete all necessary fields and click Save Details al Year Month v Number of an Number of Individuals a Employers 0 Participating Participating Comments Tae mrt 5 Save Cancel z _ _ r 2015 The Queen s Printer Release 5 1 Version 2 6 Page 10 of 21 EOIS Case Management System Service Provider User Guide 5 3 3 Add Information Sessions Data For Employment Service Summer Jobs Service Literacy and Basic Skills and Ontario Self Employment Benefit Program System Steps gt Step 1 Aggregate Data Select Information Sessions in the Tab Content Bar Aggregate Data Recent Changes sy Stns mah TORTY O prepre er Bay ae Hh sa os ir i Customer Satisfaction
10. ession ABJ Employment Thunder Bay 6656A New 3 required field Please enter a date range for the information sessions v From Date ToDate E ED Search Results v Type of Information From Date To Date of Information Audience Number of Attendees Status 2015 The Queen s Printer Release 5 1 Version 2 6 Page 19 of 21 EOIS Case Management System Service Provider User Guide gt Step 3 Aggregate Session Click Edit from the Action Button next to the relevant information session Search Results Number of Items 2 out of 2 v From Date To Date Type of Information Audience Number of Attendees Status Ni Session B gt 2 7 2014 2 7 2014 OSEB Orientation General public 15 Active m gt 2 7 2014 2 7 2014 OSEB Orientation General public 0 Cancelled Cet Delete gt Step 4 Modify Information Session Ensure that Number of Attendees is set to 0 and click Save a z ESS i Nt NS a A TPs A T Ta Y la me E a ee ee ee ee ee ee Se Bi 5 eg lo ee Modifier une s ance d information AB ttawa 6656C x PR EL REEL FLUENE To TE CCEE TPE ER ee LLG EF LF aP LF A ate le bem te ala aha aetna altars dod tints AA eet es Le iN aE mee j champ obligatoire S ance d information General Public Info F Description D tails Auditoire Grand public Nombre d assistants Date de d but 27 i2014 Date de fin Remargques e Annuler
11. iew Modify Information Sessions Data For Employment Service Summer Jobs Service Literacy and Basic Skills and Ontario Self Employment Benefit Program System Steps Step 1 Aggregate Data Select Information Sessions in the Tab Content Bar Business Plans Sitesi a Data Recent cal Customer Satisfaction Information Sessions Please enter a date range for the information sessions Participation From Date E amp Search Results of 3 From Date To Date Type of Information gt Step 2 Information Session To view or modify an Information Session enter a date range and click Search required field Please enter a date range for the information sessions From Date To Date 3 Search Results v i From Date To Date ee of Information Audience Number of Attendees Status 2015 The Queen s Printer Release 5 1 Version 2 6 Page 13 of 21 EOIS Case Management System Service Provider User Guide Step 3 nformation Session To view expand the toggle To modify select Edit from the Action Button Search Results Number of Items 1 out of 1 v From Date o Date D ae Audience Number of Attendees Status sY C ssm 14 26 6 2014 Job fair General public 2 Active fa a gt Step 4 Modify Information Session Modify the necessary information and click Save Modify Info Ta ee ea eas ee eT forse oe nfo Tse ie lots oe TA Ta C oe hell E BITIN I B o
12. nt Toronto Name Summer Jobs Service Start Date 24 6 2014 gt Step 4 Aggregate Data Select the data you would like to view in the Tab Content Bar Please enter a date range for the information sessions v l From Date 5 ToDate 15 Search Results v Type of Information From Date To Date of Information Audience Number of Attendees Status 2015 The Queen s Printer Release 5 1 Version 2 6 Page 6 of 21 EOIS Case Management System Service Provider User Guide 5 3 Creating and Modifying Aggregate Data service provider users enter aggregated Aggregate data for individual service delivery sites and individual services 5 3 1 Add Modify Customer Satisfaction Data For Employment Service ONLY Only a single Customer Satisfaction record can be recorded in the system per month for a service delivery site for a single respondent type though the record may be modified System Steps gt Step 1 Aggregate Data Select Customer Satisfaction in the Tab Content Bar Home Business Plans Aggregate Data Recent Changes ustomer Satisfaction AB Employment Thunder Bay 6656A Customer Satisfaction Information Sessions Year Month Type of Respondent Participation 2014 04 R amp I Employers 2015 The Queen s Printer Release 5 1 Version 2 6 Page 7 of 21 EOIS Case Management System Service Provider User Guide gt Step 2 Customer Satisfaction Click New to add a Customer Satisfac
13. tion record If an existing Customer Satisfaction record must be modified click Edit from the Action Button next to the record that is to be modified ig Aggregate Data Recent Changes Customer Satisfaction ABJ Employment Thunder Bay 6656A Year Month Type of Respondent Last Updated gt 2014 04 R amp I Employers 26 6 2014 15 56 l j Step 3 Create Customer Satisfaction or Modify Customer Satisfaction Complete all necessary fields and click the Save to return to the Customer Satisfaction page or click Save amp New to create additional Customer Satisfaction records Details Type of Respondent A ae Kgl Year w Month z Ratings ka Number That Responded with a Rating of 1 0 Number That Responded with a Rating of 2 E Number That Responded with a Rating of 3 o Number That Responded with a Rating of 4 0 Number That Responded with a Rating of 5 o Comments E e EE 2015 The Queen s Printer Release 5 1 Version 2 6 Page 8 of 21 EOIS Case Management System Service Provider User Guide 5 3 2 Add Modify Participation Data For Employment Service and Literacy and Basic Skills Only one Participation record can be captured at a service delivery site per month for each program System Steps Step 1 Aggregate Data Select Participation in the Tab Content Bar Home Business Plans Aggregate Data Recent Chang
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