Partner-Provided Services

Use Partner-Provided Services to document services provided to a client by a partner program that does not use ServiceLink for case management; that is, for those partners for whom a program registration and enrollment is either not available, or not used. See Non-ServiceLink Services for more information.

Navigation

Bring the client into context by conducting a Client Search or selecting the client from My Cases. Use the client context menu to navigate to Case Details > Partner-Provided Services, or click Partner-Provided Services on the Case Details page.

View/Edit Partner-Provided Services

1. Navigate to Partner-Provided Service. The Partner-Provided Services page displays.
2. To view or edit the details of a service, click the appropriate link in the Service column. The first Partner-Provided Services page displays, with the current partner (Funding Source/ Enrollment) displayed.
3. To edit, select a different partner from the drop-down and click Continue. Or, if the partner is correct, click Continue without making any changes. The second Partner-Provided Services page displays, with the details of the service.
4. Make updates as needed, and click Save to save the information and return. The updates are saved and the Partner-Provided Service page displays.
5. Click Back to return without saving the information.

Add Partner-Provided Services

1. Navigate to the Partner-Provided Services. The Partner-Provided Services page displays.
2. Click the Add button. The first Partner-Provided Services page displays, with a drop-down to select a partner (Funding Source/Enrollment). Select a partner and click Continue. The second Partner-Provided Services page displays, with fields to enter the details of the service.
3. Enter the details of the service according to the instructions (see drop-down).

   • Funding Source/ Enrollment: Select a partner from the drop-down.
   • Services: Select the service from the drop-down.
   • Status: Select the status from the following options:
   • Completed: The purpose of the service is done, or the objective has been reached. This may be a service that is completed at the time it is entered into AJL, or an In Progress service. An example is a job seeker who took a typing test, or who received assistance in completing a resume. Another example is a job seeker who attended training, completed all coursework, and attained the objective of the training: a certificate, diploma, or license.
   • Exited, Program Year Ended: Used by some states to manage services by program year.
   • Failed to Report: The service was scheduled, but the client did not report to participate in the service and did not reschedule the service prior to the time it was scheduled.
   • In-Progress: The service has started and the client is actively participating.
   • Proposed: The service is proposed. A proposed service may be a service discussed with the client during the development of his/her employment plan, but specific dates and times have not yet been identified.
   • Rescheduled: The service was scheduled, but the scheduled dates needed to be changed.
   • Scheduled: The service is scheduled for a specific date.
   • Unsuccessful Completion: The client participated in the service throughout the planned period, but did not successfully complete.
   • Waived: Typically used for WPRS. Mandatory scheduled services can be waived.
   • Estimated Start Date: The date the service is estimated to begin.
   • Estimated End Date: The date the service is estimated to end. The estimated date can be modified while the service is still in progress.
   • Actual Start Date: The first day the client participated in the service, as documented by the casetracker. An Actual Start Date is required if the service is in Completed or In Progress status.
   • Actual End Date: The last day the client participated in the service, as documented by the casetracker. The Actual End Date can be before the Estimated End Date if the client does not continue to participate. An Actual End Date is required if the service is in Completed or Exited without Completing status.

4. Click Save to save the information and return. The information is saved and the Partner-Provided Services page displays.

Quick Start Guide

Click to view full-screen video in new tab: Adding Partner-Provided Services QSG