Notes

Text boxes for notes or comments are included in many pages in AJL. Separate specific notes functions are available on Case Details, Enrollment Details, Program Details, and Employer Details; a Related Link for notes is also available on the Needs and Barriers page.

Client Notes on Case Details is designed to provide a high-level record of the client's participation in job search activities. Use Client Notes to record information that would be helpful to other one-stop partners providing services.

Notes specific to the client's participation with a specific program, perhaps of a more sensitive nature, can be recorded in Program Notes on the Program Details page or in Enrollment Notes on the Enrollment Details page, where they will be accessible to ServiceLink users with privileges to the specific program or enrollment. Needs and Barriers notes, accessed from Enrollment Details, is another option.

Employer Notes, accessed from the Employer Details page, are viewable by and available to all ServiceLink partners.

Notes cannot be edited. Notes can be deleted by users with privileges for deleting notes. These privileges are set by the AJL administrator based on state policy and procedure.

Navigation

Bring the client or employer into context through a Client or Employer Search or through My Cases or My Employers.

Client Notes

Use the client context menu to navigate to Case Details > Client Notes, or click the Client Notes link in Universal Information on Case Details.

1. If the client has notes, the Client Notes page displays, with the Casetracker, Office, Date, Contact Type, Reference Date, Description, and Print Note.
2. If no Client Notes have been entered, the Add Notes page displays.
   1. To add a note, click the Add a Note button. The Add Notes page displays with the Date and Staff Name and agency defaulted.
   2. Select the type of contact was initiated with the client: In Person, Telephone, Email, Fax, Letter, Text from Phone, Twitter, Facebook, or Other.
   3. Select the Reference date—the date on which the contact was initiated.
   4. Enter the description in the Description text box. The purpose of the Description text box is to facilitate review of a lengthy list of notes by description, such as Career Planning, Supportive Services, or Eligibility.
   5. Enter the note in the Notes text box. Click Save to save and return. Click Return to return without saving the note.

Program Notes

Use the client context menu to navigate to Program Details > Program > Add Notes.

Enrollment Notes

Use the client context menu to navigate to Enrollment Details > Enrollment > Enrollment Notes.

Needs and Barriers Notes

Use the client context menu to navigate to Enrollment Details > Needs and Barriers > Related Links: Needs and Barriers Notes.

Employer Notes

Use the employer context menu to navigate to Employer Details > Employer Notes.