Contact Tracking

To track staff engagement with employers, use Contact Tracking, which is available from the Employer Details page.

Navigation

Bring the employer into context by conducting an Employer Search or selecting the employer from My Employers. Scroll down until you see the Contact Tracking tile on the Employer Details page.

View/Edit/Delete Contact List

  1. Navigate to the Contact Tracking tile. Click View All to view the complete list of records in the Communication List page.
  2. To edit or delete a contact record, click Edit in the Actions column. You may also select the record you want to edit from the Contact Tracking tile. The Edit Communication Details page displays.
  • If you are a staff user with a role below Regional Director, you can only edit contacts that you created. Contacts created by other staff users can be viewed by clicking Show in the Actions column. Staff users with a role of Regional Director or above can edit any contact.
  1. To edit, change any of the information necessary to reflect the current status of the contact record.
  2. Click Save to save. The updates are saved and the Communication List page displays. To return to the Contact Lists page without making any changes, click Cancel.

Add Contact

  1. Navigate to Contact Tracking. The Communication List page displays.
  2. Click Add. You may also click Add Communications on the Contact Tracking tile. The Contact Details page displays.

  3. Enter the contact information.

    • Contact on: Calendar; Select the date contact was initially made with the employer. Click Today to automatically select the current date.
    • Recontact on: Calendar; If initial contact was not successful or if follow-up contact was made, select the date of re-contact.

    • Staff visit reason: List; Select the primary reason the staff made contact with the employer. Select from the following options:

      • Available One-Stop Services
      • Available Training Services
      • FCJL Contact [Federal Contract Job Listing]
      • General Outreach Information
      • H2A Activities
      • Incumbent Worker Training
      • Incumbent Worker Training Services
      • Job Fairs
      • Job Order Activities
      • Job Seeker Outreach Activities
      • Job Service Activities
      • Layoff Planning Assistance
      • On-the-Job Training Opportunities
      • Placement Follow Up Activities
      • Rapid Response Assistance
      • Recruitment Assistance
      • Registered Apprenticeship
      • ReSpECTWORKS Outreach
      • RETAINWORKS Outreach
      • RETAINWORKS Provider
      • Strategic Planning Activities
      • Veteran's Employment Services
      • Virtual Contact
      • Work Based Learning (WBL) Activities
      • Work Experience Activities

    • Type of Contact: Drop-down; Select the method of contact from the following options:

      • In Person
      • Telephone
      • Email
      • Fax
      • Letter
      • Text from Phone
      • Twitter
      • Virtual Meeting
      • Other

    • Purpose: Text; Type a description of the contact.
    • Results: Text; Type a description of what occurred as a result of the contact.
  4. To submit the contact details, click Save. The Communication List page displays. To return to the Communication List page without adding contact information, click Cancel.