Learn how to track internal notes, communication, & supportive services for participants.
User Types: Mentors & Providers
Step 1: Click on an Apprentice's Name to Access their Profile Details & Click the CASE Tab
- Note: As you scroll down the page, you will see 3 sections: Notes, Communications, and Supportive Services. In all but one instance, all information recorded on the CASE tab is internal only, meaning not visible to participants.
Step 2: Create an Internal Note by Clicking NEW+ on the Notes Section
- Complete the notes box and hit submit. The standard Participant Notes Report will allow you to download a csv report of all apprentice notes.
- Note: You can use the Batch Actions button on the participant's page to log identical notes to multiple participants simultaneously.
Step 3: Record a Communication with a Participant by Clicking NEW+ on the Communications Section.
- Complete the communication box and hit submit. The standard Participant Communications Report will allow you to download a csv report of all apprentice communications.
- The only "type" of communication that participants can view is a REMINDER. If you select it in the "Type" box on the screen below, it will send a reminder to the participant on the date you set for it to occur.
- Reminder Type (below)
Step 4: Record Supportive Services Provides to Participants by Click NEW+ on the Supportive Services Section
- Complete the supportive services box and hit submit. You will only be able to complete the GRANT field if you have the Grants Management package, which allows you to assign grants to apprentices and collect grant-related data directly from apprentices. Without the package, you can still indicate the grant in the service name or justification fields, and download a standard Participant Supportive Services csv report.
