Adding a Skill Development activity begins with the Skill Development Plan Screen; however, the details for the specific activity will be captured on the Activity Details screen. Once an activity has been added to the customer's case, you will be able to view a listing of all activities and other Skill Development activities (such as Training) on the Skill Development Plan.
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Step |
Action |
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1 |
Navigate to the 'Skill Development' tab. Click 'Add Activity' on the Skill Development tab to begin adding an activity. |
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2 |
Click the radio button to indicate that you are adding an activity. |
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3 |
Locate a provider by entering search criteria and clicking 'Search.' |
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4 |
If the search results in locating the correct provider, click the notepad image to add an activity detail record for the selected provider. If the search does not result in locating the correct provider, either click 'Change Search Criteria' to perform another search or click 'Add Provider' to begin adding that provider's information to the database. |
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5 |
After selecting the provider, begin completing the Activity Detail record by clicking the radio button to indicate whether you would like this training displayed on the Individual Responsibility Plan. |
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6 |
Select the funding source (if applicable). |
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7 |
Enter the expected outcome (e.g., certificate, degree) if applicable. |
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8 |
Enter the hours that the customer is scheduled to participate in the activity. |
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9 |
Enter the anticipated start date and the anticipated end date (the actual start date will need to be entered once the customer actually begins the activity). |
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10 |
Click 'Save.' |
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11 |
A pop up box will appear that reads 'Click the OK button to add the cost associated with this Record.' If you click 'OK,' you are brought to the 'Add Cost Item' entry screen. If you click 'Cancel.' you return to the Skill Development tab. |
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12 |
Adding a cost item allows the user to enter a Tracking Number (e.g., a Purchase Order number), the cost type, the associated FMTS code, the date the cost was incurred and the actual cost. |
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13 |
After completing the Cost Item information, click 'Save' to return to the Activity record. |