EOIS Case Management System Service Provider User Guide: Reporting. Ontario Self-Employment Benefit Follow-up Results #19G

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Domenic McKenzie
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1 EOIS Case Management System Service Provider User Guide: Reporting Ontario Self-Employment Benefit Follow-up Results #19G Version 1.1 September 2013

2 Document History Version # Date 1.0 April September 2013 Initial version following the launch of EOIS- CaMS Reports Release 3.2. New case activation column and expansion of the data filter to include cases active in the current fiscal year. Using the Guide Users should consider the following when using this guide: All detailed report user guides are located on the EOIS Service Provider Reporting Website under the affiliated Guide link. As this website retains a history of the guides, it is recommended that the guide link be used in conjunction with the report. The EOPG website ( has the latest versions, as well as the overall EOIS-CaMS user guide (Chapter 10 - Reporting), under the Guides and Resources section. This chapter is recommended to be reviewed as a starting point. Throughout this user guide specific types of items are distinguished through the following text styles: o CaMS page names have been italicized and CaMS field names have been placed in quotes. For example, data is drawn from the Plan Content page, Status and Outcome fields, for the sub-goal Training Supports. o Titles that refer directly to the report titles, column or row headings or specific CaMS fields have been capitalized. For example, the service plan information is displayed in the Service Provider column of the report. Release 3.3 Version 1.1 Page 2 of 8

As this website retains a history of the guides, it is recommended that the guide link be used in conjunction with the report. The EOPG website (www.eopg.

3 Ontario Self-Employment Benefit Follow-up Results #19G This report shows Ontario Self-Employment Benefit (OSEB) follow-up outcome results for case reviews, where the Actual End Date of any of the 4 case reviews are within the report s fiscal year. This report is meant for OSEB sites to validate their data entry and review outcome results and is available for each service delivery site. Additionally, active cases are shown to allow for upcoming case work load review. Access This report is available to service provider manager report users. Format, Schedule and Retention This report is in Excel format to accommodate the ability to adjust font size, column widths, sort and manipulate data and print based on service provider preferences. This report will run weekly, available on Monday mornings, with a total of 56 weeks of reports being retained on the EOIS SP Reporting Website. Data Filtering All OSEB Product Delivery Cases (PDCs) that have a status of Active in the current fiscal year Or All OSEB Product Delivery Cases (PDCs) closed within the report s previous or current fiscal year. Closed PDCs must have been activated at least once, and have at least one case review with an Actual End Date within the report period. Reviews for closed OSEB PDCs with a Closure Reason of Client Deceased or Opened in Error are excluded from the report. If a client has a Date of Death subsequent to its case closure date, this case will be shown on the report if there is at least one case review with an Actual End Date within the report period. Data Sources The information in the report is obtained from several different CaMS sources: Participant Information Participant information (Last Name, First Name) is drawn from Person page. Product Delivery Case PDC information (Case ID, Program Start, Activation and End Date) is drawn from the Product Delivery Case Home page. Release 3.3 Version 1.1 Page 3 of 8

Additionally, active cases are shown to allow for upcoming case work load review. Access This report is available to service provider manager report users.

4 Follow-up / Review information Estimated Review Date, Actual Review Date, Outcome, Training Help Prepare for Future Employment, Participant Satisfaction, Client Working Full Time, Client Business Primary Source of Income, Success Outcome, Number of Seasonal Jobs, Number of Part Time Jobs, Number of Full Time Jobs, Gross Income, and Net Income columns are drawn from the Event List in the Events folder within the Product Delivery Case. Release 3.3 Version 1.1 Page 4 of 8

Outcome, Number of Seasonal Jobs, Number of Part Time Jobs, Number of Full Time Jobs, Gross Income, and Net Income

5 Appendix Detailed Column s Column Name English French CaseID ID du Cas The PDC Case ID field. Client Name Nom complet du The client s First and Last Name participant Program Start Date de Latest PDC Start Date Date commencement Activation Activation Latest PDC Activation Date Program End Date de fermeture Latest PDC Close Date Date Estimated Exit Date estimée de Review révision Calculated as the latest Close Date of the PDC Actual Exit Review Exit Outcome Exit Training Help prepare for future employment Exit Participant Satisfaction Exit Client Working Full Time Exit Client Business Primary Source of Income Success outcome at Exit 3-month Follow- Up Estimated Date Date prévue de révision Résultats du programme à la fermeture Aide Formation à la fermeture prépare pour un emploi futur Satisfaction du participant à la fermeture Participation aux forces de travail à la fermeture Source principale de revenu à la fermeture Réussite à la fermeture Date estimée de révision à 3 Actual end date of case exit review Case exit review outcome Did your training help prepare you for future employment? : Yes/No/No Response What is the client s satisfaction level? at Exit: responses 1 through 5 Is client working full-time on their business? Yes/No/No Response Is client s business their primary source of income? Yes/No/No Response A successful outcome is one that has Yes responses for both Client Working Full Time and Business is primary source of income questions, at Exit Calculated as the latest Close Date of the PDC + 3 months Note: This field will be empty for PDCs having Release 3.3 Version 1.1 Page 5 of 8

de fermeture Latest PDC Close Date Date Estimated Exit Date estimée de Review révision Calculated as the latest Close Date of the PDC Actual Exit Review Exit Outcome Exit Training Help prepare for

6 Column Name English French 3-month Follow- Up Actual Date 3-month Follow- Up Outcome 3-month Training Help Prepare for Future Employment 3-month Client Working Full Time 3-month Client Business Primary Source of Income 3-month Success Outcome 6-month Follow- Up Estimated Date 6-month Follow- Up Actual Date 6-month Follow- Up Outcome 6-month Training Help Prepare for Date prévue de révision à 3 Résultats du programme à 3 Aide Formation à 3 prépare pour un emploi futur Participation aux forces de travail à 3 Source principale de revenu à 3 Réussite à 3 Date estimée de révision à 6 Date prévue de révision à 6 Résultats du programme à 6 Aide Formation à 6 prépare pour either a Person Deceased Closure Reason or a specified date of death, if the review Actual End Date is Null Actual End Date of 3-month case review Outcome of 3-month case review Did your training help prepare you for future employment? Yes/No/No Response Is client working full-time on their business? Yes/No/No Response Is client s business their primary source of income? Yes/No/No Response A successful outcome is one that has Yes responses for both Client Working Full Time and Business is primary source of income questions, at 3-months Calculated as the latest Close Date of the PDC + 6 months Note: This field will be empty for PDCs having either a Person Deceased Closure Reason or a specified date of death, if the review Actual End Date is Null Actual End Date of 6-month case review Outcome of 6-month case review Did your training help prepare your for future employment? :Yes /No/No Response Release 3.3 Version 1.1 Page 6 of 8

à 3 Résultats du programme à 3 Aide Formation à 3 prépare pour un emploi futur Participation aux forces de travail à 3 Source principale de revenu à 3 Réussite à 3 Date estimée de révision à 6 Date

7 Column Name English French Future un emploi futur Employment 6-month Client Working Full Time 6-month Client Business Primary Source of Income 6-month # of Seasonal Jobs 6-month # of Part Time Jobs 6-month # of Full Time Jobs 6-month Gross Income 6-month Net Income 6-month Success Outcome Follow-Up Estimated Date Follow-Up Actual Date Follow-Up Participation aux forces de travail à 6 Source principale de revenu à 6 emplois saisonniers à 12 emplois à mi-temps à 12 emplois à temps plein à 12 Revenu gros à 12 Revenu net à 12 Réussite à 12 Date estimée de révision à 12 Date prévue de révision à 12 Résultats du programme à 12 Is client working full-time on their business? Yes/No/No Response Is client s Business their primary source of income? Yes/No/No Response Number of seasonal jobs created Number of permanent part-time jobs created Number of permanent full-time jobs created What is the amount of gross income generated What is the amount of net income generated A successful outcome is one that has Yes responses for both Client Working Full Time and Business is primary source of income questions, at 6-months Calculated as the latest Close Date of the PDC + 12 months Note: This field will be empty for PDCs having either a Person Deceased Closure Reason or a specified date of death, if the review Actual End Date is Null Actual End Date of case review Outcome of case review Release 3.3 Version 1.1 Page 7 of 8

principale de revenu à 6 emplois saisonniers à 12 emplois à mi-temps à 12 emplois à temps plein à 12 Revenu gros à 12 Revenu net à 12 Réussite à 12 Date estimée de révision à 12 Date prévue de

8 Column Name English French Outcome Training Help Prepare for Future Employment Client Working Full Time Client Business Primary Source of Income # of Seasonal Jobs # of Part Time Jobs # of Full Time Jobs Gross Income Net Income Success Outcome Aide Formation à 12 prépare pour un emploi futur Participation aux forces de travail à 12 Source principale de revenu à 12 emplois saisonniers à 12 emplois à mi-temps à 12 emplois à temps plein à 12 Revenu gros à 12 Revenu net à 12 Réussite à 12 Did your training help prepare you for future employment? Yes/No/No Response Is Client Working Full Time on their business? Yes/No/No Response Is client s business their primary source of income? Yes/No/No Response Number of seasonal jobs created Number of permanent part-time jobs created Number of permanent full-time jobs created What is the amount of gross income generated What is the amount of net income generated A successful outcome is one that has Yes responses for both Client Working Full Time and Business is primary source of income questions, at s Release 3.3 Version 1.1 Page 8 of 8

emplois à mi-temps à 12 emplois à temps plein à 12 Revenu gros à 12 Revenu net à 12 Réussite à 12 Did your training help prepare you for future employment?

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