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Task Note Guidelines

Contact: Jen Papproth/Angela Fujan
Created: 09/20/2018
Date Emailed to Staff: 09/20/2018
Effective Date: 09/20/2018

Summary of Changes

Additional Task Note Headers have been added and guidance around Voter Registration and Benefits Services information for Task Notes have been added.  A Task Note Examples attachment has beeen revised to provide clarity around proper documentation styles in a Task Note.

 

Forms - New or Revised

N/A

 

QE2 Update

Exception to 30-Day Contact and Case Closure have been added as Task Note Headers in QE2.

 

To Do

N/A

 

Team Communication

Please discuss these changes in a team meeting.

 

VRIS Posting

VRIS, Program Manual, General Case Management Policies, Task Note Guidelines

 

Monitoring Requirements

N/A

 





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