Where your future begins

TASK Note Guidelines

Contact: Angela Fujan
Created: 12/19/2018
Date Emailed to Staff: 01/28/2019
Effective Date: 01/16/2019

Summary of Changes

Incorporates the Client Contact and VR Process Timeframes chapters into this TASK Note guidelines chapter to reduce the total number of chapters and provide the information in one chapter. 

• Added information from the Initial Meeting/Employment Discussion chapter to provide guidance on the information needing to be covered and documented.
• Added termonology for CWA  and WBLE
• Added documenting referral to JSS and Placement 

 Forms - New or Revised

Made the VR TImeframes chapter into a PFD form to use as an attachment to this chapter and as a training handout.

QE2 Update

Office Directors can now delete TASK notes. This does not require a Help Desk ticket.

When creating a new case, QE2 creates a TASK note listing previously case closures. 

To Do

Please review VRIS update in your team meeting 

Team Communication

Review documentation requirements. 

VRIS Posting

Case Services - General Case Management Policies - TASK Note Guidelines 

Monitoring Requirements

Case reviews and approvals will provide monitoring of case documentation.