Employment Planning Application (Includes Customer Statement of Rights and Responsibilities) IL/SS Application (Includes Customer Statement of Rights and Responsibilities) OM/RT Assessment Form Medical Information Form VR Financial Needs Test IL/SS Financial Needs Test Time Extension Certificate of Eligibility IL/SS Eligibility Information Employment Barriers Form Order of Selection Individual Plan for Employment VR Plan Instructional Services Plan IL/SS Plan Financial Aid Information Forms Training Waiver Report Job Coaching Referral Job Coaching Needs Determination Job Coaching Placement Report Job Coaching Hours Negotiated Service Authorization Invoice Services Provided Closure Form HGAC Admission/Discharge Report HGAC Referral Form HGAC Customer Progress Term Report HGAC Customer Progress COR Report On The Job Training Contract OVR Training Information Vocational Evaluation Referral Agreement for Services and Return Agreement to Financial Participation Agreement (OVR T-15) Receipt and Agreement Receipt of Reusable Equipment Voter Registration *Staff/Customer (Digital Available) Staff NA *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) Staff Staff NA Staff *Staff/Customer (Digital Available) (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) Staff/District Administrator Staff Staff Staff/Customer/Provider Staff/Customer/Provider Staff Staff/Provider NA Staff Staff Staff Staff Staff Staff/Customer/Employer NA Staff Staff/Customer/Provider (When Applicable) (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) *Staff/Customer (Digital Available) (Digital Available)
Training Information/Requirements BBVS Access Technology Tracking Form (BBVS VR Only) NA If an OVR form is data enterable within CWDS and a wet signature is required, staff does not need to obtain a digital signature. Staff should complete the data entry entering the information exactly as it appears on the paper copy. Staff also has the option to upload the paper copy of the form if they feel that it will be useful to access online. **See Appendix 1 at end of document for discussion of upload function. Any form with a wet signature must be stored in the Supporting Document Case file. SUPPORTING DOCUMENT CASEFILE: If a form has been incorporated electronically into CWDS, staff is expected to complete the document within CWDS. Forms requiring data entry into CWDS but not requiring a wet signature do not need to be stored in the Supporting Documents Case file. Once the data entry has occurred, the paper version can be destroyed as per local office procedure. Forms requiring a wet or Digital Signature: TYPE: Employment Planning Application VR Financial Test IL/SS Financial Needs Test Time Extension Individual Plan for Employment State VR Plan Instructional Services Plan Financial Aid Information Forms Agreement for Services and Return Agreement to Repay Financial Participation Agreement Receipt and Agreement Receipt of Reusable Equipment Voter Registration Training Information/Requirements SIGNATURE REQUIRED: Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) Staff/Customer (Digital Available) If a wet signature is required and a digital signature was not captured, the form with the wet signature must be stored in the Supporting Document Case file and can be uploaded based upon staff need. Certain OVR forms do not legally require a written wet signature; however, OVR policy requires a signature to be obtained. These signatures are based on business requirements and often involve a third party, i.e. Provider or Employer. As a result, the ability to capture a digital signature is not currently available.
Specific Provider – Editable – Mandatory Estimated Start Date – Editable – Mandatory Comparable Benefits – Text – Mandatory How Service Obtained – Text – Mandatory SAVE CONTINUE Goal Details Summary of Goal Details – See Descriptions Above VIEW DETAILS Create OVR Plan Details Summary of Case/Plan/Goal/Service Details Change Case Status Code Enter Signatures Wet Signature
Primary Case Manager – Pre-populated Plan Information Plan Type - IL/SS – Pre-populated Plan Effective Date/Amendment Date – Editable - Mandatory SAVE CONTINUE Create Goal Goal Details Goal Description – Mandatory Participant Responsibility - Text SAVE CONTINUE Create Planned Service Specific Service – Editable – Mandatory Specific Provider – Editable Estimated Date – Editable Comparable Benefits – Text SAVE CONTINUE Goal Details Summary of Goal Details – See Descriptions Above
VIEW DETAILS Create OVR Plan Details Summary of Case/Plan/Goal/Service Details Enter Signatures Wet Signature Digital Signature The digital signature component of CWDS allows to create an electronic case file by allowing staff and customers to sign OVR internal forms* digitally using their Keystone ID and Password. The digital signature using the customer’s Keystone ID and Password legally replaces the customer’s written wet signature for OVR internal forms only. *OVR Internal Form – A form used only by OVR and OVR When utilizing the digital signature staff must inform their customer that: The digital signature legally replaces their written wet signature for OVR purposes. By signing a form digitally their Keystone ID and Password, the customer is legally signing a document as if they completed a written wet signature. If a customer does not understand, is unsure of the digital signature concept, or does not have a Keystone ID and Password, a written wet signature should be obtained to avoid any confusion or problems. For internal OVR use only, forms, i.e. IPE, Receipt and Agreement, Training Information, etc., a digital signature legally replaces a wet signature. The Keystone ID and Password are unique to each individual customer (similar to a signature). A wet signature is required for all documents that are sent to third parties because the third party does not have access to CWDS and the Keystone ID and Password validation, i.e. OVR 132 Release of Information, OVR 169, etc. To be able to utilize this function, a customer must be 18 years of age and must have a valid Keystone ID and Password. Staff must have the Case Manager or a higher role. NOTE: Case Manager in Training/Intern is not able to utilize this function. Staff will have the option to create a form using a digital signature or obtaining the traditional wet signature. Staff must only use one type of signature per form. Staff may utilize both digital and wet signatures throughout the case, i.e. one form may have a digital signature while another form uses the traditional wet signature. Staff is
WPA – Pre-populated Begin Date – Pre-populated End Date – Status (Status Code) – Pre-populated Program – Pre-populated Office – Pre-populated Primary Case Manager – Pre-populated Plan Information Plan Type - Instructional Service Plan – Pre-populated Plan Effective Date/Amendment Date – Editable SAVE CONTINUE Create Goal Goal Details Objective/Recommendation – Mandatory Schedule of Instruction – Text Equipment Recommendation – Text Participant Responsibility - Text SAVE CONTINUE Goal Details Summary of Goal Details – See Descriptions Above