Exiting a Client
Last updated
WorkforceCentral User Guide
Last updated
Once a client has completed all services under the Workforce program and their enrollment is fully concluded, they can be exited from WorkforceCentral. At this point, their employment or educational outcome is recorded in the system.
All clients must be exited from the system once all services have been provided and their enrollment is complete.
All activities must be completed before exiting a client.
A client cannot be exited without at least one activity.
You must collect and file proof of employment or educational outcome in a client's case file. Program managers will review employment or education verification during annual monitoring.
1. From the Enrolled Programs menu, select All Processes.
2. Select Add Exit Form.
3. Enter the Exit Outcome details in the form.
For employment placement outcomes, all employment fields must be entered.
For educational placement outcomes, all educational fields must be entered.
Select Submit Exit.
If you added a pre-exit outcome for a client, that outcome data will automatically populate the outcome data on the Exit Form when a client is exited. If a client has more than one pre-exit outcome, the most recent pre-exit outcome populates the Exit Form.
If you don't exit a client, the system will automatically perform soft exit to close the client's application 90 days after the most recent Activity Completion Date.
